StockDriftsStockDriftsTop 50 William B. Walkup & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AZO | AUTOZONE INC | 14.2% | 6.2K | $23.8M | +0.19%(+12) | $3060.06(+10.02%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP NEW | 5.96% | 75.6K | $10.0M | +0.41%(+311) | $162.69(+50.04%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.48% | 30.6K | $7.5M | +1.44%(+434) | $202.80(+48.05%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 4.34% | 19.8K | $7.3M | +1.46%(+285) | $363.53(-16.77%) | 2026-03-31 | |
| WMT | WAL-MART STORES INC | 3.87% | 73.8K | $6.5M | +1.33%(+969) | $65.67(+100.19%) | 2026-03-31 | |
| DFS | DISCOVER FINL SVCS | 3.66% | 36.0K | $6.1M | new | $131.17(+52.51%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 3.27% | 26.1K | $5.5M | +2.08%(+532) | $178.48(+16.82%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 3.21% | 10.3K | $5.4M | -0.57%(-59) | $500.94(-19.92%) | 2026-03-31 | |
| ALL | ALLSTATE CORP | 2.96% | 23.9K | $5.0M | -1.23%(-298) | $168.81(+27.68%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 2.71% | 6.7K | $4.5M | +1.28%(+85) | $564.33(+30.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.56% | +42.63% |
| Top 20 Holdings Unweighted | +13.14% | +44.81% |
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