Walsky Investment Management, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Walsky Investment Management, Inc. reported 52 stock positions worth $107.7 million. Its top holding was Eli Lilly (LLY) at 6.0% of the portfolio, followed by Visa Class A (V, 5.3%) and Microsoft (MSFT, 5.1%). Compared with Q1 2026, it opened 3 new positions, sold out of 2, added to 16 and reduced 18. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +0%) and the biggest sale Honeywell International (HON, shares −2%).

Most Recent 13F
Q2 2026
Location
WYOMISSING, PA
CIK
0002110046
Portfolio Value
$107.7M (Q2 2026)
SEC Filing
0002110046-26-000004 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $98.2M Q4 2025 Q1 2026: $98.0M Q1 2026 Q2 2026: $107.7M $107.7M Q2 2026

Holdings 52 stocks · $107.7M
LLY Eli Lilly & Co. 6.01% 5,400 $6.5M Reduce -4.2%
V Visa Inc. Class A 5.32% 16,686 $5.7M Reduce -0.7%
MSFT Microsoft Corp. 5.06% 14,621 $5.5M Reduce -0.8%
TXN Texas Instruments Inc. 4.37% 15,787 $4.7M Reduce -2.0%
BNY Bank of New York Mellon Corp. 4.24% 31,604 $4.6M Reduce -2.7%
TSM Taiwan Semiconductor-SP ADR 3.83% 8,640 $4.1M Add +0.4%
JNJ Johnson & Johnson 3.79% 16,077 $4.1M Add +0.3%
UNP Union Pacific Corp. 3.41% 13,497 $3.7M Add +0.1%
APD Air Products & Chemicals Inc. 3.34% 12,261 $3.6M Reduce -0.7%
PNC PNC Financial Services Group 3.29% 14,389 $3.5M Reduce -0.6%
MCD McDonald's Corp. 3.26% 12,984 $3.5M Add +0.4%
STT State Street Corp. 3.20% 20,293 $3.4M Add +0.7%
PG The Procter & Gamble Co. 3.11% 22,837 $3.3M Add +0.8%
SO The Southern Co. 2.98% 33,575 $3.2M Reduce -0.8%
GOOG Alphabet Inc. Class C 2.88% 8,766 $3.1M Add +0.4%
JPM JPMorgan Chase & Co. 2.83% 9,312 $3.0M Reduce -1.8%
CL Colgate-Palmolive Co. 2.82% 33,181 $3.0M Add +0.9%
AAPL Apple Inc. 2.65% 9,873 $2.9M Add +1.5%
SPGI S&P Global Inc. 2.41% 6,368 $2.6M Reduce -1.1%
UGI Ugi Corp. 2.41% 75,015 $2.6M Reduce -0.3%
ETN Eaton Corp. PLC 2.10% 5,310 $2.3M Reduce -3.7%
MRK Merck & Co. Inc. 1.98% 16,605 $2.1M Add +1.8%
ABT Abbott Laboratories 1.76% 20,833 $1.9M Add +3.3%
LRCX Lam Research Corp. 1.64% 4,077 $1.8M Reduce -4.1%
XOM Exxon Mobil Corp. 1.59% 12,500 $1.7M No change
NVS Novartis AG-Sponsored ADR 1.53% 10,507 $1.6M Reduce -0.6%
AMGN Amgen Inc. 1.39% 4,148 $1.5M No change
EMR Emerson Electric Co. 1.35% 10,127 $1.4M No change
LOW Lowe's Cos Inc. 1.31% 6,401 $1.4M Reduce -0.6%
HON Honeywell International Inc. 1.28% 6,159 $1.4M Reduce -2.0%
HONA Honeywell Aerospace Inc. 1.26% 6,159 $1.4M Reduce -2.0%
PEP Pepsico Inc. 1.22% 9,673 $1.3M No change
QCOM Qualcomm Inc. 1.19% 6,939 $1.3M Add +4.8%
CSX CSX Corp. 1.17% 26,590 $1.3M Add +4.3%
SHW The Sherwin-Williams Co. 1.09% 3,396 $1.2M Add +3.0%
WFC Wells Fargo & Co. 0.87% 11,342 $937K Add +8.1%
ADP Automatic Data Processing 0.85% 4,106 $920K No change
CVX Chevron Corp. 0.72% 4,678 $775K Reduce -3.3%
NEE Nextera Energy Inc. 0.54% 6,630 $582K No change
TFC Truist Financial Corp. 0.41% 8,901 $443K No change
GE General Electric filed as GE AEROSPACE 0.40% 1,150 $430K Add +4.5%
CLX Clorox Company 0.37% 4,145 $396K No change
OMC Omnicom Group 0.37% 5,414 $394K No change
WMT Walmart Inc. 0.35% 3,355 $380K No change
CMCSA Comcast Corp. Class A 0.33% 14,277 $351K No change
SGVT Schwab Govt Money Market ETF 0.30% 3,206 $323K New
ITW Illinois Tool Works 0.29% 1,143 $309K No change
CB Chubb Ltd. 0.27% 842 $287K No change
SYY Sysco Corp. 0.26% 3,320 $277K No change
LOGI Logitech International-Reg 0.20% 2,325 $219K No change
CAH Cardinal Health Inc. 0.20% 920 $219K New
DASH DoorDash Inc. Class A 0.20% 1,180 $218K New

Portfolio Sells Q1 2026 → Q2 2026
HON Honeywell International Inc. Reduce -2.0% 1.28% −1.62
MSFT Microsoft Corp. Reduce -0.8% 5.06% −0.51
UGI Ugi Corp. Reduce -0.3% 2.41% −0.39
SPGI S&P Global Inc. Reduce -1.1% 2.41% −0.39
SO The Southern Co. Reduce -0.8% 2.98% −0.34
APD Air Products & Chemicals Inc. Reduce -0.7% 3.34% −0.32
CVX Chevron Corp. Reduce -3.3% 0.72% −0.30
NSC Norfolk Southern Corp. Sold out 0.00% −0.27
LOW Lowe's Cos Inc. Reduce -0.6% 1.31% −0.24
DUK Duke Energy Corp. Sold out 0.00% −0.23
HONA Honeywell Aerospace Inc. Reduce -2.0% 1.26% −0.15
NVS Novartis AG-Sponsored ADR Reduce -0.6% 1.53% −0.12
JPM JPMorgan Chase & Co. Reduce -1.8% 2.83% −0.02
ETN Eaton Corp. PLC Reduce -3.7% 2.10% +0.09
V Visa Inc. Class A Reduce -0.7% 5.32% +0.13
PNC PNC Financial Services Group Reduce -0.6% 3.29% +0.21
BNY Bank of New York Mellon Corp. Reduce -2.7% 4.24% +0.31
LRCX Lam Research Corp. Reduce -4.1% 1.64% +0.71
LLY Eli Lilly & Co. Reduce -4.2% 6.01% +0.72
TXN Texas Instruments Inc. Reduce -2.0% 4.37% +1.18

Portfolio Buys Q1 2026 → Q2 2026
TSM Taiwan Semiconductor-SP ADR Add +0.4% 3.83% +0.86
STT State Street Corp. Add +0.7% 3.20% +0.59
QCOM Qualcomm Inc. Add +4.8% 1.19% +0.32
GOOG Alphabet Inc. Class C Add +0.4% 2.88% +0.32
SGVT Schwab Govt Money Market ETF New 0.30% +0.30
CAH Cardinal Health Inc. New 0.20% +0.20
DASH DoorDash Inc. Class A New 0.20% +0.20
AAPL Apple Inc. Add +1.5% 2.65% +0.13
CSX CSX Corp. Add +4.3% 1.17% +0.11
GE General Electric Add +4.5% 0.40% +0.08
UNP Union Pacific Corp. Add +0.1% 3.41% +0.07
WFC Wells Fargo & Co. Add +8.1% 0.87% +0.02
SHW The Sherwin-Williams Co. Add +3.0% 1.09% +0.01
MRK Merck & Co. Inc. Add +1.8% 1.98% −0.02
CL Colgate-Palmolive Co. Add +0.9% 2.82% −0.04
JNJ Johnson & Johnson Add +0.3% 3.79% −0.21
PG The Procter & Gamble Co. Add +0.8% 3.11% −0.23
ABT Abbott Laboratories Add +3.3% 1.76% −0.36
MCD McDonald's Corp. Add +0.4% 3.26% −0.84

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 52$107.7MLLY, V, MSFT, TXN, BNY
Q1 2026 50$98.0MMSFT, LLY, V, MCD, JNJ
Q4 2025 52$98.2MMSFT, V, LLY, MCD, BNY