StockDriftsStockDriftsTop 50 Walsky Investment Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY AND CO | 6.01% | 5.4K | $6.5M | -4.17%(-235) | $923.64(+27.77%) | 2026-06-30 | |
| V | VISA INC CLASS A | 5.32% | 16.7K | $5.7M | -0.68%(-114) | $346.04(+5.23%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.06% | 14.6K | $5.5M | -0.82%(-121) | $500.79(-1.08%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 4.37% | 15.8K | $4.7M | -1.97%(-317) | $178.61(+56.53%) | 2026-06-30 | |
| BK | BANK NEW YORK MELLON COR | 4.24% | 31.6K | $4.6M | -2.66%(-863) | $112.63(+27.67%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 3.83% | 8.6K | $4.1M | +0.36%(+31) | $293.64(+45.20%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.79% | 16.1K | $4.1M | +0.32%(+51) | $196.83(+32.27%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 3.41% | 13.5K | $3.7M | +0.11%(+15) | $233.87(+25.57%) | 2026-06-30 | |
| APD | AIR PRODS & CHEMS INC | 3.34% | 12.3K | $3.6M | -0.74%(-92) | $259.91(+18.88%) | 2026-06-30 | |
| PNC | PNC FINL SERVICES | 3.29% | 14.4K | $3.5M | -0.64%(-92) | $204.89(+25.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.80% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.62% |
Walsky Investment Management INC reports $107.69M in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are LLY (6.0%), V (5.3%) and MSFT (5.1%). The top 20 holdings account for 71.21% of reported assets. Its disclosed equity book has returned +7.80% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Walsky Investment Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110046). View Walsky Investment Management INC’s 13F filings on SEC