# WILSEY ASSET MANAGEMENT INC: Form 13F holdings

An institutional investment manager in SAN DIEGO, CA. SEC CIK 1598379.

- Quarter ended: 2026-06-30
- Filed: 2026-07-08
- Reported value: $681.0m
- Positions: 28 (28 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1598379/000159837926000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [STANLEY BLACK & DECKER INC (SWK)](/companies/swk.md) | COM | $51.0m | 7.5% | 541,721 |  | Added +8,198 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $49.7m | 7.3% | 151,901 |  | Added +3,385 |
| [GENERAL MTRS CO (GM)](/companies/gm.md) | COM | $48.3m | 7.1% | 626,200 |  | Added +12,617 |
| [ALLSTATE CORP (ALL)](/companies/all.md) | COM | $45.0m | 6.6% | 189,133 |  | Added +2,570 |
| [PIEDMONT REALTY TRUST INC (PDM)](/companies/pdm.md) | COM CL A | $44.9m | 6.6% | 4,909,232 |  | Added +16,682 |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $43.3m | 6.4% | 524,048 |  | Added +9,717 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $41.5m | 6.1% | 111,284 |  | Unchanged |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $39.8m | 5.8% | 939,830 |  | Added +30,035 |
| [MOHAWK INDS INC (MHK)](/companies/mhk.md) | COM | $38.1m | 5.6% | 313,981 |  | Added +10,877 |
| [ZIMMER BIOMET HOLDINGS INC (ZBH)](/companies/zbh.md) | COM | $36.3m | 5.3% | 421,867 |  | Added +18,883 |
| [MEDICAL PROPERTIES TRUST INC (MPT)](/companies/mpt.md) | COM | $35.2m | 5.2% | 7,611,131 |  | Added +262,379 |
| [THE CIGNA GROUP (CI)](/companies/ci.md) | COM | $34.1m | 5.0% | 123,645 |  | Added +2,601 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $33.5m | 4.9% | 1,390,058 |  | Added +202,641 |
| [INTUIT (INTU)](/companies/intu.md) | COM | $32.7m | 4.8% | 125,334 |  | New +125,334 |
| [CONAGRA BRANDS INC (CAG)](/companies/cag.md) | COM | $31.9m | 4.7% | 2,371,086 |  | Added +122,713 |
| [VICI PPTYS INC (VICI)](/companies/vici.md) | COM | $30.6m | 4.5% | 1,152,606 |  | Added +51,155 |
| [MOLSON COORS BEVERAGE CO (TAP)](/companies/tap.md) | CL B | $29.4m | 4.3% | 755,639 |  | Added +79,913 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $12.0m | 1.8% | 12,776 |  | Added +86 |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $550.5k | <0.1% | 2,979 |  | Reduced −279,334 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $548.6k | <0.1% | 1,896 |  | Unchanged |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $436.8k | <0.1% | 1,846 |  | Unchanged |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $433.3k | <0.1% | 1,000 |  | Unchanged |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $423.3k | <0.1% | 1,682 |  | Unchanged |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $361.8k | <0.1% | 1,808 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $282.7k | <0.1% | 800 |  | Unchanged |
| [SCIENCE APPLICATIONS INTL CO (SAIC)](/companies/saic.md) | COM | $227.3k | <0.1% | 2,059 |  | New +2,059 |
| [LEIDOS HOLDINGS INC (LDOS)](/companies/ldos.md) | COM | $226.2k | <0.1% | 2,197 |  | Unchanged |
| [VISA INC (V)](/companies/v.md) | COM CL A | $205.9k | <0.1% | 600 |  | New +600 |

Source: SEC EDGAR, Form 13F-HR, accession 0001598379-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.