WILSEY ASSET MANAGEMENT INC
Top Portfolio Positions
23 positions ·
$637,137,918 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GM |
General Motors Co
Consumer Cyclical
|
613,583 | $45,711,933 | 7.17% | |
| VZ |
Verizon Communications Inc
Communication Services
|
909,795 | $45,671,709 | 7.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
148,516 | $43,687,466 | 6.86% | |
| MSFT |
Microsoft Corp
Technology
|
111,284 | $41,193,998 | 6.47% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
514,331 | $40,945,890 | 6.43% | |
| ALL |
Allstate Corp
Financial Services
|
186,563 | $38,681,972 | 6.07% | |
| SWK |
Stanley Black & Decker, Inc.
Industrials
|
533,523 | $37,912,144 | 5.95% | |
| ZBH |
Zimmer Biomet Holdings, Inc.
Healthcare
|
402,984 | $36,437,813 | 5.72% | |
| QCOM |
Qualcomm Inc/De
Technology
|
282,313 | $36,356,268 | 5.71% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
2,248,373 | $35,344,423 | 5.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PDM
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,144,053 | 4,892,550 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $35,369,122 | 4,240,902 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $36,557,109 | 4,061,901 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $30,000,449 | 4,115,288 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $29,565,713 | 4,011,630 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $36,174,909 | 3,953,542 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $39,150,852 | 3,876,322 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $28,273,550 | 3,899,800 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $18,257,746 | 2,597,119 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $13,729,225 | 1,930,974 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $10,213,411 | 1,817,333 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,318,018 | 1,006,605 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,350,773 | 869,969 | Shares | Sole | 2023-04-26 | |
| No 13F history on record for this holder in this stock. | ||||||