Staley Capital Advisers Inc has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.2 Billion distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $175M, Ishares Russell 1000 Gr ETF with a value of $160M, Qualcomm Inc with a value of $124M, Alphabet Inc. with a value of $110M, and Jpmorgan Chase & CO with a value of $101M.

Examining the 13F form we can see an increase of $48.6M in the current position value, from $2.15B to 2.2B.

Below you can find more details about Staley Capital Advisers Inc portfolio as well as his latest detailed transactions.

Portfolio value $2.2 Billion
ETFs: $508 Million
Technology: $505 Million
Financial Services: $246 Million
Consumer Cyclical: $184 Million
Communication Services: $162 Million
Basic Materials: $162 Million
Industrials: $146 Million
Healthcare: $134 Million
Other: $154 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $2.2 Billion
  • Prior Value $2.15 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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