Walsky Investment Management, Inc.

Q1 2026 13F-HR Holdings

Location
Wyomissing, PA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$97,973
Net value change ($000)
-228 (-0.2%)
New positions
1
Sold out positions
3
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 834 64.8%
JNJ 654 20.0%
APD 550 18.1%
TSM 442 17.9%
HON 416 17.2%
MRK 387 24.6%
GE 312 NEW
SO 301 10.2%
ETN 264 15.4%
CL 257 10.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,722 -24.0%
V -902 -15.1%
UNH -871 -100.0%
SPGI -715 -20.7%
LLY -502 -8.8%
ABT -356 -14.7%
DASH -284 -100.0%
SJM -272 -100.0%
ADP -222 -21.0%
AAPL -219 -8.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type