WILSEY ASSET MANAGEMENT INC
CIK 1598379
13F filing for Q2 2026・No. 3,258
- Holdings
- US$680.96M
- Quarter change
- +US$43.2M
- Entries
- 28
- Net bought (estimate)
- +US$3.17M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 0
- Cut 1
- Added 16
- Corporate actions 0
- Unchanged 8
Largest holdings
28 stocks worth US$680.96M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SWKSTANLEY BLACK & DECKER INCCOM | Added | 541,721 | US$50.99M | 7.49% |
| JPMJPMORGAN CHASE & COCOM | Added | 151,901 | US$49.72M | 7.30% |
| GMGENERAL MTRS COCOM | Added | 626,200 | US$48.27M | 7.09% |
| ALLALLSTATE CORPCOM | Added | 189,133 | US$45M | 6.61% |
| PIEDMONT REALTY TRUST INCCOM CL A | Added | 4,909,232 | US$44.92M | 6.60% |
| WFCWELLS FARGO & COCOM | Added | 524,048 | US$43.31M | 6.36% |
| MSFTMicrosoftCOM | Unchanged | 111,284 | US$41.51M | 6.10% |
| VZVERIZON COMMUNICATIONS INCCOM | Added | 939,830 | US$39.79M | 5.84% |
| MHKMOHAWK INDS INCCOM | Added | 313,981 | US$38.1M | 5.59% |
| ZBHZIMMER BIOMET HOLDINGS INCCOM | Added | 421,867 | US$36.32M | 5.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.