Wilsey Asset Management as of Dec. 31, 2024
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 23 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tapestry (TPR) | 9.1 | $49M | 751k | 65.33 | |
| Microsoft Corporation (MSFT) | 8.7 | $47M | 111k | 421.50 | |
| Wells Fargo & Company (WFC) | 7.8 | $42M | 600k | 70.24 | |
| General Motors Company (GM) | 6.8 | $37M | 690k | 53.27 | |
| JPMorgan Chase & Co. (JPM) | 6.7 | $36M | 151k | 239.71 | |
| Piedmont Office Realty Tr In Com Cl A (PDM) | 6.7 | $36M | 4.0M | 9.15 | |
| Allstate Corporation (ALL) | 6.5 | $35M | 183k | 192.79 | |
| Molson Coors Beverage CL B (TAP) | 5.8 | $32M | 551k | 57.32 | |
| FedEx Corporation (FDX) | 5.6 | $30M | 108k | 281.33 | |
| Chevron Corporation (CVX) | 5.4 | $29M | 200k | 144.84 | |
| Vici Pptys (VICI) | 5.1 | $28M | 940k | 29.21 | |
| Cigna Corp (CI) | 5.0 | $27M | 98k | 276.14 | |
| Mohawk Industries (MHK) | 4.4 | $24M | 199k | 119.13 | |
| Pfizer (PFE) | 4.3 | $23M | 883k | 26.53 | |
| Paramount Global Class B Com (PARA) | 3.7 | $20M | 1.9M | 10.46 | |
| Medical Properties Trust (MPW) | 3.4 | $18M | 4.7M | 3.95 | |
| Paypal Holdings (PYPL) | 2.3 | $12M | 143k | 85.35 | |
| Costco Wholesale Corporation (COST) | 2.2 | $12M | 13k | 916.27 | |
| Valero Energy Corporation (VLO) | 0.2 | $919k | 7.5k | 122.59 | |
| Qualcomm (QCOM) | 0.1 | $452k | 2.9k | 153.64 | |
| Leidos Holdings (LDOS) | 0.1 | $317k | 2.2k | 144.06 | |
| Science App Int'l (SAIC) | 0.0 | $230k | 2.1k | 111.78 | |
| NVIDIA Corporation (NVDA) | 0.0 | $212k | 1.6k | 134.29 |
