Long-term investor
Walker Asset Management, LLC @walkerassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001923053).
Record
- Tracked since 2025-06-30 (434 days), 85 trades recorded
- Returns: week n/a · month n/a · 90 days +1.4% · 6 months +3.8% · 1 year +6.8% · all +6.8%
- Max drawdown -1.7% · Sharpe 0.29 · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JKHY · 16.3% · long · since 2025-06-30
- WMT · 7.6% · long · since 2025-06-30
- ORLY · 6.8% · long · since 2025-06-30
- NVDA · 3.4% · long · since 2025-06-30
- TMFC · 3.1% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- RSPT · 2.8% · long · since 2025-06-30
- TSLA · 2.4% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- MU · 1.8% · long · since 2025-06-30
- GLW · 1.3% · long · since 2025-06-30
- XLG · 1.3% · long · since 2025-06-30