Walsky Investment Management, Inc.
51 holdingsFiling period: 2026-03-31Current AUM: $109.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 14.7K | $5.5M | $6.9M | 6.27% | -102 | 2026-03-31 |
| 2 | LLY | ELI LILLY AND CO | 5.6K | $5.2M | $6.5M | 5.92% | +345 | 2026-03-31 |
| 3 | V | VISA INC CLASS CLASS A | 16.8K | $5.1M | $6.2M | 5.63% | -250 | 2026-03-31 |
| 4 | MCD | MCDONALDS CORP | 12.9K | $4.0M | $3.5M | 3.20% | +57 | 2026-03-31 |
| 5 | JNJ | JOHNSON & JOHNSON | 16.0K | $3.9M | $4.1M | 3.76% | +260 | 2026-03-31 |
| 6 | BK | BANK NEW YORK MELLON COR | 32.5K | $3.9M | $3.9M | 3.52% | +729 | 2026-03-31 |
| 7 | APD | AIR PRODS & CHEMS INC | 12.4K | $3.6M | $3.6M | 3.33% | +54 | 2026-03-31 |
| 8 | PG | PROCTER & GAMBLE CO | 22.7K | $3.3M | $3.3M | 3.00% | +815 | 2026-03-31 |
| 9 | UNP | UNION PAC CORP | 13.5K | $3.3M | $3.9M | 3.60% | -670 | 2026-03-31 |
| 10 | SO | SOUTHERN CO | 33.9K | $3.3M | $3.2M | 2.92% | -- | 2026-03-31 |
| 11 | TXN | TEXAS INSTRS INC | 16.1K | $3.1M | $4.4M | 4.06% | -800 | 2026-03-31 |
| 12 | PNC | PNC FINL SERVICES | 14.5K | $3.0M | $3.6M | 3.31% | +235 | 2026-03-31 |
| 13 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 8.6K | $2.9M | $3.5M | 3.18% | +492 | 2026-03-31 |
| 14 | HON | HONEYWELL INTL INC | 12.6K | $2.8M | $1.5M | 1.40% | +140 | 2026-03-31 |
| 15 | CL | COLGATE PALMOLIVE CO | 32.9K | $2.8M | $3.0M | 2.75% | +667 | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 9.5K | $2.8M | $3.3M | 3.05% | +548 | 2026-03-31 |
| 17 | UGI | UGI CORP NEW | 75.3K | $2.7M | $2.7M | 2.49% | +87 | 2026-03-31 |
| 18 | SPGI | S&P GLOBAL INC | 6.4K | $2.7M | $2.7M | 2.43% | -169 | 2026-03-31 |
| 19 | STT | STATE STR CORP | 20.1K | $2.5M | $3.7M | 3.39% | +1.5K | 2026-03-31 |
| 20 | GOOG | ALPHABET INC CLASS CLASS C | 8.7K | $2.5M | $3.1M | 2.85% | +918 | 2026-03-31 |
| 21 | AAPL | APPLE INC | 9.7K | $2.5M | $3.0M | 2.75% | -156 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 12.5K | $2.1M | $1.9M | 1.78% | +1.8K | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 12.5K | $2.1M | $1.9M | 1.78% | +1.8K | 2026-03-31 |
| 24 | ABT | ABBOTT LABS | 20.2K | $2.1M | $2.1M | 1.95% | +800 | 2026-03-31 |
| 25 | — | EATON CORP PLC F | 5.5K | $2.0M | $2.0M | 1.80% | +150 | 2026-03-31 |
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