Holdings
Walker Asset Management, LLC
As of Sep 30, 2026, Walker Asset Management, LLC reported 106 positions worth US$147M. Largest: Jack Henry & Associates, Inc., Walmart Inc. and O'reilly Automotive, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Jack Henry & Associates, Inc. | 234K | US$33.5M | +153 | Sep 30, 2026 |
| Walmart Inc. | 134K | US$13.9M | +1,379 | Sep 30, 2026 |
| O'reilly Automotive, Inc. | 147K | US$12.6M | −55 | Sep 30, 2026 |
| Nvidia Corporation | 34,762 | US$7.94M | +1,101 | Sep 30, 2026 |
| Apple Inc | 20,776 | US$6.92M | +7 | Sep 30, 2026 |
| Microsoft Corp. | 12,324 | US$6.32M | +97 | Sep 30, 2026 |
| Tesla, Inc. | 11,288 | US$4.01M | no change | Sep 30, 2026 |
| Micron Technology, Inc. | 3,116 | US$3.32M | +13 | Sep 30, 2026 |
| Amazon.com, Inc. | 9,625 | US$2.4M | +376 | Sep 30, 2026 |
| Chevron Corporation | 11,359 | US$2.32M | +602 | Sep 30, 2026 |