Wilsey Asset Management as of Sept. 30, 2019
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 23 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.9 | $28M | 199k | 139.03 | |
| JPMorgan Chase & Co. (JPM) | 7.1 | $18M | 156k | 116.95 | |
| Pulte (PHM) | 7.0 | $18M | 488k | 36.56 | |
| Valero Energy Corporation (VLO) | 6.7 | $17M | 199k | 85.16 | |
| Tyson Foods (TSN) | 6.6 | $17M | 198k | 84.50 | |
| Intel Corporation (INTC) | 6.2 | $16M | 309k | 51.10 | |
| Allstate Corporation (ALL) | 6.2 | $16M | 145k | 108.31 | |
| Synchrony Financial (SYF) | 5.9 | $15M | 446k | 33.81 | |
| Paccar (PCAR) | 5.2 | $13M | 192k | 68.45 | |
| General Motors Company (GM) | 5.0 | $13M | 345k | 36.74 | |
| Kohl's Corporation (KSS) | 4.7 | $12M | 243k | 49.63 | |
| Nucor Corporation (NUE) | 4.6 | $12M | 228k | 51.18 | |
| Vishay Intertechnology (VSH) | 4.2 | $11M | 633k | 17.06 | |
| JetBlue Airways Corporation (JBLU) | 3.8 | $9.7M | 581k | 16.65 | |
| Gilead Sciences (GILD) | 3.7 | $9.5M | 149k | 63.57 | |
| Goodyear Tire & Rubber Company (GT) | 3.2 | $8.2M | 580k | 14.22 | |
| FedEx Corporation (FDX) | 2.8 | $7.2M | 50k | 143.16 | |
| Mohawk Industries (MHK) | 1.9 | $5.0M | 40k | 122.85 | |
| U.S. Bancorp (USB) | 1.9 | $4.9M | 89k | 55.34 | |
| Costco Wholesale Corporation (COST) | 1.9 | $4.9M | 17k | 288.09 | |
| Precision Drilling Corporation | 0.3 | $665k | 578k | 1.15 | |
| Leidos Holdings (LDOS) | 0.1 | $209k | 2.4k | 85.52 | |
| Science App Int'l (SAIC) | 0.1 | $200k | 2.3k | 86.73 |
