Wilsey Asset Management as of March 31, 2019
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 20 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.8 | $31M | 260k | 117.94 | |
| Valero Energy Corporation (VLO) | 6.7 | $16M | 190k | 85.07 | |
| JPMorgan Chase & Co. (JPM) | 6.5 | $16M | 153k | 102.07 | |
| Intel Corporation (INTC) | 6.5 | $16M | 290k | 53.86 | |
| Kohl's Corporation (KSS) | 6.3 | $15M | 218k | 69.10 | |
| Allstate Corporation (ALL) | 5.8 | $14M | 147k | 94.40 | |
| Pulte (PHM) | 5.8 | $14M | 498k | 27.86 | |
| Tyson Foods (TSN) | 5.6 | $14M | 194k | 69.41 | |
| Synchrony Financial (SYF) | 5.6 | $13M | 418k | 32.07 | |
| Nucor Corporation (NUE) | 5.1 | $12M | 208k | 58.64 | |
| General Motors Company (GM) | 5.0 | $12M | 321k | 37.28 | |
| Paccar (PCAR) | 5.0 | $12M | 175k | 68.35 | |
| Vishay Intertechnology (VSH) | 4.7 | $11M | 600k | 18.59 | |
| Goodyear Tire & Rubber Company (GT) | 3.8 | $9.0M | 494k | 18.29 | |
| Gilead Sciences (GILD) | 3.6 | $8.7M | 134k | 65.29 | |
| JetBlue Airways Corporation (JBLU) | 3.6 | $8.7M | 529k | 16.43 | |
| Apple (AAPL) | 3.5 | $8.5M | 45k | 189.98 | |
| U.S. Bancorp (USB) | 1.8 | $4.3M | 89k | 48.18 | |
| Costco Wholesale Corporation (COST) | 1.7 | $4.1M | 17k | 242.14 | |
| Precision Drilling Corporation | 0.6 | $1.4M | 597k | 2.42 |
