Long-term investor
Wilsey Asset Management Inc. @wilseyassetmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001598379).
Record
- Tracked since 2025-06-30 (445 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months n/a · 1 year +9.9% · all +9.9%
- Max drawdown n/a · win rate 56% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SWK · 7.5% · long · since 2025-06-30
- JPM · 7.3% · long · since 2025-06-30
- GM · 7.1% · long · since 2025-06-30
- ALL · 6.6% · long · since 2025-06-30
- PDM · 6.6% · long · since 2025-06-30
- WFC · 6.4% · long · since 2025-06-30
- MSFT · 6.1% · long · since 2025-06-30
- VZ · 5.8% · long · since 2025-12-31
- MHK · 5.6% · long · since 2025-06-30
- ZBH · 5.3% · long · since 2025-12-31
- MPT · 5.2% · long · since 2025-06-30
- CI · 5.0% · long · since 2025-06-30