Walsky Investment Management, Inc.

CIK 0002110046 · WYOMISSING, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Walsky Investment Management, Inc. reported 52 positions worth $107.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: LLY (6.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$107.7M
2026 Q2
Positions
52
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.7%
Est. Net Flow (Q)
2026 Q2
10 / 52 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1LLYELI LILLY AND COSH$6.5M6.01%5,400
2VVISA INC CLASS ASH$5.7M5.32%16,686
3MSFTMICROSOFT CORPSH$5.5M5.07%14,621
4TXNTEXAS INSTRS INCSH$4.7M4.37%15,787
5BNYBANK NEW YORK MELLON CORSH$4.6M4.24%31,604
6TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHSSH$4.1M3.83%8,640
7JNJJOHNSON & JOHNSONSH$4.1M3.79%16,077
8UNPUNION PAC CORPSH$3.7M3.41%13,497
9APDAIR PRODS & CHEMS INCSH$3.6M3.34%12,261
10PNCPNC FINL SERVICESSH$3.5M3.29%14,389

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Walsky Investment Management, Inc. hold as of Q2 2026?

Walsky Investment Management, Inc. reported 52 positions worth $107.7M in its Q2 2026 13F filing. Largest positions: LLY (6.0%), V (5.3%), MSFT (5.1%), TXN (4.4%) and BNY (4.2%).

What did Walsky Investment Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Walsky Investment Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.