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 Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $534 Million
  • Prior Value $476 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Wilsey Asset Management Inc Portfolio

Follow Wilsey Asset Management 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 Wilsey Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wilsey Asset Management Inc with notifications on news.