Walsky Investment Management, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 68.5%; sector active share 31.5% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 22.8% | $24,588,783 |
| Technology | 19.8% | $21,329,735 |
| Healthcare | 16.7% | $17,951,410 |
| Industrials | 11.3% | $12,126,950 |
| Consumer Defensive | 8.1% | $8,753,645 |
| Utilities | 5.9% | $6,386,396 |
| Consumer Cyclical | 4.8% | $5,138,806 |
| Basic Materials | 4.4% | $4,763,989 |
| Communication Services | 3.6% | $3,842,091 |
| Energy | 2.3% | $2,484,425 |
| Unclassified | 0.3% | $322,972 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSX | Csx Corp | +1,100 | 26,590 | $1,263,822 | |
| WFC | Wells Fargo & Company | +850 | 11,342 | $937,302 | |
| ABT | Abbott Laboratories | +660 | 20,833 | $1,890,386 | |
| QCOM | Qualcomm Inc | +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 | |
| GOOG | 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| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | −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. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 5,400 | $6,476,922 | 6.01% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 16,686 | $5,724,799 | 5.32% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 14,621 | $5,453,925 | 5.06% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 15,787 | $4,705,631 | 4.37% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 31,604 | $4,570,254 | 4.24% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 8,640 | $4,126,204 | 3.83% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 16,077 | $4,083,075 | 3.79% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 13,497 | $3,671,184 | 3.41% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 12,261 | $3,594,679 | 3.34% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 14,389 | $3,542,859 | 3.29% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 12,984 | $3,509,705 | 3.26% | |
| STT |
State Street Corp
Financial Services
|
Added | 20,293 | $3,441,692 | 3.20% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 22,837 | $3,348,817 | 3.11% | |
| SO |
Southern Co
Utilities
|
Reduced | 33,575 | $3,213,463 | 2.98% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 8,766 | $3,097,290 | 2.88% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 9,312 | $3,048,096 | 2.83% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 33,181 | $3,042,034 | 2.82% | |
| AAPL |
Apple Inc.
Technology
|
Added | 9,873 | $2,856,851 | 2.65% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 6,368 | $2,593,431 | 2.41% | |
| UGI |
Ugi Corp
Utilities
|
Reduced | 75,015 | $2,591,018 | 2.41% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 5,310 | $2,262,697 | 2.10% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 16,605 | $2,133,742 | 1.98% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 20,833 | $1,890,386 | 1.76% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 4,077 | $1,766,686 | 1.64% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 12,500 | $1,709,000 | 1.59% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 10,507 | $1,646,657 | 1.53% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 4,148 | $1,502,073 | 1.39% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 10,127 | $1,449,680 | 1.35% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 6,401 | $1,411,356 | 1.31% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 6,159 | $1,379,000 | 1.28% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 6,159 | $1,361,631 | 1.26% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 9,673 | $1,309,724 | 1.22% | |
| QCOM |
Qualcomm Inc
Technology
|
Added | 6,939 | $1,282,257 | 1.19% | |
| CSX |
Csx Corp
Industrials
|
Added | 26,590 | $1,263,822 | 1.17% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 3,396 | $1,169,310 | 1.09% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Added | 11,342 | $937,302 | 0.87% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 4,106 | $919,538 | 0.85% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 4,678 | $775,425 | 0.72% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 6,630 | $581,915 | 0.54% | |
| TFC |
Truist Financial Corp
Financial Services
|
Held | 8,901 | $443,447 | 0.41% | |
| GE |
General Electric Co
Industrials
|
Added | 1,150 | $429,789 | 0.40% | |
| CLX |
Clorox Co
Consumer Defensive
|
Held | 4,145 | $395,598 | 0.37% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
Held | 5,414 | $394,301 | 0.37% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 3,355 | $379,987 | 0.35% | |
| CMCSA |
Comcast Corp
Communication Services
|
Held | 14,277 | $350,500 | 0.33% | |
| SGVT |
|
NEW | 3,206 | $322,972 | 0.30% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Held | 1,143 | $309,147 | 0.29% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 842 | $286,903 | 0.27% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Held | 3,320 | $277,485 | 0.26% | |
| LOGI |
Logitech International S.A.
Technology
|
Held | 2,325 | $218,643 | 0.20% |
Showing the top 50 of 52 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.