WALKER ASSET MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JKHY | 234K | $36.92M |
 | ORLY | 147K | $13.57M |
 | WMT | 131K | $16.26M |
 | T | 46K | $1.33M |
 | NVDA | 34K | $5.89M |
 | CSX | 26K | $1.07M |
 | SBUX | 23K | $2.04M |
 | RCD | 22K | $1.17M |
 | AAPL | 21K | $5.26M |
 | EPD | 20K | $755.83K |
 | TSN | 16K | $1.05M |
 | F | 16K | $183.72K |
 | XOM | 15K | $2.48M |
 | PFE | 14K | $401.29K |
 | ET | 13K | $259.31K |
 | MO | 13K | $849.84K |
 | MSFT | 12K | $4.51M |
 | TSLA | 11K | $4.19M |
 | PG | 11K | $1.58M |
 | CVX | 11K | $2.25M |
Jack Henry & Associates, Inc.
JKHY
Shares Held
234K
Value
$36.92M
O'Reilly Automotive, Inc.
ORLY
Shares Held
147K
Value
$13.57M
Walmart Inc.
WMT
Shares Held
131K
Value
$16.26M
AT&T Inc.
T
Shares Held
46K
Value
$1.33M
NVIDIA Corporation
NVDA
Shares Held
34K
Value
$5.89M
CSX Corporation
CSX
Shares Held
26K
Value
$1.07M
Starbucks Corporation
SBUX
Shares Held
23K
Value
$2.04M
Ready Capital Corporation Notes -15.12.29
RCD
Shares Held
22K
Value
$1.17M
Apple Inc.
AAPL
Shares Held
21K
Value
$5.26M
Enterprise Products Partners L.P.
EPD
Shares Held
20K
Value
$755.83K
Tyson Foods, Inc.
TSN
Shares Held
16K
Value
$1.05M
Ford Motor Company
F
Shares Held
16K
Value
$183.72K
Exxon Mobil Corporation
XOM
Shares Held
15K
Value
$2.48M
Pfizer Inc.
PFE
Shares Held
14K
Value
$401.29K
Energy Transfer LP
ET
Shares Held
13K
Value
$259.31K
Altria Group, Inc.
MO
Shares Held
13K
Value
$849.84K
Microsoft Corporation
MSFT
Shares Held
12K
Value
$4.51M
Tesla, Inc.
TSLA
Shares Held
11K
Value
$4.19M
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.58M
Chevron Corporation
CVX
Shares Held
11K
Value
$2.25M