Wilsey Asset Management as of March 31, 2025
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 24 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 8.8 | $44M | 609k | 71.79 | |
| Microsoft Corporation (MSFT) | 8.4 | $42M | 111k | 375.39 | |
| Allstate Corporation (ALL) | 7.1 | $36M | 172k | 207.07 | |
| JPMorgan Chase & Co. (JPM) | 7.1 | $35M | 144k | 245.30 | |
| Molson Coors Beverage CL B (TAP) | 6.8 | $34M | 555k | 60.87 | |
| Chevron Corporation (CVX) | 6.7 | $34M | 201k | 167.29 | |
| Cigna Corp (CI) | 6.5 | $33M | 99k | 329.00 | |
| General Motors Company (GM) | 6.2 | $31M | 655k | 47.03 | |
| Vici Pptys (VICI) | 6.1 | $31M | 940k | 32.62 | |
| Piedmont Office Realty Tr In Com Cl A (PDM) | 5.9 | $30M | 4.0M | 7.37 | |
| Tapestry (TPR) | 5.7 | $28M | 402k | 70.41 | |
| Medical Properties Trust (MPW) | 5.6 | $28M | 4.6M | 6.03 | |
| FedEx Corporation (FDX) | 5.4 | $27M | 111k | 243.78 | |
| Pfizer (PFE) | 4.8 | $24M | 942k | 25.34 | |
| Mohawk Industries (MHK) | 4.7 | $24M | 206k | 114.18 | |
| Costco Wholesale Corporation (COST) | 2.4 | $12M | 13k | 945.78 | |
| Paramount Global Class B Com (PARA) | 0.9 | $4.4M | 364k | 11.96 | |
| Paypal Holdings (PYPL) | 0.5 | $2.4M | 37k | 65.25 | |
| Valero Energy Corporation (VLO) | 0.1 | $670k | 5.1k | 132.07 | |
| Qualcomm (QCOM) | 0.1 | $454k | 3.0k | 153.64 | |
| Leidos Holdings (LDOS) | 0.1 | $297k | 2.2k | 134.94 | |
| Science App Int'l (SAIC) | 0.0 | $231k | 2.1k | 112.27 | |
| Willdan (WLDN) | 0.0 | $213k | 5.2k | 40.72 | |
| Visa Com Cl A (V) | 0.0 | $213k | 607.00 | 350.46 |
