Wilsey Asset Management as of March 31, 2026
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| General Motors Company (GM) | 7.2 | $46M | 614k | 74.50 | |
| Verizon Communications (VZ) | 7.2 | $46M | 910k | 50.20 | |
| JPMorgan Chase & Co. (JPM) | 6.9 | $44M | 149k | 294.16 | |
| Microsoft Corporation (MSFT) | 6.5 | $41M | 111k | 370.17 | |
| Wells Fargo & Company (WFC) | 6.4 | $41M | 514k | 79.61 | |
| Allstate Corporation (ALL) | 6.1 | $39M | 187k | 207.34 | |
| Stanley Black & Decker (SWK) | 5.9 | $38M | 534k | 71.06 | |
| Zimmer Holdings (ZBH) | 5.7 | $36M | 403k | 90.42 | |
| Qualcomm (QCOM) | 5.7 | $36M | 282k | 128.78 | |
| ConAgra Foods (CAG) | 5.5 | $35M | 2.2M | 15.72 | |
| Medical Properties Trust (MPT) | 5.3 | $34M | 7.3M | 4.63 | |
| Pfizer (PFE) | 5.2 | $33M | 1.2M | 28.08 | |
| Cigna Corp (CI) | 5.1 | $32M | 121k | 266.75 | |
| Piedmont Realty Trust Com Cl A (PDM) | 5.0 | $32M | 4.9M | 6.57 | |
| Vici Pptys (VICI) | 4.7 | $30M | 1.1M | 27.32 | |
| Mohawk Industries (MHK) | 4.7 | $30M | 303k | 98.46 | |
| Molson Coors Beverage CL B (TAP) | 4.6 | $29M | 676k | 43.06 | |
| Costco Wholesale Corporation (COST) | 2.0 | $13M | 13k | 996.43 | |
| Apple (AAPL) | 0.1 | $481k | 1.9k | 253.79 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $397k | 1.8k | 215.06 | |
| Abbvie (ABBV) | 0.1 | $366k | 1.7k | 217.49 | |
| Leidos Holdings (LDOS) | 0.1 | $342k | 2.2k | 155.52 | |
| NVIDIA Corporation (NVDA) | 0.0 | $315k | 1.8k | 174.40 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $230k | 800.00 | 286.86 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $214k | 1.0k | 213.66 |
