Wilsey Asset Management Inc. has disclosed its latest 13F-HR filing, indicating that the firm holds a total of $681.15 million in investments as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and asset allocations, which can impact both its operations and the broader asset management industry.

Background

Wilsey Asset Management Inc. is a California-based company that specializes in asset management. The firm is categorized as an 'other' entity under SEC regulations. The company has made several recent filings, including the latest 13F-HR on October 21, 2026, and previous filings throughout 2026.

What the Filing Says

The recent filing reveals that Wilsey Asset Management has a total of 27 entries in its investment portfolio. The total value of these holdings amounts to $681,151,910. The filing is signed by Christine Clark, the Operations Manager, emphasizing the firm's commitment to transparency and regulatory compliance.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors within the asset management sector. The disclosed holdings provide a snapshot of Wilsey's investment preferences and strategies, which could influence market trends and investment decisions among peers.

What's Next

The filing does not say what happens next.

Investment Holdings

Wilsey Asset Management's portfolio includes a diverse range of companies across various sectors. Notable holdings include:

  • Apple Inc. - 1,496 shares valued at approximately $498,198.
  • Microsoft Corp. - 111,284 shares valued at about $57,077,564.
  • Alphabet Inc. - 688 shares of Class A and 800 shares of Class C, with total values of $236,792 and $272,592, respectively.
  • Pfizer Inc. - 1,389,021 shares valued at $39,614,883.
  • JPMorgan Chase & Co. - 150,160 shares valued at $49,677,346.

These holdings reflect a strategic focus on technology, healthcare, and financial sectors, indicating Wilsey's investment philosophy aimed at capitalizing on growth opportunities in these industries.

Managerial Insights

The filing was signed by Christine Clark, the Operations Manager, who is responsible for overseeing the firm's compliance and reporting processes. This highlights the firm's commitment to maintaining high standards of transparency and accountability in its operations.

Additional Information

The filing does not provide details on the specific investment strategies employed by Wilsey Asset Management or any potential changes in their investment approach moving forward. Additionally, there is no mention of any recent changes in management or organizational structure that could impact the firm's future performance.