Walker Asset Management, LLC Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$173.3B

Holdings

142

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (142 positions)

#StockSharesValue% PortfolioType
101
KLACKLA CORP
338$302.9M0.17%
102
DPZDOMINOS PIZZA INC
660$297.4M0.17%
103
A4SAMERIPRISE FINL INC
545$290.9M0.17%
104
PEPPEPSICO INC
2,199$290.4M0.17%
105
TIPISHARES TR
2,631$289.5M0.17%
106
RSPRINVESCO EXCHANGE TRADED FD T
8,051$282.0M0.16%
107
SCHPSCHWAB STRATEGIC TR
10,524$280.8M0.16%
108
RSPMINVESCO EXCHANGE TRADED FD T
8,644$280.2M0.16%
109
RTXRTX CORPORATION
1,910$278.9M0.16%
110
AFLAFLAC INC
2,600$274.2M0.16%
111
VICIVICI PPTYS INC
8,374$273.0M0.16%
112
IRMIRON MTN INC DEL
2,625$269.2M0.16%
113
LQDISHARES TR
2,396$262.6M0.15%
114
RIORIO TINTO PLC
4,493$262.1M0.15%
115
BIVVANGUARD BD INDEX FDS
3,285$254.1M0.15%
116
USBUS BANCORP DEL
5,510$249.3M0.14%
117
ETENERGY TRANSFER L P
13,723$248.8M0.14%
118
IAU*ISHARES GOLD TR
3,899$243.1M0.14%
119
IEFISHARES TR
2,521$241.4M0.14%
120
STWDSTARWOOD PPTY TR INC
11,979$240.4M0.14%
121
FDXFEDEX CORP
1,051$238.8M0.14%
122
MRKMERCK & CO INC
2,909$230.3M0.13%
123
CHTRCHARTER COMMUNICATIONS INC N
563$230.2M0.13%
124
JBHTHUNT J B TRANS SVCS INC
1,598$229.4M0.13%
125
KMIKINDER MORGAN INC DEL
7,704$226.5M0.13%
126
BLVVANGUARD BD INDEX FDS
3,232$224.8M0.13%
127
PHPARKER-HANNIFIN CORP
321$224.5M0.13%
128
COKECOCA COLA CONS INC
2,000$223.3M0.13%
129
FQIDIGITAL RLTY TR INC
1,279$223.0M0.13%
130
FPAFIRST TR EXCH TRD ALPHDX FD
6,178$220.7M0.13%
131
FIXCOMFORT SYS USA INC
410$219.7M0.13%
132
TRVTRAVELERS COMPANIES INC
812$217.2M0.13%
133
MLB1MERCADOLIBRE INC
83$216.9M0.13%
134
ELLAUDER ESTEE COS INC
2,650$214.1M0.12%
135
BABOEING CO
1,002$209.9M0.12%
136
ISRGINTUITIVE SURGICAL INC
382$207.6M0.12%
137
FEPFIRST TR EXCH TRD ALPHDX FD
4,340$207.5M0.12%
138
FFORD MTR CO
15,903$172.6M0.10%
139
MUABLACKROCK MUNIASSETS FD INC
16,352$170.1M0.10%
140
NOMNUVEEN MISSOURI QLT MUN INC
12,375$128.3M0.07%
141
WBDWARNER BROS DISCOVERY INC
10,278$117.8M0.07%
142
BTOB2GOLD CORP
11,200$40.4M0.02%
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