Investor Details
| Filer Name: | WILLIAM B. WALKUP & ASSOCIATES, INC. |
|---|---|
| CIK: | 2034054 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 161 |
| Portfolio Value: | $0.16B |
William B. Walkup & Associates, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AZO | US | AUTOZONE INC | 6,230 | $20M | 12.63% | - | - |
| VLO | US | VALERO ENERGY CORP | 73,273 | $9M | 5.69% | 0.3% | - |
| HD | US | HOME DEPOT INC | 19,840 | $8M | 4.89% | -0.9% | - |
| JPM | US | JPMORGAN CHASE & CO | 30,581 | $7M | 4.64% | -0.3% | - |
| WMT | US | WALMART INC | 70,892 | $6M | 4.06% | 0.2% | - |
| DFS | US | DISCOVER FINANCIAL SERVICES | 35,763 | $6M | 3.92% | -0.3% | - |
| UNH | US | UNITEDHEALTH GROUP INC | 10,261 | $5M | 3.29% | 0.1% | - |
| ALL | US | ALLSTATE CORP | 23,137 | $4M | 2.82% | 0.8% | - |
| ABBV | US | ABBVIE INC | 25,011 | $4M | 2.81% | -0.6% | - |
| EMN | US | EASTMAN CHEMICAL CO | 43,210 | $4M | 2.50% | 0.0% | - |
| MCK | US | MCKESSON CORP | 6,704 | $4M | 2.42% | -2.2% | - |
| KMI | US | KINDER MORGAN INC | 128,678 | $4M | 2.23% | 0.3% | - |
| NOC | US | NORTHROP GRUMMAN CORP | 6,676 | $3M | 1.98% | - | - |
| TRV | US | TRAVELERS COS INC/THE | 12,743 | $3M | 1.94% | -0.4% | - |
| MS | US | MORGAN STANLEY | 21,632 | $3M | 1.72% | -0.9% | - |
| MRK | US | MERCK & CO. INC. | 26,878 | $3M | 1.69% | 0.4% | - |
| LOW | US | LOWE'S COS INC | 10,315 | $3M | 1.61% | 1.0% | - |
| NUE | US | NUCOR CORP | 21,249 | $2M | 1.57% | -0.1% | - |
| DHI | US | DR HORTON INC | 17,029 | $2M | 1.51% | 0.1% | - |
| COP | US | CONOCOPHILLIPS | 23,039 | $2M | 1.45% | -4.2% | - |