Institutional Fund
Walsky Investment Management, Inc.
Wyomissing, PACIK 21100462 filings on record
Portfolio Value
$97.97M
Q1 2026
Holdings
50
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-0.2%
from $98.20M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp5.6%
- Eli Lilly & Co5.3%
- Visa Inc5.2%
- Mcdonalds Corp4.1%
- Johnson & Johnson4.0%
- Bank New York Mellon Corp3.9%
- Other71.9%
Portfolio Holdings
50 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 14.7K | $5.46M | 5.6% | −102 | Reduced |
| 2 | Eli Lilly & Co | 5.6K | $5.18M | 5.3% | +345 | Added |
| 3 | Visa Inc | 16.8K | $5.08M | 5.2% | −250 | Reduced |
| 4 | Mcdonalds Corp | 12.9K | $4.02M | 4.1% | +57 | Added |
| 5 | Johnson & Johnson | 16.0K | $3.92M | 4.0% | +260 | Added |
| 6 | Bank New York Mellon Corp | 32.5K | $3.85M | 3.9% | +729 | Added |
| 7 | Air Prods & Chems Inc | 12.4K | $3.59M | 3.7% | +54 | Added |
| 8 | Procter And Gamble Co | 22.7K | $3.27M | 3.3% | +815 | Added |
| 9 | Union Pac Corp | 13.5K | $3.27M | 3.3% | −670 | Reduced |
| 10 | Southern Co | 33.9K | $3.25M | 3.3% | 0 | Held |
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