Walsky Investment Management, Inc.
CIK 0002110046 · WYOMISSING, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
LLY
ELI LILLY AND CO
6.0%
V
VISA INC CLASS A
5.3%
MSFT
MICROSOFT CORP
5.1%
TXN
TEXAS INSTRS INC
4.4%
BNY
BANK NEW YORK MELLON COR
4.2%
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
3.8%
JNJ
JOHNSON & JOHNSON
3.8%
UNP
UNION PAC CORP
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.