Wilsey Asset Management as of Sept. 30, 2014
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 22 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valero Energy Corporation (VLO) | 8.1 | $10M | 220k | 46.27 | |
| Apple (AAPL) | 7.8 | $9.8M | 97k | 100.74 | |
| Cash America International | 7.2 | $9.0M | 206k | 43.80 | |
| JPMorgan Chase & Co. (JPM) | 7.1 | $8.9M | 148k | 60.24 | |
| Allstate Corporation (ALL) | 7.1 | $8.9M | 144k | 61.37 | |
| Cisco Systems (CSCO) | 6.4 | $8.0M | 317k | 25.17 | |
| Wells Fargo & Company (WFC) | 6.3 | $7.9M | 152k | 51.86 | |
| Jabil Circuit (JBL) | 5.8 | $7.3M | 361k | 20.17 | |
| General Motors Company (GM) | 5.4 | $6.8M | 213k | 31.94 | |
| Microsoft Corporation (MSFT) | 5.1 | $6.3M | 137k | 46.36 | |
| Parker Drilling Company | 4.9 | $6.1M | 1.2M | 4.94 | |
| General Electric Company | 3.8 | $4.8M | 186k | 25.62 | |
| Vishay Intertechnology (VSH) | 3.8 | $4.7M | 331k | 14.29 | |
| Gilead Sciences (GILD) | 3.7 | $4.6M | 43k | 106.44 | |
| Precision Drilling Corporation | 3.7 | $4.6M | 426k | 10.79 | |
| Corning Incorporated (GLW) | 3.3 | $4.1M | 211k | 19.34 | |
| Intel Corporation (INTC) | 3.2 | $4.0M | 115k | 34.82 | |
| Bed Bath & Beyond | 2.5 | $3.2M | 48k | 65.82 | |
| Piedmont Office Realty Trust (PDM) | 1.9 | $2.4M | 137k | 17.64 | |
| Pfizer (PFE) | 1.5 | $1.8M | 62k | 29.57 | |
| Wal-Mart Stores (WMT) | 1.4 | $1.7M | 22k | 76.45 | |
| Leidos Holdings (LDOS) | 0.2 | $219k | 6.4k | 34.25 |
