Wilsey Asset Management
$638M 13F equity value
30 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GM | GENERAL MTRS CO | 613,583 | $46M | 7.2% |
| VZ | VERIZON COMMUNICATIONS INC | 909,795 | $46M | 7.2% |
| JPM | JPMORGAN CHASE & CO | 148,516 | $44M | 6.9% |
| MSFT | MICROSOFT CORP | 111,284 | $41M | 6.5% |
| WFC | WELLS FARGO & CO | 514,331 | $41M | 6.4% |
| ALL | ALLSTATE CORP | 186,563 | $39M | 6.1% |
| SWK | STANLEY BLACK & DECKER INC | 533,523 | $38M | 5.9% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 402,984 | $36M | 5.7% |
| QCOM | QUALCOMM INC | 282,313 | $36M | 5.7% |
| CAG | CONAGRA BRANDS INC | 2,248,373 | $35M | 5.5% |
Track Wilsey Asset Management's 13F portfolio: $638M in reported holdings, 30 positions. Top holdings and quarterly changes on SentiSense.