Stock Taper

WALKER ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Applied Materials, Inc.AMAT2.02K$1.46M
Capital One Financial CorporationCOF2.13K$428.13K
Phillips 66PSX2.34K$394.9K
Unum GroupUNM2.41K$215.16K
QUALCOMM IncorporatedQCOM2.45K$452.76K
Citigroup Inc.C2.47K$345.94K
JPMorgan Chase & Co.JPM2.48K$812.06K
AbbVie Inc.ABBV2.48K$624.84K
Atmos Energy CorporationATO2.63K$453.95K
The Estée Lauder Companies Inc.EL2.65K$209.22K
Iron Mountain IncorporatedIRM2.71K$342.79K
KLA CorporationKLAC2.72K$821.32K
CMS Energy CorporationCMS2.84K$216.98K
Broadcom Inc.AVGO2.85K$1.08M
Merck & Co., Inc.MRK2.96K$380.9K
Alphabet Inc.GOOGL3.07K$1.1M
BHP Group LimitedBHP3.08K$257.02K
Micron Technology, Inc.MU3.1K$3.58M
Johnson & JohnsonJNJ3.13K$795.45K
The Home Depot, Inc.HD3.13K$1.11M