Wilsey Asset Management Inc holds a focused book of 28 stocks worth $681.0M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Intuit Inc and trimmed Qualcomm Inc. Their largest long position is Stanley Black & Decker Inc at 7% of the equity book.
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Use Arkolith to show WILSEY ASSET MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wilsey Asset Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 28 / 28 | $1.7T |
| BlackRock, Inc. | 28 / 28 | $1.3T |
| FMR LLC | 28 / 28 | $416.7B |
| MORGAN STANLEY | 28 / 28 | $267.1B |
| JPMORGAN CHASE & CO | 28 / 28 | $260.9B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 28 / 28 | $217.6B |
| NORTHERN TRUST CORP | 28 / 28 | $168.7B |
| BANK OF AMERICA CORP /DE/ | 28 / 28 | $160.4B |
Ranked by how many of Wilsey Asset Management Inc's top 28 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Stanley Black & Decker Inc COM | $51.0M | 541.7K | 7.5% | ▲+1.5% Added · +8K sh | |
| 2 | JPMorgan Chase & Co COM | $49.7M | 151.9K | 7.3% | ▲+2.3% Added · +3K sh | |
| 3 | General MTRS Co COM | $48.3M | 626.2K | 7.1% | ▲+2.0% Added · +13K sh | |
| 4 | Allstate Corp COM | $45.0M | 189.1K | 6.6% | ▲+1.4% Added · +3K sh | |
| 5 | Piedmont Realty Trust Inc COM CL A | $44.9M | 4.91M | 6.6% | ▲+0.3% Added · +17K sh | |
| 6 | Wells Fargo & Co COM | $43.3M | 524.0K | 6.4% | ▲+1.9% Added · +10K sh | |
| 7 | Microsoft Corp COM | $41.5M | 111.3K | 6.1% | —Held | |
| 8 | Verizon Communications Inc COM | $39.8M | 939.8K | 5.8% | ▲+3.3% Added · +30K sh | |
| 9 | Mohawk Inds Inc COM | $38.1M | 314.0K | 5.6% | ▲+3.6% Added · +11K sh | |
| 10 | Zimmer Biomet Holdings Inc COM | $36.3M | 421.9K | 5.3% | ▲+4.7% Added · +19K sh | |
| 11 | Medical Properties Trust Inc COM | $35.2M | 7.61M | 5.2% | ▲+3.6% Added · +262K sh | |
| 12 | The Cigna Group COM | $34.1M | 123.6K | 5.0% | ▲+2.1% Added · +3K sh | |
| 13 | Pfizer Inc COM | $33.5M | 1.39M | 4.9% | ▲+17% Added · +203K sh | |
| 14 | Intuit COM | $32.7M | 125.3K | 4.8% | ▲New New position | |
| 15 | Conagra Brands Inc COM | $31.9M | 2.37M | 4.7% | ▲+5.5% Added · +123K sh | |
| 16 | Vici Pptys Inc COM | $30.6M | 1.15M | 4.5% | ▲+4.6% Added · +51K sh | |
| 17 | Molson Coors Beverage Co CL B | $29.4M | 755.6K | 4.3% | ▲+12% Added · +80K sh | |
| 18 | Costco Wholesale Corporation COM | $12.0M | 12.8K | 1.8% | ▲+0.7% Added · +86 sh | |
| 19 | Qualcomm Inc COM | $551K | 3.0K | 0.1% | ▼−99% Reduced · −279K sh | |
| 20 | Apple Inc COM | $549K | 1.9K | 0.1% | —Held | |
| 21 | Vanguard Specialized Funds DIV APP ETF | $437K | 1.8K | 0.1% | —Held | |
| 22 | Lam Research Corp COM NEW | $433K | 1.0K | 0.1% | —Held | |
| 23 | Abbvie Inc COM | $423K | 1.7K | 0.1% | —Held | |
| 24 | Nvidia Corporation COM | $362K | 1.8K | 0.1% | —Held | |
| 25 | Alphabet Inc CAP STK CL C | $283K | 800 | 0.0% | —Held | |
| 26 | Science Applications Intl Co COM | $227K | 2.1K | 0.0% | ▲New New position | |
| 27 | Leidos Holdings Inc COM | $226K | 2.2K | 0.0% | —Held | |
| 28 | Visa Inc COM CL A | $206K | 600 | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 28 | $681.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 25 | $637.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 29 | $644.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 28 | $545.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 24 | $542.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 24 | $498.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 23 | $539.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 22 | $545.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.