Staley Capital Advisers as of March 31, 2026
Portfolio Holdings for Staley Capital Advisers
Staley Capital Advisers holds 184 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iSHARES RUSSELL 1000 GROWTH Etf (IWF) | 7.4 | $175M | 411k | 426.40 | |
| Alphabet Inc Class C cs (GOOG) | 7.1 | $168M | 587k | 286.86 | |
| Microsoft Corporation (MSFT) | 6.3 | $149M | 402k | 370.17 | |
| JPMorgan Chase & Co. (JPM) | 5.2 | $123M | 417k | 294.16 | |
| Berkshire Hathaway (BRK.B) | 4.1 | $97M | 201k | 479.20 | |
| Qualcomm (QCOM) | 3.9 | $93M | 722k | 128.78 | |
| Chevron Corporation (CVX) | 3.4 | $81M | 390k | 206.90 | |
| FedEx Corporation (FDX) | 3.3 | $78M | 218k | 356.18 | |
| International Flavors & Fragrances (IFF) | 3.2 | $77M | 1.1M | 72.55 | |
| Amazon (AMZN) | 3.0 | $72M | 344k | 208.27 | |
| Johnson & Johnson (JNJ) | 2.8 | $67M | 274k | 244.44 | |
| Boeing Company (BA) | 2.8 | $67M | 335k | 199.03 | |
| Air Products & Chemicals (APD) | 2.7 | $63M | 217k | 290.49 | |
| Spdr Gold Shares Etf (GLD) | 2.6 | $62M | 145k | 430.29 | |
| J.M. Smucker Company (SJM) | 2.6 | $62M | 638k | 96.44 | |
| Pfizer (PFE) | 2.4 | $57M | 2.0M | 28.08 | |
| Vaneck Vectors Gold Miners Etf (GDX) | 2.0 | $48M | 523k | 91.77 | |
| Corteva (CTVA) | 2.0 | $46M | 554k | 83.71 | |
| Cisco Systems (CSCO) | 1.9 | $46M | 591k | 77.59 | |
| Citigroup (C) | 1.6 | $39M | 341k | 113.41 | |
| Apple (AAPL) | 1.6 | $38M | 149k | 253.79 | |
| Qnity Electronics (Q) | 1.5 | $35M | 306k | 115.38 | |
| Walt Disney Company (DIS) | 1.4 | $34M | 355k | 96.38 | |
| Henry Schein (HSIC) | 1.4 | $33M | 451k | 73.70 | |
| Vanguard Emerg. Markets Etf Etf (VWO) | 1.3 | $31M | 575k | 54.05 | |
| TJX Companies (TJX) | 1.0 | $24M | 151k | 159.70 | |
| Vanguard Value Etf (VTV) | 1.0 | $24M | 122k | 196.20 | |
| iSHARES EAFE GROWTH ETF Etf (EFG) | 0.8 | $19M | 174k | 111.37 | |
| Lamb Weston Hldgs (LW) | 0.7 | $18M | 419k | 42.26 | |
| Philip Morris International (PM) | 0.7 | $18M | 107k | 165.34 | |
| Vanguard S/t Corp Bond Etf Etf (VCSH) | 0.7 | $17M | 216k | 79.27 | |
| Liquidity Services (LQDT) | 0.7 | $17M | 539k | 30.57 | |
| Vanguard Mbs Etf Etf (VMBS) | 0.7 | $16M | 331k | 46.95 | |
| Vanguard Devel. Markets Etf Etf (VEA) | 0.6 | $15M | 235k | 64.08 | |
| Vanguard Mid Cap Etf (VO) | 0.6 | $14M | 49k | 287.18 | |
| Vanguard Interm. Treasury Etf (VGIT) | 0.6 | $14M | 232k | 59.55 | |
| Vanguard Small-cap Etf Etf (VB) | 0.5 | $13M | 49k | 261.92 | |
| Agnico (AEM) | 0.5 | $13M | 63k | 202.98 | |
| 0.5 | $12M | 42k | 287.56 | ||
| iSHARES ESG AWARE USA Etf (ESGU) | 0.5 | $11M | 80k | 141.42 | |
| Fidelity Mid Cap Etf (FMDE) | 0.5 | $11M | 310k | 35.96 | |
| Simon Property (SPG) | 0.5 | $11M | 59k | 186.53 | |
| Vanguard Total Bond Market Etf (BND) | 0.5 | $11M | 147k | 73.64 | |
| Dow (DOW) | 0.4 | $10M | 241k | 41.65 | |
| iSHARES EAFE VALUE ETF Etf (EFV) | 0.4 | $10M | 135k | 74.35 | |
| Vanguard S&p 500 Etf Etf (VOO) | 0.4 | $9.7M | 16k | 597.53 | |
| Verizon Communications (VZ) | 0.4 | $9.7M | 194k | 50.20 | |
| Spdr S&p 400 Midcap Etf (MDY) | 0.3 | $7.9M | 13k | 616.76 | |
| iSHARES EMERGING MARKETS Etf (EEM) | 0.3 | $7.1M | 126k | 56.79 | |
| Commscope Hldg (VISN) | 0.3 | $6.7M | 369k | 18.20 | |
| Fiserv (FISV) | 0.3 | $6.1M | 110k | 55.80 | |
| iSHARES SHORT MATURITY BOND Etf (NEAR) | 0.3 | $6.1M | 119k | 50.84 | |
| Ishares U.s. Tech Etf Etf (IYW) | 0.3 | $6.0M | 33k | 181.42 | |
| Titan International (TWI) | 0.2 | $5.5M | 798k | 6.91 | |
| Vanguard Div. Appreciation Etf Etf (VIG) | 0.2 | $5.4M | 25k | 215.06 | |
| Option Care Health (OPCH) | 0.2 | $5.4M | 200k | 26.92 | |
| International Business Machines (IBM) | 0.2 | $5.4M | 22k | 242.39 | |
| Spdr-technology Etf (XLK) | 0.2 | $5.1M | 39k | 132.90 | |
| Spdr Short-term Corporate Bond Etf (SPSB) | 0.2 | $4.9M | 164k | 30.07 | |
| Caterpillar (CAT) | 0.2 | $4.8M | 6.8k | 708.46 | |
| Nuveen Esg Large Cap Value Etf (NULV) | 0.2 | $4.6M | 100k | 45.50 | |
| Kkr & Co (KKR) | 0.2 | $4.2M | 45k | 92.50 | |
| iSHARES DEVELOPED MARKETS Etf (EFA) | 0.2 | $3.9M | 41k | 97.13 | |
| Schwab U.s. Large-cap Etf Etf (SCHG) | 0.1 | $3.3M | 130k | 25.64 | |
| Vanguard Europe Etf Etf (VGK) | 0.1 | $3.3M | 40k | 82.43 | |
| Farmers Natl Banc Corp (FMNB) | 0.1 | $3.3M | 250k | 13.16 | |
| NVIDIA Corporation (NVDA) | 0.1 | $2.9M | 17k | 174.40 | |
| Vanguard Inter-term Corp Bond Etf (VCIT) | 0.1 | $2.7M | 33k | 82.75 | |
| Coca-Cola Company (KO) | 0.1 | $2.7M | 36k | 76.05 | |
| Vanguard S-t Tips Etf (VTIP) | 0.1 | $2.6M | 52k | 49.95 | |
| Vanguard Windsor-adm Etf (VWNEX) | 0.1 | $2.6M | 36k | 72.89 | |
| Dfa Lrg Value Etf Etf (DFLV) | 0.1 | $2.5M | 69k | 35.71 | |
| Vanguard Total Intl. Etf Etf (VEU) | 0.1 | $2.4M | 32k | 75.10 | |
| Ishares S&p Small-cap Etf Etf (IJR) | 0.1 | $2.4M | 19k | 124.31 | |
| United Bankshares (UBSI) | 0.1 | $2.3M | 57k | 41.42 | |
| Tetra Tech (TTEK) | 0.1 | $2.3M | 77k | 30.12 | |
| Spdr S&p Biotech Etf (XBI) | 0.1 | $2.3M | 18k | 127.73 | |
| Antero Res (AR) | 0.1 | $2.3M | 54k | 42.44 | |
| Forian Ord (FORA) | 0.1 | $2.3M | 1.1M | 2.07 | |
| Pimco Interm. Muni Etf Etf (MUNI) | 0.1 | $2.2M | 43k | 52.19 | |
| Schwab U.s. Mid Cap Etf (SCHM) | 0.1 | $2.1M | 67k | 30.96 | |
| MasterCard Incorporated (MA) | 0.1 | $1.9M | 3.9k | 499.67 | |
| Vanguard Large Cap Etf Etf (VV) | 0.1 | $1.9M | 6.5k | 298.86 | |
| AmerisourceBergen (COR) | 0.1 | $1.9M | 6.1k | 314.14 | |
| Vanguard Index Fds Mcap Vl Idx Etf (VOE) | 0.1 | $1.9M | 10k | 184.28 | |
| Vanguard Growth Etf (VUG) | 0.1 | $1.9M | 4.3k | 436.79 | |
| Procter & Gamble Company (PG) | 0.1 | $1.8M | 12k | 144.44 | |
| iSHARES ESG 1-5 YR CORPORATE Etf (SUSB) | 0.1 | $1.8M | 70k | 25.07 | |
| Okta Inc cl a (OKTA) | 0.1 | $1.7M | 22k | 78.71 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.1 | $1.7M | 2.6k | 650.34 | |
| Pimco Enhanced Short Maturity Etf (MINT) | 0.1 | $1.6M | 16k | 100.57 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $1.6M | 1.8k | 895.24 | |
| Dfa Small Cap Etf Etf (DFSTX) | 0.1 | $1.5M | 21k | 71.13 | |
| Citizens Financial (CFG) | 0.1 | $1.5M | 25k | 59.97 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.5M | 8.8k | 169.66 | |
| Facebook Inc cl a (META) | 0.1 | $1.4M | 2.5k | 572.13 | |
| Schwab U.s. Broad Market Etf (SCHB) | 0.1 | $1.4M | 55k | 25.10 | |
| iSHARES ESG AWARE EMERGING MKT Etf (ESGE) | 0.1 | $1.4M | 30k | 45.47 | |
| Home Depot (HD) | 0.1 | $1.3M | 4.1k | 328.90 | |
| Genuine Parts Company (GPC) | 0.1 | $1.3M | 13k | 105.75 | |
| Fundamental Invs Cl F2 SHS (FINFX) | 0.1 | $1.3M | 15k | 88.61 | |
| Twilio Inc cl a (TWLO) | 0.1 | $1.3M | 10k | 125.82 | |
| Visa (V) | 0.1 | $1.2M | 4.1k | 302.24 | |
| Neuberger Brmn. Mlp Income MLP (NML) | 0.1 | $1.2M | 115k | 10.51 | |
| iSHARES RUSSELL 1000 VALUE Etf (IWD) | 0.0 | $1.1M | 5.4k | 213.65 | |
| M&T Bank Corporation (MTB) | 0.0 | $1.1M | 5.5k | 206.72 | |
| PNC Financial Services (PNC) | 0.0 | $1.1M | 5.1k | 208.09 | |
| Truist Financial Corp equities (TFC) | 0.0 | $1.0M | 23k | 45.97 | |
| Pepsi (PEP) | 0.0 | $1.0M | 6.7k | 155.30 | |
| Spdr Short Term Municipal Etf (SHM) | 0.0 | $1.0M | 21k | 47.83 | |
| Merck & Co (MRK) | 0.0 | $968k | 8.0k | 120.29 | |
| Ishares Tr S&p 500 Index Etf (IVV) | 0.0 | $916k | 1.4k | 653.15 | |
| Raymond James Financial (RJF) | 0.0 | $905k | 6.3k | 144.79 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $852k | 6.0k | 142.85 | |
| Ishares Gold Trust Etf (IAU) | 0.0 | $827k | 9.4k | 88.16 | |
| Bank of America Corporation (BAC) | 0.0 | $804k | 17k | 48.75 | |
| Schwab S&p 500 Index Etf (SWPPX) | 0.0 | $804k | 48k | 16.77 | |
| Abbott Laboratories (ABT) | 0.0 | $766k | 7.5k | 102.67 | |
| Ishares Russell 1000 Etf Etf (IWB) | 0.0 | $749k | 2.1k | 356.56 | |
| General Electric Company | 0.0 | $642k | 2.3k | 283.82 | |
| Federated Investors (FHI) | 0.0 | $627k | 11k | 56.71 | |
| iSHARES S&P 500 GROWTH Etf (IVW) | 0.0 | $626k | 5.5k | 113.11 | |
| Vanguard Interm-term Bond Etf (BIV) | 0.0 | $600k | 7.8k | 77.18 | |
| D Fluidigm Corp Del (LAB) | 0.0 | $581k | 632k | 0.92 | |
| Altria (MO) | 0.0 | $575k | 8.7k | 65.99 | |
| Spdr Series Trust Spdr Bloombe Etf (BIL) | 0.0 | $522k | 5.7k | 91.64 | |
| Vanguard Small Cap Value Etf Etf (VBR) | 0.0 | $502k | 2.3k | 217.25 | |
| iSHARES PREFERRED Etf (PFF) | 0.0 | $500k | 17k | 30.32 | |
| Wisdomtree Largecap Div Etf (DLN) | 0.0 | $495k | 5.5k | 89.33 | |
| Amgen (AMGN) | 0.0 | $494k | 1.4k | 351.85 | |
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.0 | $481k | 7.1k | 67.53 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $474k | 7.2k | 65.46 | |
| Ge Vernova (GEV) | 0.0 | $474k | 543.00 | 872.90 | |
| ConocoPhillips (COP) | 0.0 | $471k | 3.6k | 132.00 | |
| Dimensional Etf Trust Us Targe Etf (DFAT) | 0.0 | $460k | 7.4k | 62.45 | |
| Tesla Motors (TSLA) | 0.0 | $455k | 1.2k | 371.75 | |
| Dfa Intl. Value Etf Etf (DFIV) | 0.0 | $438k | 8.3k | 52.78 | |
| Spdr S&p 400 Mid Cap Value Etf (MDYV) | 0.0 | $435k | 5.1k | 85.15 | |
| Wal-Mart Stores (WMT) | 0.0 | $432k | 3.5k | 124.27 | |
| Costco Wholesale Corporation (COST) | 0.0 | $411k | 412.00 | 996.43 | |
| Blackrock (BLK) | 0.0 | $396k | 412.00 | 961.71 | |
| Ishares Russell 2000 Index Etf (IWM) | 0.0 | $376k | 1.5k | 248.00 | |
| Abbvie (ABBV) | 0.0 | $375k | 1.7k | 217.49 | |
| Calamos Mrkt Neutral M utual fund (CMNIX) | 0.0 | $372k | 24k | 15.74 | |
| Heartflow Inc/Sh (HTFL) | 0.0 | $341k | 14k | 24.33 | |
| Broadcom (AVGO) | 0.0 | $334k | 1.1k | 309.51 | |
| Box Inc cl a (BOX) | 0.0 | $331k | 14k | 23.64 | |
| iSHARES DIVIDEND Etf (DVY) | 0.0 | $314k | 2.1k | 151.41 | |
| Lyft (LYFT) | 0.0 | $306k | 23k | 13.30 | |
| Vanguard Intl. High Dividend E Etf (VYMI) | 0.0 | $302k | 3.2k | 94.24 | |
| Natixis Loomis Sayles Inv Grad Etf (LIGRX) | 0.0 | $292k | 30k | 9.75 | |
| Eli Lilly & Co. (LLY) | 0.0 | $288k | 313.00 | 919.77 | |
| F5 Networks (FFIV) | 0.0 | $287k | 991.00 | 289.33 | |
| Schlumberger (SLB) | 0.0 | $286k | 5.6k | 51.39 | |
| Asml Holding (ASML) | 0.0 | $284k | 215.00 | 1320.83 | |
| Phillips 66 (PSX) | 0.0 | $273k | 1.5k | 182.18 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $271k | 552.00 | 491.53 | |
| Nuveen Ny Amt-free Mun SHS (NRK) | 0.0 | $266k | 26k | 10.21 | |
| CNO Financial (CNO) | 0.0 | $264k | 6.4k | 41.06 | |
| Advanced Micro Devices (AMD) | 0.0 | $253k | 1.2k | 203.43 | |
| Forestar Group (FOR) | 0.0 | $240k | 1.8k | 137.22 | |
| Atara Biotherapeutics (ATRA) | 0.0 | $237k | 50k | 4.73 | |
| PPG Industries (PPG) | 0.0 | $236k | 2.2k | 106.88 | |
| Nasdaq 100 Shares Etf (QQQ) | 0.0 | $236k | 409.00 | 577.18 | |
| Emerson Electric (EMR) | 0.0 | $227k | 4.2k | 54.14 | |
| Lowe's Companies (LOW) | 0.0 | $225k | 950.00 | 236.28 | |
| Linde | 0.0 | $223k | 450.00 | 495.76 | |
| AFLAC Incorporated (AFL) | 0.0 | $219k | 2.0k | 109.71 | |
| Skyworks Solutions (SWKS) | 0.0 | $214k | 4.0k | 53.55 | |
| Colgate-Palmolive Company (CL) | 0.0 | $213k | 2.5k | 85.23 | |
| Comcast Corporation (CMCSA) | 0.0 | $209k | 7.3k | 28.71 | |
| Honeywell International (HON) | 0.0 | $209k | 924.00 | 226.03 | |
| Danaher Corporation (DHR) | 0.0 | $209k | 1.1k | 189.60 | |
| Mondelez Int (MDLZ) | 0.0 | $203k | 3.5k | 57.64 | |
| Netflix (NFLX) | 0.0 | $203k | 2.1k | 96.15 | |
| Nuveen Muni Value Fund (NUV) | 0.0 | $180k | 20k | 8.99 | |
| Vaneck Vectors Pfd. Sec. Ex-fi Etf (PFXF) | 0.0 | $175k | 10k | 17.54 | |
| Putnam Muni Opport Trust Etf (PMO) | 0.0 | $129k | 13k | 10.30 | |
| Clarivate Analytics Plc sn (CLVT) | 0.0 | $127k | 50k | 2.53 | |
| Qurate Retail 8 0 Prf (QVCGP) | 0.0 | $124k | 49k | 2.53 | |
| Nuveen Arizona Premium Income Mun (NAZ) | 0.0 | $120k | 10k | 11.99 | |
| Eos Energy Enterprises Inc Com Cl A (EOSE) | 0.0 | $99k | 20k | 4.96 | |
| Vyne Therapeutics | 0.0 | $31k | 52k | 0.60 | |
| Anixa Biosciences (ANIX) | 0.0 | $26k | 10k | 2.58 |
