Walsky Investment Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Walsky Investment Management, Inc. held in its portfolio 52 assets valued at $98,200,526 (i.e. $98.20M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($7.18M), VISA INC ($5.98M), and ELI LILLY AND CO ($5.69M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Walsky Investment Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 14844 | 7178855 | COMMON STOCK |
| VISA INC | 17050 | 5979606 | COMMON STOCK |
| ELI LILLY AND CO | 5290 | 5685057 | COMMON STOCK |
| MCDONALDS CORP | 12870 | 3933458 | COMMON STOCK |
| BANK NEW YORK MELLON COR | 31738 | 3684464 | COMMON STOCK |
| S&P GLOBAL INC | 6607 | 3452752 | COMMON STOCK |
| UNION PAC CORP | 14152 | 3273641 | COMMON STOCK |
| JOHNSON & JOHNSON | 15766 | 3262774 | COMMON STOCK |
| PROCTER & GAMBLE CO | 21846 | 3130750 | COMMON STOCK |
| AIR PRODS & CHEMS INC | 12299 | 3038099 | COMMON STOCK |
| PNC FINL SERVICES | 14246 | 2973568 | COMMON STOCK |
| SOUTHERN CO | 33858 | 2952418 | COMMON STOCK |
| TEXAS INSTRS INC | 16904 | 2932675 | COMMON STOCK |
| JPMORGAN CHASE & CO | 8938 | 2880002 | COMMON STOCK |
| UGI CORP NEW | 75178 | 2813913 | COMMON STOCK |
| APPLE INC | 9886 | 2687608 | COMMON STOCK |
| COLGATE PALMOLIVE CO | 32229 | 2546736 | COMMON STOCK |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR | 8117 | 2466675 | AMERICAN DEPOSITORY |
| ALPHABET INC | 7813 | 2451719 | COMMON STOCK |
| ABBOTT LABS | 19373 | 2427243 | COMMON STOCK |
| HONEYWELL INTL INC | 12430 | 2424969 | COMMON STOCK |
| STATE STR CORP | 18674 | 2409133 | COMMON STOCK |
| EATON CORP PLC | 5365 | 1708806 | FOREIGN ORDINARIES |
| MERCK & CO. INC. | 14971 | 1575847 | COMMON STOCK |
| LOWES COS INC | 6441 | 1553312 | COMMON STOCK |
| NOVARTIS AG | 10102 | 1392763 | AMERICAN DEPOSITORY |
| PEPSICO INC | 9673 | 1388269 | COMMON STOCK |
| EMERSON ELEC CO | 10157 | 1348037 | COMMON STOCK |
| AMGEN INC | 4116 | 1347208 | COMMON STOCK |
| EXXON MOBIL CORP | 10695 | 1287036 | COMMON STOCK |
| AUTOMATIC DATA PROCESSIN | 4106 | 1056186 | COMMON STOCK |
| QUALCOMM INC | 6130 | 1048537 | COMMON STOCK |
| SHERWIN-WILLIAMS CO | 3076 | 996716 | COMMON STOCK |
| WELLS FARGO & CO | 9458 | 881486 | COMMON STOCK |
| UNITEDHEALTH GROUP INC | 2639 | 871160 | COMMON STOCK |
| CSX CORP | 23670 | 858038 | COMMON STOCK |
| CHEVRON CORP NEW | 4938 | 752601 | COMMON STOCK |
| LAM RESH CORP | 3945 | 675305 | COMMON STOCK |
| OMNICOM GROUP INC | 6649 | 536907 | COMMON STOCK |
| NEXTERA ENERGY INC | 6630 | 532256 | COMMON STOCK |
| COMCAST CORP NEW | 17747 | 530458 | COMMON STOCK |
| TRUIST FINL CORP | 8901 | 438018 | COMMON STOCK |
| CLOROX CO | 4145 | 417940 | COMMON STOCK |
| WALMART INC | 3355 | 373781 | COMMON STOCK |
| DOORDASH INC | 1255 | 284232 | COMMON STOCK |
| ILLINOIS TOOL WKS INC | 1143 | 281521 | COMMON STOCK |
| SMUCKER J M CO | 2785 | 272401 | COMMON STOCK |
| NORFOLK SOUTHN CORP | 918 | 265045 | COMMON STOCK |
| CHUBB LTD | 842 | 262805 | FOREIGN ORDINARIES |
| SYSCO CORP | 3320 | 244651 | COMMON STOCK |
| LOGITECH INTERNTNL S | 2325 | 233012 | FOREIGN ORDINARIES |
| DUKE ENERGY CORP NEW | 1707 | 200077 | COMMON STOCK |
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