Walsky Investment Management, Inc.

Est. AUM

$98.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COMMON STOCK	$5.5M	14742	5.57%	SOLE
2	ELI LILLY AND CO	COMMON STOCK	$5.2M	5635	5.29%	SOLE
3	VISA INC CLASS CLASS A	COMMON STOCK	$5.1M	16800	5.18%	SOLE
4	MCDONALDS CORP	COMMON STOCK	$4.0M	12927	4.10%	SOLE
5	JOHNSON & JOHNSON	COMMON STOCK	$3.9M	16026	4.00%	SOLE
6	BANK NEW YORK MELLON COR	COMMON STOCK	$3.9M	32467	3.93%	SOLE
7	AIR PRODS & CHEMS INC	COMMON STOCK	$3.6M	12353	3.66%	SOLE
8	PROCTER & GAMBLE CO	COMMON STOCK	$3.3M	22661	3.34%	SOLE
9	UNION PAC CORP	COMMON STOCK	$3.3M	13482	3.34%	SOLE
10	SOUTHERN CO	COMMON STOCK	$3.3M	33858	3.32%	SOLE
11	TEXAS INSTRS INC	COMMON STOCK	$3.1M	16104	3.19%	SOLE
12	PNC FINL SERVICES	COMMON STOCK	$3.0M	14481	3.08%	SOLE
13	TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS	AMERICAN DEPOSITORY	$2.9M	8609	2.97%	SOLE
14	HONEYWELL INTL INC	COMMON STOCK	$2.8M	12570	2.90%	SOLE
15	COLGATE PALMOLIVE CO	COMMON STOCK	$2.8M	32896	2.86%	SOLE
16	JPMORGAN CHASE & CO	COMMON STOCK	$2.8M	9486	2.85%	SOLE
17	UGI CORP NEW	COMMON STOCK	$2.7M	75265	2.80%	SOLE
18	S&P GLOBAL INC	COMMON STOCK	$2.7M	6438	2.79%	SOLE
19	STATE STR CORP	COMMON STOCK	$2.5M	20149	2.60%	SOLE
20	ALPHABET INC CLASS CLASS C	COMMON STOCK	$2.5M	8731	2.56%	SOLE
21	APPLE INC	COMMON STOCK	$2.5M	9730	2.52%	SOLE
22	EXXON MOBIL CORP	COMMON STOCK	$2.1M	12500	2.16%	SOLE
23	ABBOTT LABS	COMMON STOCK	$2.1M	20173	2.11%	SOLE
24	EATON CORP PLC F	FOREIGN ORDINARIES	$2.0M	5515	2.01%	SOLE
25	MERCK & CO. INC.	COMMON STOCK	$2.0M	16315	2.00%	SOLE
26	NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS	AMERICAN DEPOSITORY	$1.6M	10572	1.65%	SOLE
27	LOWES COS INC	COMMON STOCK	$1.5M	6441	1.55%	SOLE
28	PEPSICO INC	COMMON STOCK	$1.5M	9673	1.53%	SOLE
29	AMGEN INC	COMMON STOCK	$1.5M	4148	1.49%	SOLE
30	EMERSON ELEC CO	COMMON STOCK	$1.3M	10127	1.35%	SOLE
31	SHERWIN-WILLIAMS CO	COMMON STOCK	$1.1M	3296	1.08%	SOLE
32	CSX CORP	COMMON STOCK	$1.0M	25490	1.07%	SOLE
33	CHEVRON CORP NEW	COMMON STOCK	$1.0M	4838	1.02%	SOLE
34	LAM RESH CORP	COMMON STOCK	$908K	4250	0.93%	SOLE
35	QUALCOMM INC	COMMON STOCK	$853K	6620	0.87%	SOLE
36	WELLS FARGO & CO	COMMON STOCK	$835K	10492	0.85%	SOLE
37	AUTOMATIC DATA PROCESSIN	COMMON STOCK	$834K	4106	0.85%	SOLE
38	NEXTERA ENERGY INC	COMMON STOCK	$616K	6630	0.63%	SOLE
39	CLOROX CO	COMMON STOCK	$430K	4145	0.44%	SOLE
40	WALMART INC	COMMON STOCK	$417K	3355	0.43%	SOLE
41	COMCAST CORP NEW CLASS A	COMMON STOCK	$410K	14277	0.42%	SOLE
42	TRUIST FINL CORP	COMMON STOCK	$409K	8901	0.42%	SOLE
43	OMNICOM GROUP INC	COMMON STOCK	$408K	5414	0.42%	SOLE
44	GE AEROSPACE	COMMON STOCK	$312K	1100	0.32%	SOLE
45	ILLINOIS TOOL WKS INC	COMMON STOCK	$298K	1143	0.30%	SOLE
46	CHUBB LTD F	FOREIGN ORDINARIES	$274K	842	0.28%	SOLE
47	NORFOLK SOUTHN CORP	COMMON STOCK	$263K	918	0.27%	SOLE
48	SYSCO CORP	COMMON STOCK	$237K	3320	0.24%	SOLE
49	DUKE ENERGY CORP NEW	COMMON STOCK	$224K	1707	0.23%	SOLE
50	LOGITECH INTERNTNL S FCLASS CLASS N	FOREIGN ORDINARIES	$212K	2325	0.22%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.