Walker Asset Management, LLC - Portfolio Stock Holdings

Walker Asset Management, LLC disclosed 156 stock positions in a recent SEC 13F filing. $198,216,767 of stock holdings were filed, with the largest holdings including JKHY, WMT, and ORLY. This filing represented positions held on June 30, 2026, and was filed today.

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.