Walker Asset Management, LLC has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $139 Million distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Henry Jack & Associates Inc with a value of $42.8M, O Reilly Automotive Inc with a value of $11.2M, Walmart Inc. with a value of $7.76M, Microsoft Corp with a value of $5.13M, and Apple Inc. with a value of $3.87M.
Examining the 13F form we can see an increase of $1.53M in the current position value, from $137M to 139M.
Below you can find more details about Walker Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$139 Million
Technology: $59.4 Million
ETFs: $21.2 Million
Consumer Cyclical: $17.2 Million
Consumer Defensive: $14.3 Million
Financial Services: $6.96 Million
Energy: $6.8 Million
Industrials: $4.03 Million
Healthcare: $3.94 Million
Other: $5.05 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions