Wilsey Asset Management as of March 31, 2014
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 27 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valero Energy Corporation (VLO) | 8.8 | $11M | 205k | 53.10 | |
| JPMorgan Chase & Co. (JPM) | 6.7 | $8.3M | 137k | 60.71 | |
| Apple (AAPL) | 6.1 | $7.5M | 14k | 536.72 | |
| Cash America International | 6.1 | $7.5M | 195k | 38.61 | |
| Allstate Corporation (ALL) | 6.0 | $7.4M | 131k | 56.57 | |
| Wells Fargo & Company (WFC) | 5.7 | $7.1M | 142k | 49.74 | |
| Parker Drilling Company | 5.5 | $6.9M | 967k | 7.09 | |
| Cisco Systems (CSCO) | 5.5 | $6.8M | 303k | 22.41 | |
| Select Comfort | 5.0 | $6.1M | 339k | 18.08 | |
| Jabil Circuit (JBL) | 4.7 | $5.8M | 325k | 18.00 | |
| Microsoft Corporation (MSFT) | 4.6 | $5.7M | 139k | 40.99 | |
| Union Pacific Corporation (UNP) | 4.5 | $5.6M | 30k | 187.65 | |
| Symantec Corporation | 4.2 | $5.2M | 263k | 19.97 | |
| General Electric Company | 4.0 | $5.0M | 193k | 25.89 | |
| Corning Incorporated (GLW) | 3.6 | $4.5M | 214k | 20.82 | |
| Vishay Intertechnology (VSH) | 3.5 | $4.4M | 293k | 14.88 | |
| Precision Drilling Corporation | 3.5 | $4.3M | 358k | 11.97 | |
| Intel Corporation (INTC) | 2.5 | $3.0M | 118k | 25.81 | |
| Cliffs Natural Resources | 2.0 | $2.5M | 121k | 20.46 | |
| Pfizer (PFE) | 1.7 | $2.1M | 65k | 32.11 | |
| Bed Bath & Beyond | 1.7 | $2.1M | 30k | 68.78 | |
| Merck & Co (MRK) | 1.5 | $1.8M | 32k | 56.77 | |
| Wal-Mart Stores (WMT) | 1.4 | $1.7M | 23k | 76.42 | |
| Piedmont Office Realty Trust (PDM) | 1.1 | $1.3M | 76k | 17.14 | |
| Leidos Holdings (LDOS) | 0.2 | $226k | 6.4k | 35.34 | |
| Science App Int'l (SAIC) | 0.1 | $136k | 3.7k | 37.25 | |
| Qualcomm (QCOM) | 0.0 | $41k | 530.00 | 77.36 |
