WILSEY ASSET MANAGEMENT INC
An institutional investment manager in SAN DIEGO, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 8, 2026. SEC CIK 1598379.
- Reported value$681.0m
- Positions28
Holdings: 28 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Stanley Black & Decker IncSWK | COM | 854502101 | 51.0 | 7.5% | 541,721 | Added+8,198 | |
| Jpmorgan Chase & CoJPM | COM | 46625H100 | 49.7 | 7.3% | 151,901 | Added+3,385 | |
| General MTRS CoGM | COM | 37045V100 | 48.3 | 7.1% | 626,200 | Added+12,617 | |
| Allstate CorpALL | COM | 020002101 | 45.0 | 6.6% | 189,133 | Added+2,570 | |
| Piedmont Realty Trust IncPDM | COM CL A | 720190206 | 44.9 | 6.6% | 4,909,232 | Added+16,682 | |
| Wells Fargo & CoWFC | COM | 949746101 | 43.3 | 6.4% | 524,048 | Added+9,717 | |
| Microsoft CorpMSFT | COM | 594918104 | 41.5 | 6.1% | 111,284 | Unchanged | |
| Verizon Communications IncVZ | COM | 92343V104 | 39.8 | 5.8% | 939,830 | Added+30,035 | |
| Mohawk Inds IncMHK | COM | 608190104 | 38.1 | 5.6% | 313,981 | Added+10,877 | |
| Zimmer Biomet Holdings IncZBH | COM | 98956P102 | 36.3 | 5.3% | 421,867 | Added+18,883 | |
| Medical Properties Trust IncMPT | COM | 58463J304 | 35.2 | 5.2% | 7,611,131 | Added+262,379 | |
| The Cigna GroupCI | COM | 125523100 | 34.1 | 5.0% | 123,645 | Added+2,601 | |
| Pfizer IncPFE | COM | 717081103 | 33.5 | 4.9% | 1,390,058 | Added+202,641 | |
| IntuitINTU | COM | 461202103 | 32.7 | 4.8% | 125,334 | New+125,334 | |
| Conagra Brands IncCAG | COM | 205887102 | 31.9 | 4.7% | 2,371,086 | Added+122,713 | |
| Vici Pptys IncVICI | COM | 925652109 | 30.6 | 4.5% | 1,152,606 | Added+51,155 | |
| Molson Coors Beverage CoTAP | CL B | 60871R209 | 29.4 | 4.3% | 755,639 | Added+79,913 | |
| Costco Wholesale CorporationCOST | COM | 22160K105 | 12.0 | 1.8% | 12,776 | Added+86 | |
| Qualcomm IncQCOM | COM | 747525103 | 0.6 | <0.1% | 2,979 | Reduced−279,334 | |
| Apple IncAAPL | COM | 037833100 | 0.5 | <0.1% | 1,896 | Unchanged | |
| Vanguard Specialized Funds | DIV APP ETF | 921908844 | 0.4 | <0.1% | 1,846 | Unchanged | |
| LAM Research CorpLRCX | COM NEW | 512807306 | 0.4 | <0.1% | 1,000 | Unchanged | |
| Abbvie IncABBV | COM | 00287Y109 | 0.4 | <0.1% | 1,682 | Unchanged | |
| Nvidia CorporationNVDA | COM | 67066G104 | 0.4 | <0.1% | 1,808 | Unchanged | |
| Alphabet IncGOOGL | CAP STK CL C | 02079K107 | 0.3 | <0.1% | 800 | Unchanged | |
| Science Applications International CoSAIC | COM | 808625107 | 0.2 | <0.1% | 2,059 | New+2,059 | |
| Leidos Holdings IncLDOS | COM | 525327102 | 0.2 | <0.1% | 2,197 | Unchanged | |
| Visa IncV | COM CL A | 92826C839 | 0.2 | <0.1% | 600 | New+600 |
Source: SEC EDGAR, Form 13F-HR, accession 0001598379-26-000003 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.