WILSEY ASSET MANAGEMENT INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| CONAGRA BRANDS INC | 0 | 2,202,652 | +2,202,652 | 0 | 38,127,906 | +38,127,906 |
| VERIZON COMMUNICATIONS INC | 0 | 909,545 | +909,545 | 0 | 37,045,768 | +37,045,768 |
| ZIMMER BIOMET HOLDINGS INC | 0 | 360,753 | +360,753 | 0 | 32,438,910 | +32,438,910 |
| GENERAL MTRS CO | 634,791 | 627,832 | -6,959 | 38,703,215 | 51,055,288 | +12,352,073 |
| FEDEX CORP | 121,108 | 123,808 | +2,700 | 28,558,422 | 35,763,240 | +7,204,818 |
| WELLS FARGO CO NEW | 552,771 | 554,860 | +2,089 | 46,333,259 | 51,712,935 | +5,379,676 |
| MEDICAL PPTYS TRUST INC | 5,240,579 | 5,854,997 | +614,418 | 26,569,734 | 29,274,987 | +2,705,253 |
| MOLSON COORS BEVERAGE CO | 591,259 | 620,261 | +29,002 | 26,754,457 | 28,953,790 | +2,199,333 |
| PFIZER INC | 1,103,543 | 1,195,395 | +91,852 | 28,118,270 | 29,765,323 | +1,647,053 |
| STANLEY BLACK & DECKER INC | 509,129 | 523,272 | +14,143 | 37,843,571 | 38,868,670 | +1,025,099 |
| JPMORGAN CHASE & CO. | 139,311 | 137,477 | -1,834 | 43,942,987 | 44,297,761 | +354,774 |
| ALPHABET INC | 0 | 800 | +800 | 0 | 251,040 | +251,040 |
| APPLE INC | 1,096 | 1,896 | +800 | 279,074 | 515,447 | +236,373 |
| THE CIGNA GROUP | 105,474 | 110,801 | +5,327 | 30,403,018 | 30,495,878 | +92,860 |
| WILLDAN GROUP INC | 2,359 | 2,359 | 0 | 228,092 | 244,534 | +16,442 |
| QUALCOMM INC | 2,679 | 2,693 | +14 | 445,736 | 460,626 | +14,890 |
| VANGUARD SPECIALIZED FUNDS | 1,846 | 1,846 | 0 | 398,348 | 405,714 | +7,366 |
| VISA INC | 600 | 600 | 0 | 204,828 | 210,426 | +5,598 |
| SCIENCE APPLICATIONS INTL CO | 2,059 | 2,059 | 0 | 204,603 | 207,259 | +2,656 |
| ABBVIE INC | 1,682 | 1,682 | 0 | 389,450 | 384,320 | -5,130 |
| LEIDOS HOLDINGS INC | 2,197 | 2,197 | 0 | 415,145 | 396,339 | -18,806 |
| VALERO ENERGY CORP | 1,814 | 1,580 | -234 | 308,852 | 257,208 | -51,644 |
| ABBOTT LABS | 1,572 | 0 | -1,572 | 210,554 | 0 | -210,554 |
| TAPESTRY INC | 2,606 | 0 | -2,606 | 295,051 | 0 | -295,051 |
| ALLSTATE CORP | 175,740 | 178,671 | +2,931 | 37,722,520 | 37,190,388 | -532,132 |
| NVIDIA CORPORATION | 5,850 | 2,616 | -3,234 | 1,091,493 | 487,884 | -603,609 |
| COSTCO WHSL CORP NEW | 12,690 | 12,690 | 0 | 11,746,245 | 10,943,095 | -803,150 |
| PIEDMONT REALTY TRUST INC | 4,061,901 | 4,240,902 | +179,001 | 36,557,106 | 35,369,120 | -1,187,986 |
| MOHAWK INDS INC | 213,248 | 237,869 | +24,621 | 27,491,932 | 25,999,082 | -1,492,850 |
| VICI PPTYS INC | 972,482 | 1,035,598 | +63,116 | 31,712,634 | 29,121,022 | -2,591,612 |
| MICROSOFT CORP | 111,325 | 111,325 | 0 | 57,660,784 | 53,838,997 | -3,821,787 |
| CHEVRON CORP NEW | 197,824 | 0 | -197,824 | 30,720,101 | 0 | -30,720,101 |