DOSSIER · 13F-HR · Q2 2026
William B. Walkup & Associates, Inc.
$208M in tracked AUM across 258 positions as of Q2 2026.
WB
CIK 0002034054 · last filed Jun 30, 2026
AI Analysis · Q2 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 ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.