WILSEY ASSET MANAGEMENT INC — 13F holdings

WILSEY ASSET MANAGEMENT INC reported 27 holdings worth $681M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $57.1M (8.4%)
2. JPM JPMORGAN CHASE & CO. — $49.7M (7.3%)
3. GM GENERAL MTRS CO — $48.1M (7.1%)
4. SWK STANLEY BLACK & DECKER INC — $47.4M (7.0%)
5. PDM PIEDMONT REALTY TRUST INC — $44.0M (6.5%)
6. VZ VERIZON COMMUNICATIONS INC — $43.5M (6.4%)
7. WFC WELLS FARGO CO NEW — $42.4M (6.2%)
8. ALL ALLSTATE CORP — $42.2M (6.2%)
9. UPS UNITED PARCEL SERVICE INC — $40.0M (5.9%)
10. PFE PFIZER INC — $39.6M (5.8%)