Walsky Investment Management, Inc.
CIK: 0002110046SEC EDGAR →
Portfolio Value
$98.2M
Holdings
52
As of
Q4 2025
New Positions
52
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 14,844 | $7.2M | 7.31% |
| 2 | VISA INC | 17,050 | $6.0M | 6.09% |
| 3 | ELI LILLY AND CO | 5,290 | $5.7M | 5.79% |
| 4 | MCDONALDS CORP | 12,870 | $3.9M | 4.01% |
| 5 | BANK NEW YORK MELLON COR | 31,738 | $3.7M | 3.75% |
| 6 | S&P GLOBAL INC | 6,607 | $3.5M | 3.52% |
| 7 | UNION PAC CORP | 14,152 | $3.3M | 3.33% |
| 8 | JOHNSON & JOHNSON | 15,766 | $3.3M | 3.32% |
| 9 | PROCTER & GAMBLE CO | 21,846 | $3.1M | 3.19% |
| 10 | AIR PRODS & CHEMS INC | 12,299 | $3.0M | 3.09% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 9 | $23.0M | 23.4% |
| Technology | 7 | $17.2M | 17.5% |
| Healthcare | 6 | $15.2M | 15.4% |
| Industrials | 8 | $11.2M | 11.4% |
| Consumer Defensive | 7 | $8.4M | 8.5% |
| Utilities | 4 | $6.5M | 6.6% |
| Consumer Cyclical | 2 | $5.5M | 5.6% |
| Basic Materials | 2 | $4.0M | 4.1% |
| Communication Services | 4 | $3.8M | 3.9% |
| Energy | 2 | $2.0M | 2.1% |
| Unknown | 1 | $1.4M | 1.4% |