Walsky Investment Management, Inc.

Q2 2026 13F-HR Holdings

Location
Wyomissing, PA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$107,689
Net value change ($000)
+9,716 (9.9%)
New positions
5
Sold out positions
3
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
TXN 1,580 50.5%
HONEYWELL INTL INC 1,379 NEW
HONEYWELL AEROSPACE INC 1,362 NEW
LLY 1,294 25.0%
TSM 1,217 41.8%
STT 892 35.0%
LRCX 859 94.6%
BK 718 18.6%
V 647 12.7%
GOOGL 592 23.6%
Top Reduces (Value $000, Stocks/ETFs)
HON -2,841 -100.0%
MCD -508 -12.6%
XOM -412 -19.4%
NSC -263 -100.0%
CVX -226 -22.6%
DUK -224 -100.0%
PEP -192 -12.8%
ABT -181 -8.7%
UGI -150 -5.5%
SPGI -145 -5.3%
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