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William B. Walkup & Associates, Inc.
William B. Walkup & Associates, Inc. is a registered investment adviser based in Columbia, South Carolina, founded in 1992. The firm manages approximately $152 million in client assets, providing financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and high net worth clients. The team consists of 3–4 financial advisors, serving primarily retail and high net worth investors through discretionary portfolio management. The firm's focus is on investment advisory services, and it does not act as a broker-dealer or offer products other than advisory accounts.
Investment Strategy
William B. Walkup & Associates, Inc. provides investment supervisory services tailored to individual client needs, focusing on understanding each client's financial situation and objectives. The investment strategy centers on portfolio management for individuals, small businesses, and pooled investment vehicles with a discretionary approach. The firm offers asset-based fees and aims to deliver long-term growth by aligning portfolios with the client’s investment horizon and risk tolerance. Services may also include financial planning and periodic account reviews, but the primary focus remains on customized investment advice rather than product sales.
Latest 13F Filing Activity
William B. Walkup & Associates, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 162 equity positions with a total 13F market value of $170M. The fund increased holdings in Capital One Finl Corp., Travelers Companies Inc., JPMorgan Chase & Co. among other positions. William B. Walkup & Associates, Inc. reduced exposure to Discover Finl SVCS, Unitedhealth Group Inc., Abbvie Inc. among others.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AZO | AUTOZONE INC | 13.66% | $23.2M | 6,247 | $2835.31 | $3712.23 | -$593.8K |
V VLO | VALERO ENERGY CORP NEW | 5.99% | $10.2M | 75,612 | $157.09 | $134.42 | +$179.9K |
C COF | CAPITAL ONE FINL CORP | 5.29% | $9.0M | 42,232 | $203.08 | $212.76 | +$8.0M |
J JPM | JPMORGAN CHASE & CO | 5.22% | $8.9M | 30,579 | $205.45 | $289.91 | +$1.4M |
H HD | HOME DEPOT INC | 4.28% | $7.3M | 19,820 | $336.19 | $366.64 | +$3.0K |
Industry Allocation
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