SEC Form 13F

Walsky Investment Management, Inc. 13F Holdings

Inspect Walsky Investment Management, Inc.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-15T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-15
Reported value
$107,689,225
Positions
52

Read this manager's filing book

Step 1 of 3

Disclosed positions

Walsky Investment Management, Inc.: source evidence dated 2026-08-15T03:59:59.999Z.

Issuer
ELI LILLY AND CO
Ticker
LLY
Class
COMMON STOCK
Reported value
$6,476,922
Reported amount
5,400
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002110046-26-000004
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Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions

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ELI LILLY AND COLLYCOMMON STOCK$6,476,9225,400SHNone
VISA INC CLASS AVCOMMON STOCK$5,724,80016,686SHNone
MICROSOFT CORPMSFTCOMMON STOCK$5,453,92514,621SHNone
TEXAS INSTRS INCTXNCOMMON STOCK$4,705,63115,787SHNone
BANK NEW YORK MELLON CORBNYCOMMON STOCK$4,570,25431,604SHNone
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHSTSMAMERICAN DEPOSITORY$4,126,2058,640SHNone
JOHNSON & JOHNSONJNJCOMMON STOCK$4,083,07616,077SHNone
UNION PAC CORPUNPCOMMON STOCK$3,671,18413,497SHNone
AIR PRODS & CHEMS INCAPDCOMMON STOCK$3,594,68012,261SHNone
PNC FINL SERVICESPNCCOMMON STOCK$3,542,86014,389SHNone
MCDONALDS CORPMCDCOMMON STOCK$3,509,70512,984SHNone
STATE STR CORPSTTCOMMON STOCK$3,441,69320,293SHNone
PROCTER & GAMBLE COPGCOMMON STOCK$3,348,81822,837SHNone
SOUTHERN COSOCOMMON STOCK$3,213,46333,575SHNone
ALPHABET INC CLASS CGOOGCOMMON STOCK$3,097,2918,766SHNone
JPMORGAN CHASE & COJPMCOMMON STOCK$3,048,0979,312SHNone
COLGATE PALMOLIVE COCLCOMMON STOCK$3,042,03433,181SHNone
APPLE INCAAPLCOMMON STOCK$2,856,8519,873SHNone
S&P GLOBAL INCSPGICOMMON STOCK$2,593,4326,368SHNone
UGI CORP NEWUGICOMMON STOCK$2,591,01875,015SHNone
EATON CORP PLC FETNFOREIGN ORDINARIES$2,262,6975,310SHNone
MERCK & CO INCMRKCOMMON STOCK$2,133,74316,605SHNone
ABBOTT LABSABTCOMMON STOCK$1,890,38620,833SHNone
LAM RESH CORPLRCXCOMMON STOCK$1,766,6864,077SHNone
EXXON MOBIL CORPXOMCOMMON STOCK$1,709,00012,500SHNone
NOVARTIS AG FNVSAMERICAN DEPOSITORY$1,646,65710,507SHNone
AMGEN INCAMGNCOMMON STOCK$1,502,0744,148SHNone
EMERSON ELEC COEMRCOMMON STOCK$1,449,68010,127SHNone
LOWES COS INCLOWCOMMON STOCK$1,411,3566,401SHNone
HONEYWELL INTL INCHONCOMMON STOCK$1,379,0006,159SHNone
HONEYWELL AEROSPACE INCHONACOMMON STOCK$1,361,6326,159SHNone
PEPSICO INCPEPCOMMON STOCK$1,309,7249,673SHNone
QUALCOMM INCQCOMCOMMON STOCK$1,282,2586,939SHNone
CSX CORPCSXCOMMON STOCK$1,263,82326,590SHNone
SHERWIN-WILLIAMS COSHWCOMMON STOCK$1,169,3113,396SHNone
WELLS FARGO & COWFCCOMMON STOCK$937,30311,342SHNone
AUTOMATIC DATA PROCESSINADPCOMMON STOCK$919,5394,106SHNone
CHEVRON CORP NEWCVXCOMMON STOCK$775,4254,678SHNone
NEXTERA ENERGY INCNEECOMMON STOCK$581,9156,630SHNone
TRUIST FINL CORPTFCCOMMON STOCK$443,4488,901SHNone
GE AEROSPACEGECOMMON STOCK$429,7901,150SHNone
CLOROX COCLXCOMMON STOCK$395,5994,145SHNone
OMNICOM GROUP INCOMCCOMMON STOCK$394,3025,414SHNone
WALMART INCWMTCOMMON STOCK$379,9873,355SHNone
COMCAST CORP NEW CLASS ACMCSACOMMON STOCK$350,50014,277SHNone
SCHWAB GOVT MONEY MKT ETFSGVTUIT EXCHANGE TRADED$322,9723,206SHNone
ILLINOIS TOOL WKS INCITWCOMMON STOCK$309,1471,143SHNone
CHUBB LTD FCBFOREIGN ORDINARIES$286,903842SHNone
SYSCO CORPSYYCOMMON STOCK$277,4863,320SHNone
LOGITECH INTERNTNL S FCLASS NLOGIFOREIGN ORDINARIES$218,6432,325SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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