Walker Financial Services, Inc.
Filing Date
Global Rank
#8,045
/ 8,578
▼ 64
Top Industry
Software - Infrastructure
17.0%
3Y Alpha vs SPY
-9.5%
Period ended 3 months ago
Filed Apr 29, 2026 · 47d
17 quarters · since Mar 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+38.8%
SPY
+77.5%
Annualised alpha
-9.5%
Max drawdown
−11.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.7%
−5.0 pts
Top 5
62.0%
−10.0 pts
Top 10
85.3%
−6.7 pts
HHI
953
Diversified−240
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.4% | $3,469,407 |
| Consumer Defensive | 24.1% | $2,748,997 |
| Financial Services | 17.6% | $2,009,347 |
| Unclassified | 13.6% | $1,546,197 |
| Energy | 5.6% | $642,729 |
| Industrials | 3.4% | $385,382 |
| Healthcare | 3.3% | $381,160 |
| Consumer Cyclical | 1.9% | $217,396 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KO | Coca Cola Co | −5,971 | 15,108 | $1,148,963 | |
| BRK-B | Berkshire Hathaway Inc | −1,351 | 3,133 | $1,501,333 | |
| CVX | Chevron Corp | −1,295 | 1,505 | $311,384 | |
| MSFT | Microsoft Corp | −1,099 | 4,535 | $1,678,720 | |
| QQQ | Invesco Qqq Trust, Series 1 | −698 | 2,031 | $1,172,252 | |
| SYY | Sysco Corp | −671 | 5,604 | $399,733 | |
| AAPL | Apple Inc. | −514 | 6,192 | $1,571,467 | |
| NVDA | Nvidia Corp | −110 | 1,257 | $219,220 | |
| SPY | Spdr S&P 500 ETF Trust | −2 | 575 | $373,945 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 678 | $234,655 | |
| No positions match the current search. | ||||
1 positions ·
$381,160 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ELV |
Elevance Health, Inc.
Healthcare
|
NEW | 1,302 | $381,160 | 100.00% |