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 TAP
Shares Held
Position Value (USD)
26 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,096,761 | 675,726 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $28,953,783 | 620,261 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $26,754,469 | 591,259 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $27,095,829 | 563,440 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $33,763,493 | 554,682 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $31,556,895 | 550,539 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $31,167,787 | 541,860 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $27,157,147 | 534,274 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $34,258,226 | 509,416 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $30,938,166 | 505,443 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $32,121,852 | 505,140 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $32,624,510 | 495,512 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $26,352,562 | 509,918 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $25,897,661 | 502,672 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $23,815,757 | 496,265 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $26,503,579 | 486,215 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $25,337,297 | 474,659 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $21,284,986 | 459,223 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $20,729,865 | 446,957 | Shares | Sole | 2021-11-03 | |
| 2021-09-30 | $32,466 | 700 | Put | Sole | 2021-11-03 | |
| 2021-06-30 | $37,583 | 700 | Put | Sole | 2021-07-26 | |
| 2021-06-30 | $23,163,637 | 431,433 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $35,805 | 700 | Put | Sole | 2021-04-28 | |
| 2021-03-31 | $21,692,715 | 424,100 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $18,585,743 | 411,280 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $10,557,405 | 314,583 | Shares | Sole | 2020-10-16 | |
| No 13F history on record for this holder in this stock. | ||||||