Walsky Investment Management, Inc.

CIK

2110046

Location

WYOMISSING, PA

Portfolio Value

Small $107,366,230

Diversification

Diversified

Filing Date

Global Rank

#5,953 / 8,633 ▲ 135

Top Industry

Drug Manufacturers - General 14.8%

3Y Alpha vs SPY

-7.9%

Period ended 51 days ago

Filed Aug 14, 2026 · 6d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+10.7%

SPY

+12.8%

Annualised alpha

-4.5%

Max drawdown

−8.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.0%

+0.5 pts

Top 5

25.1%

+0.9 pts

Top 10

42.8%

+1.1 pts

HHI

311

Diversified+4

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	22.9%	$24,588,783	9
Technology	19.9%	$21,329,735	8
Healthcare	16.7%	$17,951,410	7
Industrials	11.3%	$12,126,950	8
Consumer Defensive	8.2%	$8,753,645	6
Utilities	5.9%	$6,386,396	3
Consumer Cyclical	4.8%	$5,138,806	3
Basic Materials	4.4%	$4,763,989	2
Communication Services	3.6%	$3,842,091	3
Energy	2.3%	$2,484,425	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
CSX	Csx Corp	+1,100	26,590	$1,263,822
WFC	Wells Fargo & Company/Mn	+850	11,342	$937,302
ABT	Abbott Laboratories	+660	20,833	$1,890,386
QCOM	Qualcomm Inc/De	+319	6,939	$1,282,257
MRK	Merck & Co., Inc.	+290	16,605	$2,133,742
CL	Colgate Palmolive Co	+285	33,181	$3,042,034
PG	PROCTER & GAMBLE Co	+176	22,837	$3,348,817
STT	State Street Corp	+144	20,293	$3,441,692
AAPL	Apple Inc.	+143	9,873	$2,856,851
SHW	Sherwin Williams Co	+100	3,396	$1,169,310
MCD	Mcdonalds Corp	+57	12,984	$3,509,705
JNJ	Johnson & Johnson	+51	16,077	$4,083,075
GE	General Electric Co	+50	1,150	$429,789
GOOGL	Alphabet Inc.	+35	8,766	$3,097,290
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+31	8,640	$4,126,204
UNP	Union Pacific Corp	+15	13,497	$3,671,184
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−6,411	6,159	$1,379,000
BNY	Bank of New York Mellon Corp	−863	31,604	$4,570,254
TXN	Texas Instruments Inc	−317	15,787	$4,705,631
SO	Southern Co	−283	33,575	$3,213,463
UGI	Ugi Corp /Pa/	−250	75,015	$2,591,018
LLY	ELI LILLY & Co	−235	5,400	$6,476,922
ETN	Eaton Corp plc	−205	5,310	$2,262,697
JPM	Jpmorgan Chase & Co	−174	9,312	$3,048,096
LRCX	Lam Research Corp	−173	4,077	$1,766,686
CVX	Chevron Corp	−160	4,678	$775,425
MSFT	Microsoft Corp	−121	14,621	$5,453,925
V	Visa Inc.	−114	16,686	$5,724,799
APD	Air Products & Chemicals, Inc.	−92	12,261	$3,594,679
PNC	Pnc Financial Services Group, Inc.	−92	14,389	$3,542,859
SPGI	S&P Global Inc.	−70	6,368	$2,593,431
NVS	Novartis AG	−65	10,507	$1,646,657
LOW	Lowes Companies Inc	−40	6,401	$1,411,356
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	6,159	$1,361,631
CAH	Cardinal Health Inc	920	$218,555
DASH	DoorDash, Inc.	1,180	$217,745
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NSC	Norfolk Southern Corp	918	$263,466
DUK	Duke Energy CORP	1,707	$223,514
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $107,366,230 total · filing declares 52 positions · $107,689,225 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Reduced	5,400	-235	$6,476,922	+25.0%	6.03%
V	Visa Inc. Financial Services	Reduced	16,686	-114	$5,724,799	+12.7%	5.33%
MSFT	Microsoft Corp Technology	Reduced	14,621	-121	$5,453,925	−0.1%	5.08%
TXN	Texas Instruments Inc Technology	Reduced	15,787	-317	$4,705,631	+50.5%	4.38%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	31,604	-863	$4,570,254	+18.7%	4.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,640	+31	$4,126,204	+41.8%	3.84%
JNJ	Johnson & Johnson Healthcare	Added	16,077	+51	$4,083,075	+4.2%	3.80%
UNP	Union Pacific Corp Industrials	Added	13,497	+15	$3,671,184	+12.2%	3.42%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	12,261	-92	$3,594,679	+0.2%	3.35%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	14,389	-92	$3,542,859	+17.6%	3.30%
MCD	Mcdonalds Corp Consumer Cyclical	Added	12,984	+57	$3,509,705	−12.6%	3.27%
STT	State Street Corp Financial Services	Added	20,293	+144	$3,441,692	+35.0%	3.21%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	22,837	+176	$3,348,817	+2.3%	3.12%
SO	Southern Co Utilities	Reduced	33,575	-283	$3,213,463	−1.7%	2.99%
GOOGL	Alphabet Inc. Communication Services	Added	8,766	+35	$3,097,290	+23.7%	2.88%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,312	-174	$3,048,096	+9.2%	2.84%
CL	Colgate Palmolive Co Consumer Defensive	Added	33,181	+285	$3,042,034	+8.5%	2.83%
AAPL	Apple Inc. Technology	Added	9,873	+143	$2,856,851	+15.7%	2.66%
SPGI	S&P Global Inc. Financial Services	Reduced	6,368	-70	$2,593,431	−5.3%	2.42%
UGI	Ugi Corp /Pa/ Utilities	Reduced	75,015	-250	$2,591,018	−5.5%	2.41%
ETN	Eaton Corp plc Industrials	Reduced	5,310	-205	$2,262,697	+14.7%	2.11%
MRK	Merck & Co., Inc. Healthcare	Added	16,605	+290	$2,133,742	+8.7%	1.99%
ABT	Abbott Laboratories Healthcare	Added	20,833	+660	$1,890,386	−8.7%	1.76%
LRCX	Lam Research Corp Technology	Reduced	4,077	-173	$1,766,686	+94.6%	1.65%
XOM	ExxonMobil Holdings Corp Energy	Held	12,500	0	$1,709,000	−19.4%	1.59%
NVS	Novartis AG Healthcare	Reduced	10,507	-65	$1,646,657	+2.0%	1.53%
AMGN	Amgen Inc Healthcare	Held	4,148	0	$1,502,073	+2.9%	1.40%
EMR	Emerson Electric Co Industrials	Held	10,127	0	$1,449,680	+9.3%	1.35%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	6,401	-40	$1,411,356	−7.3%	1.31%
HON	Honeywell International Inc Industrials	Reduced	6,159	-6,411	$1,379,000	−51.5%	1.28%
HONA	Honeywell Aerospace Inc. Industrials	NEW	6,159	NEW	$1,361,631	NEW	1.27%
PEP	Pepsico Inc Consumer Defensive	Held	9,673	0	$1,309,724	−12.8%	1.22%
QCOM	Qualcomm Inc/De Technology	Added	6,939	+319	$1,282,257	+50.4%	1.19%
CSX	Csx Corp Industrials	Added	26,590	+1,100	$1,263,822	+20.8%	1.18%
SHW	Sherwin Williams Co Basic Materials	Added	3,396	+100	$1,169,310	+10.7%	1.09%
WFC	Wells Fargo & Company/Mn Financial Services	Added	11,342	+850	$937,302	+12.2%	0.87%
ADP	Automatic Data Processing Inc Technology	Held	4,106	0	$919,538	+10.2%	0.86%
CVX	Chevron Corp Energy	Reduced	4,678	-160	$775,425	−22.5%	0.72%
NEE	Nextera Energy Inc Utilities	Held	6,630	0	$581,915	−5.5%	0.54%
TFC	Truist Financial Corp Financial Services	Held	8,901	0	$443,447	+8.4%	0.41%
GE	General Electric Co Industrials	Added	1,150	+50	$429,789	+37.7%	0.40%
CLX	Clorox Co /De/ Consumer Defensive	Held	4,145	0	$395,598	−7.9%	0.37%
OMC	Omnicom Group Inc. Communication Services	Held	5,414	0	$394,301	−3.3%	0.37%
WMT	Walmart Inc. Consumer Defensive	Held	3,355	0	$379,987	−8.9%	0.35%
CMCSA	Comcast Corp Communication Services	Held	14,277	0	$350,500	−14.5%	0.33%
ITW	Illinois Tool Works Inc Industrials	Held	1,143	0	$309,147	+3.9%	0.29%
CB	Chubb Ltd Financial Services	Held	842	0	$286,903	+4.5%	0.27%
SYY	Sysco Corp Consumer Defensive	Held	3,320	0	$277,485	+17.2%	0.26%
LOGI	Logitech International S.A. Technology	Held	2,325	0	$218,643	+3.2%	0.20%
CAH	Cardinal Health Inc Healthcare	NEW	920	NEW	$218,555	NEW	0.20%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.