Top 50 Walsky Investment Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.57% | 14.7K | $5.5M | -0.69%(-102) | $500.79(-15.75%) | 2026-03-31 | |
| LLY | ELI LILLY AND CO | 5.29% | 5.6K | $5.2M | +6.52%(+345) | $923.64(+8.80%) | 2026-03-31 | |
| V | VISA INC CLASS CLASS A | 5.18% | 16.8K | $5.1M | -1.47%(-250) | $346.04(-5.86%) | 2026-03-31 | |
| MCD | MCDONALDS CORP | 4.1% | 12.9K | $4.0M | +0.44%(+57) | $304.78(-9.31%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4% | 16.0K | $3.9M | +1.65%(+260) | $196.66(+15.28%) | 2026-03-31 | |
| BK | BANK NEW YORK MELLON COR | 3.93% | 32.5K | $3.9M | +2.30%(+729) | $112.63(+19.88%) | 2026-03-31 | |
| APD | AIR PRODS & CHEMS INC | 3.66% | 12.4K | $3.6M | +0.44%(+54) | $259.91(+13.65%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 3.34% | 22.7K | $3.3M | +3.73%(+815) | $148.31(-4.55%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 3.34% | 13.5K | $3.3M | -4.73%(-670) | $233.85(+15.70%) | 2026-03-31 | |
| SO | SOUTHERN CO | 3.32% | 33.9K | $3.3M | +0.00%(+0) | $90.98(+1.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -13.77% | -35.89% |
| Top 20 Holdings Unweighted | -5.56% | -15.76% |
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