13F HOLDINGS REPORT
WILSEY ASSET MANAGEMENT INC
Quarter ended Q4 2025 · Filed January 7, 2026 · Accession 0001598379-26-000001
Total Value
$644.1M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 111,325 | $53.8M | 8.36% |
| 2 | WELLS FARGO CO NEW | 949746101 | 554,860 | $51.7M | 8.03% |
| 3 | GENERAL MTRS CO | 37045V100 | 627,832 | $51.1M | 7.93% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 137,477 | $44.3M | 6.88% |
| 5 | STANLEY BLACK & DECKER INC | SWK | 523,272 | $38.9M | 6.03% |
| 6 | CONAGRA BRANDS INC | CAG | 2,202,652 | $38.1M | 5.92% |
| 7 | ALLSTATE CORP | ALL-PJ | 178,671 | $37.2M | 5.77% |
| 8 | VERIZON COMMUNICATIONS INC | VZ | 909,545 | $37.0M | 5.75% |
| 9 | FEDEX CORP | FDX | 123,808 | $35.8M | 5.55% |
| 10 | PIEDMONT REALTY TRUST INC | PDM | 4,240,902 | $35.4M | 5.49% |
| 11 | ZIMMER BIOMET HOLDINGS INC | ZBH | 360,753 | $32.4M | 5.04% |
| 12 | THE CIGNA GROUP | 125523100 | 110,801 | $30.5M | 4.73% |
| 13 | PFIZER INC | PFE | 1,195,395 | $29.8M | 4.62% |
| 14 | MEDICAL PPTYS TRUST INC | 58463J304 | 5,854,997 | $29.3M | 4.55% |
| 15 | VICI PPTYS INC | 925652109 | 1,035,598 | $29.1M | 4.52% |
| 16 | MOLSON COORS BEVERAGE CO | TAP-A | 620,261 | $29.0M | 4.50% |
| 17 | MOHAWK INDS INC | 608190104 | 237,869 | $26.0M | 4.04% |
| 18 | COSTCO WHSL CORP NEW | 22160K105 | 12,690 | $10.9M | 1.70% |
| 19 | APPLE INC | AAPL | 1,896 | $515,447 | 0.08% |
| 20 | NVIDIA CORPORATION | NVDA | 2,616 | $487,884 | 0.08% |
| 21 | QUALCOMM INC | QCOM | 2,693 | $460,626 | 0.07% |
| 22 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,846 | $405,714 | 0.06% |
| 23 | LEIDOS HOLDINGS INC | LDOS | 2,197 | $396,339 | 0.06% |
| 24 | ABBVIE INC | ABBV | 1,682 | $384,320 | 0.06% |
| 25 | VALERO ENERGY CORP | VLO | 1,580 | $257,208 | 0.04% |
| 26 | ALPHABET INC | GOOG | 800 | $251,040 | 0.04% |
| 27 | WILLDAN GROUP INC | WLDN | 2,359 | $244,534 | 0.04% |
| 28 | VISA INC | V | 600 | $210,426 | 0.03% |
| 29 | SCIENCE APPLICATIONS INTL CO | 808625107 | 2,059 | $207,259 | 0.03% |