Walsky Investment Management, Inc.

CIK

2110046

Location

WYOMISSING, PA

Portfolio Value

Micro $4,644,954

Diversification

Diversified

Filing Date

Global Rank

#5,798 / 8,586 ▲ 174

Top Industry

Drug Manufacturers - General 14.8%

3Y Alpha vs SPY

-26.5%

Period ended 3 months ago

Filed May 15, 2026 · 32d

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

+3.5%

SPY

+11.2%

Annualised alpha

-26.5%

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

2 positions · $4,644,954 total · Basic Materials only · 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	History
APD	Air Products & Chemicals, Inc. Basic Materials	Added	12,353	+54	$3,588,422	+18.1%	77.25%
SHW	Sherwin Williams Co Basic Materials	Added	3,296	+220	$1,056,532	+6.0%	22.75%