Institutions / Walsky Investment Management, Inc.
Walsky Investment Management, Inc.
CIK 2110046 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$98.20M
Positions
52
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 52 โ
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $7.18M | 7.3% |
| Visa Inc | $5.98M | 6.1% |
| ELI LILLY & Co | $5.69M | 5.8% |
| Mcdonald'S Corp | $3.93M | 4.0% |
| Bank of New York Mellon Corp/The | $3.68M | 3.8% |
| S&P Global Inc. | $3.45M | 3.5% |
| Union Pacific Corp | $3.27M | 3.3% |
| Johnson & Johnson | $3.26M | 3.3% |
| PROCTER & GAMBLE Co | $3.13M | 3.2% |
| Air Products & Chemicals, Inc. | $3.04M | 3.1% |
| The PNC Financial Services Group, Inc. | $2.97M | 3.0% |
| Southern Co | $2.95M | 3.0% |
| Texas Instruments Inc | $2.93M | 3.0% |
| JPMorgan Chase & Co | $2.88M | 2.9% |
| Ugi Corp /Pa | $2.81M | 2.9% |
| Apple Inc. | $2.69M | 2.7% |
| Colgate Palmolive Co | $2.55M | 2.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $2.47M | 2.5% |
| Alphabet Inc. | $2.45M | 2.5% |
| Abbott Laboratories | $2.43M | 2.5% |
| Honeywell International Inc | $2.42M | 2.5% |
| State Street Corporation | $2.41M | 2.5% |
| Eaton Corp plc | $1.71M | 1.7% |
| Merck & Co., Inc. | $1.58M | 1.6% |
| Lowes Companies Inc | $1.55M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.