13F HOLDINGS REPORT
WILSEY ASSET MANAGEMENT INC
Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0001598379-25-000004
Total Value
$542.8M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 111,390 | $55.4M | 10.21% |
| 2 | WELLS FARGO CO NEW | 949746101 | 607,332 | $48.7M | 8.97% |
| 3 | JPMORGAN CHASE & CO. | VYLD | 143,934 | $41.7M | 7.69% |
| 4 | ALLSTATE CORP | ALL-PJ | 173,796 | $35.0M | 6.45% |
| 5 | TAPESTRY INC | TPR | 397,543 | $34.9M | 6.43% |
| 6 | STANLEY BLACK & DECKER INC | SWK | 506,177 | $34.3M | 6.32% |
| 7 | THE CIGNA GROUP | 125523100 | 101,936 | $33.7M | 6.21% |
| 8 | GENERAL MTRS CO | 37045V100 | 649,510 | $32.0M | 5.89% |
| 9 | VICI PPTYS INC | 925652109 | 957,643 | $31.2M | 5.75% |
| 10 | PIEDMONT REALTY TRUST INC | PDM | 4,115,288 | $30.0M | 5.53% |
| 11 | CHEVRON CORP NEW | CVX | 202,173 | $28.9M | 5.33% |
| 12 | MOLSON COORS BEVERAGE CO | TAP-A | 563,440 | $27.1M | 4.99% |
| 13 | FEDEX CORP | FDX | 114,783 | $26.1M | 4.81% |
| 14 | PFIZER INC | PFE | 985,295 | $23.9M | 4.40% |
| 15 | MOHAWK INDS INC | 608190104 | 214,933 | $22.5M | 4.15% |
| 16 | MEDICAL PPTYS TRUST INC | 58463J304 | 4,927,568 | $21.2M | 3.91% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 12,694 | $12.6M | 2.32% |
| 18 | PARAMOUNT GLOBAL | 92556H206 | 121,342 | $1.6M | 0.29% |
| 19 | QUALCOMM INC | QCOM | 2,798 | $445,676 | 0.08% |
| 20 | VALERO ENERGY CORP | VLO | 3,296 | $443,048 | 0.08% |
| 21 | LEIDOS HOLDINGS INC | LDOS | 2,197 | $346,599 | 0.06% |
| 22 | WILLDAN GROUP INC | WLDN | 4,717 | $294,860 | 0.05% |
| 23 | SCIENCE APPLICATIONS INTL CO | 808625107 | 2,059 | $231,864 | 0.04% |
| 24 | VISA INC | V | 615 | $218,356 | 0.04% |