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Walker Asset Management, LLC - Portfolio Stock Holdings

Walker Asset Management, LLC disclosed 155 stock positions in a recent SEC 13F filing. $197,344,563 of stock holdings were filed, with the largest holdings including JKHY, WMT, and ORLY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $315,347,630 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

155

Est. Stock Holding Value:

$197,344,563

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Walker Asset Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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