William B. Walkup & Associates, Inc.
All 13F Filings
- Location
- Columbia, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 207,705
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 258 | 207,705 | 13F-HR | William B. Walkup & Associates, Inc. |
| Q1 2026 | 4/20/2026 | 163 | 167,486 | 13F-HR | William B. Walkup & Associates, Inc. |
| Q4 2025 | 2/17/2026 | 167 | 182,692 | 13F-HR | William B. Walkup & Associates, Inc. |
| Q3 2025 | 10/29/2025 | 163 | 186,695 | 13F-HR | William B. Walkup & Associates, Inc. |
| Q2 2025 | 8/12/2025 | 162 | 169,746 | 13F-HR | William B. Walkup & Associates, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
6
(0.0% of total reported value)
· QoQ Δ:
+6
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 206.9 K | 99.6% | 39.61 K | 0 | 39.61 K |
| ETFs | 795 | 0.4% | 611 | 0 | 611 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
207,705
Holdings
258
QoQ value change ($000)
40,219
(24.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.