Wilsey Asset Management as of June 30, 2025
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 24 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.2 | $55M | 111k | 497.41 | |
| Wells Fargo & Company (WFC) | 9.0 | $49M | 607k | 80.12 | |
| JPMorgan Chase & Co. (JPM) | 7.7 | $42M | 144k | 289.91 | |
| Allstate Corporation (ALL) | 6.4 | $35M | 174k | 201.31 | |
| Tapestry (TPR) | 6.4 | $35M | 398k | 87.81 | |
| Stanley Black & Decker (SWK) | 6.3 | $34M | 506k | 67.75 | |
| Cigna Corp (CI) | 6.2 | $34M | 102k | 330.58 | |
| General Motors Company (GM) | 5.9 | $32M | 650k | 49.21 | |
| Vici Pptys (VICI) | 5.8 | $31M | 958k | 32.60 | |
| Piedmont Realty Trust Com Cl A (PDM) | 5.5 | $30M | 4.1M | 7.29 | |
| Chevron Corporation (CVX) | 5.3 | $29M | 202k | 143.19 | |
| Molson Coors Beverage CL B (TAP) | 5.0 | $27M | 563k | 48.09 | |
| FedEx Corporation (FDX) | 4.8 | $26M | 115k | 227.31 | |
| Pfizer (PFE) | 4.4 | $24M | 985k | 24.24 | |
| Mohawk Industries (MHK) | 4.2 | $23M | 215k | 104.84 | |
| Medical Properties Trust (MPW) | 3.9 | $21M | 4.9M | 4.31 | |
| Costco Wholesale Corporation (COST) | 2.3 | $13M | 13k | 989.94 | |
| Paramount Global Class B Com (PARA) | 0.3 | $1.6M | 121k | 12.90 | |
| Qualcomm (QCOM) | 0.1 | $446k | 2.8k | 159.28 | |
| Valero Energy Corporation (VLO) | 0.1 | $443k | 3.3k | 134.42 | |
| Leidos Holdings (LDOS) | 0.1 | $347k | 2.2k | 157.76 | |
| Willdan (WLDN) | 0.1 | $295k | 4.7k | 62.51 | |
| Science App Int'l (SAIC) | 0.0 | $232k | 2.1k | 112.61 | |
| Visa Com Cl A (V) | 0.0 | $218k | 615.00 | 355.05 |
