WBW
William B. Walkup & Associates Inc. Portfolio
Invests via William B. Walkup & Associates, Inc. | Managed by William B. Walkup, Christopher J. Walkup, Richard B. Newsome
Invests via William B. Walkup & Associates, Inc.
Managed by William B. Walkup, Christopher J. Walkup, Richard B. Newsome
Automatically Tracked
Company Profile
Established as a boutique professional services firm, the company provides advisory and operational support to institutional and high-net-worth clients, focusing on portfolio consulting, retirement-plan advisory and back-office solutions. William B. Walkup & Associates, Inc. positions itself as a specialized partner for fiduciaries seeking tailored governance, compliance and asset-allocation advice.
Established as a boutique professional services firm, the company provides advisory and operational support to institutional and high-net-worth clients, focusing on portfolio consulting, retirement-plan advisory and back-office solutions. William B. Walkup & Associates, Inc. positions itself as a specialized partner for fiduciaries seeking tailored governance, compliance and asset-allocation advice.
Investment Philosophy & Strategy
Serves institutional and high-net-worth clients with a fiduciary-centered investment approach emphasizing governance, liability-aware asset allocation and risk-controlled implementation. Focus is on customized portfolio construction for retirement plans and endowments, blending conservative core allocations with tactical sleeves to manage duration, liquidity and regulatory constraints. Capital deployment prioritizes low-cost instruments, manager selection discipline, transparent reporting and operational controls to align sponsor objectives with long-term return and liability-management goals.
Serves institutional and high-net-worth clients with a fiduciary-centered investment approach emphasizing governance, liability-aware asset allocation and risk-controlled implementation. Focus is on customized portfolio construction for retirement plans and endowments, blending conservative core allocations with tactical sleeves to manage duration, liquidity and regulatory constraints. Capital deployment prioritizes low-cost instruments, manager selection discipline, transparent reporting and operational controls to align sponsor objectives with long-term return and liability-management goals.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
24.79%
Gain +0.01%
Monthly
0.95%
Yearly
11.99%
Drawdown
12.06%
$203.69M
Equity
Holdings
$203.69M
Investment
$158.76M
$46.55M
Profit +$21,652.96
Realized
$1.26M
Unrealized
$45.29M
Dividends
$6.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$21,652.96
Win %
72%
This Week
Compared To Last Week
Gain
0.01%
Profit
$21,652.96
Win %
72%
This Month
Compared to last month
Gain
3.57%
Profit
$7.02M
Win %
72%
This Year
Compared to last year
Gain
10.16%
Profit
$18.73M
Win %
71%
INTC Intel Corporation
+6.51%
+$556,732.38 
FMC FMC Corporation
+5.15%
+$968.6 
QCOM QUALCOMM Incorporated
+4.32%
+$74,705.19 
DXC Dxc Technology Co.
+3.97%
+$483.35 
GEV GE Vernova Inc.
+3.73%
+$10,127.13 
KD Kyndryl Holdings Inc.
+3.72%
+$333.48 
IP International Paper Company
+3.43%
+$408 
WU Western Union Co.
+3.14%
+$3,466.1 
KEYS Keysight Technologies, Inc.
+3.13%
+$766.08 
FCX Freeport-McMoRan Inc.
+3.12%
+$37,918.26 
DD DuPont de Nemours Inc.
+3.03%
+$10,405.76 
HPE Hewlett Packard Enterprise Company
+2.93%
+$25,612.15 
RJF Raymond James Financial Inc.
+2.65%
+$53,073.17 
EMN Eastman Chemical Company
+2.59%
+$83,544.9 
UAL United Airlines Holdings, Inc.
+2.58%
+$13,799.22 
T AT&T Inc.
+2.52%
+$20,583.04 
VZ Verizon Communications Inc.
+2.49%
+$52,869.96 
YUMC Yum China Holdings Inc.
+2.41%
+$42 
JPM JPMorgan Chase & Co.
+2.31%
+$221,100.94 
ABCB Ameris Bancorp
+2.3%
+$300 
HPQ HP Inc.
+2.27%
+$7,949.2 
CC Chemours Co.
+2.23%
+$2,215.68 
AXP American Express Company
+2.18%
+$3,926.76 
NUE Nucor Corporation
+2.09%
+$116,941.08 
MTW Manitowoc Company Inc.
+2.05%
+$1,438.25 
GIS General Mills, Inc.
+2.04%
+$21.39 
CHH Choice Hotels International Inc.
+2%
+$14,441.55 
MZTI The Marzetti Company
+1.96%
+$7,793.75 
TFC Truist Financial Corporation
+1.93%
+$26,679.52 
OXY Occidental Petroleum Corporation
+1.93%
+$2,498.45 
PRU Prudential Financial, Inc.
+1.87%
+$133.33 
KMI Kinder Morgan, Inc.
+1.85%
+$75,553.7 
D Dominion Energy, Inc.
+1.83%
+$4,157.76 
JD JD.com Inc.
+1.78%
+$5 
ZBH Zimmer Biomet Holdings, Inc.
+1.64%
+$5,771.48 
WFC Wells Fargo & Company
+1.61%
+$24,827.11 
HE Hawaiian Electric Industries Inc.
+1.59%
+$42 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$14.88 
LIN Linde plc
+1.58%
+$1,626 
DVN Devon Energy Corporation
+1.57%
+$16,158.8 
BAC Bank of America Corporation
+1.56%
+$11,892.08 
DE Deere & Company
+1.55%
+$25,706.63 
AEG Aegon N.V.
+1.52%
+$272.22 
BTI British American Tobacco p.l.c. ADR
+1.51%
+$197.16 
DAL Delta Air Lines, Inc.
+1.5%
+$1,131.6 
COF Capital One Financial Corporation
+1.48%
+$15,064.04 
CVS CVS Health Corporation
+1.47%
+$31,319.76 
NRG NRG Energy, Inc.
+1.43%
+$210.63 
COP ConocoPhillips
+1.4%
+$37,323.18 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$28,631.67 
ABBV AbbVie Inc.
+1.32%
+$77,365.52 
MFC Manulife Financial Corporation
+1.31%
+$711.36 
C Citigroup Inc.
+1.27%
+$7,541.57 
VLO Valero Energy Corporation
+1.2%
+$232,076.65 
WAB Wabtec Corporation
+1.19%
+$18.66 
ITW Illinois Tool Works Inc.
+1.17%
+$10,376.33 
AFL Aflac Inc.
+1.16%
+$8,671.05 
AZO AutoZone Inc.
+1.12%
+$216,333.4 
UNM Unum Group
+1.11%
+$872.1 
CI The Cigna Group
+1.07%
+$802.64 
JNJ Johnson & Johnson
+1.07%
+$32,191.96 
VTRS Viatris Inc.
+1.04%
+$367.03 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$298.82 
PCG PG&E Corporation
+0.95%
+$680.8 
ALL Allstate Corporation
+0.94%
+$49,332.64 
PG Procter & Gamble Co
+0.86%
+$447.04 
ED Consolidated Edison, Inc.
+0.84%
+$226.8 
CNP CenterPoint Energy Inc.
+0.82%
+$70 
GM General Motors Company
+0.8%
+$130 
SO The Southern Company
+0.78%
+$1,721.34 
GE General Electric Company
+0.76%
+$3,434.05 
PSX Phillips 66
+0.76%
+$21,143.54 
CVX Chevron Corporation
+0.75%
+$8,399.94 
MO Altria Group, Inc.
+0.74%
+$236.91 
KMB Kimberly-Clark Corporation
+0.74%
+$141.75 
UNH UnitedHealth Group Incorporated
+0.73%
+$30,478.14 
HD The Home Depot, Inc.
+0.73%
+$47,171.6 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$346 
KHC The Kraft Heinz Company
+0.7%
+$25.67 
EMR Emerson Electric Co.
+0.69%
+$10,886.94 
YUM Yum! Brands, Inc.
+0.68%
+$45.76 
DOW Dow Inc.
+0.65%
+$2,553.1 
MS Morgan Stanley
+0.65%
+$30,017.61 
DUK Duke Energy Corporation
+0.63%
+$2,605.98 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,117.2 
CHD Church & Dwight Co., Inc.
+0.49%
+$15.36 
GOOG Alphabet Inc
+0.45%
+$456 
WMT Walmart Inc.
+0.45%
+$39,873.13 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$940.44 
CINF Cincinnati Financial Corporation
+0.42%
+$2,057.56 
CSX CSX Corporation
+0.42%
+$5,514.6 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,135.28 
DG Dollar General Corporation
+0.4%
+$7.36 
GD General Dynamics Corporation
+0.38%
+$114.24 
CPB The Campbell's Company
+0.35%
+$247.12 
WEC WEC Energy Group Inc.
+0.33%
+$147.26 
AAP Advance Auto Parts Inc.
+0.3%
+$64.44 
XOM Exxon Mobil Corporation
+0.28%
+$1,913.81 
MMM 3M Company
+0.26%
+$31.98 
BP BP p.l.c. Sponsored ADR
+0.23%
+$40.7 
A Agilent Technologies Inc.
+0.22%
+$890.88 
TRV The Travelers Companies, Inc.
+0.18%
+$7,357.84 
NVDA NVIDIA Corporation
+0.16%
+$33.92 
HP Helmerich & Payne Inc.
+0.15%
+$2,114.46 
PFE Pfizer Inc.
+0.15%
+$1,626.72 
KO The Coca-Cola Company
+0.11%
+$1,390.23 
MSFT Microsoft Corp.
+0.1%
+$1,600.36 
FDX FedEx Corporation
+0.09%
+$1,417.32 
SON Sonoco Products Co.
+0.08%
+$310.68 
ENB Enbridge Inc.
+0.07%
+$31.48 
CB Chubb Limited
+0.06%
+$3.57 
HWM Howmet Aerospace Inc.
+0.03%
+$379.75 
SLVM Sylvamo Corporation
+0.02%
+$0.3 
ORCL Oracle Corporation
+0.02%
+$0.6 
MCD McDonald's Corporation
+0.01%
+$144.4 
TIP iShares TIPS Bond ETF
+0.01%
+$2.44 
CTA-PA EIDP, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
DFS Discover Financial Services
0%
$0 
K Kellanova Inc.
0%
$0 
KLG W.K. Kellogg Co.
0%
$0 
LEN
0%
$0 
LH
0%
$0 
MRP
0%
$0 
SIRI
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
WBA Walgreens Boots Alliance Inc.
0%
$0 
ZIMV Zimvie Inc.
0%
$0 
LEN-B Lennar Corporation
-4.77%
-$39.87 
LLY Eli Lilly and Company
-2.41%
-$64,480.53 
PLTR Palantir Technologies Inc.
-2.36%
-$562.38 
FTRE Fortrea Holdings Inc.
-2.31%
-$3,586.83 
NKE Nike, Inc. - Class B
-2.24%
-$103 
BIO Bio-Rad Laboratories Inc.
-2.22%
-$12,363 
MTN Vail Resorts, Inc.
-2.22%
-$9.09 
ABT Abbott Laboratories
-1.64%
-$16,597.77 
AAPL Apple Inc.
-1.52%
-$8,788.5 
LMT Lockheed Martin Corporation
-1.52%
-$12,633.5 
MU Micron Technology, Inc.
-1.43%
-$327.98 
MRK Merck & Co., Inc.
-1.42%
-$45,685.99 
BA Boeing Company
-1.16%
-$2,440.68 
HII Huntington Ingalls Industries Inc.
-1.09%
-$6,026.65 
IBM International Business Machines Corporation
-0.95%
-$11,502.36 
EHC Encompass Health Corporation
-0.89%
-$154.7 
OPEN Opendoor Technologies Inc.
-0.67%
-$0.75 
PHM PulteGroup Inc.
-0.67%
-$6,869.08 
PBA Pembina Pipeline Corporation
-0.64%
-$922.25 
SYY Sysco Corporation
-0.56%
-$7,908.3 
SONO Sonos Inc.
-0.52%
-$4 
LE Lands' End Inc.
-0.48%
-$11.52 
SOLV Solventum Corporation
-0.44%
-$6.65 
COIN Coinbase Global, Inc.
-0.41%
-$4.55 
MCK McKesson Corporation
-0.4%
-$21,163.68 
NOC Northrop Grumman Corporation
-0.4%
-$14,620.44 
AA Alcoa Corporation
-0.3%
-$535.71 
DIS The Walt Disney Company
-0.3%
-$96 
META Meta Platforms Inc Class A
-0.26%
-$29 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$1,809.95 
DHI D.R. Horton, Inc.
-0.22%
-$5,871.36 
LOW Lowe's Companies Inc.
-0.12%
-$2,804.79 
AVNS Avanos Medical Inc.
-0.08%
-$0.46 
OGN Organon & Co.
-0.07%
-$14.65 
HTGC Hercules Capital Inc.
-0.06%
-$2.29 Events
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Dividends
Dividend Analysis
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No Data
| Trades 629 | Longs Won 414/629 65% | Profit Factor 9.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $494,035.52 |
| Average Win $126,171.19 | Best Trade (Jun 14) $7.42M | Sharpe Ratio -26.22 |
| Average Loss -$26,520.34 | Worst Trade (Mar 31) -$1.04M | Z-Score 6.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 5d | Expectancy $73,999.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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