Wilsey Asset Management Inc Portfolio Holdings
Wilsey Asset Management Inc
- $534 Million
- Q3 2024
Wilsey Asset Management Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $534 Million distributed in 22 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $47.9M, Tapestry, Inc. with a value of $35.5M, Allstate Corp with a value of $34.6M, Wells Fargo & Company with a value of $34.3M, and Cigna Corp with a value of $33M.
Examining the 13F form we can see an increase of $57.6M in the current position value, from $476M to 534M.
Below you can find more details about Wilsey Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$534 Million
Financial Services: $129 Million
Consumer Cyclical: $97.2 Million
Real Estate: $83 Million
Healthcare: $56.9 Million
Technology: $48.6 Million
Consumer Defensive: $42.4 Million
Energy: $29.9 Million
Industrials: $29.2 Million
Other: $17.4 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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