Walsky Investment Management, Inc.
All 13F Filings
- Location
- Wyomissing, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 97,973
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 50 | 97,973 | 13F-HR | Walsky Investment Management, Inc. |
| Q4 2025 | 2/10/2026 | 52 | 98,201 | 13F-HR | Walsky Investment Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.97 K | 100.0% | 0 | 229 | -229 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
97,973
Holdings
50
QoQ value change ($000)
-228
(-0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.