DOSSIER · 13F-HR · Q2 2026

Walsky Investment Management, Inc.

$108M in tracked AUM across 52 positions as of Q2 2026.

WI
CIK 0002110046 · last filed Jun 30, 2026
Total AUM
$108M
as of Q2 2026
Holdings
52
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Walsky Investment Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LLY
ELI LILLY AND CO
$6M5K6.0%
02
V
VISA INC CLASS A
$6M17K5.3%
03
MSFT
MICROSOFT CORP
$5M15K5.1%
04
TXN
TEXAS INSTRS INC
$5M16K4.4%
05
BK
BANK NEW YORK MELLON COR
$5M32K4.2%
06
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
$4M9K3.8%
07
JNJ
JOHNSON & JOHNSON
$4M16K3.8%
08
UNP
UNION PAC CORP
$4M13K3.4%
09
APD
AIR PRODS & CHEMS INC
$4M12K3.3%
10
PNC
PNC FINL SERVICES
$4M14K3.3%

Filing history

2026Q2Jun 30
$108M 9.9%
52 positionsView →
2026Q1Mar 31
$98M 0.2%
50 positionsView →
2025Q4Dec 31
$98M
52 positionsView →