Walsky Investment Management, Inc.
CIK 2110046 · View on SEC EDGAR ↗
- Portfolio value
- $107.7M
- Positions
- 52
- As of
- June 30, 2026
#8,238 of 9,443 by 13F value · top 87.2%
Portfolio value QoQ: +9.9% 13F does not disclose cash
- Top 10 holdings weight
- 42.67%
- Top 25 holdings weight
- 80.28%
- Positions above 1%
- 35
- Effective number of positions
- 32.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.9% Est. buys $4,009,001 · sells $4,292,236
- New positions
- 5
- Increased
- 16
- Decreased
- 16
- Closed
- 3
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 98.0% · Options excluded: 0.0%
Sector breakdown
Technology
19.0%
Healthcare
16.7%
Financial Services
15.2%
Industrials
9.6%
Financials
7.7%
Consumer products
6.3%
Utilities
5.9%
Materials
4.4%
Communication Services
3.6%
Consumer Discretionary
3.5%
Energy
2.3%
Retail
1.9%
Consumer Staples
1.2%
Other/Unmapped
2.8%
Full portfolio 52 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| LLY Eli Lilly and Company Common Stock | $6,476,922 | 6.01% | 5,400 | $1,294,018 | Down ×1 | ||
| V Visa Inc. | $5,724,800 | 5.32% | 16,686 | $647,168 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $5,453,925 | 5.06% | 14,621 | $-3,121 | Down ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $4,705,631 | 4.37% | 15,787 | $1,579,200 | Down ×2 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $4,570,254 | 4.24% | 31,604 | $718,694 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $4,126,205 | 3.83% | 8,640 | $1,216,793 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $4,083,076 | 3.79% | 16,077 | $165,681 | Up ×2 | ||
| UNP Union Pacific Corporation Common Stock | $3,671,184 | 3.41% | 13,497 | $400,181 | Up ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $3,594,680 | 3.34% | 12,261 | $6,257 | Down ×1 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $3,542,860 | 3.29% | 14,389 | $529,509 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $3,509,705 | 3.26% | 12,984 | $-507,877 | Up ×2 | ||
| STT State Street Corporation Common Stock | $3,441,693 | 3.20% | 20,293 | $891,636 | Up ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $3,348,818 | 3.11% | 22,837 | $75,663 | Up ×2 | ||
| SO Southern Company (The) Common Stock | $3,213,463 | 2.98% | 33,575 | $-40,033 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,097,291 | 2.88% | 8,766 | $592,716 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,048,097 | 2.83% | 9,312 | $257,695 | Down ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $3,042,034 | 2.82% | 33,181 | $238,308 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $2,856,851 | 2.65% | 9,873 | $387,474 | Up ×1 | ||
| SPGI S&P Global Inc. Common Stock | $2,593,432 | 2.41% | 6,368 | $-144,907 | Down ×2 | ||
| UGI UGI Corporation Common Stock | $2,591,018 | 2.41% | 75,015 | $-150,133 | Down ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2,262,697 | 2.10% | 5,310 | $290,147 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2,133,743 | 1.98% | 16,605 | $171,212 | Up ×2 | ||
| ABT Abbott Laboratories Common Stock | $1,890,386 | 1.76% | 20,833 | $-180,776 | Up ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $1,766,686 | 1.64% | 4,077 | $858,631 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,709,000 | 1.59% | 12,500 | $-411,750 | |||
| NVS Novartis AG Common Stock | $1,646,657 | 1.53% | 10,507 | $31,784 | Down ×1 | ||
| AMGN Amgen Inc. - Common Stock | $1,502,074 | 1.39% | 4,148 | $42,600 | |||
| EMR Emerson Electric Company Common Stock | $1,449,680 | 1.35% | 10,127 | $122,840 | |||
| LOW Lowe's Companies, Inc. Common Stock | $1,411,356 | 1.31% | 6,401 | $-110,523 | Down ×1 | ||
| Unknown issuer (CUSIP: 438516205) | $1,379,000 | 1.28% | 6,159 | Up ×1 | |||
| Unknown issuer (CUSIP: 43849R105) | $1,361,632 | 1.26% | 6,159 | Up ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $1,309,724 | 1.22% | 9,673 | $-192,396 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $1,282,258 | 1.19% | 6,939 | $429,734 | Up ×2 | ||
| CSX CSX Corporation - Common Stock | $1,263,823 | 1.17% | 26,590 | $217,458 | Up ×2 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $1,169,311 | 1.09% | 3,396 | $112,778 | Up ×2 | ||
| WFC Wells Fargo & Company Common Stock | $937,303 | 0.87% | 11,342 | $102,035 | Up ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $919,539 | 0.85% | 4,106 | $85,282 | |||
| CVX Chevron Corporation Common Stock | $775,425 | 0.72% | 4,678 | $-225,557 | Down ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $581,915 | 0.54% | 6,630 | $-33,879 | |||
| TFC Truist Financial Corporation Common Stock | $443,448 | 0.41% | 8,901 | $34,269 | |||
| GE GE Aerospace Common Stock | $429,790 | 0.40% | 1,150 | $117,643 | Up ×1 | ||
| CLX Clorox Company (The) Common Stock | $395,599 | 0.37% | 4,145 | $-33,947 | |||
| OMC Omnicom Group Inc. Common Stock | $394,302 | 0.37% | 5,414 | $-13,426 | |||
| WMT Walmart Inc. - Common Stock | $379,987 | 0.35% | 3,355 | $-36,972 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $350,500 | 0.33% | 14,277 | $-59,393 | |||
| SGVT | $322,972 | 0.30% | 3,206 | Up ×1 | |||
| ITW Illinois Tool Works Inc. Common Stock | $309,147 | 0.29% | 1,143 | $11,636 | |||
| CB Chubb Limited Common Stock | $286,903 | 0.27% | 842 | $12,470 | |||
| SYY Sysco Corporation Common Stock | $277,486 | 0.26% | 3,320 | $40,670 | |||
| LOGI Logitech International S.A. - Registered Shares | $218,643 | 0.20% | 2,325 | $6,789 | |||
| CAH Cardinal Health, Inc. Common Stock | $218,555 | 0.20% | 920 | Up ×1 | |||
| DASH DoorDash, Inc. - Common Stock | $217,745 | 0.20% | 1,180 | ||||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.