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| Happy Holidays!! thanks for using AUM13F!! |
| William B Walkup & Associates Inc
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| CRD # | 135533 |
| SEC # | 801-126904 |
| CIK # | 0002034054 |
| AUM | $159.0 M (2025-03-19) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 803-462-9395 |
| Address | 142 Atrium Way Columbia, SC 29223-6301 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Autozone Inc | 23.2 | ||
| Valero Energy Corp/Tx | 10.2 | ||
| Capital One Financial Corp | 9.0 | ||
| J P Morgan Chase & Co | 8.9 | ||
| Home Depot Inc | 7.3 | ||
| Wal Mart Stores Inc | 7.2 | ||
| McKesson Corp | 4.9 | ||
| AbbVie Inc | 4.9 | ||
| Allstate Corp | 4.8 | ||
| Kinder Morgan Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Capital Growth Investment LLC | 2012-03-29 | 1.2 | |
| PE | Columbia Cash Reserves LLC | 2012-03-29 | 23.1 | |
| PE | Equity 83 LLC | 2012-03-29 | 7.7 | |
| PE | Equity 84 LLC | 2012-03-29 | 2.1 | |
| PE | Equity 85 LLC | 2012-03-29 | 2.1 | |
| PE | Equity 86 LLC | 2012-03-29 | 3.0 | |
| PE | Equity 87 Investment Partnership | 2012-03-29 | 0.2 | |
| PE | Equity 89 LLC | 2012-03-29 | 2.2 | |
| PE | Equity 91 Investment Partnership | 2012-03-29 | 0.2 | |
| PE | Equity 93 LLC | 2012-03-29 | 1.6 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 14.8 |
| (b) Individuals (high net worth individuals) | 15 | 55.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 81.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 159.0 |
| By Discretionary | ||
| Discretionary | 64 | 159.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 64 | 159.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.0 | |
| Total | 64 | 159.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002034054] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital IP Investment Partners LP
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|
0.2 | |
|
Argus Investors' Counsel Inc
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|
NY | 0.2 |
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Alan B Lancz & Associates Inc
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OH | 0.2 |
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Clearpath Capital Partners LLC
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0.2 | |
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Paragon Capital Management Inc
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UT | 0.2 |
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Kingsbury Capital Investment Advisors LLC
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0.2 | |
|
Ohiggins Asset Management Inc
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|
0.2 | |
|
Peak Capital Management LLC
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|
CO | 0.1 |
|
OCM Private Wealth LLC
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|
IL | 0.1 |
|
Elevage Partners LLC
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|
NV | 0.1 |