Institutional Manager · CIK 0002110046
Walsky Investment Management, Inc.
WYOMISSING, PA · File #028-26183
Latest AUM
$98.2M
Positions
52
Top-10 Concentration
43.6%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | MICROSOFT CORP | MSFT | +14,844 | +$7.2M | $0 |
| NEW | VISA INC | V | +17,050 | +$6.0M | $0 |
| NEW | ELI LILLY AND CO | LLY | +5,290 | +$5.7M | $0 |
| NEW | MCDONALDS CORP | MCD | +12,870 | +$3.9M | $0 |
| NEW | BANK NEW YORK MELLON COR | 064058100 | +31,738 | +$3.7M | $0 |
| NEW | S&P GLOBAL INC | SPGI | +6,607 | +$3.5M | $0 |
| NEW | UNION PAC CORP | UNP | +14,152 | +$3.3M | $0 |
| NEW | JOHNSON & JOHNSON | JNJ | +15,766 | +$3.3M | $0 |
| NEW | PROCTER & GAMBLE CO | 742718109 | +21,846 | +$3.1M | $0 |
| NEW | AIR PRODS & CHEMS INC | AIIR | +12,299 | +$3.0M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202552 pos · $98.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 14,844 | $7.2M | 7.34% |
| 2 | VISA INC | V | 17,050 | $6.0M | 6.12% |
| 3 | ELI LILLY AND CO | LLY | 5,290 | $5.7M | 5.81% |
| 4 | MCDONALDS CORP | MCD | 12,870 | $3.9M | 4.02% |
| 5 | BANK NEW YORK MELLON COR | 064058100 | 31,738 | $3.7M | 3.77% |
| 6 | S&P GLOBAL INC | SPGI | 6,607 | $3.5M | 3.53% |
| 7 | UNION PAC CORP | UNP | 14,152 | $3.3M | 3.35% |
| 8 | JOHNSON & JOHNSON | JNJ | 15,766 | $3.3M | 3.34% |
| 9 | PROCTER & GAMBLE CO | 742718109 | 21,846 | $3.1M | 3.20% |
| 10 | AIR PRODS & CHEMS INC | AIIR | 12,299 | $3.0M | 3.11% |
| 11 | PNC FINL SERVICES | 693475105 | 14,246 | $3.0M | 3.04% |
| 12 | SOUTHERN CO | SOMN | 33,858 | $3.0M | 3.02% |
| 13 | TEXAS INSTRS INC | 882508104 | 16,904 | $2.9M | 3.00% |
| 14 | JPMORGAN CHASE & CO | VYLD | 8,938 | $2.9M | 2.95% |
| 15 | UGI CORP NEW | 902681105 | 75,178 | $2.8M | 2.88% |
| 16 | APPLE INC | AAPL | 9,886 | $2.7M | 2.75% |
| 17 | COLGATE PALMOLIVE CO | CL | 32,229 | $2.5M | 2.60% |
| 18 | TAIWAN SEMICONDUCTOR M FSPONSORED ADR | 874039100 | 8,117 | $2.5M | 2.52% |
| 19 | ALPHABET INC | GOOG | 7,813 | $2.5M | 2.51% |
| 20 | ABBOTT LABS | ABLZF | 19,373 | $2.4M | 2.48% |