Walsky Investment Management, Inc. 13F Holdings · Q2 2026
Walsky Investment Management, Inc. reported 52 securities worth $107.69M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: LLY (6.01%), V (5.32%), MSFT (5.06%). Among its top 25 positions this quarter: 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY AND CO | $6.5M | 6.01% | 5,400 | Trimmed |
| 2 | V | VISA INC CLASS A | $5.7M | 5.32% | 16,686 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $5.5M | 5.06% | 14,621 | Trimmed |
| 4 | TXN | TEXAS INSTRS INC | $4.7M | 4.37% | 15,787 | Trimmed |
| 5 | BNY | BANK NEW YORK MELLON COR | $4.6M | 4.24% | 31,604 | Trimmed |
| 6 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $4.1M | 3.83% | 8,640 | Added |
| 7 | JNJ | JOHNSON & JOHNSON | $4.1M | 3.79% | 16,077 | Added |
| 8 | UNP | UNION PAC CORP | $3.7M | 3.41% | 13,497 | Added |
| 9 | APD | AIR PRODS & CHEMS INC | $3.6M | 3.34% | 12,261 | Trimmed |
| 10 | PNC | PNC FINL SERVICES | $3.5M | 3.29% | 14,389 | Trimmed |
| 11 | MCD | MCDONALDS CORP | $3.5M | 3.26% | 12,984 | Added |
| 12 | STT | STATE STR CORP | $3.4M | 3.20% | 20,293 | Added |
| 13 | PG | PROCTER & GAMBLE CO | $3.3M | 3.11% | 22,837 | Added |
| 14 | SO | SOUTHERN CO | $3.2M | 2.98% | 33,575 | Trimmed |
| 15 | GOOG | ALPHABET INC CLASS C | $3.1M | 2.88% | 8,766 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $3.0M | 2.83% | 9,312 | Trimmed |
| 17 | CL | COLGATE PALMOLIVE CO | $3.0M | 2.82% | 33,181 | Added |
| 18 | AAPL | APPLE INC | $2.9M | 2.65% | 9,873 | Added |
| 19 | SPGI | S&P GLOBAL INC | $2.6M | 2.41% | 6,368 | Trimmed |
| 20 | UGI | UGI CORP NEW | $2.6M | 2.41% | 75,015 | Trimmed |
| 21 | ETN | EATON CORP PLC F | $2.3M | 2.10% | 5,310 | Trimmed |
| 22 | MRK | MERCK & CO INC | $2.1M | 1.98% | 16,605 | Added |
| 23 | ABT | ABBOTT LABS | $1.9M | 1.76% | 20,833 | Added |
| 24 | LRCX | LAM RESH CORP | $1.8M | 1.64% | 4,077 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $1.7M | 1.59% | 12,500 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR