13F HOLDINGS REPORT
Walsky Investment Management, Inc.
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0002110046-26-000001
Total Value
$98.2M
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 14,844 | $7.2M | 7.31% |
| 2 | VISA INC | V | 17,050 | $6.0M | 6.09% |
| 3 | ELI LILLY AND CO | LLY | 5,290 | $5.7M | 5.79% |
| 4 | MCDONALDS CORP | MCD | 12,870 | $3.9M | 4.01% |
| 5 | BANK NEW YORK MELLON COR | 064058100 | 31,738 | $3.7M | 3.75% |
| 6 | S&P GLOBAL INC | SPGI | 6,607 | $3.5M | 3.52% |
| 7 | UNION PAC CORP | UNP | 14,152 | $3.3M | 3.33% |
| 8 | JOHNSON & JOHNSON | JNJ | 15,766 | $3.3M | 3.32% |
| 9 | PROCTER & GAMBLE CO | 742718109 | 21,846 | $3.1M | 3.19% |
| 10 | AIR PRODS & CHEMS INC | AIIR | 12,299 | $3.0M | 3.09% |
| 11 | PNC FINL SERVICES | 693475105 | 14,246 | $3.0M | 3.03% |
| 12 | SOUTHERN CO | SOMN | 33,858 | $3.0M | 3.01% |
| 13 | TEXAS INSTRS INC | 882508104 | 16,904 | $2.9M | 2.99% |
| 14 | JPMORGAN CHASE & CO | VYLD | 8,938 | $2.9M | 2.93% |
| 15 | UGI CORP NEW | 902681105 | 75,178 | $2.8M | 2.87% |
| 16 | APPLE INC | AAPL | 9,886 | $2.7M | 2.74% |
| 17 | COLGATE PALMOLIVE CO | CL | 32,229 | $2.5M | 2.59% |
| 18 | TAIWAN SEMICONDUCTOR M FSPONSORED ADR | 874039100 | 8,117 | $2.5M | 2.51% |
| 19 | ALPHABET INC | GOOG | 7,813 | $2.5M | 2.50% |
| 20 | ABBOTT LABS | ABLZF | 19,373 | $2.4M | 2.47% |
| 21 | HONEYWELL INTL INC | 438516106 | 12,430 | $2.4M | 2.47% |
| 22 | STATE STR CORP | STT-PG | 18,674 | $2.4M | 2.45% |
| 23 | EATON CORP PLC | ETN | 5,365 | $1.7M | 1.74% |
| 24 | MERCK & CO. INC. | MRK | 14,971 | $1.6M | 1.60% |
| 25 | LOWES COS INC | 548661107 | 6,441 | $1.6M | 1.58% |
| 26 | NOVARTIS AG | NVSEF | 10,102 | $1.4M | 1.42% |
| 27 | PEPSICO INC | PEP | 9,673 | $1.4M | 1.41% |
| 28 | EMERSON ELEC CO | EMR | 10,157 | $1.3M | 1.37% |
| 29 | AMGEN INC | AMGN | 4,116 | $1.3M | 1.37% |
| 30 | EXXON MOBIL CORP | XOM | 10,695 | $1.3M | 1.31% |
| 31 | AUTOMATIC DATA PROCESSIN | ADP | 4,106 | $1.1M | 1.08% |
| 32 | QUALCOMM INC | QCOM | 6,130 | $1.0M | 1.07% |
| 33 | SHERWIN-WILLIAMS CO | SHW | 3,076 | $996,716 | 1.01% |
| 34 | WELLS FARGO & CO | 949746101 | 9,458 | $881,486 | 0.90% |
| 35 | UNITEDHEALTH GROUP INC | UNH | 2,639 | $871,160 | 0.89% |
| 36 | CSX CORP | CSX | 23,670 | $858,038 | 0.87% |
| 37 | CHEVRON CORP NEW | CVX | 4,938 | $752,601 | 0.77% |
| 38 | LAM RESH CORP | LRCX | 3,945 | $675,305 | 0.69% |
| 39 | OMNICOM GROUP INC | OMC | 6,649 | $536,907 | 0.55% |
| 40 | NEXTERA ENERGY INC | NEE-PW | 6,630 | $532,256 | 0.54% |
| 41 | COMCAST CORP NEW | CCZ | 17,747 | $530,458 | 0.54% |
| 42 | TRUIST FINL CORP | 89832Q109 | 8,901 | $438,018 | 0.45% |
| 43 | CLOROX CO | CLX | 4,145 | $417,940 | 0.43% |
| 44 | WALMART INC | WMT | 3,355 | $373,781 | 0.38% |
| 45 | DOORDASH INC | DASH | 1,255 | $284,232 | 0.29% |
| 46 | ILLINOIS TOOL WKS INC | 452308109 | 1,143 | $281,521 | 0.29% |
| 47 | SMUCKER J M CO | 832696405 | 2,785 | $272,401 | 0.28% |
| 48 | NORFOLK SOUTHN CORP | 655844108 | 918 | $265,045 | 0.27% |
| 49 | CHUBB LTD | CB | 842 | $262,805 | 0.27% |
| 50 | SYSCO CORP | SYY | 3,320 | $244,651 | 0.25% |
| 51 | LOGITECH INTERNTNL S | H50430232 | 2,325 | $233,012 | 0.24% |
| 52 | DUKE ENERGY CORP NEW | DUKB | 1,707 | $200,077 | 0.20% |