Long-term investor
William B. Walkup & Associates, Inc. @williambwalkupassociates
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002034054).
Record
- Tracked since 2025-06-30 (434 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months -3.0% · 1 year +6.5% · all +6.5%
- Max drawdown -9.7% · Sharpe 0.08 · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AZO · 9.6% · long · since 2025-06-30
- VLO · 9.4% · long · since 2025-06-30
- INTC · 4.8% · long · since 2025-06-30
- JPM · 4.8% · long · since 2025-06-30
- COF · 4.0% · long · since 2025-06-30
- WMT · 4.0% · long · since 2025-06-30
- HD · 3.3% · long · since 2025-06-30
- ABBV · 3.1% · long · since 2025-06-30
- ALL · 2.8% · long · since 2025-06-30
- MCK · 2.4% · long · since 2025-06-30
- NUE · 2.3% · long · since 2025-06-30
- MS · 2.1% · long · since 2025-06-30