Walsky Investment Management, Inc. - Portfolio overview

Walsky Investment Management, Inc. has 50 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 5.57%
2. LLY - ELI LILLY AND CO, 5.29%
3. V - VISA INC CLASS CLASS A, 5.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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