WALKER ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JKHY | 228K | $41.59M |
 | ORLY | 147K | $13.42M |
 | WMT | 131K | $14.55M |
 | T | 47K | $1.17M |
 | NVDA | 34K | $6.29M |
 | CSX | 26K | $943.83K |
 | AAPL | 23K | $6.24M |
 | SBUX | 23K | $1.92M |
 | RCD | 21K | $1.17M |
 | EPD | 20K | $630.89K |
 | ET | 17K | $277.11K |
 | TSN | 16K | $958.67K |
 | F | 16K | $208.83K |
 | XOM | 16K | $1.90M |
 | PFE | 14K | $357.03K |
 | MO | 13K | $736.28K |
 | MSFT | 12K | $5.80M |
 | TSLA | 11K | $5.05M |
 | PG | 11K | $1.58M |
 | CVX | 11K | $1.67M |
Jack Henry & Associates, Inc.
JKHY
Shares Held
228K
Value
$41.59M
O'Reilly Automotive, Inc.
ORLY
Shares Held
147K
Value
$13.42M
Walmart Inc.
WMT
Shares Held
131K
Value
$14.55M
AT&T Inc.
T
Shares Held
47K
Value
$1.17M
NVIDIA Corporation
NVDA
Shares Held
34K
Value
$6.29M
CSX Corporation
CSX
Shares Held
26K
Value
$943.83K
Apple Inc.
AAPL
Shares Held
23K
Value
$6.24M
Starbucks Corporation
SBUX
Shares Held
23K
Value
$1.92M
Ready Capital Corporation Notes -15.12.29
RCD
Shares Held
21K
Value
$1.17M
Enterprise Products Partners L.P.
EPD
Shares Held
20K
Value
$630.89K
Energy Transfer LP
ET
Shares Held
17K
Value
$277.11K
Tyson Foods, Inc.
TSN
Shares Held
16K
Value
$958.67K
Ford Motor Company
F
Shares Held
16K
Value
$208.83K
Exxon Mobil Corporation
XOM
Shares Held
16K
Value
$1.90M
Pfizer Inc.
PFE
Shares Held
14K
Value
$357.03K
Altria Group, Inc.
MO
Shares Held
13K
Value
$736.28K
Microsoft Corporation
MSFT
Shares Held
12K
Value
$5.80M
Tesla, Inc.
TSLA
Shares Held
11K
Value
$5.05M
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.58M
Chevron Corporation
CVX
Shares Held
11K
Value
$1.67M