Walsky Investment Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Walsky Investment Management, Inc. disclosed 52 stock positions valued at approximately $107.69M as of quarter-end June 30, 2026. The largest holdings include ELI LILLY AND CO, VISA INC CLASS A, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 52
- Portfolio Value
- $107.69M
Holdings by Sector
Walsky Investment Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ELI LILLY AND CO | LLY | Healthcare | 6.01% | 5,400 | -235 | -4.17% | $6,476,922 |
| VISA INC CLASS A | V | Financial Services | 5.32% | 16,686 | -114 | -0.68% | $5,724,800 |
| MICROSOFT CORP | MSFT | Technology | 5.06% | 14,621 | -121 | -0.82% | $5,453,925 |
| TEXAS INSTRS INC | TXN | Technology | 4.37% | 15,787 | -317 | -1.97% | $4,705,631 |
| BANK NEW YORK MELLON COR | BK | Financial Services | 4.24% | 31,604 | -863 | -2.66% | $4,570,254 |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | TSM | Technology | 3.83% | 8,640 | +31 | +0.36% | $4,126,205 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.79% | 16,077 | +51 | +0.32% | $4,083,076 |
| UNION PAC CORP | UNP | Industrials | 3.41% | 13,497 | +15 | +0.11% | $3,671,184 |
| AIR PRODS & CHEMS INC | APD | Basic Materials | 3.34% | 12,261 | -92 | -0.74% | $3,594,680 |
| PNC FINL SERVICES | PNC | Financial Services | 3.29% | 14,389 | -92 | -0.64% | $3,542,860 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 3.26% | 12,984 | +57 | +0.44% | $3,509,705 |
| STATE STR CORP | STT | Financial Services | 3.20% | 20,293 | +144 | +0.71% | $3,441,693 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 3.11% | 22,837 | +176 | +0.78% | $3,348,818 |
| SOUTHERN CO | SO | Utilities | 2.98% | 33,575 | -283 | -0.84% | $3,213,463 |
| ALPHABET INC CLASS C | GOOG | Communication Services | 2.88% | 8,766 | +35 | +0.40% | $3,097,291 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.83% | 9,312 | -174 | -1.83% | $3,048,097 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 2.82% | 33,181 | +285 | +0.87% | $3,042,034 |
| APPLE INC | AAPL | Technology | 2.65% | 9,873 | +143 | +1.47% | $2,856,851 |
| S&P GLOBAL INC | SPGI | Financial Services | 2.41% | 6,368 | -70 | -1.09% | $2,593,432 |
| UGI CORP NEW | UGI | Utilities | 2.41% | 75,015 | -250 | -0.33% | $2,591,018 |
| EATON CORP PLC F | ETN | Other | 2.10% | 5,310 | -205 | -3.72% | $2,262,697 |
| MERCK & CO INC | MRK | Healthcare | 1.98% | 16,605 | +290 | +1.78% | $2,133,743 |
| ABBOTT LABS | ABT | Healthcare | 1.76% | 20,833 | +660 | +3.27% | $1,890,386 |
| LAM RESH CORP | LRCX | Other | 1.64% | 4,077 | -173 | -4.07% | $1,766,686 |
| EXXON MOBIL CORP | XOM | Energy | 1.59% | 12,500 | - | - | $1,709,000 |
| NOVARTIS AG F | NVS | Healthcare | 1.53% | 10,507 | -65 | -0.61% | $1,646,657 |
| AMGEN INC | AMGN | Healthcare | 1.39% | 4,148 | - | - | $1,502,074 |
| EMERSON ELEC CO | EMR | Industrials | 1.35% | 10,127 | - | - | $1,449,680 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.31% | 6,401 | -40 | -0.62% | $1,411,356 |
| HONEYWELL INTL INC | HON | Other | 1.28% | 6,159 | -6,411 | -51.00% | $1,379,000 |
Showing 30 of 52 holdings in the latest reporting period.