WILSEY ASSET MANAGEMENT INC

Est. AUM

$681.0M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STANLEY BLACK & DECKER INC	COM	$51.0M	541721	7.49%	SOLE
2	JPMORGAN CHASE & CO	COM	$49.7M	151901	7.30%	SOLE
3	GENERAL MTRS CO	COM	$48.3M	626200	7.09%	SOLE
4	ALLSTATE CORP	COM	$45.0M	189133	6.61%	SOLE
5	PIEDMONT REALTY TRUST INC	COM CL A	$44.9M	4909232	6.60%	SOLE
6	WELLS FARGO & CO	COM	$43.3M	524048	6.36%	SOLE
7	MICROSOFT CORP	COM	$41.5M	111284	6.10%	SOLE
8	VERIZON COMMUNICATIONS INC	COM	$39.8M	939830	5.84%	SOLE
9	MOHAWK INDS INC	COM	$38.1M	313981	5.59%	SOLE
10	ZIMMER BIOMET HOLDINGS INC	COM	$36.3M	421867	5.33%	SOLE
11	MEDICAL PROPERTIES TRUST INC	COM	$35.2M	7611131	5.16%	SOLE
12	THE CIGNA GROUP	COM	$34.1M	123645	5.01%	SOLE
13	PFIZER INC	COM	$33.5M	1390058	4.92%	SOLE
14	INTUIT	COM	$32.7M	125334	4.80%	SOLE
15	CONAGRA BRANDS INC	COM	$31.9M	2371086	4.69%	SOLE
16	VICI PPTYS INC	COM	$30.6M	1152606	4.49%	SOLE
17	MOLSON COORS BEVERAGE CO	CL B	$29.4M	755639	4.32%	SOLE
18	COSTCO WHOLESALE CORPORATION	COM	$12.0M	12776	1.76%	SOLE
19	QUALCOMM INC	COM	$551K	2979	0.08%	SOLE
20	APPLE INC	COM	$549K	1896	0.08%	SOLE
21	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$437K	1846	0.06%	SOLE
22	LAM RESEARCH CORP	COM NEW	$433K	1000	0.06%	SOLE
23	ABBVIE INC	COM	$423K	1682	0.06%	SOLE
24	NVIDIA CORPORATION	COM	$362K	1808	0.05%	SOLE
25	ALPHABET INC	CAP STK CL C	$283K	800	0.04%	SOLE
26	SCIENCE APPLICATIONS INTL CO	COM	$227K	2059	0.03%	SOLE
27	LEIDOS HOLDINGS INC	COM	$226K	2197	0.03%	SOLE
28	VISA INC	COM CL A	$206K	600	0.03%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.