Wilsey Asset Management as of Sept. 30, 2017
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 19 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valero Energy Corporation (VLO) | 9.0 | $14M | 182k | 76.91 | |
| JPMorgan Chase & Co. (JPM) | 8.6 | $13M | 140k | 95.81 | |
| Apple (AAPL) | 8.3 | $13M | 83k | 153.75 | |
| Allstate Corporation (ALL) | 7.5 | $12M | 128k | 91.63 | |
| Pulte (PHM) | 7.3 | $11M | 414k | 27.25 | |
| General Motors Company (GM) | 7.1 | $11M | 258k | 42.41 | |
| Intel Corporation (INTC) | 6.2 | $9.6M | 248k | 38.77 | |
| Gilead Sciences (GILD) | 6.2 | $9.6M | 116k | 82.67 | |
| Tyson Foods (TSN) | 6.1 | $9.5M | 133k | 71.23 | |
| Michael Kors Holdings | 5.2 | $8.1M | 169k | 47.81 | |
| Cisco Systems (CSCO) | 5.2 | $8.0M | 239k | 33.58 | |
| Kohl's Corporation (KSS) | 5.0 | $7.8M | 178k | 44.11 | |
| Vishay Intertechnology (VSH) | 4.8 | $7.5M | 395k | 18.98 | |
| Goodyear Tire & Rubber Company (GT) | 4.5 | $7.0M | 212k | 33.25 | |
| JetBlue Airways Corporation (JBLU) | 3.8 | $6.0M | 323k | 18.47 | |
| Bed Bath & Beyond | 1.9 | $2.9M | 126k | 23.19 | |
| Parker Drilling Company | 1.7 | $2.6M | 2.2M | 1.15 | |
| Precision Drilling Corporation | 1.3 | $2.0M | 677k | 2.97 | |
| Leidos Hldgs | 0.2 | $241k | 4.1k | 59.42 |
