Walsh & Associates, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 261 distinct positions held by the firm, which is headquartered in Sarasota, Florida.
The largest position disclosed in the portfolio is Apple Inc., for which the firm holds 2,978,620 shares. Other major holdings include NVIDIA Corporation with 2,821,326 shares, and Procter & Gamble with 806,160 shares. The filing also includes significant positions in Microsoft Corporation, JPMorgan Chase, and Berkshire Hathaway.
The portfolio is heavily diversified across various sectors, including technology, healthcare, finance, and consumer goods. Notable holdings in the healthcare sector include Eli Lilly and Pfizer. The filing also lists several exchange-traded funds (ETFs) and mutual funds, including various State Street ETFs and Dimensional funds.
Walsh & Associates reported that all voting and dispositive power over the securities listed is shared solely by the firm.
