Wilsey Asset Management as of June 30, 2014
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 23 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valero Energy Corporation (VLO) | 8.4 | $11M | 215k | 50.10 | |
| Apple (AAPL) | 7.1 | $9.1M | 98k | 92.93 | |
| Cash America International | 6.9 | $8.9M | 200k | 44.43 | |
| JPMorgan Chase & Co. (JPM) | 6.4 | $8.2M | 143k | 57.62 | |
| Allstate Corporation (ALL) | 6.0 | $7.7M | 131k | 58.71 | |
| Cisco Systems (CSCO) | 5.9 | $7.6M | 306k | 24.85 | |
| Wells Fargo & Company (WFC) | 5.9 | $7.6M | 144k | 52.56 | |
| General Motors Company (GM) | 5.7 | $7.3M | 201k | 36.30 | |
| Select Comfort | 5.4 | $7.0M | 337k | 20.66 | |
| Jabil Circuit (JBL) | 5.4 | $7.0M | 333k | 20.90 | |
| Parker Drilling Company | 5.3 | $6.8M | 1.0M | 6.52 | |
| Microsoft Corporation (MSFT) | 4.5 | $5.8M | 138k | 41.70 | |
| Precision Drilling Corp Com 2010 | 4.1 | $5.2M | 370k | 14.16 | |
| General Electric Company | 3.9 | $5.0M | 191k | 26.28 | |
| Vishay Intertechnology (VSH) | 3.7 | $4.7M | 306k | 15.49 | |
| Corning Incorporated (GLW) | 3.6 | $4.6M | 211k | 21.95 | |
| Intel Corporation (INTC) | 2.8 | $3.6M | 117k | 30.90 | |
| Gilead Sciences (GILD) | 2.8 | $3.6M | 43k | 82.89 | |
| Bed Bath & Beyond | 1.6 | $2.0M | 35k | 57.38 | |
| Piedmont Office Realty Tr In Com Cl A (PDM) | 1.5 | $1.9M | 103k | 18.94 | |
| Pfizer (PFE) | 1.5 | $1.9M | 64k | 29.68 | |
| Wal-Mart Stores (WMT) | 1.3 | $1.7M | 23k | 75.06 | |
| Leidos Holdings (LDOS) | 0.2 | $245k | 6.4k | 38.31 |
