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WIM
Walsky Investment Management Portfolio holdings
AUM
$108M
This Fund
S&P 500
This Quarter
Est. Return
+4.18%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.2M
AUM Growth
–
Cap. Flow
+$96.3M
Cap. Flow
% of AUM
98.06%
Top 10 Holdings %
Top 10 Hldgs %
43.4%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$7.44M |
| 2 |
Visa
V
|
+$5.81M |
| 3 |
Eli Lilly
LLY
|
+$5.06M |
| 4 |
McDonald's
MCD
|
+$3.94M |
| 5 |
BNY
Bank of New York Mellon
BNY
|
+$3.51M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 23.38% |
| 2 | Technology | 18.61% |
| 3 | Healthcare | 16.87% |
| 4 | Industrials | 10.35% |
| 5 | Consumer Staples | 8.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Novartis
NVS
$299B
| $1.39M | 1.42% |
+10,102
| New | +$1.32M |
|
27
PepsiCo
PEP
$194B
| $1.39M | 1.41% |
+9,673
| New | +$1.42M |
|
28
Emerson Electric
EMR
$88.3B
| $1.35M | 1.37% |
+10,157
| New | +$1.35M |
|
29
Amgen
AMGN
$238B
| $1.35M | 1.37% |
+4,116
| New | +$1.31M |
|
30
ExxonMobil
XOM
$650B
| $1.29M | 1.31% |
+10,695
| New | +$1.24M |
|
31
Automatic Data Processing
ADP
$112B
| $1.06M | 1.08% |
+4,106
| New | +$1.09M |
|
32
Qualcomm
QCOM
$175B
| $1.05M | 1.07% |
+6,130
| New | +$1.05M |
|
33
Sherwin-Williams
SHW
$84.6B
| $997K | 1.02% |
+3,076
| New | +$1.03M |
|
34
Wells Fargo
WFC
$258B
| $881K | 0.9% |
+9,458
| New | +$821K |
|
35
UnitedHealth
UNH
$360B
| $871K | 0.89% |
+2,639
| New | +$894K |
|
36
CSX Corp
CSX
$95.9B
| $858K | 0.87% |
+23,670
| New | +$847K |
|
37
Chevron
CVX
$393B
| $753K | 0.77% |
+4,938
| New | +$752K |
|
38
Lam Research
LRCX
$392B
| $675K | 0.69% |
+3,945
| New | +$614K |
|
39
Omnicom Group
OMC
$24.1B
| $537K | 0.55% |
+6,649
| New | +$508K |
|
40
NextEra Energy
NEE
$176B
| $532K | 0.54% |
+6,630
| New | +$549K |
|
41
Comcast
CMCSA
$96.5B
| $530K | 0.54% |
+17,747
| New | +$506K |
|
42
Truist Financial
TFC
$61.9B
| $438K | 0.45% |
+8,901
| New | +$410K |
|
43
Clorox
CLX
$12.6B
| $418K | 0.43% |
+4,145
| New | +$450K |
|
44
Walmart Inc
WMT
$830B
| $374K | 0.38% |
+3,355
| New | +$360K |
|
45
DoorDash
DASH
$103B
| $284K | 0.29% |
+1,255
| New | +$294K |
|
46
Illinois Tool Works
ITW
$81.3B
| $282K | 0.29% |
+1,143
| New | +$285K |
|
47
J.M. Smucker
SJM
$14B
| $272K | 0.28% |
+2,785
| New | +$288K |
|
48
Norfolk Southern
NSC
$79.2B
| $265K | 0.27% |
+918
| New | +$265K |
|
49
Chubb
CB
$133B
| $263K | 0.27% |
+842
| New | +$246K |
|
50
Sysco
SYY
$39.9B
| $245K | 0.25% |
+3,320
| New | +$253K |
|
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Walsky Investment Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Walsky Investment Management, which disclosed 52 positions worth $98.2M. Its ten largest holdings account for 43% of the portfolio.
Its largest position is Microsoft: 14,844 shares worth $7.18M.
By sector, the portfolio is most concentrated in Financials at 23% of assets, followed by Technology and Healthcare.
- Walsky Investment Management's largest Q4 2025 buy was Microsoft: 14,844 shares worth $7.18M.
- Walsky Investment Management's ten largest holdings make up 43% of its $98.2M portfolio in Q4 2025.
- Walsky Investment Management disclosed 52 positions in Q4 2025, its first 13F filing on record.
Based on Walsky Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.