Staley Capital Advisers
Latest statistics and disclosures from Staley Capital Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, IWF, GOOG, JPM, QCOM, and represent 33.12% of Staley Capital Advisers's stock portfolio.
- Added to shares of these 10 stocks: IFF (+$12M), APD (+$7.2M), FI, FINFX, DOW, FMDE, VCSH, SWPPX, CVX, FETH.
- Started 11 new stock positions in Dodge & Cox Income Fd mutual, FINFX, DUOL, FETH, BIL, EMR, Canopy Gro, IDCC, ASML, GILD. PSX.
- Reduced shares in these 10 stocks: GM (-$74M), Dun & Bradstreet Hldgs (-$10M), INTC (-$9.3M), SJM (-$7.5M), GOOG (-$6.6M), IWF (-$6.1M), WBD (-$5.7M), MRCY, JPM, MSFT.
- Sold out of its positions in CL, Dun & Bradstreet Hldgs, AFICX, INTC, PHAT.
- Staley Capital Advisers was a net seller of stock by $-110M.
- Staley Capital Advisers has $2.4B in assets under management (AUM), dropping by 3.57%.
- Central Index Key (CIK): 0001106565
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Positions held by Staley Capital Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Staley Capital Advisers
Staley Capital Advisers holds 198 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.5 | $207M | 399k | 517.95 |
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| iSHARES RUSSELL 1000 GROWTH Etf (IWF) | 7.9 | $193M | -3% | 411k | 468.41 |
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| Alphabet Inc Class C cs (GOOG) | 6.1 | $149M | -4% | 613k | 243.55 |
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| JPMorgan Chase & Co. (JPM) | 5.6 | $135M | 429k | 315.43 |
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| Qualcomm (QCOM) | 5.0 | $122M | 735k | 166.36 |
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| Berkshire Hathaway (BRK.B) | 4.0 | $98M | 195k | 502.74 |
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| Amazon (AMZN) | 2.9 | $70M | 321k | 219.57 |
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| Boeing Company (BA) | 2.7 | $67M | 310k | 215.83 |
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| Spdr Gold Shares Etf (GLD) | 2.7 | $65M | 182k | 355.47 |
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| Chevron Corporation (CVX) | 2.6 | $63M | 403k | 155.29 |
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| J.M. Smucker Company (SJM) | 2.5 | $62M | -10% | 570k | 108.60 |
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| Fiserv (FI) | 2.4 | $58M | +6% | 452k | 128.93 |
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| FedEx Corporation (FDX) | 2.2 | $54M | 231k | 235.81 |
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| International Flavors & Fragrances (IFF) | 2.2 | $53M | +30% | 858k | 61.54 |
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| Pfizer (PFE) | 2.2 | $53M | 2.1M | 25.48 |
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| Dupont De Nemours (DD) | 2.2 | $52M | -2% | 673k | 77.90 |
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| Johnson & Johnson (JNJ) | 2.2 | $52M | 283k | 185.42 |
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| Vaneck Vectors Gold Miners Etf (GDX) | 2.0 | $50M | -2% | 650k | 76.40 |
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| Cisco Systems (CSCO) | 1.7 | $42M | 608k | 68.42 |
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| Apple (AAPL) | 1.6 | $40M | 155k | 254.63 |
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| Corteva (CTVA) | 1.5 | $36M | 536k | 67.63 |
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| Citigroup (C) | 1.5 | $36M | 351k | 101.50 |
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| NVIDIA Corporation (NVDA) | 1.4 | $34M | 180k | 186.58 |
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| Walt Disney Company (DIS) | 1.4 | $33M | -3% | 288k | 114.50 |
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| Vanguard Emerg. Markets Etf Etf (VWO) | 1.4 | $33M | 607k | 54.18 |
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| Mercury Computer Systems (MRCY) | 1.3 | $32M | -12% | 411k | 77.40 |
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| Liquidity Services (LQDT) | 1.1 | $27M | 994k | 27.43 |
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| Okta Inc cl a (OKTA) | 0.9 | $23M | 246k | 91.70 |
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| Vanguard Value Etf (VTV) | 0.9 | $22M | 118k | 186.49 |
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| TJX Companies (TJX) | 0.9 | $22M | -2% | 152k | 144.54 |
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| Air Products & Chemicals (APD) | 0.8 | $19M | +61% | 69k | 272.72 |
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| iSHARES EAFE GROWTH ETF Etf (EFG) | 0.7 | $18M | 159k | 113.88 |
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| Philip Morris International (PM) | 0.7 | $17M | 102k | 162.20 |
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| Vanguard Mbs Etf Etf (VMBS) | 0.6 | $15M | 319k | 46.96 |
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| Vanguard Mid Cap Etf (VO) | 0.6 | $14M | 49k | 293.74 |
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| Vanguard Interm. Treasury Etf (VGIT) | 0.6 | $14M | -12% | 233k | 60.03 |
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| Vanguard S/t Corp Bond Etf Etf (VCSH) | 0.6 | $14M | +7% | 170k | 79.93 |
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| iSHARES ESG AWARE USA Etf (ESGU) | 0.5 | $13M | 90k | 145.60 |
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| Warner Bros. Discovery (WBD) | 0.5 | $13M | -30% | 656k | 19.53 |
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| Vanguard Small-cap Etf Etf (VB) | 0.5 | $13M | -3% | 50k | 254.28 |
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| Vanguard Devel. Markets Etf Etf (VEA) | 0.5 | $12M | 198k | 59.92 |
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| Agnico (AEM) | 0.4 | $11M | 64k | 168.56 |
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| 0.4 | $10M | 42k | 243.10 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.4 | $9.8M | 16k | 612.38 |
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| Vanguard Total Bond Market Etf (BND) | 0.4 | $9.8M | 132k | 74.37 |
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| Simon Property (SPG) | 0.4 | $9.7M | 52k | 187.67 |
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| iSHARES EAFE VALUE ETF Etf (EFV) | 0.4 | $9.0M | 133k | 67.83 |
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| Verizon Communications (VZ) | 0.4 | $9.0M | 206k | 43.95 |
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| Option Care Health (OPCH) | 0.3 | $8.3M | 300k | 27.76 |
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| Spdr S&p 400 Midcap Etf (MDY) | 0.3 | $7.7M | 13k | 596.03 |
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| Commscope Hldg (COMM) | 0.3 | $7.3M | -17% | 469k | 15.48 |
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| iSHARES EMERGING MARKETS Etf (EEM) | 0.3 | $6.7M | 126k | 53.40 |
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| Fidelity Enhanced Mid Cap Etf (FMDE) | 0.3 | $6.6M | +19% | 184k | 36.15 |
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| Ishares U.s. Tech Etf Etf (IYW) | 0.3 | $6.5M | 33k | 195.86 |
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| International Business Machines (IBM) | 0.3 | $6.2M | -4% | 22k | 282.16 |
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| Titan International (TWI) | 0.3 | $6.2M | 816k | 7.56 |
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| iSHARES SHORT MATURITY BOND Etf (NEAR) | 0.3 | $6.2M | 120k | 51.28 |
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| Kkr & Co (KKR) | 0.2 | $5.8M | 45k | 129.95 |
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| Spdr-technology Etf (XLK) | 0.2 | $5.6M | 20k | 281.86 |
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| Dow (DOW) | 0.2 | $5.5M | +27% | 242k | 22.93 |
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| Vanguard Div. Appreciation Etf Etf (VIG) | 0.2 | $5.2M | 24k | 215.79 |
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| Spdr Short-term Corporate Bond Etf (SPSB) | 0.2 | $5.0M | +7% | 165k | 30.29 |
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| Nuveen Esg Large Cap Value Etf (NULV) | 0.2 | $4.4M | 100k | 43.83 |
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| iSHARES DEVELOPED MARKETS Etf (EFA) | 0.2 | $3.8M | 41k | 93.37 |
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| Schwab U.s. Large-cap Etf Etf (SCHG) | 0.1 | $3.4M | 130k | 26.34 |
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| MasterCard Incorporated (MA) | 0.1 | $3.4M | 5.9k | 568.81 |
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| Lyft (LYFT) | 0.1 | $3.3M | 148k | 22.01 |
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| Caterpillar (CAT) | 0.1 | $3.2M | 6.8k | 477.15 |
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| Fidelity Bitcoin Etf (FBTC) | 0.1 | $2.7M | 27k | 99.81 |
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| Tetra Tech (TTEK) | 0.1 | $2.6M | 77k | 33.38 |
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| AmerisourceBergen (COR) | 0.1 | $2.6M | 8.2k | 312.53 |
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| Farmers Natl Banc Corp (FMNB) | 0.1 | $2.5M | 175k | 14.41 |
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| Vanguard Windsor-adm Etf (VWNEX) | 0.1 | $2.5M | 34k | 75.15 |
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| Forian Ord (FORA) | 0.1 | $2.5M | 1.1M | 2.25 |
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| Coca-Cola Company (KO) | 0.1 | $2.4M | +4% | 36k | 66.32 |
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| Vanguard Total Intl. Etf Etf (VEU) | 0.1 | $2.3M | 32k | 71.37 |
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| Ishares S&p Small-cap Etf Etf (IJR) | 0.1 | $2.3M | 19k | 118.83 |
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| Twilio Inc cl a (TWLO) | 0.1 | $2.3M | 23k | 100.09 |
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| Tesla Motors (TSLA) | 0.1 | $2.2M | 4.9k | 444.72 |
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| Facebook Inc cl a (META) | 0.1 | $2.1M | 2.9k | 734.38 |
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| United Bankshares (UBSI) | 0.1 | $2.1M | 57k | 37.21 |
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| Vanguard Growth Etf (VUG) | 0.1 | $2.0M | 4.3k | 479.61 |
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| Schwab U.s. Mid Cap Etf (SCHM) | 0.1 | $2.0M | 67k | 29.64 |
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| Vanguard Large Cap Etf Etf (VV) | 0.1 | $2.0M | 6.5k | 307.86 |
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| Vanguard Inter-term Corp Bond Etf (VCIT) | 0.1 | $1.9M | +15% | 23k | 84.11 |
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| Vanguard S-t Tips Etf (VTIP) | 0.1 | $1.9M | 37k | 50.63 |
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| Procter & Gamble Company (PG) | 0.1 | $1.9M | 12k | 153.65 |
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| Antero Res (AR) | 0.1 | $1.9M | 56k | 33.56 |
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| Spdr S&p 500 Etf Etf (SPY) | 0.1 | $1.8M | 2.7k | 666.18 |
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| Vanguard Index Fds Mcap Vl Idx Etf (VOE) | 0.1 | $1.8M | 10k | 174.58 |
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| iSHARES ESG 1-5 YR CORPORATE Etf (SUSB) | 0.1 | $1.8M | 70k | 25.31 |
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| Pimco Enhanced Short Maturity Etf (MINT) | 0.1 | $1.7M | -2% | 17k | 100.69 |
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| Schwab U.s. Broad Market Etf (SCHB) | 0.1 | $1.6M | 61k | 25.71 |
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| Spdr S&p Biotech Etf (XBI) | 0.1 | $1.4M | 14k | 100.20 |
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| Abbott Laboratories (ABT) | 0.1 | $1.4M | 11k | 133.94 |
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| Visa (V) | 0.1 | $1.4M | 4.1k | 341.39 |
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| Dfa Small Cap Etf Etf (DFSTX) | 0.1 | $1.4M | -2% | 20k | 68.46 |
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| Fundamental Invs Cl F2 SHS (FINFX) | 0.1 | $1.4M | NEW | 15k | 93.39 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.4M | 1.8k | 758.15 |
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| Citizens Financial (CFG) | 0.1 | $1.3M | 25k | 53.16 |
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| iSHARES ESG AWARE EMERGING MKT Etf (ESGE) | 0.1 | $1.3M | 30k | 43.42 |
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| Home Depot (HD) | 0.1 | $1.3M | -13% | 3.2k | 405.20 |
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| Coinbase Global (COIN) | 0.1 | $1.3M | 3.8k | 337.49 |
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| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $1.2M | 6.0k | 206.91 |
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| Pepsi (PEP) | 0.1 | $1.2M | 8.7k | 140.44 |
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| Vanguard Europe Etf Etf (VGK) | 0.0 | $1.2M | 15k | 79.80 |
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| Spdr Short Term Municipal Etf (SHM) | 0.0 | $1.2M | 25k | 48.22 |
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| iSHARES RUSSELL 1000 VALUE Etf (IWD) | 0.0 | $1.1M | 5.4k | 203.58 |
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| Synopsys (SNPS) | 0.0 | $1.1M | 2.2k | 493.39 |
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| Raymond James Financial (RJF) | 0.0 | $1.1M | 6.3k | 172.60 |
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| Dfa Lrg Value Etf Etf (DFLV) | 0.0 | $1.1M | +20% | 32k | 32.90 |
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| PNC Financial Services (PNC) | 0.0 | $1.0M | -2% | 5.2k | 200.93 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.0M | 9.0k | 112.76 |
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| Neuberger Brmn. Mlp Income MLP (NML) | 0.0 | $1.0M | 115k | 8.72 |
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| Ishares Tr S&p 500 Index Etf (IVV) | 0.0 | $977k | 1.5k | 669.40 |
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| Lowe's Companies (LOW) | 0.0 | $942k | 3.8k | 251.31 |
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| Truist Financial Corp equities (TFC) | 0.0 | $914k | 20k | 45.72 |
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| Netflix (NFLX) | 0.0 | $912k | 761.00 | 1198.92 |
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| M&T Bank Corporation (MTB) | 0.0 | $909k | 4.6k | 197.62 |
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| Bank of America Corporation (BAC) | 0.0 | $851k | 17k | 51.59 |
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| salesforce (CRM) | 0.0 | $837k | +2% | 3.5k | 237.00 |
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| Schwab S&p 500 Index Etf (SWPPX) | 0.0 | $828k | +499% | 48k | 17.27 |
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| Ishares Russell 1000 Etf Etf (IWB) | 0.0 | $768k | 2.1k | 365.48 |
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| Honeywell International (HON) | 0.0 | $734k | -13% | 1.6k | 467.80 |
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| General Electric Company | 0.0 | $718k | 2.4k | 300.86 |
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| Atara Biotherapeutics (ATRA) | 0.0 | $717k | -33% | 50k | 14.33 |
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| Linde | 0.0 | $694k | 1.5k | 475.00 |
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| Ishares Gold Trust Etf (IAU) | 0.0 | $690k | 9.5k | 72.77 |
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| Merck & Co (MRK) | 0.0 | $675k | 8.0k | 83.93 |
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| iSHARES S&P 500 GROWTH Etf (IVW) | 0.0 | $668k | 5.5k | 120.72 |
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| General Motors Company (GM) | 0.0 | $652k | -99% | 11k | 60.97 |
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| Altria (MO) | 0.0 | $616k | 9.3k | 66.06 |
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| Pimco Interm. Muni Etf Etf (MUNI) | 0.0 | $575k | +10% | 11k | 52.28 |
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| Federated Investors (FHI) | 0.0 | $574k | -8% | 11k | 51.93 |
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| Wisdomtree Largecap Div Etf (DLN) | 0.0 | $562k | +2% | 6.5k | 87.03 |
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| Samsara (IOT) | 0.0 | $559k | 15k | 37.25 |
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| Aurora Innovatio (AUR) | 0.0 | $557k | 103k | 5.39 |
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| iSHARES PREFERRED Etf (PFF) | 0.0 | $553k | -5% | 18k | 31.62 |
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| Fidelity Ethereum SHS (FETH) | 0.0 | $499k | NEW | 12k | 41.55 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.0 | $482k | 2.3k | 208.71 |
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| Automatic Data Processing | 0.0 | $473k | 1.6k | 293.50 |
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| Abbvie (ABBV) | 0.0 | $458k | 2.0k | 231.54 |
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| Box Inc cl a (BOX) | 0.0 | $452k | 14k | 32.27 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.0 | $428k | +17% | 6.6k | 65.26 |
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| Spdr S&p 400 Mid Cap Value Etf (MDYV) | 0.0 | $426k | 5.1k | 83.41 |
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| Dimensional Etf Trust Us Targe Etf (DFAT) | 0.0 | $425k | 7.3k | 58.21 |
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| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $420k | 7.2k | 57.97 |
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| Qurate Retail 8 0 Prf (QVCGP) | 0.0 | $415k | +24% | 61k | 6.82 |
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| Calamos Mrkt Neutral M utual fund (CMNIX) | 0.0 | $409k | 26k | 15.63 |
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| Amgen (AMGN) | 0.0 | $397k | 1.4k | 282.20 |
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| Planet Labs Pbc Com Cl A (PL) | 0.0 | $389k | 30k | 12.98 |
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| Toast (TOST) | 0.0 | $387k | 11k | 36.51 |
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| Dodge & Cox Income Fd mutual | 0.0 | $383k | NEW | 30k | 12.82 |
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| Costco Wholesale Corporation (COST) | 0.0 | $381k | 412.00 | 925.63 |
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| Ishares Russell 2000 Index Etf (IWM) | 0.0 | $373k | 1.5k | 241.96 |
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| Broadcom (AVGO) | 0.0 | $373k | 1.1k | 329.91 |
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| Wal-Mart Stores (WMT) | 0.0 | $358k | 3.5k | 103.05 |
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| ConocoPhillips (COP) | 0.0 | $338k | 3.6k | 94.59 |
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| Ge Vernova (GEV) | 0.0 | $334k | 543.00 | 614.90 |
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| F5 Networks (FFIV) | 0.0 | $320k | 991.00 | 323.19 |
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| Skyworks Solutions (SWKS) | 0.0 | $308k | -13% | 4.0k | 76.98 |
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| J P Morgan Exchange Tr Equity Etf (JEPI) | 0.0 | $302k | 5.3k | 57.10 |
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| Forestar Group (FOR) | 0.0 | $297k | 1.8k | 169.47 |
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| AECOM Technology Corporation (ACM) | 0.0 | $294k | -15% | 2.3k | 130.47 |
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| Natixis Loomis Sayles Inv Grad Etf (LIGRX) | 0.0 | $290k | 29k | 9.95 |
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| iSHARES DIVIDEND Etf (DVY) | 0.0 | $290k | 2.0k | 142.10 |
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| Kennametal (KMT) | 0.0 | $287k | 14k | 20.93 |
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| Republic Services (RSG) | 0.0 | $275k | 1.2k | 229.48 |
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| Vanguard Intl. High Dividend E Etf (VYMI) | 0.0 | $271k | 3.2k | 84.68 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $268k | 552.00 | 485.02 |
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| Nuveen Ny Amt-free Mun SHS (NRK) | 0.0 | $265k | 26k | 10.20 |
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| Duolingo (DUOL) | 0.0 | $264k | NEW | 820.00 | 321.84 |
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| Fidelity Covington Tru Msci Rl Etf (FREL) | 0.0 | $261k | 9.4k | 27.81 |
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| CNO Financial (CNO) | 0.0 | $254k | 6.4k | 39.55 |
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| Nasdaq 100 Tr unit ser 1 | 0.0 | $249k | 414.00 | 600.37 |
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| Henry Schein (HSIC) | 0.0 | $245k | 3.7k | 66.37 |
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| Corcept Therapeutics Incorporated (CORT) | 0.0 | $230k | 2.8k | 83.11 |
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| Eos Energy Enterprises Inc Com Cl A (EOSE) | 0.0 | $228k | 20k | 11.39 |
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| AFLAC Incorporated (AFL) | 0.0 | $223k | 2.0k | 111.70 |
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| Gilead Sciences (GILD) | 0.0 | $222k | NEW | 2.0k | 111.00 |
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| Mondelez Int (MDLZ) | 0.0 | $220k | 3.5k | 62.47 |
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| Nike (NKE) | 0.0 | $220k | 3.2k | 69.73 |
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| InterDigital (IDCC) | 0.0 | $219k | NEW | 635.00 | 345.23 |
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| Danaher Corporation (DHR) | 0.0 | $218k | 1.1k | 198.26 |
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| Emerson Electric (EMR) | 0.0 | $212k | NEW | 4.2k | 50.46 |
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| Spdr Series Trust Spdr Bloombe Etf (BIL) | 0.0 | $211k | NEW | 2.3k | 91.75 |
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| Asml Holding (ASML) | 0.0 | $208k | NEW | 215.00 | 968.09 |
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| Phillips 66 (PSX) | 0.0 | $204k | NEW | 1.5k | 136.02 |
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| FMC Corporation (FMC) | 0.0 | $202k | -4% | 6.0k | 33.63 |
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| PPG Industries (PPG) | 0.0 | $201k | 1.9k | 105.11 |
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| Nuveen Muni Value Fund (NUV) | 0.0 | $198k | -10% | 22k | 8.98 |
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| Vaneck Vectors Pfd. Sec. Ex-fi Etf (PFXF) | 0.0 | $178k | 10k | 17.77 |
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| Putnam Muni Opport Trust Etf (PMO) | 0.0 | $129k | 13k | 10.33 |
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| Nuveen Arizona Premium Income Mun (NAZ) | 0.0 | $119k | 10k | 11.85 |
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| Ondas Hldgs (ONDS) | 0.0 | $93k | -46% | 12k | 7.72 |
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| Canopy Gro | 0.0 | $48k | NEW | 33k | 1.46 |
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| Anixa Biosciences (ANIX) | 0.0 | $33k | 10k | 3.30 |
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| Vyne Therapeutics | 0.0 | $17k | 52k | 0.34 |
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Past Filings by Staley Capital Advisers
SEC 13F filings are viewable for Staley Capital Advisers going back to 2010
- Staley Capital Advisers 2025 Q3 filed Nov. 12, 2025
- Staley Capital Advisers 2025 Q2 filed Aug. 14, 2025
- Staley Capital Advisers 2025 Q1 filed May 12, 2025
- Staley Capital Advisers 2024 Q4 filed Feb. 7, 2025
- Staley Capital Advisers 2024 Q3 filed Nov. 8, 2024
- Staley Capital Advisers 2024 Q2 filed Aug. 13, 2024
- Staley Capital Advisers 2024 Q1 filed May 6, 2024
- Staley Capital Advisers 2023 Q4 filed Feb. 12, 2024
- Staley Capital Advisers 2023 Q3 filed Nov. 14, 2023
- Staley Capital Advisers 2023 Q2 filed Aug. 15, 2023
- Staley Capital Advisers 2023 Q1 filed May 10, 2023
- Staley Capital Advisers 2022 Q4 filed Feb. 14, 2023
- Staley Capital Advisers 2022 Q3 amended filed Nov. 14, 2022
- Staley Capital Advisers 2022 Q3 filed Nov. 10, 2022
- Staley Capital Advisers 2022 Q2 filed Aug. 5, 2022
- Staley Capital Advisers 2022 Q1 filed May 12, 2022