Wilsey Asset Management Inc
28 holdingsFiling period: 2026-06-30Current AUM: $715.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SWK | Stanley Black & Decker Inc | 541.7K | $51.0M | $51.0M | 7.12% | +8.2K | 2026-06-30 |
| 2 | JPM | JPMorgan Chase & Co | 151.9K | $49.7M | $50.9M | 7.12% | +3.4K | 2026-06-30 |
| 3 | GM | General Mtrs Co | 626.2K | $48.3M | $48.3M | 6.75% | +12.6K | 2026-06-30 |
| 4 | ALL | Allstate Corp | 189.1K | $45.0M | $47.3M | 6.61% | +2.6K | 2026-06-30 |
| 5 | PDM | Piedmont Realty Trust Inc | 4.91M | $44.9M | $45.4M | 6.35% | +16.7K | 2026-06-30 |
| 6 | WFC | Wells Fargo & Co | 524.0K | $43.3M | $43.1M | 6.02% | +9.7K | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 111.3K | $41.5M | $59.2M | 8.27% | -- | 2026-06-30 |
| 8 | VZ | Verizon Communications Inc | 939.8K | $39.8M | $41.9M | 5.85% | +30.0K | 2026-06-30 |
| 9 | MHK | Mohawk Inds Inc | 314.0K | $38.1M | $37.3M | 5.22% | +10.9K | 2026-06-30 |
| 10 | ZBH | Zimmer Biomet Holdings Inc | 421.9K | $36.3M | $40.5M | 5.66% | +18.9K | 2026-06-30 |
| 11 | MPT | Medical Properties Trust Inc | 7.61M | $35.2M | $20.9M | 2.91% | +262.4K | 2026-06-30 |
| 12 | CI | The Cigna Group | 123.6K | $34.1M | $37.9M | 5.30% | +2.6K | 2026-06-30 |
| 13 | PFE | Pfizer Inc | 1.39M | $33.5M | $41.9M | 5.85% | +202.6K | 2026-06-30 |
| 14 | INTU | Intuit | 125.3K | $32.7M | $42.0M | 5.87% | -- | 2026-06-30 |
| 15 | CAG | Conagra Brands Inc | 2.37M | $31.9M | $34.2M | 4.78% | +122.7K | 2026-06-30 |
| 16 | VICI | Vici Pptys Inc | 1.15M | $30.6M | $26.9M | 3.76% | +51.2K | 2026-06-30 |
| 17 | TAP | Molson Coors Beverage Co | 755.6K | $29.4M | $30.4M | 4.25% | +79.9K | 2026-06-30 |
| 18 | COST | Costco Wholesale Corporation | 12.8K | $12.0M | $12.7M | 1.78% | +86 | 2026-06-30 |
| 19 | QCOM | Qualcomm Inc | 3.0K | $550K | $523K | 0.07% | -279,334 | 2026-06-30 |
| 20 | AAPL | Apple Inc | 1.9K | $548K | $643K | 0.09% | -- | 2026-06-30 |
| 21 | VIG | Vanguard Specialized Funds | 1.8K | $436K | $448K | 0.06% | -- | 2026-06-30 |
| 22 | LRCX | Lam Research Corp | 1.0K | $433K | $263K | 0.04% | -- | 2026-06-30 |
| 23 | ABBV | Abbvie Inc | 1.7K | $423K | $486K | 0.07% | -- | 2026-06-30 |
| 24 | NVDA | NVIDIA Corporation | 1.8K | $361K | $391K | 0.05% | -- | 2026-06-30 |
| 25 | GOOG | Alphabet Inc | 800 | $282K | $268K | 0.04% | -- | 2026-06-30 |
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