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CIK: 0002110046
Total reported value
$107.7M
$107.7M
52 檔
24.6%
As reported in its official Q4 2025 Form 13F filing, Walsky Investment Management, Inc.'s tracked investment portfolio stood at $107.7M with 52 total positions.
During Q4 2025, Walsky Investment Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.31% | -0.51% | — | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 6.09% | +0.14% | — | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.79% | +0.72% | — | |
| 4 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.01% | -0.84% | — | |
| 5 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 3.75% | +0.31% | — | |
| 6 | SPGI | S&p Global Inc | Stock-Financials | 3.52% | -0.39% | — | |
| 7 | UNP | Union Pacific CORP | Stock-Industrials | 3.33% | +0.07% | — | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.32% | -0.21% | — | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.19% | -0.23% | — | |
| 10 | APD | Air Products & Chemicals Inc | Stock-Materials | 3.09% | -0.32% | — | |
| 11 | PNC | Pnc Financial Services Group | Stock-Financials | 3.03% | +0.21% | — | |
| 12 | SO | Southern Co/the | Stock-Utilities | 3.01% | -0.34% | — | |
| 13 | TXN | Texas Instruments Inc | Stock-Tech | 2.99% | +1.18% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.93% | -0.02% | — | |
| 15 | UGI | Ugi CORP | Stock-Utilities | 2.87% | -0.39% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.13% | — | |
| 17 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.59% | -0.04% | — | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.51% | +0.86% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.50% | +0.32% | — | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 2.47% | -0.35% | — | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 2.47% | -2.90% | EXIT | |
| 22 | STT | State Street CORP | Stock-Financials | 2.45% | +0.60% | — | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.74% | +0.09% | — | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.60% | -0.02% | — | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.58% | -0.24% | — | |
| 26 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.42% | -0.12% | — | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.41% | -0.31% | — | |
| 28 | EMR | Emerson Electric Co | Stock-Industrials | 1.37% | — | — | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.37% | -0.10% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.31% | -0.57% | — | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 1.08% | — | — | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 1.07% | +0.32% | — | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.01% | +0.01% | — | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.90% | +0.02% | — | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.89% | — | — | |
| 36 | CSX | Csx CORP | Stock-Industrials | 0.87% | +0.10% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.30% | — | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 0.69% | +0.71% | — | |
| 39 | OMC | Omnicom Group | Stock-Comm Services | 0.55% | -0.05% | — | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | -0.09% | — | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.54% | -0.09% | — | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.45% | -0.01% | — | |
| 43 | CLX | Clorox Company | Stock-Consumer Staples | 0.43% | -0.07% | — | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.08% | — | |
| 45 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.29% | +0.20% | NEW | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.29% | -0.01% | — | |
| 47 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.28% | — | — | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.27% | -0.27% | EXIT | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.27% | -0.01% | — | |
| 50 | SYY | Sysco CORP | Stock-Consumer Staples | 0.25% | +0.02% | — |
According to official SEC Form 13F filings, Walsky Investment Management, Inc. reported a total U.S. public equity portfolio value of $107.7M across 52 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, V, LLY) accounted for 24.6% of total reported equity market value during Q4 2025.
During Q4 2025, Walsky Investment Management, Inc.'s top holdings by market value included MSFT (7.3%)、V (6.1%)、LLY (5.8%). The largest single position, MSFT, represented 7.3% of total portfolio value.
In Q4 2025, Walsky Investment Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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