StockDriftsStockDriftsTop 25 Wilsey Asset Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GM | GENERAL MTRS CO | 7.17% | 613.6K | $45.7M | -2.27%(-14.25K) | $36.95(+105.16%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 7.16% | 909.8K | $45.7M | +0.03%(+250) | $42.34(+11.50%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 6.85% | 148.5K | $43.7M | +8.03%(+11.04K) | $89.32(+236.13%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.46% | 111.3K | $41.2M | -0.04%(-41) | $107.93(+275.43%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 6.42% | 514.3K | $40.9M | -7.30%(-40.53K) | $31.95(+130.14%) | 2026-03-31 | |
| ALL | ALLSTATE CORP | 6.07% | 186.6K | $38.7M | +4.42%(+7.89K) | $20509.33(-98.95%) | 2026-03-31 | |
| SWK | STANLEY BLACK & DECKER INC | 5.94% | 533.5K | $37.9M | +1.96%(+10.25K) | $72.15(+7.63%) | 2026-03-31 | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 5.71% | 403.0K | $36.4M | +11.71%(+42.23K) | $93.79(-11.80%) | 2026-03-31 | |
| QCOM | QUALCOMM INC | 5.7% | 282.3K | $36.4M | +10383.22%(+279.62K) | $150.03(+42.09%) | 2026-03-31 | |
| CAG | CONAGRA BRANDS INC | 5.54% | 2.25M | $35.3M | +2.08%(+45.72K) | $17.78(-20.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.95% | +40.30% |
| Top 20 Holdings Unweighted | +11.43% | +38.34% |
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