Walsky Investment Management

Walsky Investment Management as of March 31, 2026

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