1y return+11.6%S&P 500 +20.9%
3y return+44.4%S&P 500 +68.5%
5y return+31.1%S&P 500 +74.5%
10y return+184.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $285 against $357 in the S&P 500.2
Wilsey Asset Management IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SWKStanley Black & Decker Inc | $51.0M | 7.5% | +1.5% |
| JPMJpmorgan Chase & Co | $49.7M | 7.3% | +2.3% |
| GMGeneral Mtrs Co | $48.3M | 7.1% | +2.1% |
| ALLAllstate Corp | $45.0M | 6.6% | +1.4% |
| PDMPiedmont Realty Trust Inc | $44.9M | 6.6% | |
| WFCWells Fargo & Co | $43.3M | 6.4% | +1.9% |
| MSFTMicrosoft Corp | $41.5M | 6.1% | |
| VZVerizon Communications Inc | $39.8M | 5.8% | +3.3% |
| MHKMohawk Inds Inc | $38.1M | 5.6% | +3.6% |
| ZBHZimmer Biomet Holdings Inc | $36.3M | 5.3% | +4.7% |
| MPTMedical Properties Trust Inc | $35.2M | 5.2% | +3.6% |
| CIThe Cigna Group | $34.1M | 5.0% | +2.1% |
| PFEPfizer Inc | $33.5M | 4.9% | +17.1% |
| INTUIntuit | $32.7M | 4.8% | New |
| CAGConagra Brands Inc | $31.9M | 4.7% | +5.5% |
| VICIVici Pptys Inc | $30.6M | 4.5% | +4.6% |
| TAPMolson Coors Beverage Co | $29.4M | 4.3% | +11.8% |
| COSTCostco Wholesale Corporation | $12.0M | 1.8% | |
| QCOMQualcomm Inc | $551K | 0.1% | −98.9% |
| AAPLApple Inc | $549K | 0.1% | |
| VIGVanguard Specialized Funds | $437K | 0.1% | |
| LRCXLam Research Corp | $433K | 0.1% | |
| ABBVAbbvie Inc | $423K | 0.1% | |
| NVDANvidia Corporation | $362K | 0.1% | |
| GOOGAlphabet Inc | $283K | 0.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $49.7M |
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $43.3M |
| GMGeneral Mtrs Co | June 30, 2020 | +204.7% | $48.3M |
| COSTCostco Wholesale Corporation | December 31, 2020 | +148.3% | $12.0M |
| ALLAllstate Corp | June 30, 2020 | +145.3% | $45.0M |
| LRCXLam Research Corp | March 31, 2026 | +102.8% | $433K |
| MSFTMicrosoft Corp | December 31, 2020 | +67.7% | $41.5M |
| SWKStanley Black & Decker Inc | June 30, 2025 | +38.9% | $51.0M |
| CIThe Cigna Group | September 30, 2021 | +37.7% | $34.1M |
| PDMPiedmont Realty Trust Inc | March 31, 2023 | +25.3% | $44.9M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.3% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +8.4% | +7.8% |
| June 30, 2025 | +1.8% | +10.5% |
| March 31, 2025 | +1.9% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +10.2% | +5.4% |
| June 30, 2024 | −4.4% | +4.0% |
| March 31, 2024 | +11.7% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −5.0% | −3.6% |
| June 30, 2023 | +2.2% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +9.7% | +7.1% |
| September 30, 2022 | −9.8% | −5.3% |
| June 30, 2022 | −12.5% | −16.5% |
| March 31, 2022 | −3.2% | −4.9% |
| December 31, 2021 | +5.9% | +10.7% |
| September 30, 2021 | −3.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wilsey Asset Management Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1598379&type=13F-HR&dateb=&owner=include&count=40CIK 1598379
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1598379/000159837926000003/Filed July 8, 2026 · accession 0001598379-26-000003