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The Analysis of Walsky Investment Management, Inc.'s Holdings & P&L

Currently, Walsky Investment Management, Inc. holds 50 types of securities in its portfolio with a total value $98.0M. In the most recent quarter, they have increased their positions in LLY (+345 shares, valued at $317.3K), N/A (+1.1K shares, valued at $312.1K), XOM (+1.8K shares, valued at $306.2K); decreased their positions in UNP (-670 shares, valued at $162.6K), TXN (-800 shares, valued at $155.3K), CMCSA (-3.5K shares, valued at $99.6K); initiated new positions in N/A (+1.1K shares, valued at $312.1K).

1M P&L

+3.2M+3.51%

3M P&L

+5.4M+6.07%

HY P&L

+6.1M+7.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General12.2M

13.5%

2Banks - Diversified7.5M

8.3%

3Semiconductors6.9M

7.6%

Top Industries by Stock Count

1Drug Manufacturers - General4 stocks

9.1%

2Railroads3 stocks

6.8%

3Household & Personal Products3 stocks

6.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP14.7K shares-0.69%2026-03-312026-05-15

LLY ELI LILLY AND CO5.6K shares6.52%2026-03-312026-05-15

V VISA INC CLASS CLASS A16.8K shares-1.47%2026-03-312026-05-15

MCD MCDONALDS CORP12.9K shares0.44%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON16.0K shares1.65%2026-03-312026-05-15

BK BANK NEW YORK MELLON COR32.5K shares2.30%2026-03-312026-05-15

APD AIR PRODS & CHEMS INC12.4K shares0.44%2026-03-312026-05-15

PG PROCTER & GAMBLE CO22.7K shares3.73%2026-03-312026-05-15

Sponsored

UNP UNION PAC CORP13.5K shares-4.73%2026-03-312026-05-15

SO SOUTHERN CO33.9K shares0.00%2026-03-312026-05-15

TXN TEXAS INSTRS INC16.1K shares-4.73%2026-03-312026-05-15

PNC PNC FINL SERVICES14.5K shares1.65%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS8.6K shares6.06%2026-03-312026-05-15

HON HONEYWELL INTL INC12.6K shares1.13%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO32.9K shares2.07%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO9.5K shares6.13%2026-03-312026-05-15

Sponsored

UGI UGI CORP NEW75.3K shares0.12%2026-03-312026-05-15

SPGI S&P GLOBAL INC6.4K shares-2.56%2026-03-312026-05-15

STT STATE STR CORP20.1K shares7.90%2026-03-312026-05-15

ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C8.7K shares11.75%2026-03-312026-05-15

AAPL APPLE INC9.7K shares-1.58%2026-03-312026-05-15

XOM EXXON MOBIL CORP12.5K shares16.88%2026-03-312026-05-15

ABT ABBOTT LABS20.2K shares4.13%2026-03-312026-05-15

EATON CORP PLC F EATON CORP PLC F5.5K shares2.80%2026-03-312026-05-15

Sponsored

MERCK & CO. INC. MERCK & CO. INC.16.3K shares8.98%2026-03-312026-05-15

NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS10.6K shares4.65%2026-03-312026-05-15

LOW LOWES COS INC6.4K shares0.00%2026-03-312026-05-15

PEP PEPSICO INC9.7K shares0.00%2026-03-312026-05-15

AMGN AMGEN INC4.1K shares0.78%2026-03-312026-05-15

EMR EMERSON ELEC CO10.1K shares-0.30%2026-03-312026-05-15

SHW SHERWIN-WILLIAMS CO3.3K shares7.15%2026-03-312026-05-15

CSX CSX CORP25.5K shares7.69%2026-03-312026-05-15

Sponsored

CVX CHEVRON CORP NEW4.8K shares-2.03%2026-03-312026-05-15

LAM RESH CORP LAM RESH CORP4.3K shares7.73%2026-03-312026-05-15

QCOM QUALCOMM INC6.6K shares7.99%2026-03-312026-05-15

WFC WELLS FARGO & CO10.5K shares10.93%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSIN4.1K shares0.00%2026-03-312026-05-15

NEE NEXTERA ENERGY INC6.6K shares0.00%2026-03-312026-05-15

CLX CLOROX CO4.1K shares0.00%2026-03-312026-05-15

WMT WALMART INC3.4K shares0.00%2026-03-312026-05-15

Sponsored

CMCSA COMCAST CORP NEW CLASS A14.3K shares-19.55%2026-03-312026-05-15

TFC TRUIST FINL CORP8.9K shares0.00%2026-03-312026-05-15

OMC OMNICOM GROUP INC5.4K shares-18.57%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE1.1K sharesnew addition2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC1.1K shares0.00%2026-03-312026-05-15

CB CHUBB LTD F842 shares0.00%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP918 shares0.00%2026-03-312026-05-15

SYY SYSCO CORP3.3K shares0.00%2026-03-312026-05-15

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K shares0.00%2026-03-312026-05-15

LOGI LOGITECH INTERNTNL S FCLASS CLASS N2.3K shares0.00%2026-03-312026-05-15

MSFT

MICROSOFT CORP

-0.69%

Shares14.7K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY AND CO

6.52%

Shares5.6K

Event2026-03-31

Filed2026-05-15

VISA INC CLASS CLASS A

-1.47%

Shares16.8K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

0.44%

Shares12.9K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

1.65%

Shares16.0K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON COR

2.30%

Shares32.5K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODS & CHEMS INC

0.44%

Shares12.4K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

3.73%

Shares22.7K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-4.73%

Shares13.5K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

0.00%

Shares33.9K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-4.73%

Shares16.1K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SERVICES

1.65%

Shares14.5K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

6.06%

Shares8.6K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

1.13%

Shares12.6K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

2.07%

Shares32.9K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

6.13%

Shares9.5K

Event2026-03-31

Filed2026-05-15

UGI

UGI CORP NEW

0.12%

Shares75.3K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

-2.56%

Shares6.4K

Event2026-03-31

Filed2026-05-15

STT

STATE STR CORP

7.90%

Shares20.1K

Event2026-03-31

Filed2026-05-15

ALPHABET INC CLASS CLASS C

11.75%

Shares8.7K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-1.58%

Shares9.7K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

16.88%

Shares12.5K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABS

4.13%

Shares20.2K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC F

2.80%

Shares5.5K

Event2026-03-31

Filed2026-05-15

MERCK & CO. INC.

8.98%

Shares16.3K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS

4.65%

Shares10.6K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

0.78%

Shares4.1K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

-0.30%

Shares10.1K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN-WILLIAMS CO

7.15%

Shares3.3K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

7.69%

Shares25.5K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORP NEW

-2.03%

Shares4.8K

Event2026-03-31

Filed2026-05-15

LAM RESH CORP

7.73%

Shares4.3K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

7.99%

Shares6.6K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

10.93%

Shares10.5K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSIN

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-15

CLX

CLOROX CO

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW CLASS A

-19.55%

Shares14.3K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-15

OMC

OMNICOM GROUP INC

-18.57%

Shares5.4K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

CHUBB LTD F

0.00%

Shares842

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

0.00%

Shares918

Event2026-03-31

Filed2026-05-15

SYY

SYSCO CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

LOGI

LOGITECH INTERNTNL S FCLASS CLASS N

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available