Walker Asset Management, LLC: 13F holdings
CIK 19230532026Q2
| Positions | 152 |
|---|---|
| Reported value | $198.2m |
| Filed | 2026-07-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JKHY HENRY JACK & ASSOC INC | 234,032 | $32.2m | 16.3% |
| WMT WALMART INC | 132,499 | $15.0m | 7.6% |
| ORLY OREILLY AUTOMOTIVE INC | 147,177 | $13.6m | 6.8% |
| NVDA NVIDIA CORPORATION | 33,661 | $6.7m | 3.4% |
| RBB FD INC | 80,745 | $6.1m | 3.1% |
| AAPL APPLE INC | 20,769 | $6.0m | 3.0% |
| RSPT INVESCO EXCHANGE TRADED FD T | 85,430 | $5.5m | 2.8% |
| TSLA TESLA INC | 11,288 | $4.7m | 2.4% |
| MSFT MICROSOFT CORP | 12,227 | $4.6m | 2.3% |
| MU MICRON TECHNOLOGY INC | 3,103 | $3.6m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1923053")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.