Walsky Investment Management

Walsky Investment Management as of June 30, 2026

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