Arkolith/Funds/Wilsey Asset Management Inc

Wilsey Asset Management Inc

CIK 1598379Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Wilsey Asset Management Inc holds a focused book of 28 reported positions worth $681.0M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-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 reported non-option book. Cloning the disclosed picks since 2024 would be +38% (+18.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Wilsey Asset Management Inc is a wealth platform: this book aggregates client accounts across many advisers.

Trimmed
1
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+37.6%
+18.3%/yr · since Oct '24
Their reported book
+28.0%
held from quarter-end
S&P 500
+34.5%
same window
$9K$10K$11K$13K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Wilsey Asset Management Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 9.7 points over this window.

Growth of $10,000 cloning Wilsey Asset Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
64%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Financials
20%
Real Estate
16%
Health Care
15%
Consumer Discretionary
14%
Information Technology
11%
Consumer Staples
9%
Industrials
8%
Communication Services
6%

+1 sector below the cut, under 0.5% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Wilsey Asset Management Inc

Manager / fundShared namesTheir $ in those
GLP Holdings LLLP2 / 28$106.9M
Emerald Advisors, LLC11 / 28$613.5M
Palidye Holdings (Caymans) Ltd2 / 28$410.9M
Hoffman, Alan N Investment Management5 / 28$121.9M
Independent Investors Inc10 / 28$364.4M
Prospect Hill Management, LLC3 / 28$169.4M
9823 Capital, L.P.2 / 28$90.7M
Ghe, LLC4 / 28$154.5M

Ranked by the share of each fund's own book sitting in the names it shares with Wilsey Asset Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

28 positions
#SecurityValueShares% PortLast moveHistory
1Stanley Black & Decker Inc
COM
$51.0M541.7K
7.5%
+1.5%
Added · +8K sh
2JPMorgan Chase & Co
COM
$49.7M151.9K
7.3%
+2.3%
Added · +3K sh
3General MTRS Co
COM
$48.3M626.2K
7.1%
+2.0%
Added · +13K sh
4Allstate Corp
COM
$45.0M189.1K
6.6%
+1.4%
Added · +3K sh
5Piedmont Realty Trust Inc
COM CL A
$44.9M4.91M
6.6%
+0.3%
Added · +17K sh
6Wells Fargo & Co
COM
$43.3M524.0K
6.4%
+1.9%
Added · +10K sh
7Microsoft Corp
COM
$41.5M111.3K
6.1%
Held
8Verizon Communications Inc
COM
$39.8M939.8K
5.8%
+3.3%
Added · +30K sh
9Mohawk Inds Inc
COM
$38.1M314.0K
5.6%
+3.6%
Added · +11K sh
10Zimmer Biomet Holdings Inc
COM
$36.3M421.9K
5.3%
+4.7%
Added · +19K sh
11Medical Properties Trust Inc
COM
$35.2M7.61M
5.2%
+3.6%
Added · +262K sh
12The Cigna Group
COM
$34.1M123.6K
5.0%
+2.1%
Added · +3K sh
13Pfizer Inc
COM
$33.5M1.39M
4.9%
+17%
Added · +203K sh
14Intuit
COM
$32.7M125.3K
4.8%
New
New position
15Conagra Brands Inc
COM
$31.9M2.37M
4.7%
+5.5%
Added · +123K sh
16Vici Pptys Inc
COM
$30.6M1.15M
4.5%
+4.6%
Added · +51K sh
17Molson Coors Beverage Co
CL B
$29.4M755.6K
4.3%
+12%
Added · +80K sh
18Costco Wholesale Corporation
COM
$12.0M12.8K
1.8%
+0.7%
Added · +86 sh
19Qualcomm Inc
COM
$551K3.0K
0.1%
−99%
Reduced · −279K sh
20Apple Inc
COM
$549K1.9K
0.1%
Held
21Vanguard Specialized Funds
DIV APP ETF
$437K1.8K
0.1%
Held
22Lam Research Corp
COM NEW
$433K1.0K
0.1%
Held
23Abbvie Inc
COM
$423K1.7K
0.1%
Held
24Nvidia Corporation
COM
$362K1.8K
0.1%
Held
25Alphabet Inc
CAP STK CL C
$283K800
<0.1%
Held
26Science Applications Intl Co
COM
$227K2.1K
<0.1%
New
New position
27Leidos Holdings Inc
COM
$226K2.2K
<0.1%
Held
28Visa Inc
COM CL A
$206K600
<0.1%
New
New position
Showing all 28 positions
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Filing history

As-of date vs the date the SEC received each filing

$681.0M · Q2 2026Q3 2024 · $545.3MQ2 2026 · $681.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 20268d28$681.0M13F-HR
Q1 2026Mar 31, 2026Apr 28, 202628d25$637.8M13F-HR
Q4 2025Dec 31, 2025Jan 7, 20267d29$644.1M13F-HR
Q3 2025Sep 30, 2025Oct 9, 20259d28$545.3M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202515d24$542.8M13F-HR
Q1 2025Mar 31, 2025Apr 17, 202517d24$498.9M13F-HR
Q4 2024Dec 31, 2024Jan 28, 202528d23$539.5M13F-HR
Q3 2024Sep 30, 2024Oct 15, 202415d22$545.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.