13F HOLDINGS REPORT
WILSEY ASSET MANAGEMENT INC
Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0001598379-25-000006
Total Value
$545.3M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 111,325 | $57.7M | 10.57% |
| 2 | WELLS FARGO CO NEW | 949746101 | 552,771 | $46.3M | 8.50% |
| 3 | JPMORGAN CHASE & CO. | VYLD | 139,311 | $43.9M | 8.06% |
| 4 | GENERAL MTRS CO | 37045V100 | 634,791 | $38.7M | 7.10% |
| 5 | STANLEY BLACK & DECKER INC | SWK | 509,129 | $37.8M | 6.94% |
| 6 | ALLSTATE CORP | ALL-PJ | 175,740 | $37.7M | 6.92% |
| 7 | PIEDMONT REALTY TRUST INC | PDM | 4,061,901 | $36.6M | 6.70% |
| 8 | VICI PPTYS INC | 925652109 | 972,482 | $31.7M | 5.82% |
| 9 | CHEVRON CORP NEW | CVX | 197,824 | $30.7M | 5.63% |
| 10 | THE CIGNA GROUP | 125523100 | 105,474 | $30.4M | 5.58% |
| 11 | FEDEX CORP | FDX | 121,108 | $28.6M | 5.24% |
| 12 | PFIZER INC | PFE | 1,103,543 | $28.1M | 5.16% |
| 13 | MOHAWK INDS INC | 608190104 | 213,248 | $27.5M | 5.04% |
| 14 | MOLSON COORS BEVERAGE CO | TAP-A | 591,259 | $26.8M | 4.91% |
| 15 | MEDICAL PPTYS TRUST INC | 58463J304 | 5,240,579 | $26.6M | 4.87% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 12,690 | $11.7M | 2.15% |
| 17 | NVIDIA CORPORATION | NVDA | 5,850 | $1.1M | 0.20% |
| 18 | QUALCOMM INC | QCOM | 2,679 | $445,736 | 0.08% |
| 19 | LEIDOS HOLDINGS INC | LDOS | 2,197 | $415,145 | 0.08% |
| 20 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,846 | $398,348 | 0.07% |
| 21 | ABBVIE INC | ABBV | 1,682 | $389,450 | 0.07% |
| 22 | VALERO ENERGY CORP | VLO | 1,814 | $308,852 | 0.06% |
| 23 | TAPESTRY INC | TPR | 2,606 | $295,051 | 0.05% |
| 24 | APPLE INC | AAPL | 1,096 | $279,074 | 0.05% |
| 25 | WILLDAN GROUP INC | WLDN | 2,359 | $228,092 | 0.04% |
| 26 | ABBOTT LABS | ABLZF | 1,572 | $210,554 | 0.04% |
| 27 | VISA INC | V | 600 | $204,828 | 0.04% |
| 28 | SCIENCE APPLICATIONS INTL CO | 808625107 | 2,059 | $204,603 | 0.04% |