Walsky Investment Management, Inc.

CIK

2110046

Location

WYOMISSING, PA

Portfolio Value

Micro $95,483,102

Diversification

Diversified

Filing Date

Global Rank

#5,449 / 8,232 ▲ 292

Top Industry

Drug Manufacturers - General 14.8%

3Y Alpha vs SPY

-19.7%

Period ended 2 months ago

Filed May 15, 2026 · 30d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+3.4%

SPY

+9.1%

Annualised alpha

-19.7%

Max drawdown

−7.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.7%

−1.8 pts

Top 5

24.8%

−2.9 pts

Top 10

42.8%

−1.7 pts

HHI

316

Diversified−18

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	22.6%	$21,540,218	9
Technology	17.6%	$16,768,952	8
Healthcare	17.0%	$16,208,336	6
Industrials	11.9%	$11,331,076	8
Consumer Defensive	9.1%	$8,662,320	6
Utilities	7.2%	$6,848,433	4
Consumer Cyclical	5.8%	$5,539,461	2
Basic Materials	4.9%	$4,644,954	2
Energy	3.3%	$3,121,732	2
Communication Services	0.9%	$817,620	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
CSX	Csx Corp	+1,820	25,490	$1,046,364
XOM	Exxon Mobil Corp	+1,805	12,500	$2,120,750
STT	State Street Corp	+1,475	20,149	$2,550,057
MRK	Merck & Co., Inc.	+1,344	16,315	$1,962,531
WFC	Wells Fargo & Company/Mn	+1,034	10,492	$835,268
PG	PROCTER & GAMBLE Co	+815	22,661	$3,273,154
ABT	Abbott Laboratories	+800	20,173	$2,071,161
BNY	Bank of New York Mellon Corp	+729	32,467	$3,851,560
CL	Colgate Palmolive Co	+667	32,896	$2,803,726
JPM	Jpmorgan Chase & Co	+548	9,486	$2,790,401
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+492	8,609	$2,909,411
QCOM	Qualcomm Inc/De	+490	6,620	$852,523
NVS	Novartis AG	+470	10,572	$1,614,873
LLY	ELI LILLY & Co	+345	5,635	$5,182,903
LRCX	Lam Research Corp	+305	4,250	$908,055
JNJ	Johnson & Johnson	+260	16,026	$3,917,395
PNC	Pnc Financial Services Group, Inc.	+235	14,481	$3,013,351
SHW	Sherwin Williams Co	+220	3,296	$1,056,532
ETN	Eaton Corp plc	+150	5,515	$1,972,550
HON	Honeywell International Inc	+140	12,570	$2,841,197
UGI	Ugi Corp /Pa/	+87	75,265	$2,741,151
MCD	Mcdonalds Corp	+57	12,927	$4,017,582
APD	Air Products & Chemicals, Inc.	+54	12,353	$3,588,422
AMGN	Amgen Inc	+32	4,148	$1,459,473
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	−3,470	14,277	$409,892
OMC	Omnicom Group Inc.	−1,235	5,414	$407,728
TXN	Texas Instruments Inc	−800	16,104	$3,126,430
UNP	Union Pacific Corp	−670	13,482	$3,271,002
V	Visa Inc.	−250	16,800	$5,077,632
SPGI	S&P Global Inc.	−169	6,438	$2,738,338
AAPL	Apple Inc.	−156	9,730	$2,469,376
MSFT	Microsoft Corp	−102	14,742	$5,457,046
CVX	Chevron Corp	−100	4,838	$1,000,982
EMR	Emerson Electric Co	−30	10,127	$1,326,839
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GE	General Electric Co	1,100	$312,147
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	2,639	$871,160
DASH	DoorDash, Inc.	1,255	$284,232
SJM	J M SMUCKER Co	2,785	$272,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 positions · $95,483,102 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	14,742	-102	$5,457,046	−24.0%	5.72%
LLY	ELI LILLY & Co Healthcare	Added	5,635	+345	$5,182,903	−8.8%	5.43%
V	Visa Inc. Financial Services	Reduced	16,800	-250	$5,077,632	−15.1%	5.32%
MCD	Mcdonalds Corp Consumer Cyclical	Added	12,927	+57	$4,017,582	+2.1%	4.21%
JNJ	Johnson & Johnson Healthcare	Added	16,026	+260	$3,917,395	+20.1%	4.10%
BNY	Bank of New York Mellon Corp Financial Services	Added	32,467	+729	$3,851,560	+4.5%	4.03%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	12,353	+54	$3,588,422	+18.1%	3.76%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	22,661	+815	$3,273,154	+4.5%	3.43%
UNP	Union Pacific Corp Industrials	Reduced	13,482	-670	$3,271,002	−0.1%	3.43%
SO	Southern Co Utilities	Held	33,858	0	$3,267,974	+10.7%	3.42%
TXN	Texas Instruments Inc Technology	Reduced	16,104	-800	$3,126,430	+6.6%	3.27%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	14,481	+235	$3,013,351	+1.3%	3.16%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,609	+492	$2,909,411	+17.9%	3.05%
HON	Honeywell International Inc Industrials	Added	12,570	+140	$2,841,197	+17.2%	2.98%
CL	Colgate Palmolive Co Consumer Defensive	Added	32,896	+667	$2,803,726	+10.1%	2.94%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,486	+548	$2,790,401	−3.1%	2.92%
UGI	Ugi Corp /Pa/ Utilities	Added	75,265	+87	$2,741,151	−2.6%	2.87%
SPGI	S&P Global Inc. Financial Services	Reduced	6,438	-169	$2,738,338	−20.7%	2.87%
STT	State Street Corp Financial Services	Added	20,149	+1,475	$2,550,057	+5.8%	2.67%
AAPL	Apple Inc. Technology	Reduced	9,730	-156	$2,469,376	−8.1%	2.59%
XOM	Exxon Mobil Corp Energy	Added	12,500	+1,805	$2,120,750	+64.8%	2.22%
ABT	Abbott Laboratories Healthcare	Added	20,173	+800	$2,071,161	−14.7%	2.17%
ETN	Eaton Corp plc Industrials	Added	5,515	+150	$1,972,550	+15.4%	2.07%
MRK	Merck & Co., Inc. Healthcare	Added	16,315	+1,344	$1,962,531	+24.5%	2.06%
NVS	Novartis AG Healthcare	Added	10,572	+470	$1,614,873	+15.9%	1.69%
LOW	Lowes Companies Inc Consumer Cyclical	Held	6,441	0	$1,521,879	−2.0%	1.59%
PEP	Pepsico Inc Consumer Defensive	Held	9,673	0	$1,502,120	+8.2%	1.57%
AMGN	Amgen Inc Healthcare	Added	4,148	+32	$1,459,473	+8.3%	1.53%
EMR	Emerson Electric Co Industrials	Reduced	10,127	-30	$1,326,839	−1.6%	1.39%
SHW	Sherwin Williams Co Basic Materials	Added	3,296	+220	$1,056,532	+6.0%	1.11%
CSX	Csx Corp Industrials	Added	25,490	+1,820	$1,046,364	+21.9%	1.10%
CVX	Chevron Corp Energy	Reduced	4,838	-100	$1,000,982	+33.0%	1.05%
LRCX	Lam Research Corp Technology	Added	4,250	+305	$908,055	+34.5%	0.95%
QCOM	Qualcomm Inc/De Technology	Added	6,620	+490	$852,523	−18.7%	0.89%
WFC	Wells Fargo & Company/Mn Financial Services	Added	10,492	+1,034	$835,268	−5.2%	0.87%
ADP	Automatic Data Processing Inc Technology	Held	4,106	0	$834,257	−21.0%	0.87%
NEE	Nextera Energy Inc Utilities	Held	6,630	0	$615,794	+15.7%	0.64%
CLX	Clorox Co /De/ Consumer Defensive	Held	4,145	0	$429,546	+2.8%	0.45%
WMT	Walmart Inc. Consumer Defensive	Held	3,355	0	$416,959	+11.6%	0.44%
CMCSA	Comcast Corp Communication Services	Reduced	14,277	-3,470	$409,892	−17.6%	0.43%
TFC	Truist Financial Corp Financial Services	Held	8,901	0	$409,178	−6.6%	0.43%
OMC	Omnicom Group Inc. Communication Services	Reduced	5,414	-1,235	$407,728	−24.1%	0.43%
GE	General Electric Co Industrials	NEW	1,100	NEW	$312,147	NEW	0.33%
ITW	Illinois Tool Works Inc Industrials	Held	1,143	0	$297,511	+5.7%	0.31%
CB	Chubb Ltd Financial Services	Held	842	0	$274,433	+4.4%	0.29%
NSC	Norfolk Southern Corp Industrials	Held	918	0	$263,466	−0.6%	0.28%
SYY	Sysco Corp Consumer Defensive	Held	3,320	0	$236,815	−3.2%	0.25%
DUK	Duke Energy CORP Utilities	Held	1,707	0	$223,514	+11.7%	0.23%
LOGI	Logitech International S.A. Technology	Held	2,325	0	$211,854	−9.1%	0.22%