Walsky Investment Management, Inc.
Walsky Investment Management, Inc. reported 52 holdings worth US$108M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Walsky Investment Management, Inc. reported 52 holdings worth US$108M as of Jun 30, 2026. Largest: Eli Lilly And Company, Visa Inc. and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 52
- Value as reported
- US$108M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Eli Lilly And Company | 5,400 | US$6.48M | 6.0% |
| Visa Inc. | 16,686 | US$5.72M | 5.3% |
| Microsoft Corp. | 14,621 | US$5.45M | 5.1% |
| Texas Instruments Incorporated | 15,787 | US$4.71M | 4.4% |
| The Bank Of New York Mellon Corporation | 31,604 | US$4.57M | 4.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 8,640 | US$4.13M | 3.8% |
| Johnson & Johnson | 16,077 | US$4.08M | 3.8% |
| Union Pacific Corporation | 13,497 | US$3.67M | 3.4% |
| Air Products And Chemicals, Inc. | 12,261 | US$3.59M | 3.3% |
| Pnc Financial Services Group, Inc. (the) | 14,389 | US$3.54M | 3.3% |
| Mcdonald's Corporation | 12,984 | US$3.51M | 3.3% |
| State Street Corporation | 20,293 | US$3.44M | 3.2% |
| Procter & Gamble Company (the) | 22,837 | US$3.35M | 3.1% |
| Southern Company (the) | 33,575 | US$3.21M | 3.0% |
| Alphabet Inc (google) Class C | 8,667 | US$3.1M | 2.9% |
| Jp Morgan Chase & Co. | 9,312 | US$3.05M | 2.8% |
| Colgate-palmolive Company | 33,181 | US$3.04M | 2.8% |
| Apple Inc | 9,873 | US$2.86M | 2.7% |
| S&p Global Inc. | 6,368 | US$2.59M | 2.4% |
| Ugi Corporation | 75,015 | US$2.59M | 2.4% |
| Merck & Company, Inc. | 16,605 | US$2.13M | 2.0% |
| Abbott Laboratories | 20,833 | US$1.89M | 1.8% |
| Lam Research Corporation | 4,077 | US$1.77M | 1.6% |
| Exxon Mobil Corporation | 12,500 | US$1.71M | 1.6% |
| Novartis Ag | 10,507 | US$1.65M | 1.5% |
| Amgen Inc. | 4,148 | US$1.5M | 1.4% |
| Emerson Electric Company | 10,127 | US$1.45M | 1.3% |
| Lowe's Companies, Inc. | 6,401 | US$1.41M | 1.3% |
| Pepsico, Inc. | 9,673 | US$1.31M | 1.2% |
| Qualcomm Incorporated | 6,939 | US$1.28M | 1.2% |
| Csx Corporation | 26,590 | US$1.26M | 1.2% |
| Sherwin-williams Company (the) | 3,396 | US$1.17M | 1.1% |
| Wells Fargo & Company | 11,342 | US$937K | 0.87% |
| Automatic Data Processing, Inc. | 4,106 | US$920K | 0.85% |
| Chevron Corporation | 4,678 | US$775K | 0.72% |
| Nextera Energy, Inc. | 6,630 | US$582K | 0.54% |
| Truist Financial Corporation | 8,901 | US$443K | 0.41% |
| Ge Aerospace | 1,150 | US$430K | 0.40% |
| Clorox Company (the) | 4,145 | US$396K | 0.37% |
| Omnicom Group Inc. | 5,414 | US$394K | 0.37% |
| Walmart Inc. | 3,355 | US$380K | 0.35% |
| Comcast Corporation | 14,277 | US$351K | 0.33% |
| Illinois Tool Works Inc. | 1,143 | US$309K | 0.29% |
| Sysco Corporation | 3,320 | US$277K | 0.26% |
| Cardinal Health, Inc. | 920 | US$219K | 0.20% |
| Doordash, Inc. | 1,180 | US$218K | 0.20% |
| Duke Energy Corporation (holding Company) | 0 | US$0 | 0.00% |
| Norfolk Southern Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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