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Walsky Investment Management

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

Top 5 stock holdings are LLY, V, MSFT, TXN, BNY, and represent 25.01% of Walsky Investment Management's stock portfolio.
Added to shares of these 10 stocks: HON, HONA, SGVT, CAH, DASH, WFC, ABT, QCOM, CSX, AAPL.
Started 5 new stock positions in DASH, HON, CAH, SGVT, HONA.
Reduced shares in these 10 stocks: Honeywell International, LLY, NSC, , BNY, TXN, ETN, LRCX, JPM, MSFT.
Sold out of its positions in DUK, Honeywell International, NSC.
Walsky Investment Management was a net seller of stock by $-283k.
Walsky Investment Management has $108M in assets under management (AUM), dropping by 9.92%.
Central Index Key (CIK): 0002110046

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Portfolio Holdings for Walsky Investment Management

Walsky Investment Management holds 52 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Eli Lilly And Common Stock (LLY)	6.0	$6.5M	-4%	5.4k	1199.43	View chart
Visa Inc Class A Common Stock (V)	5.3	$5.7M		17k	343.09	View chart
Microsoft Corp Common Stock (MSFT)	5.1	$5.5M		15k	373.02	View chart
Texas Instrs Common Stock (TXN)	4.4	$4.7M		16k	298.07	View chart
Bank New York Mellon Cor Common Stock (BNY)	4.2	$4.6M	-2%	32k	144.61	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM)	3.8	$4.1M		8.6k	477.57	View chart
Johnson & Johnson Common Stock (JNJ)	3.8	$4.1M		16k	253.97	View chart
Union Pac Corp Common Stock (UNP)	3.4	$3.7M		14k	272.00	View chart
Air Prods & Chems Common Stock (APD)	3.3	$3.6M		12k	293.18	View chart
Pnc Finl Services Common Stock (PNC)	3.3	$3.5M		14k	246.22	View chart
Mcdonalds Corp Common Stock (MCD)	3.3	$3.5M		13k	270.31	View chart
State Str Corp Common Stock (STT)	3.2	$3.4M		20k	169.60	View chart
Procter & Gamble Common Stock (PG)	3.1	$3.3M		23k	146.64	View chart
Southern Common Stock (SO)	3.0	$3.2M		34k	95.71	View chart
Alphabet Inc Class C Common Stock (GOOG)	2.9	$3.1M		8.8k	353.33	View chart
Jpmorgan Chase & Co Common Stock (JPM)	2.8	$3.0M		9.3k	327.33	View chart
Colgate Palmolive Common Stock (CL)	2.8	$3.0M		33k	91.68	View chart
Apple Common Stock (AAPL)	2.7	$2.9M		9.9k	289.36	View chart
S&p Global Common Stock (SPGI)	2.4	$2.6M		6.4k	407.26	View chart
Ugi Corp Common Stock (UGI)	2.4	$2.6M		75k	34.54	View chart
Eaton Corp Plc F Foreign Ordinaries (ETN)	2.1	$2.3M	-3%	5.3k	426.12	View chart
Merck & Co Common Stock (MRK)	2.0	$2.1M		17k	128.50	View chart
Abbott Labs Common Stock (ABT)	1.8	$1.9M	+3%	21k	90.74	View chart
Lam Resh Corp Common Stock (LRCX)	1.6	$1.8M	-4%	4.1k	433.33	View chart
Exxon Mobil Corp Common Stock (XOM)	1.6	$1.7M		13k	136.72	View chart
Novartis Ag F American Depository (NVS)	1.5	$1.6M		11k	156.72	View chart
Amgen Common Stock (AMGN)	1.4	$1.5M		4.1k	362.12	View chart
Emerson Elec Common Stock (EMR)	1.3	$1.4M		10k	143.15	View chart
Lowes Cos Common Stock (LOW)	1.3	$1.4M		6.4k	220.49	View chart
Honeywell Intl Common Stock (HON)	1.3	$1.4M	NEW	6.2k	223.90	View chart
Honeywell Aerospace Common Stock (HONA)	1.3	$1.4M	NEW	6.2k	221.08	View chart
Pepsico Common Stock (PEP)	1.2	$1.3M		9.7k	135.40	View chart
Qualcomm Common Stock (QCOM)	1.2	$1.3M	+4%	6.9k	184.79	View chart
Csx Corp Common Stock (CSX)	1.2	$1.3M	+4%	27k	47.53	View chart
Sherwin-williams Common Stock (SHW)	1.1	$1.2M	+3%	3.4k	344.32	View chart
Wells Fargo & Co Common Stock (WFC)	0.9	$937k	+8%	11k	82.64	View chart
Automatic Data Processin Common Stock (ADP)	0.9	$920k		4.1k	223.95	View chart
Chevron Corp Common Stock (CVX)	0.7	$775k	-3%	4.7k	165.76	View chart
Nextera Energy Common Stock (NEE)	0.5	$582k		6.6k	87.77	View chart
Truist Finl Corp Common Stock (TFC)	0.4	$443k		8.9k	49.82	View chart
Ge Aerospace Common Stock (GE)	0.4	$430k	+4%	1.2k	373.73	View chart
Clorox Common Stock (CLX)	0.4	$396k		4.1k	95.44	View chart
Omnicom Group Common Stock (OMC)	0.4	$394k		5.4k	72.83	View chart
Walmart Common Stock (WMT)	0.4	$380k		3.4k	113.26	View chart
Comcast Corp New Class A Common Stock (CMCSA)	0.3	$351k		14k	24.55	View chart
Schwab Govt Money Mkt Etf Uit Exchange Traded (SGVT)	0.3	$323k	NEW	3.2k	100.74	View chart
Illinois Tool Wks Common Stock (ITW)	0.3	$309k		1.1k	270.47	View chart
Chubb Ltd F Foreign Ordinaries (CB)	0.3	$287k		842.00	340.74	View chart
Sysco Corp Common Stock (SYY)	0.3	$278k		3.3k	83.58	View chart
Logitech Interntnl S Fclass N Foreign Ordinaries (LOGI)	0.2	$219k		2.3k	94.04	View chart
Cardinal Health Common Stock (CAH)	0.2	$219k	NEW	920.00	237.56	View chart
Doordash Inc Class A Common Stock (DASH)	0.2	$218k	NEW	1.2k	184.53	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 Q2 filed Aug. 14, 2026
Walsky Investment Management 2026 Q1 filed May 15, 2026
Walsky Investment Management 2025 Q4 filed Feb. 10, 2026

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