Walsky Investment Management, Inc.
CIK 2110046 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $107.7M
- 持仓
- 52
- 截至
- 2026年6月30日
按 13F 价值排名第 8238（共 9443） · 前 87.2%
投资组合价值同比（季度）：+9.9% 13F不披露现金
- 前十大持仓权重
- 42.67%
- 前二十五大持仓权重
- 80.28%
- 持仓高于 1%
- 35
- 有效持仓数量
- 32.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.9% 估计买入 $4009001 · 卖出 $4292236
- 新仓位
- 5
- 增加
- 16
- 减少
- 16
- 已结清
- 3
本页内容
与标普500指数的表现对比
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：98.0% · 已排除期权：0.0%
行业细分
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%
其他/未映射
2.8%
完整投资组合 52 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| LLY Eli Lilly and Company Common Stock | $6476922 | 6.01% | 5400 | $1294018 | 下跌 ×1 | ||
| V Visa Inc. | $5724800 | 5.32% | 16686 | $647168 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $5453925 | 5.06% | 14621 | $-3121 | 下跌 ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $4705631 | 4.37% | 15787 | $1579200 | 下跌 ×2 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $4570254 | 4.24% | 31604 | $718694 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $4126205 | 3.83% | 8640 | $1216793 | 上涨 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $4083076 | 3.79% | 16077 | $165681 | 上涨 ×2 | ||
| UNP Union Pacific Corporation Common Stock | $3671184 | 3.41% | 13497 | $400181 | 上涨 ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $3594680 | 3.34% | 12261 | $6257 | 下跌 ×1 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $3542860 | 3.29% | 14389 | $529509 | 下跌 ×1 | ||
| MCD McDonald's Corporation Common Stock | $3509705 | 3.26% | 12984 | $-507877 | 上涨 ×2 | ||
| STT State Street Corporation Common Stock | $3441693 | 3.20% | 20293 | $891636 | 上涨 ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $3348818 | 3.11% | 22837 | $75663 | 上涨 ×2 | ||
| SO Southern Company (The) Common Stock | $3213463 | 2.98% | 33575 | $-40033 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3097291 | 2.88% | 8766 | $592716 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3048097 | 2.83% | 9312 | $257695 | 下跌 ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $3042034 | 2.82% | 33181 | $238308 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $2856851 | 2.65% | 9873 | $387474 | 上涨 ×1 | ||
| SPGI S&P Global Inc. Common Stock | $2593432 | 2.41% | 6368 | $-144907 | 下跌 ×2 | ||
| UGI UGI Corporation Common Stock | $2591018 | 2.41% | 75015 | $-150133 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2262697 | 2.10% | 5310 | $290147 | 下跌 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2133743 | 1.98% | 16605 | $171212 | 上涨 ×2 | ||
| ABT Abbott Laboratories Common Stock | $1890386 | 1.76% | 20833 | $-180776 | 上涨 ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $1766686 | 1.64% | 4077 | $858631 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1709000 | 1.59% | 12500 | $-411750 | |||
| NVS Novartis AG Common Stock | $1646657 | 1.53% | 10507 | $31784 | 下跌 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $1502074 | 1.39% | 4148 | $42600 | |||
| EMR Emerson Electric Company Common Stock | $1449680 | 1.35% | 10127 | $122840 | |||
| LOW Lowe's Companies, Inc. Common Stock | $1411356 | 1.31% | 6401 | $-110523 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: 438516205) | $1379000 | 1.28% | 6159 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: 43849R105) | $1361632 | 1.26% | 6159 | 上涨 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $1309724 | 1.22% | 9673 | $-192396 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $1282258 | 1.19% | 6939 | $429734 | 上涨 ×2 | ||
| CSX CSX Corporation - Common Stock | $1263823 | 1.17% | 26590 | $217458 | 上涨 ×2 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $1169311 | 1.09% | 3396 | $112778 | 上涨 ×2 | ||
| WFC Wells Fargo & Company Common Stock | $937303 | 0.87% | 11342 | $102035 | 上涨 ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $919539 | 0.85% | 4106 | $85282 | |||
| CVX Chevron Corporation Common Stock | $775425 | 0.72% | 4678 | $-225557 | 下跌 ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $581915 | 0.54% | 6630 | $-33879 | |||
| TFC Truist Financial Corporation Common Stock | $443448 | 0.41% | 8901 | $34269 | |||
| GE GE Aerospace Common Stock | $429790 | 0.40% | 1150 | $117643 | 上涨 ×1 | ||
| CLX Clorox Company (The) Common Stock | $395599 | 0.37% | 4145 | $-33947 | |||
| OMC Omnicom Group Inc. Common Stock | $394302 | 0.37% | 5414 | $-13426 | |||
| WMT Walmart Inc. - Common Stock | $379987 | 0.35% | 3355 | $-36972 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $350500 | 0.33% | 14277 | $-59393 | |||
| SGVT | $322972 | 0.30% | 3206 | 上涨 ×1 | |||
| ITW Illinois Tool Works Inc. Common Stock | $309147 | 0.29% | 1143 | $11636 | |||
| CB Chubb Limited Common Stock | $286903 | 0.27% | 842 | $12470 | |||
| SYY Sysco Corporation Common Stock | $277486 | 0.26% | 3320 | $40670 | |||
| LOGI Logitech International S.A. - Registered Shares | $218643 | 0.20% | 2325 | $6789 | |||
| CAH Cardinal Health, Inc. Common Stock | $218555 | 0.20% | 920 | 上涨 ×1 | |||
| DASH DoorDash, Inc. - Common Stock | $217745 | 0.20% | 1180 | ||||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。