Staley Capital Advisers Inc Portfolio Holdings

Staley Capital Advisers Inc

  • $2.15 Billion
  • Q1 2025

Staley Capital Advisers Inc has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.15 Billion distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $153M, Microsoft Corp with a value of $152M, Qualcomm Inc with a value of $112M, Jpmorgan Chase & CO with a value of $109M, and Berkshire Hathaway Inc Class B with a value of $104M.

Examining the 13F form we can see an decrease of $53M in the current position value, from $2.2B to 2.15B.

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

Portfolio value $2.15 Billion
ETFs: $495 Million
Technology: $468 Million
Financial Services: $272 Million
Consumer Cyclical: $175 Million
Communication Services: $154 Million
Basic Materials: $148 Million
Industrials: $147 Million
Healthcare: $122 Million
Other: $168 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$214,000 0.01% of portfolio
24,500
Q3 2023 Reduced 4.3%
$78.3B
$290,000 0.01% of portfolio
1,200
Q1 2024 New
$67.5B
$222,000 0.01% of portfolio
2,000
Q3 2024 New
$1.75B
$292,000 0.01% of portfolio
13,733
Q2 2024 New
$150B
$190,000 0.01% of portfolio
900
Q2 2023 Reduced 56.69%
$9.81B
$310,000 0.01% of portfolio
4,534
Q4 2024 Reduced 52.68%
$11.8B
$283,000 0.01% of portfolio
4,380
Q1 2025 Added 8.26%
$50.7B
$246,000 0.01% of portfolio
5,897
Q2 2024 Added 5.32%
$17.1B
$247,000 0.01% of portfolio
929
Q1 2025 New
$161B
$274,000 0.01% of portfolio
552
Q4 2023 Reduced 1.25%
$5.04B
$259,000 0.01% of portfolio
6,148
Q1 2025 Added 1.69%
$70.8M
$81,000 0.0% of portfolio
51,472
Q1 2025 Added 41.13%
$37.6M
$24,000 0.0% of portfolio
22,500
Q1 2025 Added 80.0%
$81.9M
$28,000 0.0% of portfolio
10,000
Q1 2024 New
$153M
$62,000 0.0% of portfolio
10,000
Q3 2022 New
$426M
$75,000 0.0% of portfolio
20,000
Q1 2025 New
$968M
$101,000 0.0% of portfolio
30,000
N/A

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $2.15 Billion
  • Prior Value $2.2 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
Track This Portfolio

Track Staley Capital Advisers Inc Portfolio

Follow Staley Capital Advisers Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Staley Capital Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Staley Capital Advisers Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email