DOSSIER · 13F-HR · Q1 2026
William B. Walkup & Associates, Inc.
$167M in tracked AUM across 164 positions as of Q1 2026.
WB
CIK 0002034054 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
William B. Walkup & Associates, Inc. has reported a significant contraction in portfolio assets under management (AUM), with the total value decreasing by 58.7% from approximately $169.75 million in Q2 2025 to $70.09 million in Q3 2025. This reduction is accompanied by a substantial restructuring of the fund's composition. While the total number of holdings remains consistent at 66, the manager executed 72 transactions (36 new positions and 36 complete exits), indicating ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.