Wilsey Asset Management as of June 30, 2020
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 21 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.4 | $40M | 199k | 198.44 | |
| Intel Corporation (INTC) | 8.0 | $19M | 325k | 59.60 | |
| Pulte (PHM) | 7.1 | $17M | 514k | 33.33 | |
| JPMorgan Chase & Co. (JPM) | 6.2 | $15M | 159k | 94.10 | |
| Allstate Corporation (ALL) | 6.2 | $15M | 156k | 95.71 | |
| Tyson Foods Cl A (TSN) | 5.4 | $13M | 222k | 59.11 | |
| Valero Energy Corporation (VLO) | 5.2 | $12M | 222k | 56.10 | |
| Wells Fargo & Company (WFC) | 5.0 | $12M | 469k | 25.66 | |
| Kraft Heinz (KHC) | 4.7 | $11M | 360k | 31.55 | |
| Synchrony Financial (SYF) | 4.7 | $11M | 516k | 21.97 | |
| Tapestry (TPR) | 4.4 | $11M | 806k | 13.16 | |
| General Motors Company (GM) | 4.2 | $10M | 405k | 24.88 | |
| Nucor Corporation (NUE) | 4.0 | $9.5M | 234k | 40.78 | |
| FedEx Corporation (FDX) | 3.9 | $9.4M | 69k | 135.83 | |
| Medical Properties Trust (MPW) | 3.4 | $8.2M | 438k | 18.66 | |
| Corning Incorporated (GLW) | 2.8 | $6.7M | 260k | 25.82 | |
| Kohl's Corporation (KSS) | 2.6 | $6.3M | 308k | 20.33 | |
| Mohawk Industries (MHK) | 2.4 | $5.9M | 59k | 99.75 | |
| Costco Wholesale Corporation (COST) | 2.1 | $5.2M | 17k | 301.58 | |
| Us Bancorp Del Com New (USB) | 1.3 | $3.2M | 89k | 36.34 | |
| Leidos Holdings (LDOS) | 0.1 | $213k | 2.3k | 92.73 |
