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WILSEY ASSET MANAGEMENT INC

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13F filer, CIK 1598379, SAN DIEGO, CA

WILSEY ASSET MANAGEMENT INC reported $680,961,174 across 28 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-08. Its ten largest share positions make up 64.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001598379-26-000003

Period
2026-06-30
Reported value
$681M
Holdings
28
Top 10 weight
64.31%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INTUnew+125,334$32.7M
PFEadded+202,641$4.88M
TAPadded+79,913$3.11M
CAGadded+122,713$1.65M
ZBHadded+18,883$1.63M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QCOMreduced-279,334-$51.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001598379-26-000003, largest first. % of portfolio is the value over $680,961,174, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 506,177 shares; 2025Q3: 509,129 shares; 2025Q4: 523,272 shares; 2026Q1: 533,523 shares; 2026Q2: 541,721 shares 541,721$51M7.49%+8,198Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,812 shares; 2024Q4: 151,214 shares; 2025Q1: 144,148 shares; 2025Q2: 143,934 shares; 2025Q3: 139,311 shares; 2025Q4: 137,477 shares; 2026Q1: 148,516 shares; 2026Q2: 151,901 shares 151,901$49.7M7.3%+3,385Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693,531 shares; 2024Q4: 690,232 shares; 2025Q1: 655,127 shares; 2025Q2: 649,510 shares; 2025Q3: 634,791 shares; 2025Q4: 627,832 shares; 2026Q1: 613,583 shares; 2026Q2: 626,200 shares 626,200$48.3M7.09%+12,617Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,697 shares; 2024Q4: 182,961 shares; 2025Q1: 171,625 shares; 2025Q2: 173,796 shares; 2025Q3: 175,740 shares; 2025Q4: 178,671 shares; 2026Q1: 186,563 shares; 2026Q2: 189,133 shares 189,133$45M6.61%+2,570Timeline
PDMPIEDMONT REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,876,322 shares; 2024Q4: 3,953,542 shares; 2025Q1: 4,011,630 shares; 2025Q2: 4,115,288 shares; 2025Q3: 4,061,901 shares; 2025Q4: 4,240,902 shares; 2026Q1: 4,892,550 shares; 2026Q2: 4,909,232 shares 4,909,232$44.9M6.6%+16,682Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607,054 shares; 2024Q4: 599,745 shares; 2025Q1: 608,820 shares; 2025Q2: 607,332 shares; 2025Q3: 552,771 shares; 2025Q4: 554,860 shares; 2026Q1: 514,331 shares; 2026Q2: 524,048 shares 524,048$43.3M6.36%+9,717Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,375 shares; 2024Q4: 111,429 shares; 2025Q1: 111,375 shares; 2025Q2: 111,390 shares; 2025Q3: 111,325 shares; 2025Q4: 111,325 shares; 2026Q1: 111,284 shares; 2026Q2: 111,284 shares 111,284$41.5M6.1%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 909,545 shares; 2026Q1: 909,795 shares; 2026Q2: 939,830 shares 939,830$39.8M5.84%+30,035Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,163 shares; 2024Q4: 198,514 shares; 2025Q1: 205,952 shares; 2025Q2: 214,933 shares; 2025Q3: 213,248 shares; 2025Q4: 237,869 shares; 2026Q1: 303,104 shares; 2026Q2: 313,981 shares 313,981$38.1M5.59%+10,877Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 360,753 shares; 2026Q1: 402,984 shares; 2026Q2: 421,867 shares 421,867$36.3M5.33%+18,883Timeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,290,221 shares; 2024Q4: 4,652,803 shares; 2025Q1: 4,645,977 shares; 2025Q2: 4,927,568 shares; 2025Q3: 5,240,579 shares; 2025Q4: 5,854,997 shares; 2026Q1: 7,348,752 shares; 2026Q2: 7,611,131 shares 7,611,131$35.2M5.16%+262,379Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,320 shares; 2024Q4: 98,157 shares; 2025Q1: 99,089 shares; 2025Q2: 101,936 shares; 2025Q3: 105,474 shares; 2025Q4: 110,801 shares; 2026Q1: 121,044 shares; 2026Q2: 123,645 shares 123,645$34.1M5.01%+2,601Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825,785 shares; 2024Q4: 883,357 shares; 2025Q1: 941,729 shares; 2025Q2: 985,295 shares; 2025Q3: 1,103,543 shares; 2025Q4: 1,195,395 shares; 2026Q1: 1,187,417 shares; 2026Q2: 1,390,058 shares 1,390,058$33.5M4.92%+202,641Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125,334 shares 125,334$32.7M4.8%newTimeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,202,652 shares; 2026Q1: 2,248,373 shares; 2026Q2: 2,371,086 shares 2,371,086$31.9M4.69%+122,713Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910,321 shares; 2024Q4: 940,416 shares; 2025Q1: 940,011 shares; 2025Q2: 957,643 shares; 2025Q3: 972,482 shares; 2025Q4: 1,035,598 shares; 2026Q1: 1,101,451 shares; 2026Q2: 1,152,606 shares 1,152,606$30.6M4.49%+51,155Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541,860 shares; 2024Q4: 550,539 shares; 2025Q1: 554,682 shares; 2025Q2: 563,440 shares; 2025Q3: 591,259 shares; 2025Q4: 620,261 shares; 2026Q1: 675,726 shares; 2026Q2: 755,639 shares 755,639$29.4M4.32%+79,913Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,720 shares; 2024Q4: 12,720 shares; 2025Q1: 12,720 shares; 2025Q2: 12,694 shares; 2025Q3: 12,690 shares; 2025Q4: 12,690 shares; 2026Q1: 12,690 shares; 2026Q2: 12,776 shares 12,776$12M1.76%+86Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,943 shares; 2025Q1: 2,957 shares; 2025Q2: 2,798 shares; 2025Q3: 2,679 shares; 2025Q4: 2,693 shares; 2026Q1: 282,313 shares; 2026Q2: 2,979 shares 2,979$551K0.08%-279,334Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,096 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares; 2026Q2: 1,896 shares 1,896$549K0.08%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 1,846 shares; 2026Q1: 1,846 shares; 2026Q2: 1,846 shares 1,846$437K0.06%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$433K0.06%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,682 shares; 2025Q4: 1,682 shares; 2026Q1: 1,682 shares; 2026Q2: 1,682 shares 1,682$423K0.06%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,850 shares; 2025Q4: 2,616 shares; 2026Q1: 1,808 shares; 2026Q2: 1,808 shares 1,808$362K0.05%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800$283K0.04%0Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,059 shares; 2024Q4: 2,059 shares; 2025Q1: 2,059 shares; 2025Q2: 2,059 shares; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares; 2026Q1: not reported; 2026Q2: 2,059 shares 2,059$227K0.03%newTimeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,197 shares; 2024Q4: 2,197 shares; 2025Q1: 2,197 shares; 2025Q2: 2,197 shares; 2025Q3: 2,197 shares; 2025Q4: 2,197 shares; 2026Q1: 2,197 shares; 2026Q2: 2,197 shares 2,197$226K0.03%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 607 shares; 2025Q2: 615 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: not reported; 2026Q2: 600 shares 600$206K0.03%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001598379-26-000003 base2026-07-08acceptance time not in the bulk data set