Fund Holdings — Walker Asset Management, LLC

Total Portfolio Value
$184.93M
Total Bought
$17.57M
Total Sold
$5.28M
Net Transaction
+$12.29M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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WALMART INC(WMT)130,630130,801+17114,55316,2568.79%+1,703
EXXON MOBIL CORP15,76914,629-1,1401,8982,4821.34%+584
CHEVRON CORPORATION(CVX)10,94010,880-601,6672,2511.22%+584
CORNING INC(GLW)9,83310,434+6018611,4190.77%+558
CHENIERE ENERGY INC(LNG)4,7334,984+2519201,4140.76%+494
VALERO ENERGY CORP(VLO)01,135+1,13502800.15%+280
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
42,63242,734+1021,6141,8661.01%+251
DIGITAL RLTY TR INC(DLR)01,307+1,30702360.13%+236
INTEL CORP(INTC)05,333+5,33302350.13%+235
GE VERNOVA INC(GEV)1,0491,045-46869120.49%+227
BHP BILLITON LIMITED03,085+3,08502240.12%+224
LOCKHEED MARTIN CORP(LMT)1,8161,819+38781,0990.59%+221
CMS ENERGY CORP(CMS)02,814+2,81402180.12%+218
DELL TECHNOLOGIES INC(DELL)01,315+1,31502160.12%+216
TEXAS INSTRS INC(TXN)01,093+1,09302120.11%+212
ANALOG DEVICES INC(ADI)0652+65202080.11%+208
WEC ENERGY GROUP INC(WEC)01,760+1,76002040.11%+204
NORTHROP GRUMMAN CORP(NOC)0296+29602020.11%+202
COMFORT SYS USA INC(FIX)41041003835660.31%+183
MICRON TECHNOLOGY INC(MU)3,2413,277+369251,1070.60%+182
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
82,95687,368+4,4123,7753,9542.14%+179
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
6,8346,568-2665447190.39%+175
APPLIED MATLS INC2,0172,020+35186900.37%+172
LAM RESEARCH CORP(LRCX)3,9923,997+56838540.46%+171
RBB FUND TRUST
FIRST EAGLE GBL
14,10317,403+3,3006498180.44%+169
AT&T INC(T)47,11045,715-1,3951,1701,3250.72%+155
CASEYS GEN STORES INC(CASY)87587504846370.34%+153
OREILLY AUTOMOTIVE INC(ORLY)147,126147,028-9813,41913,5727.34%+153
CONOCOPHILLIPS(COP)4,1744,029-1453915320.29%+141
JOHNSON & JOHNSON(JNJ)3,0863,131+456397650.41%+127
CSX CORP(CSX)26,03726,074+379441,0700.58%+127
ENTERPRISE PRODS PARTNERS L(EPD)19,67819,974+2966317560.41%+125
STARBUCKS CORP(SBUX)22,75622,727-291,9162,0361.10%+120
ISHARES TR15,55616,667+1,1111,5621,6780.91%+116
ALTRIA GROUP INC(MO)12,76912,878+1097368500.46%+114
PHILLIPS 66(PSX)2,4482,323-1253164230.23%+107
TIDAL TRUST II
PINN FOCU OP ETF
23,28023,28007318370.45%+106
GLOBAL X FDS
DEFENSE TECH ETF
7,2437,928+6854695620.30%+92
GILEAD SCIENCES INC(GILD)4,5474,645+985586470.35%+89
TYSON FOODS INC(TSN)16,35416,35409591,0480.57%+89
COSTCO WHOLESALE CORPORATION(COST)529538+94565360.29%+79
DUKE ENERGY CORP NEW(DUK)4,8884,973+855736510.35%+78
COCA COLA CONS INC(COKE)2,0002,00003073830.21%+77
WILLIAMS COS INC(WMB)5,5285,567+393324050.22%+73
NEXTERA ENERGY INC(NEE)4,9035,010+1073944650.25%+72
FEDEX CORP(FDX)1,0521,05203043750.20%+71
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
6,1916,581+3904635340.29%+71
CATERPILLAR INC(CAT)456466+102613300.18%+69
RIO TINTO PLC(RIO)4,7464,74603804430.24%+63
BRISTOL-MYERS SQUIBB CO(BMY)8,4198,522+1034545170.28%+63
IRON MTN INC DEL(IRM)2,6652,691+262212750.15%+54
MERCK & CO INC(MRK)2,8592,944+853013540.19%+53
KINDER MORGAN INC DEL(KMI)7,8717,943+722162660.14%+50
EVERGY INC(EVRG)4,5344,598+643293770.20%+48
ATMOS ENERGY CORP(ATO)2,6052,620+154374840.26%+47
INVESCO EXCHANGE TRADED FD T
S&P500 EQL MAT
9,1269,205+793113560.19%+45
PFIZER INC(PFE)14,33814,291-473574010.22%+44
AMGEN INC(AMGN)1,3761,401+254514930.27%+42
PHILIP MORRIS INTL INC(PM)7,4587,478+201,1961,2360.67%+40
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
17,46218,544+1,0825075470.30%+40
REALTY INCOME CORP(O)7,2927,374+824114510.24%+40
ALPS ETF TR
ALERIAN MLP
11,27310,807-4665305690.31%+39
FREEPORT MCMORAN INC(FCX)3,9734,033+602022370.13%+35
COCA COLA CO(KO)5,7105,71003994340.23%+35
SPDR GOLD TR(GLD)1,1441,120-244534820.26%+29
PEPSICO INC(PEP)1,9892,014+252863130.17%+27
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
23,80423,878+741,3481,3750.74%+27
DOMINION ENERGY INC(D)6,4126,480+683764010.22%+25
RTX CORPORATION(RTX)1,9251,957+323533770.20%+24
BERKSHIRE HATHAWAY INC DEL732814+823683900.21%+22
HUNT J B TRANS SVCS INC(JBHT)1,5931,561-323103310.18%+21
FIRST TR EXCHANGE-TRADED FD
SHS
35,50835,233-2751,6361,6570.90%+21
JOHNSON CONTROLS INTERNATION
SHS
1,8291,82902192400.13%+20
XCEL ENERGY INC(XEL)2,7302,747+172022180.12%+17
INVESCO EXCHANGE TRADED FD T
S&P500 EQL REL
8,0518,528+4772712830.15%+12
MCDONALDS CORP(MCD)1,0461,047+13203260.18%+6
PARKER-HANNIFIN CORP(PH)32332302842900.16%+6
CISCO SYS INC(CSCO)8,0928,108+166236290.34%+6
CITIGROUP INC(C)2,3402,449+1092732780.15%+5
VANGUARD INDEX FDS2,4122,539+1271,5131,5170.82%+5
INVESCO EXCHANGE TRADED FD T
S&P 500A EQL
22,31523,812+1,4978898910.48%+2
TRAVELERS COMPANIES INC(TRV)81281202362370.13%+1
B2GOLD CORP(BTG)11,20011,200051510.03%0
AFLAC INC(AFL)1,8161,825+92002000.11%-0
BLACKROCK MUNIASSETS FD INC(MUA)16,35216,35201751730.09%-2
ZIONS BANCORPORATION NATL AS(ZION)3,5933,619+262102090.11%-2
VANGUARD ADMIRAL FDS INC2,0932,09304294270.23%-2
PROCTER & GAMBLE CO(PG)11,05010,944-1061,5841,5810.85%-3
VICI PPTYS INC(VICI)8,6058,744+1392422390.13%-3
INVESCO EXCHANGE TRADED FD T
S&P500 EQL DIS
20,56421,842+1,2781,1731,1690.63%-4
BLACKROCK TAX MUNICPAL BD TR(BBN)36,42136,42105945890.32%-5
NUVEEN AMT FREE MUN CR INC F(NVG)27,22527,22503453360.18%-9
VANGUARD SPECIALIZED FUNDS2,3422,34205155040.27%-11
ONEOK INC NEW(OKE)5,4824,334-1,1484033920.21%-11
KLA CORP(KLAC)340272-684134000.22%-12
VERIZON COMMUNICATIONS INC(VZ)9,4457,413-2,0323853720.20%-13
GUGGENHEIM TAXABLE MUNICP BO(GBAB)31,20831,20804664530.24%-13
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF
36,42036,42005155010.27%-14
ADVANCED MICRO DEVICES INC(AMD)1,3601,36002912770.15%-15
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
3,1243,324+2002232080.11%-15
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Walker Asset Management, LLC — 13F Holdings — Q1 2026 | TickerTrail