William B. Walkup & Associates, Inc.
All 13F Filings
- Location
- Columbia, SC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 219,308
- Description
- —
- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 243 | 219,308 | 13F-HR | William B. Walkup & Associates, Inc. |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 218.5 K | 99.6% | 11.59 K | 0 | 11.59 K |
| ETFs | 806 | 0.4% | 11 | 0 | 11 |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
219,308
Holdings
243
QoQ value change ($000)
11,603
(5.6%)
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.