{"url":"https://nivawealth.com/firms/william-b-walkup-and-associates-135533","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/135533","regulatoryAum":178309872,"crd":"135533","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8172792","suffix":null,"lastName":"chahyadi","firstName":"candra","middleName":"susanto"},{"crd":"5269667","suffix":null,"lastName":"NEWSOME","firstName":"RICHARD","middleName":"BRANTLEY"},{"crd":"3161471","suffix":null,"lastName":"WALKUP","firstName":"CHRISTOPHER","middleName":"JOEL"},{"crd":"2206386","suffix":null,"lastName":"WALKUP","firstName":"WILLIAM","middleName":"BASKIN"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-03-31","regulatoryAum":141443263,"clients":73,"employees":4,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":152212270,"clients":64,"employees":4,"offices":1},{"filedOn":"2025-03-19","regulatoryAum":158986862,"clients":64,"employees":4,"offices":1},{"filedOn":"2026-08-13","regulatoryAum":178309872,"clients":65,"employees":5,"offices":2}],"secFileNumber":"801-126904","legalName":"William B. Walkup & Associates, Inc.","displayName":"William B. Walkup & Associates","slug":"william-b-walkup-and-associates-135533","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"South Carolina corporation","fiscalYearEnd":"December","headquarters":{"street":"142 Atrium Way","city":"Columbia","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29223-6301"},"tradeNames":[],"registration":{"secApproved":"18 November 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1575702.0980392157,"staff":{"employees":5,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":178309872,"discretionary":178309872,"discretionaryAccounts":65,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":33,"regulatoryAum":13885154},{"label":"High-net-worth individuals","clients":18,"regulatoryAum":66475653},{"label":"Pooled investment vehicles","clients":13,"regulatoryAum":89444426},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":8504639}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Interactive Brokers LLC","shortName":"Interactive Brokers","location":"Greenwich, CT","smaAssets":146965575}],"custodyNote":"William B. Walkup & Associates has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Richard Newsome","title":"Chief Compliance Officer","crd":"5269667"},{"name":"William Walkup","title":"Owner/Investment Advisor Representative","crd":"2206386"},{"name":"Christopher Walkup","title":"CFO","crd":"3161471"}],"ownership":[{"label":"William Walkup","detail":"Owner/investment advisor representative in the 75% or more ownership band and a control person, since September 1992."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"South Carolina","offices":1,"addresses":[{"street":"142 Atrium Way","city":"Columbia","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"803-462-9395","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":99},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":13},"sources":{"adv1FilingDate":"13 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/135533/PDF/135533.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does William B. Walkup & Associates have?","answer":"William B. Walkup & Associates has 65 clients and manages $178 million for them, as of August 2026. They include 33 individual clients, 18 high-net-worth individuals and 13 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does William B. Walkup & Associates offer?","answer":"William B. Walkup & Associates provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does William B. Walkup & Associates use?","answer":"William B. Walkup & Associates’ separately managed account assets are held at Interactive Brokers LLC (Greenwich, CT), with $147M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does William B. Walkup & Associates have?","answer":"William B. Walkup & Associates has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does William B. Walkup & Associates invest in?","answer":"At the end of its last fiscal year, William B. Walkup & Associates’ separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents. It advises 13 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns William B. Walkup & Associates?","answer":"William B. Walkup & Associates’ direct owner is William Walkup (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does William B. Walkup & Associates get paid?","answer":"William B. Walkup & Associates is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact William B. Walkup & Associates?","answer":"William B. Walkup & Associates’ main office is at 142 Atrium Way, Columbia, SC 29223-6301. Its phone number is 803-462-9395.","source":"Form ADV Part 1A, Item 1.F, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/william-b-walkup-and-associates-135533/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-30","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2034054/000203405426000003/0002034054-26-000003-index.html","totalValue":207704637,"positionCount":258,"top10Share":0.48213316007961826,"top10":[{"issuer":"AUTOZONE INC","titleOfClass":"COM","cusip":"053332102","value":19929882,"shares":6236,"shareType":"SH","priorValue":23784122,"priorShares":6238},{"issuer":"VALERO ENERGY CORP NEW","titleOfClass":"COM","cusip":"91913Y100","value":19543108,"shares":75038,"shareType":"SH","priorValue":9983898,"priorShares":75595},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":9915755,"shares":71014,"shareType":"SH","priorValue":1661418,"priorShares":73158},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":9897477,"shares":30237,"shareType":"SH","priorValue":7501519,"priorShares":30581},{"issuer":"CAPITAL ONE FINL CORP","titleOfClass":"COM","cusip":"14040H105","value":8370255,"shares":41721,"shareType":"SH","priorValue":1004170,"priorShares":5600},{"issuer":"WAL-MART STORES INC","titleOfClass":"COM","cusip":"931142103","value":8342964,"shares":73662,"shareType":"SH","priorValue":6482326,"priorShares":73839},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":6828326,"shares":19361,"shareType":"SH","priorValue":7264015,"priorShares":19820},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":6389785,"shares":25392,"shareType":"SH","priorValue":5476224,"priorShares":26137},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":5873311,"shares":24684,"shareType":"SH","priorValue":4958912,"priorShares":23948},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":5050430,"shares":6684,"shareType":"SH","priorValue":4535953,"priorShares":6740}],"positionsListed":200,"positions":[{"issuer":"AUTOZONE INC","titleOfClass":"COM","cusip":"053332102","value":19929882,"shares":6236,"shareType":"SH","priorValue":23784122,"priorShares":6238},{"issuer":"VALERO ENERGY CORP NEW","titleOfClass":"COM","cusip":"91913Y100","value":19543108,"shares":75038,"shareType":"SH","priorValue":9983898,"priorShares":75595},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":9915755,"shares":71014,"shareType":"SH","priorValue":1661418,"priorShares":73158},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":9897477,"shares":30237,"shareType":"SH","priorValue":7501519,"priorShares":30581},{"issuer":"CAPITAL ONE FINL CORP","titleOfClass":"COM","cusip":"14040H105","value":8370255,"shares":41721,"shareType":"SH","priorValue":1004170,"priorShares":5600},{"issuer":"WAL-MART STORES INC","titleOfClass":"COM","cusip":"931142103","value":8342964,"shares":73662,"shareType":"SH","priorValue":6482326,"priorShares":73839},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":6828326,"shares":19361,"shareType":"SH","priorValue":7264015,"priorShares":19820},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":6389785,"shares":25392,"shareType":"SH","priorValue":5476224,"priorShares":26137},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":5873311,"shares":24684,"shareType":"SH","priorValue":4958912,"priorShares":23948},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":5050430,"shares":6684,"shareType":"SH","priorValue":4535953,"priorShares":6740},{"issuer":"NUCOR CORP","titleOfClass":"COM","cusip":"670346105","value":4715729,"shares":21170,"shareType":"SH","priorValue":2582135,"priorShares":21457},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":4451298,"shares":21294,"shareType":"SH","priorValue":2537806,"priorShares":21752},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":4315590,"shares":10383,"shareType":"SH","priorValue":5374984,"priorShares":10262},{"issuer":"TRAVELERS COMPANIES INC","titleOfClass":"COM","cusip":"89417E109","value":4293623,"shares":13006,"shareType":"SH","priorValue":3474872,"priorShares":13139},{"issuer":"KINDER MORGAN INC DEL","titleOfClass":"COM","cusip":"49456B101","value":4147743,"shares":129738,"shareType":"SH","priorValue":3716460,"priorShares":130265},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":3473741,"shares":27033,"shareType":"SH","priorValue":2398118,"priorShares":26717},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":3418998,"shares":6713,"shareType":"SH","priorValue":3418179,"priorShares":6676},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":3265546,"shares":12858,"shareType":"SH","priorValue":2101856,"priorShares":12674},{"issuer":"D R HORTON INC","titleOfClass":"COM","cusip":"23331A109","value":2795885,"shares":17165,"shareType":"SH","priorValue":2195472,"priorShares":17269},{"issuer":"LILLY ELI & CO","titleOfClass":"COM","cusip":"532457108","value":2756590,"shares":2298,"shareType":"SH","priorValue":1905787,"priorShares":2307},{"issuer":"LABCORP HOLDINGS INC","titleOfClass":"COM SHS","cusip":"504922105","value":2700880,"shares":9646,"shareType":"SH","priorValue":2246406,"priorShares":9652},{"issuer":"PHILLIPS 66","titleOfClass":"COM","cusip":"718546104","value":2669638,"shares":15792,"shareType":"SH","priorValue":1933944,"priorShares":15662},{"issuer":"EASTMAN CHEMICAL CO","titleOfClass":"COM","cusip":"277432100","value":2646480,"shares":39511,"shareType":"SH","priorValue":3874285,"priorShares":43971},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":2361477,"shares":22715,"shareType":"SH","priorValue":2419608,"priorShares":23039},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":2253361,"shares":10219,"shareType":"SH","priorValue":2422910,"priorShares":10388},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":2175016,"shares":51370,"shareType":"SH","priorValue":2049750,"priorShares":45188},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":2120707,"shares":20499,"shareType":"SH","priorValue":1433759,"priorShares":21162},{"issuer":"RAYMOND JAMES FINANCIAL INC","titleOfClass":"COM","cusip":"754730109","value":1961339,"shares":12901,"shareType":"SH","priorValue":1852365,"priorShares":13335},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":1833848,"shares":2891,"shareType":"SH","priorValue":1364870,"priorShares":2908},{"issuer":"BANK NEW YORK MELLON CORP","titleOfClass":"COM","cusip":"064058100","value":1788816,"shares":12369,"shareType":"SH","priorValue":1270589,"priorShares":15149},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1779313,"shares":4770,"shareType":"SH","priorValue":1501935,"priorShares":4001},{"issuer":"DEVON ENERGY CORP NEW","titleOfClass":"COM","cusip":"25179M103","value":1647290,"shares":39866,"shareType":"SH","priorValue":863360,"priorShares":23084},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":1631617,"shares":8829,"shareType":"SH","priorValue":1309986,"priorShares":8528},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":1588863,"shares":11099,"shareType":"SH","priorValue":1218046,"priorShares":11109},{"issuer":"FEDEX CORP","titleOfClass":"COM","cusip":"31428X106","value":1564945,"shares":4997,"shareType":"SH","priorValue":1114684,"priorShares":4572},{"issuer":"WELLS FARGO & CO NEW","titleOfClass":"COM","cusip":"949746101","value":1557165,"shares":18842,"shareType":"SH","priorValue":1340140,"priorShares":18667},{"issuer":"HOWMET AEROSPACE INC","titleOfClass":"COM","cusip":"443201108","value":1482494,"shares":5514,"shareType":"SH","priorValue":703785,"priorShares":5425},{"issuer":"SYSCO CORP","titleOfClass":"COM","cusip":"871829107","value":1458471,"shares":17450,"shareType":"SH","priorValue":1318753,"priorShares":17574},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":1353560,"shares":27169,"shareType":"SH","priorValue":1120268,"priorShares":27224},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":1289869,"shares":27138,"shareType":"SH","priorValue":811473,"priorShares":27573},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":1238189,"shares":15235,"shareType":"SH","priorValue":1106314,"priorShares":15447},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":1229731,"shares":4373,"shareType":"SH","priorValue":1095845,"priorShares":4407},{"issuer":"PULTE GROUP INC","titleOfClass":"COM","cusip":"745867101","value":1202508,"shares":8764,"shareType":"SH","priorValue":850773,"priorShares":8276},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":1181406,"shares":49061,"shareType":"SH","priorValue":1030540,"priorShares":40668},{"issuer":"FREEPORT-MCMORAN INC","titleOfClass":"CL B","cusip":"35671D857","value":1133907,"shares":18030,"shareType":"SH","priorValue":693519,"priorShares":18318},{"issuer":"CHEVRON CORP NEW","titleOfClass":"COM","cusip":"166764100","value":1047071,"shares":6316,"shareType":"SH","priorValue":1003824,"priorShares":6000},{"issuer":"HELMERICH & PAYNE INC","titleOfClass":"COM","cusip":"423452101","value":1030852,"shares":31486,"shareType":"SH","priorValue":920495,"priorShares":35241},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":1016815,"shares":3514,"shareType":"SH","priorValue":433820,"priorShares":1953},{"issuer":"ABBOTT LABS","titleOfClass":"COM","cusip":"002824100","value":1012114,"shares":11154,"shareType":"SH","priorValue":1497751,"priorShares":11291},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":937638,"shares":3468,"shareType":"SH","priorValue":1127500,"priorShares":3609},{"issuer":"ILLINOIS TOOL WKS INC","titleOfClass":"COM","cusip":"452308109","value":927780,"shares":3430,"shareType":"SH","priorValue":863695,"priorShares":3482},{"issuer":"HEWLETT PACKARD ENTERPRISE C","titleOfClass":"COM","cusip":"42824C109","value":890607,"shares":19743,"shareType":"SH","priorValue":288464,"priorShares":18695},{"issuer":"BANK AMER CORP","titleOfClass":"COM","cusip":"060505104","value":857207,"shares":15044,"shareType":"SH","priorValue":577042,"priorShares":13828},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":772723,"shares":1516,"shareType":"SH","priorValue":676096,"priorShares":1513},{"issuer":"AFLAC INC","titleOfClass":"COM","cusip":"001055102","value":757787,"shares":6463,"shareType":"SH","priorValue":714173,"priorShares":6423},{"issuer":"CHOICE HOTELS INTL INC","titleOfClass":"COM","cusip":"169905106","value":740684,"shares":6717,"shareType":"SH","priorValue":891883,"priorShares":6717},{"issuer":"UNITED AIRLS HLDGS INC","titleOfClass":"COM","cusip":"910047109","value":722243,"shares":5311,"shareType":"SH","priorValue":327435,"priorShares":4742},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":697176,"shares":33680,"shareType":"SH","priorValue":1003601,"priorShares":35488},{"issuer":"SPDR S&P 500 ETF TR TR","titleOfClass":"UNIT","cusip":"78462F103","value":689269,"shares":923,"shareType":"SH","priorValue":156629,"priorShares":280},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":686784,"shares":4907,"shareType":"SH","priorValue":304192,"priorShares":4285},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":661577,"shares":4838,"shareType":"SH","priorValue":555225,"priorShares":4668},{"issuer":"QNITY ELECTRONICS INC COMMON","titleOfClass":"STOCK","cusip":"74743L100","value":586120,"shares":3589,"shareType":"SH"},{"issuer":"ALPHABET INC CAP STK","titleOfClass":"CL C","cusip":"02079K107","value":547308,"shares":1549,"shareType":"SH","priorValue":44526,"priorShares":285},{"issuer":"BIO RAD LABS INC","titleOfClass":"CL A","cusip":"090572207","value":544353,"shares":1854,"shareType":"SH","priorValue":463251,"priorShares":1902},{"issuer":"HUNTINGTON INGALLS INDS INC","titleOfClass":"COM","cusip":"446413106","value":521725,"shares":1864,"shareType":"SH","priorValue":376046,"priorShares":1843},{"issuer":"CINCINNATI FINL CORP","titleOfClass":"COM","cusip":"172062101","value":521354,"shares":2816,"shareType":"SH","priorValue":428093,"priorShares":2898},{"issuer":"GENERAL ELECTRIC CO","titleOfClass":"COM NEW","cusip":"369604301","value":497808,"shares":1332,"shareType":"SH","priorValue":270603,"priorShares":1352},{"issuer":"SONOCO PRODS CO","titleOfClass":"COM","cusip":"835495102","value":470410,"shares":8348,"shareType":"SH","priorValue":366913,"priorShares":7767},{"issuer":"FORD MTR CO DEL","titleOfClass":"COM PAR $0.01","cusip":"345370860","value":447928,"shares":32225,"shareType":"SH","priorValue":363076,"priorShares":36199},{"issuer":"LANCASTER COLONY CORP","titleOfClass":"COM","cusip":"513847103","value":408236,"shares":3576,"shareType":"SH","priorValue":634375,"priorShares":3625},{"issuer":"AGILENT TECHNOLOGIES INC","titleOfClass":"COM","cusip":"00846U101","value":408054,"shares":3072,"shareType":"SH","priorValue":359363,"priorShares":3072},{"issuer":"BRISTOL MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":407604,"shares":7074,"shareType":"SH","priorValue":301047,"priorShares":4936},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":397081,"shares":3137,"shareType":"SH","priorValue":407502,"priorShares":3341},{"issuer":"FEDEX FGHT HLDG CO INC COMMON","titleOfClass":"STOCK","cusip":"314352105","value":374329,"shares":2479,"shareType":"SH"},{"issuer":"ZIMMER BIOMET HLDGS INC","titleOfClass":"COM","cusip":"98956P102","value":364849,"shares":4238,"shareType":"SH","priorValue":456794,"priorShares":4036},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":351283,"shares":299,"shareType":"SH","priorValue":91279,"priorShares":299},{"issuer":"CORTEVA INC","titleOfClass":"COM","cusip":"22052L104","value":347526,"shares":4103,"shareType":"SH","priorValue":280479,"priorShares":4457},{"issuer":"DUPONT DE NEMOURS INC COMMON","titleOfClass":"STOCK","cusip":"26614N201","value":304603,"shares":2245,"shareType":"SH"},{"issuer":"HP INC","titleOfClass":"COM","cusip":"40434L105","value":304198,"shares":13865,"shareType":"SH","priorValue":393060,"priorShares":14195},{"issuer":"HCA HEALTHCARE INC","titleOfClass":"COM","cusip":"40412C101","value":265515,"shares":681,"shareType":"SH"},{"issuer":"DOW INC","titleOfClass":"COM","cusip":"260557103","value":247855,"shares":9059,"shareType":"SH","priorValue":405247,"priorShares":11605},{"issuer":"WESTERN UN CO","titleOfClass":"COM","cusip":"959802109","value":234388,"shares":30440,"shareType":"SH","priorValue":159441,"priorShares":15070},{"issuer":"DOMINION ENERGY INC","titleOfClass":"COM","cusip":"25746U109","value":232732,"shares":3408,"shareType":"SH","priorValue":191087,"priorShares":3408},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":225684,"shares":2358,"shareType":"SH","priorValue":216818,"priorShares":2358},{"issuer":"LENNAR CORP","titleOfClass":"CL A","cusip":"526057104","value":198264,"shares":2191,"shareType":"SH","priorValue":251024,"priorShares":2187},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":190672,"shares":800,"shareType":"SH"},{"issuer":"WARNER BROS DISCOVERY INC","titleOfClass":"COM SER A","cusip":"934423104","value":188146,"shares":7057,"shareType":"SH","priorValue":84096,"priorShares":7837},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":174962,"shares":808,"shareType":"SH","priorValue":161426,"priorShares":946},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":165743,"shares":490,"shareType":"SH","priorValue":152013,"priorShares":565},{"issuer":"FORTREA HLDGS INC COMMON","titleOfClass":"STOCK","cusip":"34965K107","value":153398,"shares":8816,"shareType":"SH","priorValue":69437,"priorShares":9197},{"issuer":"CIGNA CORP NEW","titleOfClass":"COM","cusip":"125523100","value":152727,"shares":554,"shareType":"SH","priorValue":83566,"priorShares":254},{"issuer":"PEMBINA PIPELINE CORP","titleOfClass":"COM","cusip":"706327103","value":137594,"shares":2975,"shareType":"SH","priorValue":119089,"priorShares":2975},{"issuer":"TENET HEALTHCARE CORP","titleOfClass":"COM NEW","cusip":"88033G407","value":134136,"shares":717,"shareType":"SH"},{"issuer":"ALCOA CORP","titleOfClass":"COM","cusip":"013872106","value":132580,"shares":2542,"shareType":"SH","priorValue":77821,"priorShares":2551},{"issuer":"OCCIDENTAL PETE CORP","titleOfClass":"COM","cusip":"674599105","value":107275,"shares":2208,"shareType":"SH","priorValue":115289,"priorShares":2335},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":103788,"shares":200,"shareType":"SH","priorValue":93128,"priorShares":200},{"issuer":"UNUM GROUP","titleOfClass":"COM","cusip":"91529Y106","value":101022,"shares":1130,"shareType":"SH","priorValue":69648,"priorShares":855},{"issuer":"CHEMOURS CO","titleOfClass":"COM","cusip":"163851108","value":93782,"shares":4570,"shareType":"SH","priorValue":62461,"priorShares":4616},{"issuer":"DELTA AIR LINES INC DEL","titleOfClass":"COM NEW","cusip":"247361702","value":86167,"shares":920,"shareType":"SH","priorValue":40112,"priorShares":920},{"issuer":"FMC CORP","titleOfClass":"COM NEW","cusip":"302491303","value":66942,"shares":5821,"shareType":"SH","priorValue":70457,"priorShares":1670},{"issuer":"MANULIFE FINL CORP","titleOfClass":"COM","cusip":"56501R106","value":55418,"shares":1368,"shareType":"SH","priorValue":42613,"priorShares":1368},{"issuer":"CAMPBELL SOUP CO","titleOfClass":"COM","cusip":"134429109","value":55319,"shares":2484,"shareType":"SH","priorValue":123313,"priorShares":3089},{"issuer":"J P MORGAN EXCHANGE TRADED F NASDAQ EQT","titleOfClass":"PREM","cusip":"46654Q203","value":55314,"shares":900,"shareType":"SH"},{"issuer":"PROCTER AND GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":51617,"shares":352,"shareType":"SH","priorValue":59988,"priorShares":352},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":50039,"shares":100,"shareType":"SH","priorValue":53258,"priorShares":100},{"issuer":"PG&E CORP","titleOfClass":"COM","cusip":"69331C108","value":49215,"shares":2926,"shareType":"SH","priorValue":73101,"priorShares":4255},{"issuer":"WEC ENERGY GROUP INC","titleOfClass":"COM","cusip":"92939U106","value":46474,"shares":398,"shareType":"SH","priorValue":43374,"priorShares":398},{"issuer":"MANITOWOC CO INC","titleOfClass":"COM NEW","cusip":"563571405","value":45184,"shares":3253,"shareType":"SH","priorValue":49418,"priorShares":5753},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":42663,"shares":787,"shareType":"SH","priorValue":34872,"priorShares":787},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":35260,"shares":30,"shareType":"SH","priorValue":2046,"priorShares":23},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":34169,"shares":355,"shareType":"SH","priorValue":31584,"priorShares":320},{"issuer":"MILLROSE PPTYS INC COM","titleOfClass":"CL A","cusip":"601137102","value":32574,"shares":1084,"shareType":"SH","priorValue":28922,"priorShares":1091},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":32162,"shares":447,"shareType":"SH","priorValue":26829,"priorShares":447},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":29756,"shares":84,"shareType":"SH","priorValue":22897,"priorShares":84},{"issuer":"KEYSIGHT TECHNOLOGIES INC","titleOfClass":"COM","cusip":"49338L103","value":28356,"shares":81,"shareType":"SH","priorValue":10783,"priorShares":72},{"issuer":"CONSOLIDATED EDISON INC","titleOfClass":"COM","cusip":"209115104","value":27879,"shares":252,"shareType":"SH","priorValue":27869,"priorShares":252},{"issuer":"VIATRIS INC","titleOfClass":"COM","cusip":"92556V106","value":27854,"shares":1754,"shareType":"SH","priorValue":18805,"priorShares":2159},{"issuer":"GE HEALTHCARE TECHNOLOGIES I COMMON","titleOfClass":"STOCK","cusip":"36266G107","value":27652,"shares":432,"shareType":"SH","priorValue":35997,"priorShares":446},{"issuer":"ISHARES TR TIPS BD","titleOfClass":"ETF","cusip":"464287176","value":26701,"shares":244,"shareType":"SH","priorValue":27106,"priorShares":244},{"issuer":"ADVANCE AUTO PARTS INC","titleOfClass":"COM","cusip":"00751Y106","value":22026,"shares":354,"shareType":"SH","priorValue":14037,"priorShares":358},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":21234,"shares":182,"shareType":"SH","priorValue":15361,"priorShares":182},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":21210,"shares":106,"shareType":"SH","priorValue":11488,"priorShares":106},{"issuer":"KIMBERLY CLARK CORP","titleOfClass":"COM","cusip":"494368103","value":20747,"shares":189,"shareType":"SH","priorValue":26880,"priorShares":189},{"issuer":"VISTEON CORP","titleOfClass":"COM NEW","cusip":"92839U206","value":20338,"shares":205,"shareType":"SH"},{"issuer":"UGI CORP NEW","titleOfClass":"COM","cusip":"902681105","value":19342,"shares":560,"shareType":"SH"},{"issuer":"GENERAL MTRS CO","titleOfClass":"COM","cusip":"37045V100","value":18037,"shares":234,"shareType":"SH","priorValue":9406,"priorShares":200},{"issuer":"AEGON LTD AMER REG 1","titleOfClass":"CERT","cusip":"0076CA104","value":17673,"shares":2094,"shareType":"SH","priorValue":13799,"priorShares":2094},{"issuer":"NRG ENERGY INC","titleOfClass":"COM NEW","cusip":"629377508","value":17381,"shares":119,"shareType":"SH","priorValue":11360,"priorShares":119},{"issuer":"ENCOMPASS HEALTH CORP","titleOfClass":"COM","cusip":"29261A100","value":17184,"shares":170,"shareType":"SH","priorValue":17218,"priorShares":170},{"issuer":"BP PLC","titleOfClass":"SPONSORED ADR","cusip":"055622104","value":15039,"shares":407,"shareType":"SH","priorValue":13753,"priorShares":407},{"issuer":"AMERIS BANCORP","titleOfClass":"COM","cusip":"03076K108","value":13539,"shares":150,"shareType":"SH","priorValue":8636,"priorShares":150},{"issuer":"BRITISH AMERN TOB PLC","titleOfClass":"SPONSORED ADR","cusip":"110448107","value":13093,"shares":212,"shareType":"SH","priorValue":8770,"priorShares":212},{"issuer":"ISHARES TR CORE S&P MCP","titleOfClass":"ETF","cusip":"464287507","value":13032,"shares":169,"shareType":"SH"},{"issuer":"INTERNATIONAL PAPER CO","titleOfClass":"COM","cusip":"460146103","value":12954,"shares":340,"shareType":"SH","priorValue":18139,"priorShares":340},{"issuer":"ORGANON & CO COMMON","titleOfClass":"STOCK","cusip":"68622V106","value":11753,"shares":868,"shareType":"SH","priorValue":21814,"priorShares":1465},{"issuer":"FACEBOOK INC","titleOfClass":"CL A","cusip":"30303M102","value":11266,"shares":20,"shareType":"SH","priorValue":11527,"priorShares":20},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":11010,"shares":68,"shareType":"SH","priorValue":11455,"priorShares":78},{"issuer":"J P MORGAN EXCHANGE TRADED F ACTIVE BOND","titleOfClass":"ETF","cusip":"46654Q716","value":10754,"shares":201,"shareType":"SH"},{"issuer":"DXC TECHNOLOGY CO","titleOfClass":"COM","cusip":"23355L106","value":9425,"shares":1065,"shareType":"SH","priorValue":23546,"priorShares":1381},{"issuer":"KYNDRYL HLDGS INC COMMON","titleOfClass":"STOCK","cusip":"50155Q100","value":8853,"shares":782,"shareType":"SH","priorValue":24947,"priorShares":794},{"issuer":"CENTERPOINT ENERGY INC","titleOfClass":"COM","cusip":"15189T107","value":8808,"shares":200,"shareType":"SH","priorValue":7246,"priorShares":200},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":8626,"shares":25,"shareType":"SH","priorValue":5229,"priorShares":17},{"issuer":"PRUDENTIAL FINL INC","titleOfClass":"COM","cusip":"744320102","value":7231,"shares":67,"shareType":"SH","priorValue":7483,"priorShares":67},{"issuer":"YUM BRANDS INC","titleOfClass":"COM","cusip":"988498101","value":7034,"shares":44,"shareType":"SH","priorValue":6924,"priorShares":44},{"issuer":"AMKOR TECHNOLOGY INC","titleOfClass":"COM","cusip":"031652100","value":6812,"shares":79,"shareType":"SH"},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":6472,"shares":15,"shareType":"SH"},{"issuer":"OCCIDENTAL PETE CORP","titleOfClass":"COM","cusip":"674599105","value":6168,"shares":127,"shareType":"SH","putCall":"Call"},{"issuer":"ULTRA CLEAN HLDGS INC","titleOfClass":"COM","cusip":"90385V107","value":5704,"shares":40,"shareType":"SH"},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":5200,"shares":12,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":5061,"shares":7,"shareType":"SH"},{"issuer":"STERLING CONSTRUCTION CO INC","titleOfClass":"COM","cusip":"859241101","value":5036,"shares":6,"shareType":"SH"},{"issuer":"TTM TECHNOLOGIES INC","titleOfClass":"COM","cusip":"87305R109","value":4863,"shares":26,"shareType":"SH"},{"issuer":"FORTINET INC","titleOfClass":"COM","cusip":"34959E109","value":4762,"shares":31,"shareType":"SH"},{"issuer":"PINNACLE FINL PARTNERS INC","titleOfClass":"COM","cusip":"72348N109","value":4543,"shares":45,"shareType":"SH"},{"issuer":"MYR GROUP INC DEL","titleOfClass":"COM","cusip":"55405W104","value":4504,"shares":9,"shareType":"SH"},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":4471,"shares":15,"shareType":"SH"},{"issuer":"POWELL INDS INC","titleOfClass":"COM","cusip":"739128106","value":4295,"shares":15,"shareType":"SH"},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":4260,"shares":4,"shareType":"SH"},{"issuer":"NIKE INC","titleOfClass":"CL B","cusip":"654106103","value":4105,"shares":100,"shareType":"SH","priorValue":6348,"priorShares":100},{"issuer":"COMFORT SYS USA INC","titleOfClass":"COM","cusip":"199908104","value":3964,"shares":2,"shareType":"SH"},{"issuer":"TERADYNE INC","titleOfClass":"COM","cusip":"880770102","value":3871,"shares":8,"shareType":"SH"},{"issuer":"NETAPP INC","titleOfClass":"COM","cusip":"64110D104","value":3869,"shares":25,"shareType":"SH"},{"issuer":"JABIL INC","titleOfClass":"COM","cusip":"466313103","value":3855,"shares":10,"shareType":"SH"},{"issuer":"DAVITA INC","titleOfClass":"COM","cusip":"23918K108","value":3782,"shares":17,"shareType":"SH"},{"issuer":"CROCS INC","titleOfClass":"COM","cusip":"227046109","value":3619,"shares":30,"shareType":"SH"},{"issuer":"HERCULES CAPITAL INC","titleOfClass":"COM","cusip":"427096508","value":3611,"shares":229,"shareType":"SH","priorValue":4399,"priorShares":229},{"issuer":"ALLIANCE DATA SYSTEMS CORP","titleOfClass":"COM","cusip":"018581108","value":3576,"shares":33,"shareType":"SH"},{"issuer":"KRAFT HEINZ CO","titleOfClass":"COM","cusip":"500754106","value":3567,"shares":151,"shareType":"SH","priorValue":4595,"priorShares":151},{"issuer":"ENERSYS","titleOfClass":"COM","cusip":"29275Y102","value":3507,"shares":15,"shareType":"SH"},{"issuer":"HUNT J B TRANS SVCS INC","titleOfClass":"COM","cusip":"445658107","value":3473,"shares":12,"shareType":"SH"},{"issuer":"HAEMONETICS CORP","titleOfClass":"COM","cusip":"405024100","value":3375,"shares":45,"shareType":"SH"},{"issuer":"ATI INC","titleOfClass":"COM","cusip":"01741R102","value":3351,"shares":17,"shareType":"SH"},{"issuer":"VERTIV HOLDINGS CO COM","titleOfClass":"CL A","cusip":"92537N108","value":3348,"shares":10,"shareType":"SH"},{"issuer":"CELESTICA INC","titleOfClass":"COM","cusip":"15101Q207","value":3283,"shares":9,"shareType":"SH"},{"issuer":"INTERACTIVE BROKERS GROUP IN COM","titleOfClass":"CL A","cusip":"45841N107","value":3220,"shares":37,"shareType":"SH"},{"issuer":"CASEYS GEN STORES INC","titleOfClass":"COM","cusip":"147528103","value":3179,"shares":4,"shareType":"SH"},{"issuer":"TOLL BROTHERS INC","titleOfClass":"COM","cusip":"889478103","value":3130,"shares":19,"shareType":"SH"},{"issuer":"NORTHERN TR CORP","titleOfClass":"COM","cusip":"665859104","value":3129,"shares":18,"shareType":"SH"},{"issuer":"CHURCH & DWIGHT INC","titleOfClass":"COM","cusip":"171340102","value":3100,"shares":32,"shareType":"SH","priorValue":3523,"priorShares":32},{"issuer":"MERCURY GENL CORP NEW","titleOfClass":"COM","cusip":"589400100","value":3092,"shares":29,"shareType":"SH"},{"issuer":"DELEK US HLDGS INC NEW","titleOfClass":"COM","cusip":"24665A103","value":3049,"shares":60,"shareType":"SH"},{"issuer":"MATCH GROUP INC NEW","titleOfClass":"COM","cusip":"57667L107","value":3044,"shares":80,"shareType":"SH"},{"issuer":"CURTISS WRIGHT CORP","titleOfClass":"COM","cusip":"231561101","value":3031,"shares":4,"shareType":"SH"},{"issuer":"MILLICOM INTL CELLULAR S A COM","titleOfClass":"STK","cusip":"L6388F110","value":2995,"shares":33,"shareType":"SH"},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":2931,"shares":20,"shareType":"SH","priorValue":2796,"priorShares":20},{"issuer":"HF SINCLAIR CORP","titleOfClass":"COM","cusip":"403949100","value":2925,"shares":42,"shareType":"SH"},{"issuer":"MATSON INC","titleOfClass":"COM","cusip":"57686G105","value":2883,"shares":15,"shareType":"SH"},{"issuer":"SCIENCE APPLICATIONS INTL CO","titleOfClass":"COM","cusip":"808625107","value":2871,"shares":26,"shareType":"SH"},{"issuer":"US FOODS HLDG CORP","titleOfClass":"COM","cusip":"912008109","value":2863,"shares":28,"shareType":"SH"},{"issuer":"EVEREST RE GROUP LTD","titleOfClass":"COM","cusip":"G3223R108","value":2858,"shares":8,"shareType":"SH"},{"issuer":"CARDINAL HEALTH INC","titleOfClass":"COM","cusip":"14149Y108","value":2851,"shares":12,"shareType":"SH"},{"issuer":"LEAR CORP","titleOfClass":"COM NEW","cusip":"521865204","value":2815,"shares":21,"shareType":"SH"},{"issuer":"MARATHON PETE CORP","titleOfClass":"COM","cusip":"56585A102","value":2812,"shares":11,"shareType":"SH"},{"issuer":"COSTCO WHSL CORP NEW","titleOfClass":"COM","cusip":"22160K105","value":2806,"shares":3,"shareType":"SH"},{"issuer":"MSCI INC","titleOfClass":"COM","cusip":"55354G100","value":2800,"shares":5,"shareType":"SH"},{"issuer":"ARCHROCK INC","titleOfClass":"COM","cusip":"03957W106","value":2768,"shares":68,"shareType":"SH"},{"issuer":"UNITED NAT FOODS INC","titleOfClass":"COM","cusip":"911163103","value":2740,"shares":60,"shareType":"SH"},{"issuer":"AKAMAI TECHNOLOGIES INC","titleOfClass":"COM","cusip":"00971T101","value":2713,"shares":22,"shareType":"SH"},{"issuer":"HAWAIIAN ELEC INDUSTRIES","titleOfClass":"COM","cusip":"419870100","value":2706,"shares":200,"shareType":"SH","priorValue":2190,"priorShares":200},{"issuer":"CLEAN HARBORS INC","titleOfClass":"COM","cusip":"184496107","value":2689,"shares":9,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}