WALKER ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JKHY | 228K | $34.01M |
 | ORLY | 147K | $15.88M |
 | WMT | 131K | $13.54M |
 | T | 47K | $1.33M |
 | NVDA | 34K | $6.26M |
 | CSX | 26K | $923.27K |
 | AAPL | 23K | $5.81M |
 | SBUX | 23K | $1.92M |
 | RCD | 21K | $1.22M |
 | EPD | 19K | $605.14K |
 | TSN | 18K | $983.05K |
 | XOM | 16K | $1.80M |
 | F | 16K | $190.29K |
 | ET | 15K | $249.69K |
 | PFE | 14K | $352.02K |
 | VZ | 14K | $599.24K |
 | MO | 13K | $844.05K |
 | STWD | 12K | $237.39K |
 | MSFT | 12K | $6.28M |
 | TSLA | 11K | $5.00M |
Jack Henry & Associates, Inc.
JKHY
Shares Held
228K
Value
$34.01M
O'Reilly Automotive, Inc.
ORLY
Shares Held
147K
Value
$15.88M
Walmart Inc.
WMT
Shares Held
131K
Value
$13.54M
AT&T Inc.
T
Shares Held
47K
Value
$1.33M
NVIDIA Corporation
NVDA
Shares Held
34K
Value
$6.26M
CSX Corporation
CSX
Shares Held
26K
Value
$923.27K
Apple Inc.
AAPL
Shares Held
23K
Value
$5.81M
Starbucks Corporation
SBUX
Shares Held
23K
Value
$1.92M
Ready Capital Corporation 9.00% Senior Notes due 2029
RCD
Shares Held
21K
Value
$1.22M
Enterprise Products Partners L.P.
EPD
Shares Held
19K
Value
$605.14K
Tyson Foods, Inc.
TSN
Shares Held
18K
Value
$983.05K
Exxon Mobil Corporation
XOM
Shares Held
16K
Value
$1.80M
Ford Motor Company
F
Shares Held
16K
Value
$190.29K
Energy Transfer LP
ET
Shares Held
15K
Value
$249.69K
Pfizer Inc.
PFE
Shares Held
14K
Value
$352.02K
Verizon Communications Inc.
VZ
Shares Held
14K
Value
$599.24K
Altria Group, Inc.
MO
Shares Held
13K
Value
$844.05K
Starwood Property Trust, Inc.
STWD
Shares Held
12K
Value
$237.39K
Microsoft Corporation
MSFT
Shares Held
12K
Value
$6.28M
Tesla, Inc.
TSLA
Shares Held
11K
Value
$5.00M