Wilsey Asset Management as of June 30, 2026
Portfolio Holdings for Wilsey Asset Management
Wilsey Asset Management holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stanley Black & Decker (SWK) | 7.5 | $51M | 542k | 94.12 | |
| JPMorgan Chase & Co. (JPM) | 7.3 | $50M | 152k | 327.33 | |
| General Motors Company (GM) | 7.1 | $48M | 626k | 77.08 | |
| Allstate Corporation (ALL) | 6.6 | $45M | 189k | 237.94 | |
| Piedmont Realty Trust Com Cl A (PDM) | 6.6 | $45M | 4.9M | 9.15 | |
| Wells Fargo & Company (WFC) | 6.4 | $43M | 524k | 82.64 | |
| Microsoft Corporation (MSFT) | 6.1 | $42M | 111k | 373.02 | |
| Verizon Communications (VZ) | 5.8 | $40M | 940k | 42.34 | |
| Mohawk Industries (MHK) | 5.6 | $38M | 314k | 121.33 | |
| Zimmer Holdings (ZBH) | 5.3 | $36M | 422k | 86.09 | |
| Medical Properties Trust (MPT) | 5.2 | $35M | 7.6M | 4.62 | |
| Cigna Corp (CI) | 5.0 | $34M | 124k | 275.68 | |
| Pfizer (PFE) | 4.9 | $34M | 1.4M | 24.08 | |
| Intuit (INTU) | 4.8 | $33M | 125k | 261.00 | |
| ConAgra Foods (CAG) | 4.7 | $32M | 2.4M | 13.46 | |
| Vici Pptys (VICI) | 4.5 | $31M | 1.2M | 26.55 | |
| Molson Coors Beverage CL B (TAP) | 4.3 | $29M | 756k | 38.96 | |
| Costco Wholesale Corporation (COST) | 1.8 | $12M | 13k | 935.47 | |
| Qualcomm (QCOM) | 0.1 | $551k | 3.0k | 184.80 | |
| Apple (AAPL) | 0.1 | $549k | 1.9k | 289.36 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $437k | 1.8k | 236.62 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $433k | 1.0k | 433.33 | |
| Abbvie (ABBV) | 0.1 | $423k | 1.7k | 251.64 | |
| NVIDIA Corporation (NVDA) | 0.1 | $362k | 1.8k | 200.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $283k | 800.00 | 353.33 | |
| Science App Int'l (SAIC) | 0.0 | $227k | 2.1k | 110.41 | |
| Leidos Holdings (LDOS) | 0.0 | $226k | 2.2k | 102.97 | |
| Visa Com Cl A (V) | 0.0 | $206k | 600.00 | 343.09 |
