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:
35.87%
Gain +0.2%
Monthly
1.23%
Yearly
15.86%
Drawdown
13.06%
$210.52M
Equity
Holdings
$210.52M
Investment
$158.29M
$53.83M
Profit +$393,175.57
Realized
$1.25M
Unrealized
$52.59M
Dividends
$7.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.2%
Profit
$393,175.57
Win %
76%
This Week
Compared To Last Week
Gain
0.62%
Profit
$1.29M
Win %
76%
This Month
Compared to last month
Gain
2.72%
Profit
$5.57M
Win %
76%
This Year
Compared to last year
Gain
10.59%
Profit
$20.15M
Win %
75%
INTC Intel Corporation
+11.3%
+$676,711.5 
AA Alcoa Corporation
+4.87%
+$5,331.59 
BMY Bristol-Myers Squibb Company
+2.79%
+$8,687.37 
NVDA NVIDIA Corporation
+2.65%
+$533.18 
COIN Coinbase Global, Inc.
+2.18%
+$24.43 
SPY SPDR S&P 500 ETF Trust
+1.68%
+$3,424.39 
GE General Electric Company
+1.26%
+$5,962.32 
BAC Bank of America Corporation
+1.08%
+$9,126.48 
COP ConocoPhillips
+0.82%
+$22,347.88 
MRP Millrose Properties Inc.
+0.64%
+$196.38 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$4,270.86 
DD DuPont de Nemours, Inc.
+0.09%
+$292.8 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$31 
AVNS Avanos Medical Inc.
+0.04%
+$0.23 
HPE Hewlett Packard Enterprise Company
+0.03%
+$280.43 
MS Morgan Stanley
+0.03%
+$1,305.12 
IP International Paper Company
+0.02%
+$3.4 
CVX Chevron Corporation
+0.02%
+$180 
BNY BlackRock New York Municipal Income Trust
+0.01%
+$302.98 
MMM 3M Company
+0.01%
+$1.56 
DG Dollar General Corporation
+0.01%
+$0.16 
A Agilent Technologies Inc.
0%
$0 
AAP Advance Auto Parts Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ABCB Ameris Bancorp
0%
$0 
ABT Abbott Laboratories
0%
$0 
AEG Aegon N.V.
0%
$0 
AFL Aflac Inc.
0%
$0 
ALL Allstate Corporation
0%
-$0.24 
AXP American Express Company
0%
$0 
AZO AutoZone Inc.
0%
+$0.5 
BA Boeing Company
0%
+$0.01 
BP BP p.l.c. Sponsored ADR
0%
$0 
C Citigroup Inc.
0%
$0 
CC Chemours Co.
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CHH Choice Hotels International Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
COF Capital One Financial Corporation
0%
-$0.06 
CPB The Campbell's Company
0%
$0 
CSX CSX Corporation
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DFS Discover Financial Services
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
EHC Encompass Health Corporation
0%
$0 
EMN Eastman Chemical Company
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.05 
FMC FMC Corporation
0%
$0 
FTRE Fortrea Holdings Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HE Hawaiian Electric Industries Inc.
0%
$0 
HII Huntington Ingalls Industries Inc.
0%
+$0.02 
HP Helmerich & Payne Inc.
0%
$0 
HPQ HP Inc.
0%
$0 
HTGC Hercules Capital Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
-$0.03 
JD JD.com Inc.
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
K Kellanova Inc.
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KLG W.K. Kellogg Co.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
-$0.03 
LE Lands' End Inc.
0%
$0 
LEN Lennar Corporation
0%
$0 
LEN-B Lennar Corporation
0%
$0 
LH Labcorp Holdings Inc.
0%
+$0.1 
LIN Linde plc
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MCD McDonald's Corporation
0%
+$0.04 
MCK McKesson Corporation
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MTN Vail Resorts, Inc.
0%
$0 
MTW Manitowoc Company Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
MZTI The Marzetti Company
0%
$0 
NOC Northrop Grumman Corporation
0%
+$0.08 
NRG NRG Energy, Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
OGN Organon & Co.
0%
$0 
OPEN Opendoor Technologies Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PBA Pembina Pipeline Corporation
0%
$0 
PCG PG&E Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
QCOM QUALCOMM Incorporated
0%
+$0.09 
RJF Raymond James Financial Inc.
0%
$0 
SLVM Sylvamo Corporation
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
SO The Southern Company
0%
-$0.01 
SOLV Solventum Corporation
0%
$0 
SON Sonoco Products Co.
0%
$0 
SONO Sonos Inc.
0%
$0 
SYY Sysco Corporation
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TRV The Travelers Companies, Inc.
0%
-$0.13 
UAL United Airlines Holdings, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
-$0.1 
UNM Unum Group
0%
$0 
VLO Valero Energy Corporation
0%
-$0.76 
VTRS Viatris Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAB Wabtec Corporation
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
WU Western Union Co.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
ZIMV Zimvie Inc.
0%
$0 
META Meta Platforms Inc Class A
-7.95%
-$931.6 
SIRI Sirius XM Holdings Inc.
-4.97%
-$61.56 
DXC Dxc Technology Co.
-4.5%
-$731.93 
JNJ Johnson & Johnson
-3.66%
-$123,064.54 
CB Chubb Limited
-3.25%
-$199.75 
T AT&T Inc.
-3.05%
-$25,906.24 
F Ford Motor Company
-2.75%
-$15,203.58 
LOW Lowe's Companies Inc.
-2.6%
-$58,172.7 
DIS The Walt Disney Company
-2.36%
-$742.4 
ED Consolidated Edison, Inc.
-2.31%
-$652.68 
BTI British American Tobacco p.l.c. ADR
-2.19%
-$292.56 
NKE Nike, Inc. - Class B
-2.15%
-$93 
IBM International Business Machines Corporation
-2.08%
-$20,712.9 
DE Deere & Company
-1.88%
-$33,383.87 
AAPL Apple Inc.
-1.41%
-$9,296.26 
CTVA Corteva Inc.
-1.29%
-$5,214.69 
DOW Dow Inc.
-1.18%
-$4,177.8 
DHI D.R. Horton, Inc.
-1.11%
-$28,148.47 
PFE Pfizer Inc.
-0.95%
-$9,760.32 
WBD Warner Bros. Discovery, Inc.
-0.66%
-$1,332.29 
BIO Bio-Rad Laboratories Inc.
-0.16%
-$1,008.06 Events
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Dividends
Dividend Analysis
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| Trades 629 | Longs Won 434/629 68% | Profit Factor 10.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $564,050.16 |
| Average Win $137,520.18 | Best Trade (Jul 31) $10.52M | Sharpe Ratio -9.56 |
| Average Loss -$29,999.16 | Worst Trade (Jul 31) -$1.27M | Z-Score 11.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 2d | Expectancy $85,586.52 |
| 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 | 6,993 | 6,294 | 5,594 | 4,895 | 4,196 | 3,497 | 2,797 | 2,098 | 1,399 | 699 |
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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FAQ
Which stocks have generated the highest profits for William B. Walkup & Associates Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Discover Financial Services - $1.54M, Valero Energy Corporation - $766,931.64, JPMorgan Chase & Co - $436,511.46, AbbVie Inc - $418,725.11, and The Home Depot, Inc - $387,172.84. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Capital One Financial Corporation - $674,099.16, FMC Corporation - $109,292.54, Western Union Co - $23,691.64, The Cigna Group - $10,632.72, and Walgreens Boots Alliance Inc - $2,126.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William B. Walkup & Associates Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.1M earned over time. The largest contributors to dividend income include Valero Energy Corporation - $767,400.68, AbbVie Inc - $382,638.92, JPMorgan Chase & Co - $380,403.2, The Home Depot, Inc - $364,155.2, and Kinder Morgan, Inc - $301,893.45. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William B. Walkup & Associates Inc.'s monthly returns?
William B. Walkup & Associates Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can William B. Walkup & Associates Inc.'s strategy be considered aggressive or moderate?
William B. Walkup & Associates Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow William B. Walkup & Associates Inc.'s strategy?
William B. Walkup & Associates Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
