Wilsey Asset Management as of Sept. 30, 2015
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 19 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valero Energy Corporation (VLO) | 9.6 | $12M | 206k | 60.10 | |
| Apple (AAPL) | 7.8 | $10M | 91k | 110.30 | |
| Gilead Sciences (GILD) | 7.3 | $9.4M | 96k | 98.18 | |
| JPMorgan Chase & Co. (JPM) | 7.0 | $9.0M | 148k | 60.97 | |
| Allstate Corporation (ALL) | 6.6 | $8.6M | 148k | 58.24 | |
| Wells Fargo & Company (WFC) | 6.5 | $8.5M | 165k | 51.35 | |
| Jabil Circuit (JBL) | 6.5 | $8.4M | 373k | 22.37 | |
| Cisco Systems (CSCO) | 6.2 | $8.0M | 305k | 26.25 | |
| Pulte (PHM) | 6.0 | $7.7M | 410k | 18.87 | |
| General Motors Company (GM) | 5.8 | $7.5M | 249k | 30.02 | |
| Michael Kors Holdings | 4.8 | $6.2M | 146k | 42.24 | |
| Parker Drilling Company | 4.0 | $5.2M | 2.0M | 2.63 | |
| Bed Bath & Beyond | 3.6 | $4.7M | 82k | 57.01 | |
| Terex Corporation (TEX) | 3.6 | $4.7M | 261k | 17.94 | |
| Corning Incorporated (GLW) | 3.5 | $4.6M | 266k | 17.12 | |
| Vishay Intertechnology (VSH) | 3.3 | $4.3M | 444k | 9.69 | |
| Intel Corporation (INTC) | 3.1 | $4.1M | 135k | 30.14 | |
| Piedmont Office Realty Trust (PDM) | 2.6 | $3.4M | 191k | 17.89 | |
| Precision Drilling Corporation | 2.1 | $2.7M | 738k | 3.72 |
