Institutional Fund
Wilsey Asset Management Inc
San Diego, CACIK 15983795 filings on record
Portfolio Value
$637.76M
Q1 2026
Holdings
25
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-1.0%
from $644.08M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- General Mtrs Co7.2%
- Verizon Communications Inc7.2%
- Jpmorgan Chase & Co.6.9%
- Microsoft Corp6.5%
- Wells Fargo Co New6.4%
- Allstate Corp6.1%
- Other59.9%
Portfolio Holdings
25 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | General Mtrs Co | 613.6K | $45.71M | 7.2% | −14.2K | Reduced |
| 2 | Verizon Communications Inc | 909.8K | $45.67M | 7.2% | +250 | Added |
| 3 | Jpmorgan Chase & Co. | 148.5K | $43.69M | 6.9% | +11.0K | Added |
| 4 | Microsoft Corp | 111.3K | $41.19M | 6.5% | −41 | Reduced |
| 5 | Wells Fargo Co New | 514.3K | $40.95M | 6.4% | −40.5K | Reduced |
| 6 | Allstate Corp | 186.6K | $38.68M | 6.1% | +7.9K | Added |
| 7 | Stanley Black & Decker Inc | 533.5K | $37.91M | 5.9% | +10.3K | Added |
| 8 | Zimmer Biomet Holdings Inc | 403.0K | $36.44M | 5.7% | +42.2K | Added |
| 9 | Qualcomm Inc | 282.3K | $36.36M | 5.7% | +279.6K | Added |
| 10 | Conagra Brands Inc | 2.25M | $35.34M | 5.5% | +45.7K | Added |
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