Walsky Investment Management, Inc.
Q4 2025 13F Holdings
- Locationwyomissing, PA
- Num holdings
52
- Value ($000)
$98,201
- Date Filed02/10/2026
- Form type13F-HR
- CIK0002110046
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COMMON STOCK | 594918104 | $7.18M | 7 % | 14,844 | ||
VISA INC | COMMON STOCK | 92826C839 | $5.98M | 6 % | 17,050 | ||
ELI LILLY AND CO | COMMON STOCK | 532457108 | $5.69M | 6 % | 5,290 | ||
MCDONALDS CORP | COMMON STOCK | 580135101 | $3.93M | 4 % | 12,870 | ||
BANK NEW YORK MELLON COR | COMMON STOCK | 064058100 | $3.68M | 4 % | 31,738 | ||
S&P GLOBAL INC | COMMON STOCK | 78409V104 | $3.45M | 4 % | 6,607 | ||
UNION PAC CORP | COMMON STOCK | 907818108 | $3.27M | 3 % | 14,152 | ||
JOHNSON & JOHNSON | COMMON STOCK | 478160104 | $3.26M | 3 % | 15,766 | ||
PROCTER & GAMBLE CO | COMMON STOCK | 742718109 | $3.13M | 3 % | 21,846 | ||
AIR PRODS & CHEMS INC | COMMON STOCK | 009158106 | $3.04M | 3 % | 12,299 |
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