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Portfolio (Quarterly) Guide ↗

Walker Financial Services, Inc.

· CIK 0001965479
13F Portfolio $323M AUM 45 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 12 Added 23 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 1,575.0 $373K 0.12% NEW $236.71 +1.8%
2 TSLA TESLA INC Consumer Cyclical 755.0 $318K 0.10% NEW $420.60 -15.7%
3 EXPD EXPEDITORS INTL WASH INC Industrials 1,650.0 $269K 0.08% NEW $162.98 +15.0%
4 DUK DUKE ENERGY CORP NEW Utilities 2,076.0 $263K 0.08% NEW $126.60 -5.2%
5 GOOG ALPHABET INC 609.0 $215K 0.07% NEW $353.63

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 30.1%
Technology 29.2%
Financial Services 20.4%
Consumer Cyclical 5.2%
Healthcare 5.0%
Energy 4.8%
Industrials 2.7%
Utilities 2.6%