§ 13F · FUND PROFILE
Walsky Investment Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 52Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$98.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 15K | $7.2T | 7.3% | NEW |
| 2 | V | VISA INC | 17K | $6.0T | 6.1% | NEW |
| 3 | LLY | ELI LILLY AND CO | 5K | $5.7T | 5.8% | NEW |
| 4 | MCD | MCDONALDS CORP | 13K | $3.9T | 4.0% | NEW |
| 5 | BK | BANK NEW YORK MELLON COR | 32K | $3.7T | 3.8% | NEW |
| 6 | SPGI | S&P GLOBAL INC | 7K | $3.5T | 3.5% | NEW |
| 7 | UNP | UNION PAC CORP | 14K | $3.3T | 3.3% | NEW |
| 8 | JNJ | JOHNSON & JOHNSON | 16K | $3.3T | 3.3% | NEW |
| 9 | PG | PROCTER & GAMBLE CO | 22K | $3.1T | 3.2% | NEW |
| 10 | APD | AIR PRODS & CHEMS INC | 12K | $3.0T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WALSKY SIGNAL
AC read
Walsky Investment Management, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed