Institutions / Wilsey Asset Management Inc
Wilsey Asset Management Inc
CIK 1598379 · Institution · as of Dec 31, 2025
Portfolio value
$644.08M
Positions
29
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 29 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $53.84M | 8.4% |
| Wells Fargo & COMPANY/MN | $51.71M | 8.0% |
| General Motors Co | $51.06M | 7.9% |
| JPMorgan Chase & Co | $44.30M | 6.9% |
| Stanley Black & Decker, Inc. | $38.87M | 6.0% |
| Conagra Brands Inc. | $38.13M | 5.9% |
| Allstate Corp | $37.19M | 5.8% |
| Verizon Communications Inc | $37.05M | 5.8% |
| FedEx Corp | $35.76M | 5.6% |
| Piedmont Realty Trust Inc | $35.37M | 5.5% |
| Zimmer Biomet Holdings Inc | $32.44M | 5.0% |
| Cigna Group | $30.50M | 4.7% |
| Pfizer Inc | $29.77M | 4.6% |
| Medical Properties Trust Inc | $29.27M | 4.5% |
| Vici Properties Inc. | $29.12M | 4.5% |
| Molson Coors Beverage Co | $28.95M | 4.5% |
| Mohawk Industries Inc | $26.00M | 4.0% |
| Costco Wholesale Corp /New | $10.94M | 1.7% |
| Apple Inc. | $515.4K | 0.1% |
| NVIDIA Corp | $487.9K | 0.1% |
| Qualcomm INC/DE | $460.6K | 0.1% |
| Vanguard Specialized Funds | $405.7K | 0.1% |
| Leidos Holdings Inc | $396.3K | 0.1% |
| AbbVie Inc. | $384.3K | 0.1% |
| Valero Energy Corp | $257.2K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.