Arkolith/Funds/Walker Asset Management, LLC

Walker Asset Management, LLC

CIK 1923053
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Walker Asset Management, LLC holds a focused book of 152 stocks worth $198.2M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Seagate Technology Holdings and trimmed Nvidia Corp. Their largest long position is Jack Henry & Associates Inc at 16% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
86
existing
Trimmed
36
reduced
Sold out
5
exited

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
49%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

76% mapped to company sectors

Information Technology
34%
ETF / fund or unclassified
24%
Consumer Discretionary
20%
Financials
4%
Industrials
4%
Utilities
3%
Materials
3%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

152 positions
#SecurityValueShares% PortLast moveHistory
1Henry Jack & Assoc Inc
COM
$32.2M234.0K
16.3%
+0.2%
Added · +415 sh
2Walmart Inc
COM
$15.0M132.5K
7.6%
+1.3%
Added · +2K sh
3Oreilly Automotive Inc
COM
$13.6M147.2K
6.8%
+0.1%
Added · +149 sh
4Nvidia Corporation
COM
$6.7M33.7K
3.4%
−0.4%
Reduced · −132 sh
5RBB FD Inc
MOTLEY FOL ETF
$6.1M80.7K
3.1%
+1.4%
Added · +1K sh
6Apple Inc
COM
$6.0M20.8K
3.0%
+0.2%
Added · +43 sh
7Invesco Exchange Traded FD T
S&P500 EQL TEC
$5.5M85.4K
2.8%
−2.2%
Reduced · −2K sh
8Tesla Inc
COM
$4.7M11.3K
2.4%
+0.3%
Added · +30 sh
9Microsoft Corp
COM
$4.6M12.2K
2.3%
+0.3%
Added · +37 sh
10Micron Technology Inc
COM
$3.6M3.1K
1.8%
−5.3%
Reduced · −174 sh
11Corning Inc
COM
$2.7M10.4K
1.3%
~0%
Added · +1 sh
12Invesco Exchange Traded FD T
S&P 500 TOP 50
$2.5M41.2K
1.3%
+2.5%
Added · +993 sh
13Starbucks Corp
COM
$2.3M22.7K
1.2%
+0.1%
Added · +12 sh
14Amazon Com Inc
COM
$2.2M9.2K
1.1%
+4.3%
Added · +378 sh
15Ishares TR
0-3 MTH TREASURY
$2.2M21.8K
1.1%
+31%
Added · +5K sh
16Exxon Mobil Corp
COM
$1.9M14.2K
1.0%
−2.6%
Reduced · −380 sh
17First TR Exch Traded FD III
PFD SECS INC ETF
$1.9M107.8K
1.0%
−3.3%
Reduced · −4K sh
18Vanguard Index FDS
S&P 500 ETF SHS
$1.9M2.7K
0.9%
+7.1%
Added · +181 sh
19First TR Exchange-Traded FD
NO AMER ENERGY
$1.8M41.4K
0.9%
−3.0%
Reduced · −1K sh
20Tidal Trust II
PINN FOCU OP ETF
$1.8M39.9K
0.9%
+72%
Added · +17K sh
21Chevron Corporation
COM
$1.8M10.8K
0.9%
−1.1%
Reduced · −123 sh
22Invesco Exchange Traded FD T
S&P500 EQL FIN
$1.8M22.7K
0.9%
+4.3%
Added · +947 sh
23Lam Research Corp
COM NEW
$1.7M4.0K
0.9%
+0.1%
Added · +4 sh
24Procter & Gamble Co
COM
$1.6M10.9K
0.8%
−0.2%
Reduced · −27 sh
25First TR Exchange-Traded FD
SHS
$1.6M33.1K
0.8%
−6.0%
Reduced · −2K sh
26First TR Exchange Traded FD
RISNG DIVD ACHIV
$1.6M19.5K
0.8%
Held
27Invesco Exchange Traded FD T
S&P500 EQL IND
$1.6M24.6K
0.8%
+2.9%
Added · +694 sh
28Invesco Exchange Traded FD T
S&P500 EQL HLT
$1.5M45.6K
0.8%
+4.9%
Added · +2K sh
29Ge Aerospace
COM NEW
$1.5M4.0K
0.7%
+0.1%
Added · +2 sh
30Applied Matls Inc
COM
$1.5M2.0K
0.7%
+0.1%
Added · +2 sh
31First TR Exch Traded FD III
INSTL PFD SECS
$1.5M75.7K
0.7%
−1.1%
Reduced · −850 sh
32Philip Morris Intl Inc
COM
$1.4M7.5K
0.7%
+0.3%
Added · +22 sh
33Invesco Exchange Traded FD T
S&P500 EQL DIS
$1.3M22.9K
0.6%
+4.7%
Added · +1K sh
34CSX Corp
COM
$1.2M26.1K
0.6%
+0.1%
Added · +31 sh
35Ge Vernova Inc
COM
$1.2M1.0K
0.6%
Held
36Cheniere Energy Inc
COM NEW
$1.2M5.0K
0.6%
−0.6%
Reduced · −30 sh
37Home Depot Inc
COM
$1.1M3.1K
0.6%
−2.9%
Reduced · −95 sh
38Alphabet Inc
CAP STK CL A
$1.1M3.1K
0.6%
+1.1%
Added · +32 sh
39Broadcom Inc
COM
$1.1M2.8K
0.5%
−5.0%
Reduced · −149 sh
40RBB Fund Trust
FIRST EAGLE GBL
$1.0M20.9K
0.5%
+20%
Added · +4K sh
41Blackstone Inc
COM
$957K8.1K
0.5%
+0.9%
Added · +76 sh
42Cisco Sys Inc
COM
$951K8.1K
0.5%
−0.1%
Reduced · −9 sh
43Altria Group Inc
COM
$933K13.0K
0.5%
+0.7%
Added · +87 sh
44AT&T Inc
COM
$930K44.9K
0.5%
−1.7%
Reduced · −781 sh
45Lockheed Martin Corp
COM
$925K1.8K
0.5%
−0.2%
Reduced · −3 sh
46State STR SPDR S&P 500 ETF T
TR UNIT
$911K1.2K
0.5%
Held
47Invesco Exchange Traded FD T
S&P 500A EQL
$883K25.0K
0.4%
+5.0%
Added · +1K sh
48Goldman Sachs Group Inc
COM
$861K851
0.4%
−0.1%
Reduced · −1 sh
49Tyson Foods Inc
CL A
$838K14.6K
0.4%
−11%
Reduced · −2K sh
50Kla Corp
COM NEW
$821K2.7K
0.4%
10×
Added · +2K sh
Showing 50 of 152 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 2026152$198.2M13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026145$184.9M13F-HR
Q4 2025Dec 31, 2025Jan 16, 2026140$186.1M13F-HR
Q3 2025Sep 30, 2025Oct 14, 2025138$178.4M13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025142$173.3M13F-HR
Q1 2025Mar 31, 2025Apr 15, 2025139$164.5M13F-HR
Q4 2024Dec 31, 2024Jan 15, 2025134$162.6M13F-HR
Q3 2024Sep 30, 2024Oct 23, 2024143$161.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.