Walsky Investment Management, Inc.
53 holdingsFiling period: 2026-06-30Current AUM: $115.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly and Co | 5.4K | $6.5M | $7.3M | 6.33% | -235 | 2026-06-30 |
| 2 | V | Visa Inc Class A | 16.7K | $5.7M | $7.1M | 6.11% | -114 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 14.6K | $5.5M | $7.8M | 6.72% | -121 | 2026-06-30 |
| 4 | TXN | Texas Instrs Inc | 15.8K | $4.7M | $4.4M | 3.79% | -317 | 2026-06-30 |
| 5 | BK | Bank New York Mellon Cor | 31.6K | $4.6M | $4.6M | 3.96% | -863 | 2026-06-30 |
| 6 | TSM | Taiwan Semiconductor M Fsponsored ADR 1 ADR Reps 5 Ord Shs | 8.6K | $4.1M | $3.2M | 2.81% | +31 | 2026-06-30 |
| 7 | JNJ | Johnson & Johnson | 16.1K | $4.1M | $4.4M | 3.85% | +51 | 2026-06-30 |
| 8 | UNP | Union Pac Corp | 13.5K | $3.7M | $3.9M | 3.39% | +15 | 2026-06-30 |
| 9 | APD | Air Prods & Chems Inc | 12.3K | $3.6M | $3.7M | 3.24% | -92 | 2026-06-30 |
| 10 | PNC | PNC Finl Services | 14.4K | $3.5M | $3.2M | 2.81% | -92 | 2026-06-30 |
| 11 | MCD | McDonalds Corp | 13.0K | $3.5M | $3.6M | 3.11% | +57 | 2026-06-30 |
| 12 | STT | State Str Corp | 20.3K | $3.4M | $3.4M | 2.91% | +144 | 2026-06-30 |
| 13 | PG | Procter & Gamble Co | 22.8K | $3.3M | $3.8M | 3.27% | +176 | 2026-06-30 |
| 14 | SO | Southern Co | 33.6K | $3.2M | $3.1M | 2.69% | -283 | 2026-06-30 |
| 15 | GOOG | Alphabet Inc Class C | 8.8K | $3.1M | $2.5M | 2.16% | +35 | 2026-06-30 |
| 16 | JPM | JPMorgan Chase & Co | 9.3K | $3.0M | $3.1M | 2.70% | -174 | 2026-06-30 |
| 17 | CL | Colgate Palmolive Co | 33.2K | $3.0M | $3.2M | 2.78% | +285 | 2026-06-30 |
| 18 | AAPL | Apple Inc | 9.9K | $2.9M | $3.4M | 2.93% | +143 | 2026-06-30 |
| 19 | SPGI | S&P Global Inc | 6.4K | $2.6M | $3.0M | 2.58% | -70 | 2026-06-30 |
| 20 | UGI | Ugi Corp New | 75.0K | $2.6M | $2.8M | 2.41% | -250 | 2026-06-30 |
| 21 | — | Eaton Corp PLC F | 5.3K | $2.3M | $2.3M | 1.96% | -205 | 2026-06-30 |
| 22 | MRK | Merck & Co Inc | 16.6K | $2.1M | $2.4M | 2.11% | +290 | 2026-06-30 |
| 23 | ABT | Abbott Labs | 20.8K | $1.9M | $2.3M | 1.98% | +660 | 2026-06-30 |
| 24 | LRCX | Lam Resh Corp | 4.1K | $1.8M | $817K | 0.71% | -173 | 2026-06-30 |
| 25 | XOM | Exxon Mobil Corp | 12.5K | $1.7M | $2.1M | 1.80% | -- | 2026-06-30 |
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