WILSEY ASSET MANAGEMENT INC
25 holdingsFiling period: 2026-03-31Current AUM: $711.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GM | GENERAL MTRS CO | 613.6K | $45.7M | $54.5M | 7.66% | -14,249 | 2026-03-31 |
| 2 | VZ | VERIZON COMMUNICATIONS INC | 909.8K | $45.7M | $42.6M | 5.99% | +250 | 2026-03-31 |
| 3 | JPM | JPMORGAN CHASE & CO | 148.5K | $43.7M | $52.2M | 7.34% | +11.0K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 111.3K | $41.2M | $51.7M | 7.27% | -41 | 2026-03-31 |
| 5 | WFC | WELLS FARGO & CO | 514.3K | $40.9M | $44.5M | 6.25% | -40,529 | 2026-03-31 |
| 6 | ALL | ALLSTATE CORP | 186.6K | $38.7M | $49.3M | 6.92% | +7.9K | 2026-03-31 |
| 7 | SWK | STANLEY BLACK & DECKER INC | 533.5K | $37.9M | $50.5M | 7.09% | +10.3K | 2026-03-31 |
| 8 | ZBH | ZIMMER BIOMET HOLDINGS INC | 403.0K | $36.4M | $37.9M | 5.32% | +42.2K | 2026-03-31 |
| 9 | QCOM | QUALCOMM INC | 282.3K | $36.4M | $41.7M | 5.86% | +279.6K | 2026-03-31 |
| 10 | CAG | CONAGRA BRANDS INC | 2.25M | $35.3M | $32.6M | 4.59% | +45.7K | 2026-03-31 |
| 11 | MPT | MEDICAL PROPERTIES TRUST INC | 7.35M | $34.0M | $34.0M | 4.78% | +1.49M | 2026-03-31 |
| 12 | PFE | PFIZER INC | 1.19M | $33.3M | $29.7M | 4.17% | -7,978 | 2026-03-31 |
| 13 | CI | THE CIGNA GROUP | 121.0K | $32.3M | $33.8M | 4.75% | +10.2K | 2026-03-31 |
| 14 | PDM | PIEDMONT REALTY TRUST INC | 4.89M | $32.1M | $47.4M | 6.66% | +651.6K | 2026-03-31 |
| 15 | VICI | VICI PPTYS INC | 1.10M | $30.1M | $29.0M | 4.08% | +65.9K | 2026-03-31 |
| 16 | MHK | MOHAWK INDS INC | 303.1K | $29.8M | $37.3M | 5.24% | +65.2K | 2026-03-31 |
| 17 | TAP | MOLSON COORS BEVERAGE CO | 675.7K | $29.1M | $28.1M | 3.95% | +55.5K | 2026-03-31 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | 12.7K | $12.6M | $12.1M | 1.70% | -- | 2026-03-31 |
| 19 | AAPL | APPLE INC | 1.9K | $481K | $585K | 0.08% | -- | 2026-03-31 |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | 1.8K | $397K | $442K | 0.06% | -- | 2026-03-31 |
| 21 | ABBV | ABBVIE INC | 1.7K | $365K | $421K | 0.06% | -- | 2026-03-31 |
| 22 | LDOS | LEIDOS HOLDINGS INC | 2.2K | $341K | $253K | 0.04% | -- | 2026-03-31 |
| 23 | NVDA | NVIDIA CORPORATION | 1.8K | $315K | $363K | 0.05% | -808 | 2026-03-31 |
| 24 | GOOG | ALPHABET INC | 800 | $229K | $285K | 0.04% | -- | 2026-03-31 |
| 25 | LRCX | LAM RESEARCH CORP | 1.0K | $213K | $292K | 0.04% | -- | 2026-03-31 |
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