Institutional Fund
William B. Walkup & Associates, Inc.
Columbia, SCCIK 20340545 filings on record
Portfolio Value
$167.49M
Q1 2026
Holdings
163
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-8.3%
from $182.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Autozone Inc14.2%
- Valero Energy Corp6.0%
- Jpmorgan Chase & Co.4.5%
- Home Depot Inc4.3%
- Walmart Inc3.9%
- Discover Finl Svcs3.7%
- Other63.5%
Portfolio Holdings
163 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Autozone Inc | 6.2K | $23.78M | 14.2% | +12 | Added |
| 2 | Valero Energy Corp | 75.6K | $9.98M | 6.0% | +311 | Added |
| 3 | Jpmorgan Chase & Co. | 30.6K | $7.50M | 4.5% | +434 | Added |
| 4 | Home Depot Inc | 19.8K | $7.26M | 4.3% | +285 | Added |
| 5 | Walmart Inc | 73.8K | $6.48M | 3.9% | +969 | Added |
| 6 | Discover Finl Svcs | 36.0K | $6.14M | 3.7% | +36.0K | New |
| 7 | Abbvie Inc | 26.1K | $5.48M | 3.3% | +532 | Added |
| 8 | Unitedhealth Group Inc | 10.3K | $5.37M | 3.2% | −59 | Reduced |
| 9 | Allstate Corp | 23.9K | $4.96M | 3.0% | −298 | Reduced |
| 10 | Mckesson Corp | 6.7K | $4.54M | 2.7% | +85 | Added |
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