Stock Taper 
WALKER ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 108 | $214.86K |
 Comfort Systems USA, Inc. | FIX | 306 | $605.69K |
 Parker-Hannifin Corporation | PH | 324 | $317.03K |
 Deere & Company | DE | 339 | $214.99K |
 Seagate Technology Holdings plc | STX | 350 | $338.13K |
 Caterpillar Inc. | CAT | 466 | $496.17K |
 Costco Wholesale Corporation | COST | 510 | $477.49K |
 Rockwell Automation, Inc. | ROK | 531 | $262.76K |
 UnitedHealth Group Incorporated | UNH | 551 | $229.14K |
 Ameriprise Financial, Inc. | AMP | 553 | $253.53K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 576 | $275.08K |
 Meta Platforms, Inc. | META | 591 | $332.95K |
 Analog Devices, Inc. | ADI | 654 | $259.77K |
 Eli Lilly and Company | LLY | 671 | $805.18K |
 Marathon Petroleum Corporation | MPC | 810 | $207.01K |
 The Travelers Companies, Inc. | TRV | 812 | $268.06K |
 Berkshire Hathaway Inc. | BRK-B | 834 | $417.32K |
 The Goldman Sachs Group, Inc. | GS | 851 | $861.06K |
 Casey's General Stores, Inc. | CASY | 875 | $695.44K |
 McDonald's Corporation | MCD | 1.04K | $280.15K |