Walker Asset Management, LLC

Q2 2025 13F Holdings

  • Location
    springfield, MO
  • Num holdings

    142

  • Value ($000)

    $173,297

  • Date Filed
    07/17/2025
  • Form type
    13F-HR
  • CIK
    0001923053
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JKHY
JKHY

HENRY JACK & ASSOC INC

COM
426281101
$41.18M
24 %

228,538

ORLY
ORLY

OREILLY AUTOMOTIVE INC

COM
67103H107
$13.21M
8 %

146,574

WMT
WMT

WALMART INC

COM
931142103
$12.70M
7 %

129,883

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.00M
4 %

12,067

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.31M
3 %

33,627

AAPL
AAPL

APPLE INC

COM
037833100
$4.65M
3 %

22,663

TMFC
TMFC

RBB FD INC

MOTLEY FOL ETF
74933W601
$4.61M
3 %

71,432

TSLA
TSLA

TESLA INC

COM
88160R101
$3.52M
2 %

11,080

RSPT
RSPT

INVESCO EXCHANGE TRADED FD T

S&P500 EQL TEC
46137V282
$3.40M
2 %

83,453

FPE
FPE

FIRST TR EXCH TRADED FD III

PFD SECS INC ETF
33739E108
$2.28M
1 %

128,235

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