§ 13F · FUND PROFILE
Walsky Investment Management, Inc..
AUM · $108M (13F)Positions · 52Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY AND CO | 5K | $6M | 6.0% | −4% |
| 2 | V | VISA INC CLASS A | 17K | $6M | 5.3% | −1% |
| 3 | MSFT | MICROSOFT CORP | 15K | $5M | 5.1% | −1% |
| 4 | TXN | TEXAS INSTRS INC | 16K | $5M | 4.4% | −2% |
| 5 | BNY | BANK NEW YORK MELLON COR | 32K | $5M | 4.2% | −3% |
| 6 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 9K | $4M | 3.8% | ±0% |
| 7 | JNJ | JOHNSON & JOHNSON | 16K | $4M | 3.8% | ±0% |
| 8 | UNP | UNION PAC CORP | 13K | $4M | 3.4% | ±0% |
| 9 | APD | AIR PRODS & CHEMS INC | 12K | $4M | 3.3% | −1% |
| 10 | PNC | PNC FINL SERVICES | 14K | $4M | 3.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WALSKY SIGNAL
AC read
Walsky Investment Management, Inc. is a Other fund managing $108 million in assets. The fund runs a portfolio of 52 positions.
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