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Walker Asset Management, LLC

146 holdingsFiling period: 2026-03-31Current AUM: $197.3Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1JKHYHENRY JACK & ASSOC INC233.6K$36.9M$36.0M18.24%+5.7K2026-03-31
2WMTWALMART INC130.8K$16.3M$14.5M7.37%+1712026-03-31
3ORLYOREILLY AUTOMOTIVE INC147.0K$13.6M$13.1M6.66%-982026-03-31
4NVDANVIDIA CORPORATION33.8K$5.9M$6.8M3.44%+822026-03-31
5AAPLAPPLE INC20.7K$5.3M$6.4M3.24%-2,2342026-03-31
6TMFCRBB FD INC79.6K$5.3M$6.2M3.12%+1.5K2026-03-31
7MSFTMICROSOFT CORP12.2K$4.5M$5.7M2.87%+2002026-03-31
8TSLATESLA INC11.3K$4.2M$3.5M1.78%+232026-03-31
9RSPTINVESCO EXCHANGE TRADED FD T87.4K$4.0M$5.3M2.68%+4.4K2026-03-31
10XOMEXXON MOBIL CORP14.6K$2.5M$2.3M1.15%-1,1402026-03-31
11XOMEXXON MOBIL CORP14.6K$2.5M$2.3M1.15%-1,1402026-03-31
12CVXCHEVRON CORPORATION10.9K$2.3M$2.1M1.09%-602026-03-31
13XLGINVESCO EXCHANGE TRADED FD T40.2K$2.2M$2.4M1.24%+1.8K2026-03-31
14SBUXSTARBUCKS CORP22.7K$2.0M$2.4M1.21%-292026-03-31
15FPEFIRST TR EXCH TRADED FD III111.5K$2.0M$2.0M1.00%-5,7502026-03-31
16EMLPFIRST TR EXCHANGE-TRADED FD42.7K$1.9M$1.9M0.95%+1022026-03-31
17AMZNAMAZON COM INC8.9K$1.8M$2.4M1.22%-2702026-03-31
18SGOVISHARES TR16.7K$1.7M$1.7M0.85%+1.1K2026-03-31
19FVDFIRST TR EXCHANGE-TRADED FD35.2K$1.7M$1.8M0.90%-2752026-03-31
20PGPROCTER & GAMBLE CO10.9K$1.6M$1.6M0.80%-1062026-03-31
21RSPFINVESCO EXCHANGE TRADED FD T21.8K$1.6M$1.8M0.92%+1.3K2026-03-31
22VOOVANGUARD INDEX FDS2.5K$1.5M$1.7M0.88%+1272026-03-31
23FPEIFIRST TR EXCH TRADED FD III76.6K$1.5M$1.5M0.74%--2026-03-31
24GLWCORNING INC10.4K$1.4M$1.4M0.73%+6012026-03-31
25LNGCHENIERE ENERGY INC5.0K$1.4M$1.3M0.67%+2512026-03-31
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