Wilsey Asset Management Inc
Wilsey Asset Management Inc reported 28 holdings worth US$681M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
Wilsey Asset Management Inc reported 28 holdings worth US$681M as of Jun 30, 2026. Largest: Stanley Black & Decker, Inc., Jp Morgan Chase & Co. and General Motors Company. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$681M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Stanley Black & Decker, Inc. | 542K | US$51M | 7.5% |
| Jp Morgan Chase & Co. | 152K | US$49.7M | 7.3% |
| General Motors Company | 626K | US$48.3M | 7.1% |
| Allstate Corporation (the) | 189K | US$45M | 6.6% |
| Piedmont Realty Trust, Inc. | 4.91M | US$44.9M | 6.6% |
| Wells Fargo & Company | 524K | US$43.3M | 6.4% |
| Microsoft Corp. | 111K | US$41.5M | 6.1% |
| Verizon Communications Inc. | 940K | US$39.8M | 5.8% |
| Mohawk Industries, Inc. | 314K | US$38.1M | 5.6% |
| Zimmer Biomet Holdings, Inc. | 422K | US$36.3M | 5.3% |
| Medical Properties Trust, Inc. | 7.61M | US$35.2M | 5.2% |
| The Cigna Group | 124K | US$34.1M | 5.0% |
| Pfizer, Inc. | 1.39M | US$33.5M | 4.9% |
| Intuit Inc. | 125K | US$32.7M | 4.8% |
| Conagra Brands, Inc. | 2.37M | US$31.9M | 4.7% |
| Vici Properties Inc. | 1.15M | US$30.6M | 4.5% |
| Molson Coors Beverage Company | 756K | US$29.4M | 4.3% |
| Costco Wholesale Corporation | 12,776 | US$12M | 1.8% |
| Qualcomm Incorporated | 2,979 | US$551K | 0.08% |
| Apple Inc | 1,896 | US$549K | 0.08% |
| Lam Research Corporation | 1,000 | US$433K | 0.06% |
| Abbvie Inc. | 1,682 | US$423K | 0.06% |
| Nvidia Corporation | 1,808 | US$362K | 0.05% |
| Alphabet Inc (google) Class C | 791 | US$283K | 0.04% |
| Science Applications International Corporation | 2,059 | US$227K | 0.03% |
| Leidos Holdings, Inc. | 2,197 | US$226K | 0.03% |
| Visa Inc. | 600 | US$206K | 0.03% |
Source
View original at SEC
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