Walsky Investment Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$98.0M
Q ending 2026-03-31
Prior quarter
$98.2M
Q ending 2025-12-31
Change
-0.2% QoQ
Positions
50
reported holdings
Largest positions
All 50 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $5.5M | 15K |
| Eli Lilly And Co | LLY | Shares | $5.2M | 6K |
| Visa Inc Class | V | Shares | $5.1M | 17K |
| Mcdonalds Corp | MCD | Shares | $4.0M | 13K |
| Johnson & Johnson | JNJ | Shares | $3.9M | 16K |
| Bank New York Mellon Cor | BNY | Shares | $3.9M | 32K |
| Air Prods & Chems Inc | APD | Shares | $3.6M | 12K |
| Procter & Gamble Co | PG | Shares | $3.3M | 23K |
| Union Pac Corp | UNP | Shares | $3.3M | 13K |
| Southern Co | SO | Shares | $3.3M | 34K |
| Texas Instrs Inc | TXN | Shares | $3.1M | 16K |
| Pnc Finl Services | PNC | Shares | $3.0M | 14K |
| Taiwan Semiconductor M Fsponsored | TSM | Shares | $2.9M | 9K |
| Honeywell Intl Inc | HONGBP | Shares | $2.8M | 13K |
| Colgate Palmolive Co | CL | Shares | $2.8M | 33K |
| Jpmorgan Chase & Co | JPM | Shares | $2.8M | 9K |
| Ugi Corp New | UGI | Shares | $2.7M | 75K |
| S&P Global Inc | SPGI | Shares | $2.7M | 6K |
| State Str Corp | STT | Shares | $2.6M | 20K |
| Alphabet Inc Class | GOOG | Shares | $2.5M | 9K |
| Apple Inc | AAPL | Shares | $2.5M | 10K |
| Exxon Mobil Corp | XOM | Shares | $2.1M | 13K |
| Abbott Labs | ABT | Shares | $2.1M | 20K |
| Eaton Corp Plc F | Shares | $2.0M | 6K | |
| Merck & Co. Inc. | MRK | Shares | $2.0M | 16K |
| Novartis Ag Fsponsored | NVS | Shares | $1.6M | 11K |
| Lowes Cos Inc | LOW | Shares | $1.5M | 6K |
| Pepsico Inc | PEP | Shares | $1.5M | 10K |
| Amgen Inc | AMGN | Shares | $1.5M | 4K |
| Emerson Elec Co | EMR | Shares | $1.3M | 10K |
| Sherwin-Williams Co | SHW | Shares | $1.1M | 3K |
| Csx Corp | CSX | Shares | $1.0M | 25K |
| Chevron Corp New | CVX | Shares | $1.0M | 5K |
| Lam Resh Corp | LRCX | Shares | $908K | 4K |
| Qualcomm Inc | QCOM | Shares | $853K | 7K |
| Wells Fargo & Co | WFC | Shares | $835K | 10K |
| Automatic Data Processin | ADP | Shares | $834K | 4K |
| Nextera Energy Inc | NEE | Shares | $616K | 7K |
| Clorox Co | CLX | Shares | $430K | 4K |
| Walmart Inc | WMT | Shares | $417K | 3K |
| Comcast Corp New Class | CMCSA | Shares | $410K | 14K |
| Truist Finl Corp | TFC | Shares | $409K | 9K |
| Omnicom Group Inc | OMC | Shares | $408K | 5K |
| Ge Aerospace | GE | Shares | $312K | 1K |
| Illinois Tool Wks Inc | ITW | Shares | $298K | 1K |
| Chubb Ltd F | Shares | $274K | 842 | |
| Norfolk Southn Corp | NSC | Shares | $263K | 918 |
| Sysco Corp | SYY | Shares | $237K | 3K |
| Duke Energy Corp New | DUK | Shares | $224K | 2K |
| Logitech Interntnl S Fclass | Shares | $212K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.