Walker Asset Management, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $136 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Henry Jack & Associates Inc with a value of $40.1M, O Reilly Automotive Inc with a value of $10.2M, Walmart Inc. with a value of $8.61M, Microsoft Corp with a value of $5.37M, and Apple Inc. with a value of $4.75M.
Examining the 13F form we can see an decrease of $2.47M in the current position value, from $139M to 136M.
Below you can find more details about Walker Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$136 Million
Technology: $59 Million
ETFs: $20.8 Million
Consumer Cyclical: $15.8 Million
Consumer Defensive: $15.1 Million
Financial Services: $6.59 Million
Energy: $6.51 Million
Healthcare: $3.92 Million
Industrials: $3.77 Million
Other: $4.99 Million
Stock Holdings Table Market Cap. of $200 Billions or more