Walsky Investment Management
WYOMISSING, PAfiles as Walsky Investment Management, Inc.
$108m in 52 US stocks at the end of 30 June 2026. The top 10 are 42.7% of the money. It changed about 9.1% of the portfolio this quarter.
Value
$108m
Stocks
52
Top 10 share
42.7%
Turnover
9.1%
What changed this quarter
New
Bought for the first time this quarter.
- Honeywell InternationalHON1.3% of the fund
- Honeywell AerospaceHONA1.3% of the fund
- Schwab Strategic TRSGVT0.3% of the fund
- Cardinal HealthCAH0.2% of the fund
- DoorDashDASH0.2% of the fund
Added
Bought more of a stock they already held.
- Abbott LaboratoriesABT1.8% of the fund+3%
- QualcommQCOM1.2% of the fund+5%
- CSXCSX1.2% of the fund+4%
- Sherwin-WilliamsSHW1.1% of the fund+3%
- Wells Fargo & CompanyWFC0.9% of the fund+8%
- General ElectricGE0.4% of the fund+5%
Cut
Sold some of their stake.
- Eli LillyLLY6.0% of the fund-4%
- Bank of New York MellonBNY4.2% of the fund-3%
- EatonETN2.1% of the fund-4%
- Lam ResearchLRCX1.6% of the fund-4%
- ChevronCVX0.7% of the fund-3%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Norfolk SouthernNSC-100%
- Duke EnergyDUK-100%
Holdings
- Honeywell AerospaceHONA
- Share
- 1.3%
- Value
- $1m
- Shares
- 6,159
New
- Schwab Strategic TRSGVT
- Share
- 0.3%
- Value
- $322,972
- Shares
- 3,206
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Eli LillyLLY | 6.0% | $6m | 5,400 | -4% |
| VisaV | 5.3% | $6m | 16,686 | Held |
| MicrosoftMSFT | 5.1% | $5m | 14,621 | Held |
| Texas InstrumentsTXN | 4.4% | $5m | 15,787 | Held |
| Bank of New York MellonBNY | 4.2% | $5m | 31,604 | -3% |
| Taiwan Semiconductor ManufacturingTSM | 3.8% | $4m | 8,640 | Held |
| Johnson & JohnsonJNJ | 3.8% | $4m | 16,077 | Held |
| Union PacificUNP | 3.4% | $4m | 13,497 | Held |
| Air Products & ChemicalsAPD | 3.3% | $4m | 12,261 | Held |
| PNC Financial Services GroupPNC | 3.3% | $4m | 14,389 | Held |
| McDonald'sMCD | 3.3% | $4m | 12,984 | Held |
| State StreetSTT | 3.2% | $3m | 20,293 | Held |
| Procter & GamblePG | 3.1% | $3m | 22,837 | Held |
| Southern CompanySO | 3.0% | $3m | 33,575 | Held |
| AlphabetGOOG | 2.9% | $3m | 8,766 | Held |
| JPMorgan ChaseJPM | 2.8% | $3m | 9,312 | Held |
| Colgate-PalmoliveCL | 2.8% | $3m | 33,181 | Held |
| AppleAAPL | 2.7% | $3m | 9,873 | Held |
| S&P GlobalSPGI | 2.4% | $3m | 6,368 | Held |
| UGIUGI | 2.4% | $3m | 75,015 | Held |
| EatonETN | 2.1% | $2m | 5,310 | -4% |
| MerckMRK | 2.0% | $2m | 16,605 | Held |
| Abbott LaboratoriesABT | 1.8% | $2m | 20,833 | +3% |
| Lam ResearchLRCX | 1.6% | $2m | 4,077 | -4% |
| ExxonMobil HoldingsXOM | 1.6% | $2m | 12,500 | Held |
| Novartis AGNVS | 1.5% | $2m | 10,507 | Held |
| AmgenAMGN | 1.4% | $2m | 4,148 | Held |
| Emerson ElectricEMR | 1.3% | $1m | 10,127 | Held |
| Lowe's CompaniesLOW | 1.3% | $1m | 6,401 | Held |
| Honeywell InternationalHON | 1.3% | $1m | 6,159 | New |
| Honeywell AerospaceHONA | 1.3% | $1m | 6,159 | New |
| PepsiCoPEP | 1.2% | $1m | 9,673 | Held |
| QualcommQCOM | 1.2% | $1m | 6,939 | +5% |
| CSXCSX | 1.2% | $1m | 26,590 | +4% |
| Sherwin-WilliamsSHW | 1.1% | $1m | 3,396 | +3% |
| Wells Fargo & CompanyWFC | 0.9% | $937,303 | 11,342 | +8% |
| Automatic Data ProcessingADP | 0.9% | $919,539 | 4,106 | Held |
| ChevronCVX | 0.7% | $775,425 | 4,678 | -3% |
| NextEra EnergyNEE | 0.5% | $581,915 | 6,630 | Held |
| Truist FinancialTFC | 0.4% | $443,448 | 8,901 | Held |
| General ElectricGE | 0.4% | $429,790 | 1,150 | +5% |
| CloroxCLX | 0.4% | $395,599 | 4,145 | Held |
| Omnicom GroupOMC | 0.4% | $394,302 | 5,414 | Held |
| WalmartWMT | 0.4% | $379,987 | 3,355 | Held |
| ComcastCMCSA | 0.3% | $350,500 | 14,277 | Held |
| Schwab Strategic TRSGVT | 0.3% | $322,972 | 3,206 | New |
| Illinois Tool WorksITW | 0.3% | $309,147 | 1,143 | Held |
| ChubbCB | 0.3% | $286,903 | 842 | Held |
| SyscoSYY | 0.3% | $277,486 | 3,320 | Held |
| Logitech InternationalLOGI | 0.2% | $218,643 | 2,325 | Held |
| Cardinal HealthCAH | 0.2% | $218,555 | 920 | New |
| DoorDashDASH | 0.2% | $217,745 | 1,180 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 9.7% since 31 December 2025.
Where the money is
Financial services22.8%
Technology19.0%
Health care16.7%
Industrials12.1%
Everyday goods8.1%
Utilities5.9%
Retail & consumer4.8%
Materials4.4%
Media & telecom3.6%
Energy2.3%
Other0.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.