William B. Walkup & Associates, Inc.

Q2 2026 13F-HR Holdings

Location
Columbia, SC
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
258
Total value ($000)
$207,705
Net value change ($000)
+40,219 (24.0%)
New positions
103
Sold out positions
9
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VLO 9,559 95.7%
INTC 8,255 497.0%
COF 7,366 733.7%
JPM 2,395 31.9%
NUE 2,134 82.6%
MS 1,913 75.4%
WMT 1,861 28.7%
JNJ 1,164 55.4%
MRK 1,076 44.9%
ABBV 914 16.7%
Top Reduces (Value $000, Stocks/ETFs)
DFS -6,138 -100.0%
AZO -3,854 -16.2%
EMN -1,228 -31.7%
UNH -1,059 -19.7%
WBA -795 -100.0%
CTRA -646 -100.0%
DD -547 -100.0%
ABT -486 -32.4%
HD -436 -6.0%
T -307 -30.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type