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Home > Institutional Investor > Wilsey Asset Management Inc > Profile

Instuitional Investor - Wilsey Asset Management Inc

Fund Profile
Filing Period:
Fund Name: Wilsey Asset Management Inc
Portfolio Value $490,021,117
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 111,356 $41,874,310 8.54%
2.
Jpmorgan Chase & Co
 JPM 184,697 $31,417,036 6.41%
3.
Molson Coors Beverage Co
 TAP 505,443 $30,938,166 6.31%
4.
Wells Fargo & Company
 WFC 606,819 $29,867,640 6.09%
5.
Valero Energy Corp
 VLO 221,598 $28,807,747 5.87%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)