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Walsky Investment Management INC

Portfolio Manager
Walsky Investment Management INC
Performance
-3.64% (2026 Q1)
AUM (13F)
$97.97M
# of Holdings
50
Performance Rank
Allocation (Top 20)
70.33%

Walsky Investment Management INC Holdings Map

Top 50 Walsky Investment Management INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
5.57%14.7K$5.5M
-0.69%(-102)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.8K shares2026-Q1: 14.7K shares
$500.79(-15.75%)
2026-03-31
LLY
ELI LILLY AND CO
5.29%5.6K$5.2M
+6.52%(+345)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 5.3K shares2026-Q1: 5.6K shares
$923.64(+8.80%)
2026-03-31
V
VISA INC CLASS CLASS A
5.18%16.8K$5.1M
-1.47%(-250)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 17.1K shares2026-Q1: 16.8K shares
$346.04(-5.86%)
2026-03-31
MCD
MCDONALDS CORP
4.1%12.9K$4.0M
+0.44%(+57)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.9K shares2026-Q1: 12.9K shares
$304.78(-9.31%)
2026-03-31
JNJ
JOHNSON & JOHNSON
4%16.0K$3.9M
+1.65%(+260)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.8K shares2026-Q1: 16.0K shares
$196.66(+15.28%)
2026-03-31
BK
BANK NEW YORK MELLON COR
3.93%32.5K$3.9M
+2.30%(+729)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 31.7K shares2026-Q1: 32.5K shares
$112.63(+19.88%)
2026-03-31
APD
AIR PRODS & CHEMS INC
3.66%12.4K$3.6M
+0.44%(+54)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.3K shares2026-Q1: 12.4K shares
$259.91(+13.65%)
2026-03-31
PG
PROCTER & GAMBLE CO
3.34%22.7K$3.3M
+3.73%(+815)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.8K shares2026-Q1: 22.7K shares
$148.31(-4.55%)
2026-03-31
UNP
UNION PAC CORP
3.34%13.5K$3.3M
-4.73%(-670)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.2K shares2026-Q1: 13.5K shares
$233.85(+15.70%)
2026-03-31
SO
SOUTHERN CO
3.32%33.9K$3.3M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 33.9K shares2026-Q1: 33.9K shares
$90.98(+1.72%)
2026-03-31

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