STALEY CAPITAL ADVISERS INC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$2.4T

Holdings

192

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (192 positions)

#StockSharesValue% PortfolioType
101
DFSTXDFA SMALL CAP ETF
20,855$1.3B0.06%
102
CHKPCHECK POINT SOFTWARE
5,963$1.3B0.06%
103
AFICXFUNDAMENTAL INVS CL F2 SHS
14,587$1.3B0.05%
104
PHPARKER HANNIFIN
1,792$1.3B0.05%
105
SPDR SHORT TERM MUNICIPAL
25,000$1.2B0.05%
106
XBISPDR S&P BIOTECH
14,385$1.2B0.05%
107
ESGEiSHARES ESG AWARE EMERGING MKT
30,000$1.2B0.05%
108
PEPPEPSICO INC
8,876$1.2B0.05%
109
VGKVANGUARD EUROPE ETF
15,100$1.2B0.05%
110
SNPSSYNOPSYS INC
2,200$1.1B0.05%
111
CFGCITIZENS FINL
25,000$1.1B0.05%
112
IWDiSHARES RUSSELL 1000 VALUE
5,358$1.0B0.04%
113
NMLNEUBERGER BRMN. MLP INCOME
115,000$1.0B0.04%
114
NFLXNETFLIX INC.
761$1.0B0.04%
115
PNCPNC FINANCIAL
5,281$984.5M0.04%
116
XOMEXXON MOBIL
9,112$982.3M0.04%
117
RJFRAYMOND JAMES FINL
6,250$958.6M0.04%
118
CRMSALESFORCE.COM
3,443$938.9M0.04%
119
IVVISHARES TR S&P 500 INDEX
1,459$905.8M0.04%
120
MTBM & T BK CORP COM
4,600$892.4M0.04%
121
TFCTRUIST FINL CORP
20,000$859.8M0.04%
122
DFLVDFA LRG VALUE ETF
26,880$833.8M0.04%
123
LOWLOWE'S COMPANIES
3,750$832.0M0.04%
124
BACBANK OF AMERICA
16,500$780.8M0.03%
125
SWPPXSCHWAB S&P 500 INDEX
7,988$765.7M0.03%
126
IWBISHARES RUSSELL 1000 ETF
2,100$713.1M0.03%
127
LINLINDE PLC
1,460$685.0M0.03%
128
MRKMERCK & CO. INC.
8,045$636.8M0.03%
129
GEGENERAL ELECTRIC
2,386$614.2M0.03%
130
IVWiSHARES S&P 500 GROWTH
5,534$609.3M0.03%
131
IAU*ISHARES GOLD TRUST
9,578$597.3M0.03%
132
IOTSAMSARA INC
15,000$596.7M0.03%
133
ATRAATARA BIOTHERAPEUTICS COM NEW
75,000$579.0M0.02%
134
PFFiSHARES PREFERRED STOCK
18,500$567.6M0.02%
135
MOALTRIA GROUP INC.
9,318$546.3M0.02%
136
AURAURORA INNOVATION INC CLASS A
103,313$541.4M0.02%
137
FHIFEDERATED HERMES
12,054$534.3M0.02%
138
DLNWISDOMTREE LARGECAP DIV
6,294$517.0M0.02%
139
MUNIPIMCO INTERM. MUNI ETF
10,000$513.6M0.02%
140
HONHUBSPOT INC
900$501.0M0.02%
141
ADPAUTOMATIC DATA PROCESSING
1,610$496.5M0.02%
142
BOXBOX INC CL A
14,000$478.4M0.02%
143
TOSTTOAST INC CL A
10,600$469.5M0.02%
144
VBRVANGUARD SMALL CAP VALUE ETF
2,311$450.7M0.02%
145
COSTCOSTCO WHOLESALE
412$407.9M0.02%
146
MDYVSPDR S&P 400 MID CAP VALUE
5,111$406.0M0.02%
147
CMNIXCALAMOS INVT TR NEW MKT NEUTRA
26,167$402.2M0.02%
148
DFATDIMENSIONAL ETF TRUST US TARGE
7,271$392.3M0.02%
149
AMGNAMGEN INC
1,405$392.3M0.02%
150
ABBVABBVIE INC.
1,976$366.8M0.02%
151
FLEX LTD ORD
7,243$361.6M0.02%
152
AWMSKYWORKS SOLUTIONS INC.
4,645$346.1M0.01%
153
IJHISHARES CORE S&P MID-CAP ETF
5,565$345.1M0.01%
154
WMTWAL-MART STORES
3,477$340.0M0.01%
155
QVCGA 8 03/15/31QVC GROUP INC. NT CAL 31 8.000
48,868$335.7M0.01%
156
IWMISHARES RUSSELL 2000 INDEX
1,541$332.5M0.01%
157
COPCONOCOPHILLIPS
3,568$320.2M0.01%
158
KMTKENNAMETAL INC COM
13,733$315.3M0.01%
159
AVGOBROADCOM LTD SHS
1,130$311.5M0.01%
160
ACMAECOM TECH
2,656$299.8M0.01%
161
JEPIJ P MORGAN EXCHANGE TR EQUITY
5,218$296.6M0.01%
162
RSGREPUBLIC SVCS INC
1,200$295.9M0.01%
163
FFIVF5 NETWORKS INC
991$291.7M0.01%
164
GEVGE VERNOVA INC COM
543$287.3M0.01%
165
LIGRXNATIXIS LOOMIS SAYLES INV GRAD
28,832$284.3M0.01%
166
AQLTiSHARES DIVIDEND
2,041$271.1M0.01%
167
HSICHENRY SCHEIN
3,690$269.6M0.01%
168
FMCF M C CORP
6,282$262.3M0.01%
169
NRKNUVEEN NY AMT-FREE MUN
26,000$257.7M0.01%
170
VYMIVANGUARD INTL. HIGH DIVIDEND E
3,200$256.4M0.01%
171
FRELFIDELITY COVINGTON TRU MSCI RL
9,389$253.9M0.01%
172
COSCNO FINANCIAL
6,423$247.8M0.01%
173
MDLZMONDELEZ INTL
3,524$237.7M0.01%
174
QQQNASDAQ 100 SHARES
414$228.4M0.01%
175
CLCOLGATE PALMOLIVE CO
2,500$227.3M0.01%
176
FORD R HORTON
1,750$225.6M0.01%
177
NKENIKE INC. CL B
3,153$224.0M0.01%
178
TMOTHERMO FISHER SCIENTIFIC
552$223.8M0.01%
179
DHRDANAHER CORP.
1,101$217.5M0.01%
180
PPGPPG INDUSTRIES
1,911$217.4M0.01%
181
HONHONEYWELL INTL
924$215.2M0.01%
182
NUVNUVEEN MUNI VALUE
24,500$212.9M0.01%
183
AFLAFLAC INC
2,000$210.9M0.01%
184
HTDCORCEPT THERAPEUTICS I COM
2,764$202.9M0.01%
185
PLANET LABS
30,000$183.0M0.01%
186
PFXFVANECK VECTORS PFD. SEC. EX-FI
10,000$171.2M0.01%
187
PMOPUTNAM MUNI OPPORT TRUST
12,500$123.6M0.01%
188
NAZNUVEEN ARIZONA QLTY MUNI
10,000$116.9M0.00%
189
EOSEEOS ENERGY ENTERPRISES COM CL
20,000$102.4M0.00%
190
PHATPHATHOM PHARM.
10,000$95.9M0.00%
191
MNLOUSDVYNE THERAP.
51,472$84.9M0.00%
192
ONDSONDAS HLDGS INC COM NEW
22,500$43.2M0.00%
193
ANIXANIXA BIOSCIENCES INC COM
10,000$33.0M0.00%
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