account_balance
Investment manager · 13F filer · SEC CIK 2110046
Walsky Investment Management, Inc.
Reported value$108Mas of Jun 30, 2026
Positions52 4 new, 2 sold out
Top 10 weight42.7%LLY alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LLYELI Lilly & Co
6.0%Trimmed −4%
VVisa Inc.
5.3%
MSFTMicrosoft Corp
5.1%
TXNTexas Instruments Inc
4.4%
BNYBank of New York Mellon Corp
4.2%Trimmed −3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.8%
JNJJohnson & Johnson
3.8%
UNPUnion Pacific Corp
3.4%
APDAir Products & Chemicals, Inc.
3.3%
PNCPNC Financial Services Group, Inc.
3.3%
MCDMcDonald's Corp
3.3%
STTState Street Corp
3.2%
LLYELI Lilly & Co
6.0%−4%
VVisa Inc.
5.3%
MSFTMicrosoft Corp
5.1%
TXNTexas Instruments Inc
4.4%
BNYBank of New York Mellon Corp
4.2%−3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.8%
JNJJohnson & Johnson
3.8%
UNPUnion Pacific Corp
3.4%
APDAir Products & Chemicals, Inc.
3.3%
PNCPNC Financial Services Group, Inc.
3.3%
MCDMcDonald's Corp
3.3%
STTState Street Corp
3.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LLY ELI Lilly & Co 6.0% Trimmed −4%V Visa Inc. 5.3% HeldMSFT Microsoft Corp 5.1% HeldTXN Texas Instruments Inc 4.4% HeldBNY Bank of New York Mellon Corp 4.2% Trimmed −3%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.8% HeldJNJ Johnson & Johnson 3.8% HeldUNP Union Pacific Corp 3.4% HeldAPD Air Products & Chemicals, Inc. 3.3% HeldPNC PNC Financial Services Group, Inc. 3.3% HeldMCD McDonald's Corp 3.3% HeldSTT State Street Corp 3.2% Held
What changed
Biggest moves since Mar 31, 2026
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