STALEY CAPITAL ADVISERS INC
Top Portfolio Positions
113 positions ·
$1,664,664,970 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
402,310 | $148,923,092 | 8.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
417,412 | $122,785,913 | 7.38% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
201,326 | $96,475,419 | 5.80% | |
| QCOM |
Qualcomm Inc/De
Technology
|
721,565 | $92,923,140 | 5.58% | |
| CVX |
Chevron Corp
Energy
|
389,993 | $80,689,551 | 4.85% | |
| FDX |
Fedex Corp
Industrials
|
217,890 | $77,608,060 | 4.66% | |
| IFF |
International Flavors & Fragrances Inc
Basic Materials
|
1,055,308 | $76,562,595 | 4.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
343,480 | $71,536,579 | 4.30% | |
| JNJ |
Johnson & Johnson
Healthcare
|
273,722 | $66,908,605 | 4.02% | |
| BA |
Boeing Co
Industrials
|
335,366 | $66,747,894 | 4.01% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ATRA
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,500 | 50,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $904,500 | 50,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $716,500 | 50,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $579,000 | 75,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $475,200 | 80,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $665,500 | 50,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $325,200 | 40,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $340,000 | 40,000 | Shares | Sole | 2024-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||