WALKER ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JKHY | 234K | $32.24M |
 | ORLY | 147K | $13.55M |
 | WMT | 132K | $15.01M |
 | T | 45K | $930.13K |
 | NVDA | 34K | $6.74M |
 | CSX | 26K | $1.24M |
 | RCD | 23K | $1.28M |
 | SBUX | 23K | $2.32M |
 | AAPL | 21K | $6.01M |
 | EPD | 20K | $744.62K |
 | MUA | 16K | $180.04K |
 | F | 16K | $221.32K |
 | PFE | 15K | $358.36K |
 | TSN | 15K | $837.85K |
 | XOM | 14K | $1.95M |
 | ET | 14K | $261.15K |
 | MO | 13K | $932.86K |
 | MSFT | 12K | $4.56M |
 | TSLA | 11K | $4.75M |
 | PG | 11K | $1.60M |
Jack Henry & Associates, Inc.
JKHY
Shares Held
234K
Value
$32.24M
O'Reilly Automotive, Inc.
ORLY
Shares Held
147K
Value
$13.55M
Walmart Inc.
WMT
Shares Held
132K
Value
$15.01M
AT&T Inc.
T
Shares Held
45K
Value
$930.13K
NVIDIA Corporation
NVDA
Shares Held
34K
Value
$6.74M
CSX Corporation
CSX
Shares Held
26K
Value
$1.24M
Ready Capital Corporation Notes -15.12.29
RCD
Shares Held
23K
Value
$1.28M
Starbucks Corporation
SBUX
Shares Held
23K
Value
$2.32M
Apple Inc.
AAPL
Shares Held
21K
Value
$6.01M
Enterprise Products Partners L.P.
EPD
Shares Held
20K
Value
$744.62K
BlackRock MuniAssets Fund, Inc.
MUA
Shares Held
16K
Value
$180.04K
Ford Motor Company
F
Shares Held
16K
Value
$221.32K
Pfizer Inc.
PFE
Shares Held
15K
Value
$358.36K
Tyson Foods, Inc.
TSN
Shares Held
15K
Value
$837.85K
Exxon Mobil Corporation
XOM
Shares Held
14K
Value
$1.95M
Energy Transfer LP
ET
Shares Held
14K
Value
$261.15K
Altria Group, Inc.
MO
Shares Held
13K
Value
$932.86K
Microsoft Corporation
MSFT
Shares Held
12K
Value
$4.56M
Tesla, Inc.
TSLA
Shares Held
11K
Value
$4.75M
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.60M