Walker Financial Services, Inc.

Walker Financial Services, Inc. reported 45 holdings worth US$323M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 15, 2026

Walker Financial Services, Inc. reported 45 holdings worth US$323M as of Jun 30, 2026. Largest: Walmart Inc., Apple Inc and Microsoft Corp. Filed Jul 15, 2026 (Form 13F).

Holdings
45
Value as reported
US$323M

The filing in full

CompanySharesValue as reported% of portfolio
Walmart Inc.14,609US$1.65M0.51%
Apple Inc5,186US$1.5M0.46%
Microsoft Corp.3,892US$1.45M0.45%
Berkshire Hathaway Inc.2,319US$1.16M0.36%
Coca-cola Company (the)11,396US$926K0.29%
Jp Morgan Chase & Co.1,660US$544K0.17%
Elevance Health, Inc.1,302US$504K0.16%
Sysco Corporation5,616US$469K0.15%
Tesla, Inc.755US$318K0.10%
Expeditors International Of Washington, Inc.1,650US$269K0.08%
Duke Energy Corporation (holding Company)2,076US$263K0.08%
Exxon Mobil Corporation1,845US$252K0.08%
Chevron Corporation1,436US$238K0.07%
Alphabet Inc (google) Class C602US$215K0.07%
Home Depot, Inc. (the)586US$207K0.06%
Kroger Company (the)0US$00.00%
Nvidia Corporation0US$00.00%
Verisk Analytics, Inc.0US$00.00%

Source

View original at SEC

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