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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 %
98.06%
Top 10 Hldgs %
43.4%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$7.44M
2
V icon
Visa
V
+$5.81M
3
LLY icon
Eli Lilly
LLY
+$5.06M
4
MCD icon
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
LOGI icon
51
Logitech
LOGI
$14.3B
$233K 0.24%
+2,325
New +$261K
DUK icon
52
Duke Energy
DUK
$95B
$200K 0.2%
+1,707
New +$208K
1 2
3

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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.