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

CompanyClassValueShares% of portfolio
Microsoft Corpโ€”$7.18M14,8447.3%
Visa Incโ€”$5.98M17,0506.1%
ELI LILLY & Coโ€”$5.69M5,2905.8%
Mcdonald'S Corpโ€”$3.93M12,8704.0%
Bank of New York Mellon Corp/Theโ€”$3.68M31,7383.8%
S&P Global Inc.โ€”$3.45M6,6073.5%
Union Pacific Corpโ€”$3.27M14,1523.3%
Johnson & Johnsonโ€”$3.26M15,7663.3%
PROCTER & GAMBLE Coโ€”$3.13M21,8463.2%
Air Products & Chemicals, Inc.โ€”$3.04M12,2993.1%
The PNC Financial Services Group, Inc.โ€”$2.97M14,2463.0%
Southern Coโ€”$2.95M33,8583.0%
Texas Instruments Incโ€”$2.93M16,9043.0%
JPMorgan Chase & Coโ€”$2.88M8,9382.9%
Ugi Corp /Paโ€”$2.81M75,1782.9%
Apple Inc.โ€”$2.69M9,8862.7%
Colgate Palmolive Coโ€”$2.55M32,2292.6%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$2.47M8,1172.5%
Alphabet Inc.โ€”$2.45M7,8132.5%
Abbott Laboratoriesโ€”$2.43M19,3732.5%
Honeywell International Incโ€”$2.42M12,4302.5%
State Street Corporationโ€”$2.41M18,6742.5%
Eaton Corp plcโ€”$1.71M5,3651.7%
Merck & Co., Inc.โ€”$1.58M14,9711.6%
Lowes Companies Incโ€”$1.55M6,4411.6%

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.