BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Walker Financial Services, Inc.

· CIK 0001965479
13F Portfolio $292M AUM 43 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 18 Added 14 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 AVGO BROADCOM INC Technology 678 $235K 0.09% SOLD
Sector Allocation
Technology 35.0%
Consumer Defensive 27.8%
Financial Services 20.8%
Energy 6.5%
Healthcare 3.9%
Industrials 3.9%
Consumer Cyclical 2.2%