account_balance
Investment manager · 13F filer · SEC CIK 1598379
Wilsey Asset Management Inc
Reported value$681Mas of Jun 30, 2026
Positions28 3 new, 0 sold out
Top 10 weight64.3%SWK alone is 7%
FiledJul 88 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SWKStanley Black & Decker Inc
7.5%
JPMJPMorgan Chase & Co
7.3%Added +2%
GMGeneral MTRS Co
7.1%Added +2%
ALLAllstate Corp
6.6%
PDMPiedmont Realty Trust Inc
6.6%
WFCWells Fargo & Co
6.4%
MSFTMicrosoft Corp
6.1%
VZVerizon Communications Inc
5.8%Added +3%
MHKMohawk Inds Inc
5.6%Added +4%
ZBHZimmer Biomet Holdings Inc
5.3%Added +5%
MPTMedical Properties Trust Inc
5.2%Added +4%
CIThe Cigna Group
5.0%Added +2%
SWK7.5%JPM7.3%GM7.1%
ALLAllstate Corp
6.6%
PDMPiedmont Realty Trust Inc
6.6%
WFCWells Fargo & Co
6.4%
MSFT6.1%VZ5.8%MHK5.6%ZBH5.3%MPT5.2%CI5.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SWK Stanley Black & Decker Inc 7.5% HeldJPM JPMorgan Chase & Co 7.3% Added +2%GM General MTRS Co 7.1% Added +2%ALL Allstate Corp 6.6% HeldPDM Piedmont Realty Trust Inc 6.6% HeldWFC Wells Fargo & Co 6.4% HeldMSFT Microsoft Corp 6.1% HeldVZ Verizon Communications Inc 5.8% Added +3%MHK Mohawk Inds Inc 5.6% Added +4%ZBH Zimmer Biomet Holdings Inc 5.3% Added +5%MPT Medical Properties Trust Inc 5.2% Added +4%CI The Cigna Group 5.0% Added +2%
What changed