13F HOLDINGS REPORT
WILSEY ASSET MANAGEMENT INC
Quarter ended Q1 2025 · Filed April 17, 2025 · Accession 0001598379-25-000003
Total Value
$498.9M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WELLS FARGO CO NEW | 949746101 | 608,820 | $43.7M | 8.76% |
| 2 | MICROSOFT CORP | MSFT | 111,375 | $41.8M | 8.38% |
| 3 | ALLSTATE CORP | ALL-PJ | 171,625 | $35.5M | 7.12% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 144,148 | $35.4M | 7.09% |
| 5 | MOLSON COORS BEVERAGE CO | TAP-A | 554,682 | $33.8M | 6.77% |
| 6 | CHEVRON CORP NEW | CVX | 200,641 | $33.6M | 6.73% |
| 7 | THE CIGNA GROUP | 125523100 | 99,089 | $32.6M | 6.53% |
| 8 | GENERAL MTRS CO | 37045V100 | 655,127 | $30.8M | 6.18% |
| 9 | VICI PPTYS INC | 925652109 | 940,011 | $30.7M | 6.15% |
| 10 | PIEDMONT OFFICE REALTY TR IN | PDM | 4,011,630 | $29.6M | 5.93% |
| 11 | TAPESTRY INC | TPR | 401,459 | $28.3M | 5.67% |
| 12 | MEDICAL PPTYS TRUST INC | 58463J304 | 4,645,977 | $28.0M | 5.62% |
| 13 | FEDEX CORP | FDX | 110,847 | $27.0M | 5.42% |
| 14 | PFIZER INC | PFE | 941,729 | $23.9M | 4.78% |
| 15 | MOHAWK INDS INC | 608190104 | 205,952 | $23.5M | 4.71% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 12,720 | $12.0M | 2.41% |
| 17 | PARAMOUNT GLOBAL | 92556H206 | 363,783 | $4.4M | 0.87% |
| 18 | PAYPAL HLDGS INC | PYPL | 36,874 | $2.4M | 0.48% |
| 19 | VALERO ENERGY CORP | VLO | 5,070 | $669,595 | 0.13% |
| 20 | QUALCOMM INC | QCOM | 2,957 | $454,299 | 0.09% |
| 21 | LEIDOS HOLDINGS INC | LDOS | 2,197 | $296,463 | 0.06% |
| 22 | SCIENCE APPLICATIONS INTL CO | 808625107 | 2,059 | $231,164 | 0.05% |
| 23 | WILLDAN GROUP INC | WLDN | 5,227 | $212,843 | 0.04% |
| 24 | VISA INC | V | 607 | $212,729 | 0.04% |