Walsky Investment Management, Inc.
CIK 2110046 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $107.7M
- Posisi
- 52
- Per tanggal
- 30 Juni 2026
#8.238 dari 9.443 berdasarkan nilai 13F · top 87.2%
Nilai portofolio QoQ: +9.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 42,67%
- Bobot 25 kepemilikan teratas
- 80,28%
- Posisi di atas 1%
- 35
- Jumlah posisi efektif
- 32,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,9% Perkiraan pembelian $4.009.001 · penjualan $4.292.236
- Posisi baru
- 5
- Meningkat
- 16
- Menurun
- 16
- Tertutup
- 3
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 98,0% · Opsi dikecualikan: 0,0%
Rincian sektor
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%
Lainnya/Tidak terpetakan
2,8%
Portofolio lengkap 52 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| LLY Eli Lilly and Company Common Stock | $6.476.922 | 6,01% | 5.400 | $1.294.018 | Turun ×1 | ||
| V Visa Inc. | $5.724.800 | 5,32% | 16.686 | $647.168 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $5.453.925 | 5,06% | 14.621 | $-3.121 | Turun ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $4.705.631 | 4,37% | 15.787 | $1.579.200 | Turun ×2 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $4.570.254 | 4,24% | 31.604 | $718.694 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $4.126.205 | 3,83% | 8.640 | $1.216.793 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $4.083.076 | 3,79% | 16.077 | $165.681 | Naik ×2 | ||
| UNP Union Pacific Corporation Common Stock | $3.671.184 | 3,41% | 13.497 | $400.181 | Naik ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $3.594.680 | 3,34% | 12.261 | $6.257 | Turun ×1 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $3.542.860 | 3,29% | 14.389 | $529.509 | Turun ×1 | ||
| MCD McDonald's Corporation Common Stock | $3.509.705 | 3,26% | 12.984 | $-507.877 | Naik ×2 | ||
| STT State Street Corporation Common Stock | $3.441.693 | 3,20% | 20.293 | $891.636 | Naik ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $3.348.818 | 3,11% | 22.837 | $75.663 | Naik ×2 | ||
| SO Southern Company (The) Common Stock | $3.213.463 | 2,98% | 33.575 | $-40.033 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.097.291 | 2,88% | 8.766 | $592.716 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3.048.097 | 2,83% | 9.312 | $257.695 | Turun ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $3.042.034 | 2,82% | 33.181 | $238.308 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $2.856.851 | 2,65% | 9.873 | $387.474 | Naik ×1 | ||
| SPGI S&P Global Inc. Common Stock | $2.593.432 | 2,41% | 6.368 | $-144.907 | Turun ×2 | ||
| UGI UGI Corporation Common Stock | $2.591.018 | 2,41% | 75.015 | $-150.133 | Turun ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2.262.697 | 2,10% | 5.310 | $290.147 | Turun ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2.133.743 | 1,98% | 16.605 | $171.212 | Naik ×2 | ||
| ABT Abbott Laboratories Common Stock | $1.890.386 | 1,76% | 20.833 | $-180.776 | Naik ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $1.766.686 | 1,64% | 4.077 | $858.631 | Turun ×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 | Turun ×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 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 438516205) | $1.379.000 | 1,28% | 6.159 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 43849R105) | $1.361.632 | 1,26% | 6.159 | Naik ×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 | Naik ×2 | ||
| CSX CSX Corporation - Common Stock | $1.263.823 | 1,17% | 26.590 | $217.458 | Naik ×2 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $1.169.311 | 1,09% | 3.396 | $112.778 | Naik ×2 | ||
| WFC Wells Fargo & Company Common Stock | $937.303 | 0,87% | 11.342 | $102.035 | Naik ×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 | Turun ×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 | Naik ×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 | Naik ×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 | Naik ×1 | |||
| DASH DoorDash, Inc. - Common Stock | $217.745 | 0,20% | 1.180 | ||||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| TXN | Dipangkas | -317 | +$1.6M |
| LLY | Dipangkas | -235 | +$1.3M |
| TSM | Beli lebih banyak | +31 | +$1.2M |
| STT | Beli lebih banyak | +144 | +$892K |
| LRCX | Dipangkas | -173 | +$859K |
| BK | Dipangkas | -863 | +$719K |
| V | Dipangkas | -114 | +$647K |
| GOOG | Beli lebih banyak | +35 | +$593K |
| PNC | Dipangkas | -92 | +$530K |
| MCD | Beli lebih banyak | +57 | -$508K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| HON | 30 Juni 2026 | 12.570 | $2.841.197 | -1,9% |
| UNH | 31 Maret 2026 | 2.639 | $871.160 | 43,1% |
| DASH | 31 Maret 2026 | 1.255 | $284.232 | 46,2% |
| SJM | 31 Maret 2026 | 2.785 | $272.401 | 27,3% |
| NSC | 30 Juni 2026 | 918 | $263.466 | 10,6% |
| DUK | 30 Juni 2026 | 1.707 | $223.515 | -3,5% |