Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Walsky Investment Management

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

Top 5 stock holdings are MSFT, LLY, V, MCD, JNJ, and represent 24.14% of Walsky Investment Management's stock portfolio.
Added to shares of these 10 stocks: LLY, GE, XOM, GOOG, STT, TSM, MRK, JPM, PG, BNY.
Started 1 new stock position in GE.
Reduced shares in these 10 stocks: , DASH, SJM, UNP, TXN, CMCSA, OMC, V, SPGI, AAPL.
Sold out of its positions in DASH, SJM, UNH.
Walsky Investment Management was a net buyer of stock by $704k.
Walsky Investment Management has $98M in assets under management (AUM), dropping by -0.23%.
Central Index Key (CIK): 0002110046

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Walsky Investment Management

Walsky Investment Management holds 50 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stock (MSFT)	5.6	$5.5M		15k	370.17	View chart
Eli Lilly And Common Stock (LLY)	5.3	$5.2M	+6%	5.6k	919.77	View chart
Visa Inc Class Class A Common Stock (V)	5.2	$5.1M		17k	302.24	View chart
Mcdonalds Corp Common Stock (MCD)	4.1	$4.0M		13k	310.79	View chart
Johnson & Johnson Common Stock (JNJ)	4.0	$3.9M		16k	244.44	View chart
Bank New York Mellon Cor Common Stock (BNY)	3.9	$3.9M	+2%	33k	118.63	View chart
Air Prods & Chems Common Stock (APD)	3.7	$3.6M		12k	290.49	View chart
Procter & Gamble Common Stock (PG)	3.3	$3.3M	+3%	23k	144.44	View chart
Union Pac Corp Common Stock (UNP)	3.3	$3.3M	-4%	14k	242.62	View chart
Southern Common Stock (SO)	3.3	$3.3M		34k	96.09	View chart
Texas Instrs Common Stock (TXN)	3.2	$3.1M	-4%	16k	194.14	View chart
Pnc Finl Services Common Stock (PNC)	3.1	$3.0M		15k	208.09	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM)	3.0	$2.9M	+6%	8.6k	337.95	View chart
Honeywell Intl Common Stock	2.9	$2.8M		13k	226.03	View chart
Colgate Palmolive Common Stock (CL)	2.9	$2.8M	+2%	33k	85.23	View chart
Jpmorgan Chase & Co Common Stock (JPM)	2.8	$2.8M	+6%	9.5k	294.16	View chart
Ugi Corp Common Stock (UGI)	2.8	$2.7M		75k	36.42	View chart
S&p Global Common Stock (SPGI)	2.8	$2.7M	-2%	6.4k	425.34	View chart
State Str Corp Common Stock (STT)	2.6	$2.6M	+7%	20k	126.56	View chart
Alphabet Inc Class Class C Common Stock (GOOG)	2.6	$2.5M	+11%	8.7k	286.86	View chart
Apple Common Stock (AAPL)	2.5	$2.5M		9.7k	253.79	View chart
Exxon Mobil Corp Common Stock (XOM)	2.2	$2.1M	+16%	13k	169.66	View chart
Abbott Labs Common Stock (ABT)	2.1	$2.1M	+4%	20k	102.67	View chart
Eaton Corp Plc F Foreign Ordinaries (ETN)	2.0	$2.0M	+2%	5.5k	357.67	View chart
Merck & Co Common Stock (MRK)	2.0	$2.0M	+8%	16k	120.29	View chart
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVS)	1.6	$1.6M	+4%	11k	152.75	View chart
Lowes Cos Common Stock (LOW)	1.6	$1.5M		6.4k	236.28	View chart
Pepsico Common Stock (PEP)	1.5	$1.5M		9.7k	155.29	View chart
Amgen Common Stock (AMGN)	1.5	$1.5M		4.1k	351.85	View chart
Emerson Elec Common Stock (EMR)	1.4	$1.3M		10k	131.02	View chart
Sherwin-williams Common Stock (SHW)	1.1	$1.1M	+7%	3.3k	320.55	View chart
Csx Corp Common Stock (CSX)	1.1	$1.0M	+7%	26k	41.05	View chart
Chevron Corp Common Stock (CVX)	1.0	$1.0M	-2%	4.8k	206.90	View chart
Lam Resh Corp Common Stock (LRCX)	0.9	$908k	+7%	4.3k	213.66	View chart
Qualcomm Common Stock (QCOM)	0.9	$853k	+7%	6.6k	128.78	View chart
Wells Fargo & Co Common Stock (WFC)	0.9	$835k	+10%	11k	79.61	View chart
Automatic Data Processin Common Stock (ADP)	0.9	$834k		4.1k	203.18	View chart
Nextera Energy Common Stock (NEE)	0.6	$616k		6.6k	92.88	View chart
Clorox Common Stock (CLX)	0.4	$430k		4.1k	103.63	View chart
Walmart Common Stock (WMT)	0.4	$417k		3.4k	124.28	View chart
Comcast Corp New Class A Common Stock (CMCSA)	0.4	$410k	-19%	14k	28.71	View chart
Truist Finl Corp Common Stock (TFC)	0.4	$409k		8.9k	45.97	View chart
Omnicom Group Common Stock (OMC)	0.4	$408k	-18%	5.4k	75.31	View chart
Ge Aerospace Common Stock (GE)	0.3	$312k	NEW	1.1k	283.77	View chart
Illinois Tool Wks Common Stock (ITW)	0.3	$298k		1.1k	260.29	View chart
Chubb Ltd F Foreign Ordinaries (CB)	0.3	$274k		842.00	325.93	View chart
Norfolk Southn Corp Common Stock (NSC)	0.3	$264k		918.00	287.00	View chart
Sysco Corp Common Stock (SYY)	0.2	$237k		3.3k	71.33	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$224k		1.7k	130.94	View chart
Logitech Interntnl S Fclass Class N Foreign Ordinaries (LOGI)	0.2	$212k		2.3k	91.12	View chart

Past Filings by Walsky Investment Management

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

Walsky Investment Management 2026 Q1 filed May 15, 2026
Walsky Investment Management 2025 Q4 filed Feb. 10, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z