Walsky Investment Management, Inc.
•CIK: 2110046•Filing: Q4 2025
**Walsky Investment Management, Inc.** manages $98M across a portfolio of 52 positions, exhibiting a concentrated, large-cap growth bias. Top holdings reveal significant allocations to technology and healthcare, notably MSFT ($7.2M) and V ($6.0M). The fund maintains substantial exposure to pharmaceuticals and consumer staples, with LLY ($5.7M) and MCD ($3.9M) anchoring key sectors. This positioning suggests a focus on established market leaders with durable revenue streams.
Total AUM
$98.2M
QoQ Performance
N/A
Positions
52
Top 10 Concentration
43.4%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
V
LLY
MSFT7.3%
V6.1%
LLY5.8%
MCD4.0%
BK3.8%
SPGI3.5%
UNP3.3%
JNJ3.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other34.2%
Technology17.3%
Healthcare15.4%
Financial10.2%
Consumer6.0%
Industrial5.8%
Materials4.1%
Utilities3.8%