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Walsky Investment Management

Latest statistics and disclosures from Walsky Investment Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002110046

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Positions held by Walsky Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Walsky Investment Management

Walsky Investment Management holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Microsoft Corp Common Stock (MSFT)	7.3	$7.2M	15k	483.62	View chart
Visa Common Stock (V)	6.1	$6.0M	17k	350.71	View chart
Eli Lilly And Common Stock (LLY)	5.8	$5.7M	5.3k	1074.68	View chart
Mcdonalds Corp Common Stock (MCD)	4.0	$3.9M	13k	305.63	View chart
Bank New York Mellon Cor Common Stock (BK)	3.8	$3.7M	32k	116.09	View chart
S&p Global Common Stock (SPGI)	3.5	$3.5M	6.6k	522.59	View chart
Union Pac Corp Common Stock (UNP)	3.3	$3.3M	14k	231.32	View chart
Johnson & Johnson Common Stock (JNJ)	3.3	$3.3M	16k	206.95	View chart
Procter & Gamble Common Stock (PG)	3.2	$3.1M	22k	143.31	View chart
Air Prods & Chems Common Stock (APD)	3.1	$3.0M	12k	247.02	View chart
Pnc Finl Services Common Stock (PNC)	3.0	$3.0M	14k	208.73	View chart
Southern Common Stock (SO)	3.0	$3.0M	34k	87.20	View chart
Texas Instrs Common Stock (TXN)	3.0	$2.9M	17k	173.49	View chart
Jpmorgan Chase & Co Common Stock (JPM)	2.9	$2.9M	8.9k	322.22	View chart
Ugi Corp Common Stock (UGI)	2.9	$2.8M	75k	37.43	View chart
Apple Common Stock (AAPL)	2.7	$2.7M	9.9k	271.86	View chart
Colgate Palmolive Common Stock (CL)	2.6	$2.5M	32k	79.02	View chart
Taiwan Semiconductor M F American Depository (TSM)	2.5	$2.5M	8.1k	303.89	View chart
Alphabet Common Stock (GOOG)	2.5	$2.5M	7.8k	313.80	View chart
Abbott Labs Common Stock (ABT)	2.5	$2.4M	19k	125.29	View chart
Honeywell Intl Common Stock (HON)	2.5	$2.4M	12k	195.09	View chart
State Str Corp Common Stock (STT)	2.5	$2.4M	19k	129.01	View chart
Eaton Corp Foreign Ordinaries (ETN)	1.7	$1.7M	5.4k	318.51	View chart
Merck & Co Common Stock (MRK)	1.6	$1.6M	15k	105.26	View chart
Lowes Cos Common Stock (LOW)	1.6	$1.6M	6.4k	241.16	View chart
Novartis American Depository (NVS)	1.4	$1.4M	10k	137.87	View chart
Pepsico Common Stock (PEP)	1.4	$1.4M	9.7k	143.52	View chart
Emerson Elec Common Stock (EMR)	1.4	$1.3M	10k	132.72	View chart
Amgen Common Stock (AMGN)	1.4	$1.3M	4.1k	327.31	View chart
Exxon Mobil Corp Common Stock (XOM)	1.3	$1.3M	11k	120.34	View chart
Automatic Data Processin Common Stock (ADP)	1.1	$1.1M	4.1k	257.23	View chart
Qualcomm Common Stock (QCOM)	1.1	$1.0M	6.1k	171.05	View chart
Sherwin-williams Common Stock (SHW)	1.0	$997k	3.1k	324.03	View chart
Wells Fargo & Co Common Stock (WFC)	0.9	$882k	9.5k	93.20	View chart
Unitedhealth Group Common Stock (UNH)	0.9	$871k	2.6k	330.11	View chart
Csx Corp Common Stock (CSX)	0.9	$858k	24k	36.25	View chart
Chevron Corp Common Stock (CVX)	0.8	$753k	4.9k	152.41	View chart
Lam Resh Corp Common Stock (LRCX)	0.7	$675k	3.9k	171.18	View chart
Omnicom Group Common Stock (OMC)	0.5	$537k	6.6k	80.75	View chart
Nextera Energy Common Stock (NEE)	0.5	$532k	6.6k	80.28	View chart
Comcast Corp Common Stock (CMCSA)	0.5	$531k	18k	29.89	View chart
Truist Finl Corp Common Stock (TFC)	0.4	$438k	8.9k	49.21	View chart
Clorox Common Stock (CLX)	0.4	$418k	4.1k	100.83	View chart
Walmart Common Stock (WMT)	0.4	$374k	3.4k	111.41	View chart
Doordash Common Stock (DASH)	0.3	$284k	1.3k	226.48	View chart
Illinois Tool Wks Common Stock (ITW)	0.3	$282k	1.1k	246.30	View chart
Smucker J M Common Stock (SJM)	0.3	$272k	2.8k	97.81	View chart
Norfolk Southn Corp Common Stock (NSC)	0.3	$265k	918.00	288.72	View chart
Chubb Foreign Ordinaries (CB)	0.3	$263k	842.00	312.12	View chart
Sysco Corp Common Stock (SYY)	0.2	$245k	3.3k	73.69	View chart
Logitech Interntnl S Foreign Ordinaries (LOGI)	0.2	$233k	2.3k	100.22	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$200k	1.7k	117.21	View chart

Past Filings by Walsky Investment Management

SEC 13F filings are viewable for Walsky Investment Management going back to 2025

Walsky Investment Management 2025 Q4 filed Feb. 10, 2026

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