Walsky Investment Management

Walsky Investment Management as of Dec. 31, 2025

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