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Samira Kadam

Walsky Investment Management, Inc.

Assets Managed
$97.973M
Holdings
50
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-0.23%(2Q avg: -0.11%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Walsky Investment Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Walsky Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 97.973M in assets, with a quarterly growth rate of -0.23% and a 2-quarter average growth rate of -0.11%. The portfolio is managed by Samira Kadam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -0.68%
5.57%
$5.457M
14,742 shares@ $370.17 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 6.53%
5.3%
$5.183M
5,635 shares@ $919.78 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -1.46%
5.19%
$5.078M
16,800 shares@ $302.24 avg price
MCD
Mcdonald's Corp
Recent Activity
Increased 0.45%
4.11%
$4.018M
12,927 shares@ $310.79 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 1.65%
4%
$3.917M
16,026 shares@ $244.44 avg price
BK
Bank Of New York Mellon Corp
Recent Activity
Increased 2.3%
3.94%
$3.852M
32,467 shares@ $118.63 avg price
APD
Air Products & Chemicals Inc
Recent Activity
Increased 0.44%
3.67%
$3.588M
12,353 shares@ $290.5 avg price
PG
Procter & Gamble Co The
Recent Activity
Increased 3.74%
3.35%
$3.273M
22,661 shares@ $144.45 avg price
UNP
Union Pacific Corp
Recent Activity
Decreased -4.73%
3.34%
$3.271M
13,482 shares@ $242.63 avg price
SO
Southern Co The
Recent Activity
3.33%
$3.253M
33,858 shares@ $96.1 avg price

1-10 of 50