Wilsey Asset Management Inc Portfolio Holdings
Wilsey Asset Management Inc
- $542 Million
- Q2 2025
Wilsey Asset Management Inc has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $542 Million distributed in 24 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $55.4M, Wells Fargo & Company with a value of $48.7M, Jpmorgan Chase & CO with a value of $41.7M, Allstate Corp with a value of $35M, and Tapestry, Inc. with a value of $34.9M.
Examining the 13F form we can see an increase of $44.1M in the current position value, from $498M to 542M.
Below you can find more details about Wilsey Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$542 Million
Financial Services: $126 Million
Consumer Cyclical: $89.4 Million
Real Estate: $81.8 Million
Industrials: $60.7 Million
Healthcare: $57.6 Million
Technology: $56.4 Million
Consumer Defensive: $39.7 Million
Energy: $29.4 Million
Other: $1.57 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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