WALKER ASSET MANAGEMENT, LLC

PrivateCIK: 1923053
Location

VERONA, MO

152
Positions
$198.22M
Total AUM (reported)
2.10M
Total Shares

Allocation by class

TOTAL AUM$198.22M152 positions
COM$138.79M70.0%
COM NEW$6.78M3.4%
MOTLEY FOL ETF$6.15M3.1%
S&P500 EQL TEC$5.51M2.8%
S&P 500 TOP 50$2.52M1.3%
SHS$2.37M1.2%
0-3 MTH TREASURY$2.20M1.1%

Portfolio Concentration

Top 330.7%4–1018.8%11–2515.0%Rest35.5%TOP 1049.5%0%100%
Top 3$60.80M30.7%
4–10$37.30M18.8%
11–25$29.72M15.0%
Rest$70.40M35.5%

Top 3 weight

30.7%

Top 10 weight

49.5%

Voting Authority Distribution

Total shares with voting rights: 2.10M

Sole

Full voting authority

2.10M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole152
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings152
Rows:

HENRY JACK & ASSOC INC

SOLE
COM
Shares234.03K
TypeSH
Market value$32.24M
16.26%
Sole
234.03K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares132.50K
TypeSH
Market value$15.01M
7.57%
Sole
132.50K
Shared
0.00
None
0.00

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares147.18K
TypeSH
Market value$13.55M
6.84%
Sole
147.18K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares33.66K
TypeSH
Market value$6.74M
3.40%
Sole
33.66K
Shared
0.00
None
0.00

RBB FD INC

SOLE
MOTLEY FOL ETF
Shares80.75K
TypeSH
Market value$6.15M
3.10%
Sole
80.75K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares20.77K
TypeSH
Market value$6.01M
3.03%
Sole
20.77K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL TEC
Shares85.43K
TypeSH
Market value$5.51M
2.78%
Sole
85.43K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares11.29K
TypeSH
Market value$4.75M
2.40%
Sole
11.29K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares12.23K
TypeSH
Market value$4.56M
2.30%
Sole
12.23K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares3.10K
TypeSH
Market value$3.58M
1.81%
Sole
3.10K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares10.44K
TypeSH
Market value$2.67M
1.34%
Sole
10.44K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P 500 TOP 50
Shares41.18K
TypeSH
Market value$2.52M
1.27%
Sole
41.18K
Shared
0.00
None
0.00

STARBUCKS CORP

SOLE
COM
Shares22.74K
TypeSH
Market value$2.32M
1.17%
Sole
22.74K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares9.25K
TypeSH
Market value$2.20M
1.11%
Sole
9.25K
Shared
0.00
None
0.00

ISHARES TR

SOLE
0-3 MTH TREASURY
Shares21.82K
TypeSH
Market value$2.20M
1.11%
Sole
21.82K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares14.25K
TypeSH
Market value$1.95M
0.98%
Sole
14.25K
Shared
0.00
None
0.00

FIRST TR EXCH TRADED FD III

SOLE
PFD SECS INC ETF
Shares107.83K
TypeSH
Market value$1.93M
0.97%
Sole
107.83K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares2.72K
TypeSH
Market value$1.87M
0.94%
Sole
2.72K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
NO AMER ENERGY
Shares41.44K
TypeSH
Market value$1.80M
0.91%
Sole
41.44K
Shared
0.00
None
0.00

TIDAL TRUST II

SOLE
PINN FOCU OP ETF
Shares39.94K
TypeSH
Market value$1.79M
0.90%
Sole
39.94K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares10.76K
TypeSH
Market value$1.78M
0.90%
Sole
10.76K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL FIN
Shares22.71K
TypeSH
Market value$1.76M
0.89%
Sole
22.71K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares4K
TypeSH
Market value$1.73M
0.87%
Sole
4K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares10.92K
TypeSH
Market value$1.60M
0.81%
Sole
10.92K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares33.13K
TypeSH
Market value$1.60M
0.81%
Sole
33.13K
Shared
0.00
None
0.00
Page 1 of 7