WALSKY INVESTMENT MANAGEMENT, INC.

PrivateCIK: 2110046
Location

WYOMISSING, PA

50
Positions
$97.97M
Total AUM (reported)
604.04K
Total Shares

Allocation by class

TOTAL AUM$97.97M50 positions
COMMON STOCK$90.99M92.9%
AMERICAN DEPOSITORY$4.52M4.6%
FOREIGN ORDINARIES$2.46M2.5%

Portfolio Concentration

Top 316.0%4–1025.7%11–2539.4%Rest18.9%TOP 1041.7%0%100%
Top 3$15.72M16.0%
4–10$25.17M25.7%
11–25$38.62M39.4%
Rest$18.47M18.9%

Top 3 weight

16.0%

Top 10 weight

41.7%

Voting Authority Distribution

Total shares with voting rights: 604.04K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

604.04K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole50
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings50
Rows:

MICROSOFT CORP

SOLE
COMMON STOCK
Shares14.74K
TypeSH
Market value$5.46M
5.57%
Sole
0.00
Shared
0.00
None
14.74K

ELI LILLY AND CO

SOLE
COMMON STOCK
Shares5.63K
TypeSH
Market value$5.18M
5.29%
Sole
0.00
Shared
0.00
None
5.63K

VISA INC CLASS CLASS A

SOLE
COMMON STOCK
Shares16.80K
TypeSH
Market value$5.08M
5.18%
Sole
0.00
Shared
0.00
None
16.80K

MCDONALDS CORP

SOLE
COMMON STOCK
Shares12.93K
TypeSH
Market value$4.02M
4.10%
Sole
0.00
Shared
0.00
None
12.93K

JOHNSON & JOHNSON

SOLE
COMMON STOCK
Shares16.03K
TypeSH
Market value$3.92M
4.00%
Sole
0.00
Shared
0.00
None
16.03K

BANK NEW YORK MELLON COR

SOLE
COMMON STOCK
Shares32.47K
TypeSH
Market value$3.85M
3.93%
Sole
0.00
Shared
0.00
None
32.47K

AIR PRODS & CHEMS INC

SOLE
COMMON STOCK
Shares12.35K
TypeSH
Market value$3.59M
3.66%
Sole
0.00
Shared
0.00
None
12.35K

PROCTER & GAMBLE CO

SOLE
COMMON STOCK
Shares22.66K
TypeSH
Market value$3.27M
3.34%
Sole
0.00
Shared
0.00
None
22.66K

UNION PAC CORP

SOLE
COMMON STOCK
Shares13.48K
TypeSH
Market value$3.27M
3.34%
Sole
0.00
Shared
0.00
None
13.48K

SOUTHERN CO

SOLE
COMMON STOCK
Shares33.86K
TypeSH
Market value$3.25M
3.32%
Sole
0.00
Shared
0.00
None
33.86K

TEXAS INSTRS INC

SOLE
COMMON STOCK
Shares16.10K
TypeSH
Market value$3.13M
3.19%
Sole
0.00
Shared
0.00
None
16.10K

PNC FINL SERVICES

SOLE
COMMON STOCK
Shares14.48K
TypeSH
Market value$3.01M
3.08%
Sole
0.00
Shared
0.00
None
14.48K

TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

SOLE
AMERICAN DEPOSITORY
Shares8.61K
TypeSH
Market value$2.91M
2.97%
Sole
0.00
Shared
0.00
None
8.61K

HONEYWELL INTL INC

SOLE
COMMON STOCK
Shares12.57K
TypeSH
Market value$2.84M
2.90%
Sole
0.00
Shared
0.00
None
12.57K

COLGATE PALMOLIVE CO

SOLE
COMMON STOCK
Shares32.90K
TypeSH
Market value$2.80M
2.86%
Sole
0.00
Shared
0.00
None
32.90K

JPMORGAN CHASE & CO

SOLE
COMMON STOCK
Shares9.49K
TypeSH
Market value$2.79M
2.85%
Sole
0.00
Shared
0.00
None
9.49K

UGI CORP NEW

SOLE
COMMON STOCK
Shares75.27K
TypeSH
Market value$2.74M
2.80%
Sole
0.00
Shared
0.00
None
75.27K

S&P GLOBAL INC

SOLE
COMMON STOCK
Shares6.44K
TypeSH
Market value$2.74M
2.79%
Sole
0.00
Shared
0.00
None
6.44K

STATE STR CORP

SOLE
COMMON STOCK
Shares20.15K
TypeSH
Market value$2.55M
2.60%
Sole
0.00
Shared
0.00
None
20.15K

ALPHABET INC CLASS CLASS C

SOLE
COMMON STOCK
Shares8.73K
TypeSH
Market value$2.50M
2.56%
Sole
0.00
Shared
0.00
None
8.73K

APPLE INC

SOLE
COMMON STOCK
Shares9.73K
TypeSH
Market value$2.47M
2.52%
Sole
0.00
Shared
0.00
None
9.73K

EXXON MOBIL CORP

SOLE
COMMON STOCK
Shares12.50K
TypeSH
Market value$2.12M
2.16%
Sole
0.00
Shared
0.00
None
12.50K

ABBOTT LABS

SOLE
COMMON STOCK
Shares20.17K
TypeSH
Market value$2.07M
2.11%
Sole
0.00
Shared
0.00
None
20.17K

EATON CORP PLC F

SOLE
FOREIGN ORDINARIES
Shares5.51K
TypeSH
Market value$1.97M
2.01%
Sole
0.00
Shared
0.00
None
5.51K

MERCK & CO. INC.

SOLE
COMMON STOCK
Shares16.32K
TypeSH
Market value$1.96M
2.00%
Sole
0.00
Shared
0.00
None
16.32K
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