Staley Capital Advisers Inc Portfolio Holdings

Staley Capital Advisers Inc

  • $2.31 Billion
  • Q2 2025

Staley Capital Advisers Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.31 Billion distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $201M, Ishares Russell 1000 Gr ETF with a value of $180M, Jpmorgan Chase & CO with a value of $127M, Qualcomm Inc with a value of $117M, and Alphabet Inc. with a value of $114M.

Examining the 13F form we can see an increase of $157M in the current position value, from $2.15B to 2.31B.

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

Portfolio value $2.31 Billion
ETFs: $545 Million
Technology: $531 Million
Financial Services: $285 Million
Consumer Cyclical: $179 Million
Communication Services: $176 Million
Basic Materials: $162 Million
Industrials: $160 Million
Healthcare: $111 Million
Other: $157 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93B
$25.3 Million 1.1% of portfolio
470,130
Q2 2025 Reduced 0.63%
$3.95B
$10 Million 0.43% of portfolio
1,100,000
Q1 2025 Added 69.23%
$5.18B
$9.74 Million 0.42% of portfolio
300,000
Q1 2025 Reduced 40.0%
$3.17B
$4.73 Million 0.21% of portfolio
571,200
Q2 2025 Reduced 14.9%
$4.78B
$2.33 Million 0.1% of portfolio
147,973
Q3 2019 New
$9.71B
$2.24 Million 0.1% of portfolio
55,500
Q2 2025 Reduced 3.48%
$4.98B
$2.06 Million 0.09% of portfolio
56,541
Q2 2025 Reduced 0.88%
$3.62B
$596,000 0.03% of portfolio
15,000
Q1 2023 New
$4.61B
$541,000 0.02% of portfolio
103,313
Q4 2023 New
$4.42B
$478,000 0.02% of portfolio
14,000
Q2 2017 New
$4.65B
$534,000 0.02% of portfolio
12,054
Q2 2025 Reduced 29.32%
$7.88B
$202,000 0.01% of portfolio
2,764
Q2 2025 Added 27.14%
$4.32B
$247,000 0.01% of portfolio
6,423
Q3 2024 New
$9.19B
$269,000 0.01% of portfolio
3,690
Q2 2025 Reduced 18.61%
$4.43B
$262,000 0.01% of portfolio
6,282
Q2 2025 Added 2.18%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $2.31 Billion
  • Prior Value $2.15 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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