Stock Taper

WALKER ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eli Lilly and CompanyLLY671$805.18K
Analog Devices, Inc.ADI654$259.77K
Meta Platforms, Inc.META591$332.95K
Taiwan Semiconductor Manufacturing Company LimitedTSM576$275.08K
Ameriprise Financial, Inc.AMP553$253.53K
UnitedHealth Group IncorporatedUNH551$229.14K
Rockwell Automation, Inc.ROK531$262.76K
Costco Wholesale CorporationCOST510$477.49K
Caterpillar Inc.CAT466$496.17K
Seagate Technology Holdings plcSTX350$338.13K
Deere & CompanyDE339$214.99K
Parker-Hannifin CorporationPH324$317.03K
Comfort Systems USA, Inc.FIX306$605.69K
ASML Holding N.V.ASML108$214.86K