WILSEY ASSET MANAGEMENT INC

CIK: 0001598379SEC EDGAR →

Portfolio Value

$633K

Holdings

29

As of

Q4 2025

New Positions

5

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

111,325$54K
8.50%
2

WELLS FARGO CO NEW

554,860$52K
8.17%
3

GENERAL MTRS CO

627,832$51K
8.06%
4

JPMORGAN CHASE & CO.

137,477$44K
7.00%
5

STANLEY BLACK & DECKER INC

523,272$39K
6.14%
6

CONAGRA BRANDS INC

2,202,652$38K
6.02%
7

ALLSTATE CORP

178,671$37K
5.87%
8

VERIZON COMMUNICATIONS INC

909,545$37K
5.85%
9

FEDEX CORP

123,808$36K
5.65%
10

PIEDMONT REALTY TRUST INC

4,240,902$35K
5.59%

Quarterly Changes

Top Buys

WFC↑ Increased
$46.3M
SWK↑ Increased
$37.8M
ALS↑ Increased
$37.7M
PDM↑ Increased
$36.5M
VICI↑ Increased
$31.7M

Top Sells

JPM↓ Decreased
$43.9M
GM↓ Decreased
$38.7M
CVXCLOSED
$30.7M
NVDA↓ Decreased
$1.1M
VLO↓ Decreased
$308K

New Positions (4)

$38K · 2.2M shares
$37K · 910K shares
$32K · 361K shares
$251 · 800 shares

Closed Positions (3)

$30.7M · 198K shares
$295K · 3K shares
$210K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services6$163K25.7%
Healthcare4$93K14.7%
Consumer Cyclical2$77K12.2%
Industrials2$75K11.8%
Consumer Defensive3$67K10.6%
Real Estate2$64K10.2%
Technology6$56K8.8%
Unknown2$37K5.9%
Energy1$2570.0%
Communication Services1$2510.0%