Walsky Investment Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Walsky Investment Management, Inc. reported 52 stock positions worth $98.2 million. Its top holding was Microsoft (MSFT) at 7.3% of the portfolio, followed by Visa Class A (V, 6.1%) and Eli Lilly (LLY, 5.8%).
- Most Recent 13F
- Q2 2026
- Location
- WYOMISSING, PA
- CIK
- 0002110046
- Portfolio Value
- $98.2M (Q4 2025)
- SEC Filing
- 0002110046-26-000001 ↗ filed Feb 10, 2026
Holdings Value
Holdings 52 stocks · $98.2M
| MSFT Microsoft Corp. | 7.31% | 14,844 | $7.2M | — |
| V Visa Inc. Class A | 6.09% | 17,050 | $6.0M | — |
| LLY Eli Lilly & Co. | 5.79% | 5,290 | $5.7M | — |
| MCD McDonald's Corp. | 4.01% | 12,870 | $3.9M | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 3.75% | 31,738 | $3.7M | — |
| SPGI S&P Global Inc. | 3.52% | 6,607 | $3.5M | — |
| UNP Union Pacific Corp. | 3.33% | 14,152 | $3.3M | — |
| JNJ Johnson & Johnson | 3.32% | 15,766 | $3.3M | — |
| PG The Procter & Gamble Co. | 3.19% | 21,846 | $3.1M | — |
| APD Air Products & Chemicals Inc. | 3.09% | 12,299 | $3.0M | — |
| PNC PNC Financial Services Group | 3.03% | 14,246 | $3.0M | — |
| SO The Southern Co. | 3.01% | 33,858 | $3.0M | — |
| TXN Texas Instruments Inc. | 2.99% | 16,904 | $2.9M | — |
| JPM JPMorgan Chase & Co. | 2.93% | 8,938 | $2.9M | — |
| UGI Ugi Corp. | 2.87% | 75,178 | $2.8M | — |
| AAPL Apple Inc. | 2.74% | 9,886 | $2.7M | — |
| CL Colgate-Palmolive Co. | 2.59% | 32,229 | $2.5M | — |
| TSM Taiwan Semiconductor-SP ADR | 2.51% | 8,117 | $2.5M | — |
| GOOG Alphabet Inc. Class C | 2.50% | 7,813 | $2.5M | — |
| ABT Abbott Laboratories | 2.47% | 19,373 | $2.4M | — |
| HON Honeywell International Inc. | 2.47% | 12,430 | $2.4M | — |
| STT State Street Corp. | 2.45% | 18,674 | $2.4M | — |
| ETN Eaton Corp. PLC | 1.74% | 5,365 | $1.7M | — |
| MRK Merck & Co. Inc. | 1.60% | 14,971 | $1.6M | — |
| LOW Lowe's Cos Inc. | 1.58% | 6,441 | $1.6M | — |
| NVS Novartis AG-Sponsored ADR | 1.42% | 10,102 | $1.4M | — |
| PEP Pepsico Inc. | 1.41% | 9,673 | $1.4M | — |
| EMR Emerson Electric Co. | 1.37% | 10,157 | $1.3M | — |
| AMGN Amgen Inc. | 1.37% | 4,116 | $1.3M | — |
| XOM Exxon Mobil Corp. | 1.31% | 10,695 | $1.3M | — |
| ADP Automatic Data Processing | 1.08% | 4,106 | $1.1M | — |
| QCOM Qualcomm Inc. | 1.07% | 6,130 | $1.0M | — |
| SHW The Sherwin-Williams Co. | 1.01% | 3,076 | $997K | — |
| WFC Wells Fargo & Co. | 0.90% | 9,458 | $881K | — |
| UNH Unitedhealth Group Inc. | 0.89% | 2,639 | $871K | — |
| CSX CSX Corp. | 0.87% | 23,670 | $858K | — |
| CVX Chevron Corp. | 0.77% | 4,938 | $753K | — |
| LRCX Lam Research Corp. | 0.69% | 3,945 | $675K | — |
| OMC Omnicom Group | 0.55% | 6,649 | $537K | — |
| NEE Nextera Energy Inc. | 0.54% | 6,630 | $532K | — |
| CMCSA Comcast Corp. Class A | 0.54% | 17,747 | $530K | — |
| TFC Truist Financial Corp. | 0.45% | 8,901 | $438K | — |
| CLX Clorox Company | 0.43% | 4,145 | $418K | — |
| WMT Walmart Inc. | 0.38% | 3,355 | $374K | — |
| DASH DoorDash Inc. Class A | 0.29% | 1,255 | $284K | — |
| ITW Illinois Tool Works | 0.29% | 1,143 | $282K | — |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.28% | 2,785 | $272K | — |
| NSC Norfolk Southern Corp. | 0.27% | 918 | $265K | — |
| CB Chubb Ltd. | 0.27% | 842 | $263K | — |
| SYY Sysco Corp. | 0.25% | 3,320 | $245K | — |
| LOGI Logitech International-Reg | 0.24% | 2,325 | $233K | — |
| DUK Duke Energy Corp. | 0.20% | 1,707 | $200K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.