Wilsey Asset Management as of Dec. 31, 2015
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 20 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valero Energy Corporation (VLO) | 9.8 | $14M | 193k | 70.71 | |
| JPMorgan Chase & Co. (JPM) | 7.1 | $9.8M | 149k | 66.03 | |
| Gilead Sciences (GILD) | 7.0 | $9.7M | 96k | 101.19 | |
| Apple (AAPL) | 7.0 | $9.7M | 92k | 105.26 | |
| Allstate Corporation (ALL) | 6.6 | $9.2M | 148k | 62.09 | |
| Wells Fargo & Company (WFC) | 6.5 | $9.0M | 165k | 54.36 | |
| Jabil Circuit (JBL) | 6.3 | $8.7M | 373k | 23.29 | |
| General Motors Company (GM) | 6.1 | $8.5M | 249k | 34.01 | |
| Cisco Systems (CSCO) | 5.9 | $8.2M | 300k | 27.16 | |
| Pulte (PHM) | 5.4 | $7.5M | 419k | 17.82 | |
| Michael Kors Holdings | 4.4 | $6.1M | 152k | 40.05 | |
| Vishay Intertechnology (VSH) | 4.2 | $5.8M | 480k | 12.05 | |
| Corning Incorporated (GLW) | 3.6 | $5.0M | 272k | 18.28 | |
| Terex Corporation (TEX) | 3.4 | $4.8M | 257k | 18.48 | |
| Intel Corporation (INTC) | 3.3 | $4.6M | 134k | 34.45 | |
| Qualcomm (QCOM) | 3.0 | $4.2M | 84k | 49.99 | |
| Bed Bath & Beyond | 2.9 | $4.1M | 84k | 48.25 | |
| Piedmont Office Realty Trust (PDM) | 2.7 | $3.7M | 196k | 18.88 | |
| Parker Drilling Company | 2.6 | $3.7M | 2.0M | 1.82 | |
| Precision Drilling Corporation | 2.2 | $3.1M | 780k | 3.94 |
