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STALEY CAPITAL ADVISERS INC13F | |
| STALEY CAPITAL ADVISERS INC | |
| Last update 2025-05-12 | 183 Stocks (8 new) |
| Value $2.20 Bil | Turnover 2 % |
STALEY CAPITAL ADVISERS INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWF | iShares Russell 1000 Growth ETF | 423,600 | 152,957.6 | -0.50% | 6.940 | -0.04% | 0.160 | +27.24% | +8.36% | 113,776.0 | ||
MSFT | Microsoft Corp | 404,610 | 151,886.4 | +0.09% | 6.890 | +0.01% | 0.010 | +38.94% | +21.47% | 3,790,969.0 | Software | |
QCOM | Qualcomm Inc | 729,889 | 112,118.3 | -0.32% | 5.090 | -0.02% | 0.070 | +13.95% | +1.92% | 169,970.4 | Semiconductors | |
JPM | JPMorgan Chase & Co | 443,379 | 108,760.9 | -4.93% | 4.940 | -0.24% | 0.020 | +26.17% | +23.48% | 800,897.6 | Banks | |
BRK.B | Berkshire Hathaway Inc | 195,279 | 104,001.7 | -2.19% | 4.720 | -0.09% | 0.010 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
GOOG | Alphabet Inc | 645,095 | 100,783.2 | -0.60% | 4.570 | -0.03% | 0.010 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media | |
FI | Fiserv Inc | 418,797 | 92,482.9 | -3.57% | 4.200 | -0.14% | 0.080 | -20.57% | -19.32% | 91,891.9 | Software | |
CVX | Chevron Corp | 399,235 | 66,787.9 | -0.76% | 3.030 | -0.02% | 0.020 | +10.15% | +6.01% | 259,903.2 | Oil & Gas | |
SJM | JM Smucker Co | 551,775 | 65,335.7 | +8.76% | 2.970 | +0.24% | 0.520 | -7.95% | -1.65% | 11,325.5 | Consumer Packaged Goods | |
GM | General Motors Co | 1,315,258 | 61,856.6 | -0.89% | 2.810 | -0.03% | 0.140 | +19.79% | +0.48% | 51,167.6 | Vehicles & Parts |
STALEY CAPITAL ADVISERS INC's Historical Top Holdings Breakdowns
STALEY CAPITAL ADVISERS INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LQDT | Liquidity Services Inc | 2025-03-31 | Reduce Reduce | -0.50% | 29.26 ($33.25) 37.61 | $24.80 | -25.41% | Reduce -26.96% | 950,912 | -350,988 | |
GDX | VanEck Gold Miners ETF | 2025-03-31 | Reduce Reduce | -0.25% | 34.58 ($40.44) 45.97 | $51.13 | 26.43% | Reduce -17.92% | 761,816 | -166,356 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.24% | 225.19 ($254.94) 279.95 | $291.27 | 14.25% | Reduce -4.93% | 443,379 | -22,979 | |
SJM | JM Smucker Co | 2025-03-31 | Add Add | +0.24% | 100.41 ($107.99) 118.41 | $106.16 | -1.69% | Add 8.76% | 551,775 | 44,450 | |
IFF |
International Flavors & Fragrances Inc
International Flavors & Fragrances Inc
| 2025-03-31 | Add Add | +0.22% | 76.48 ($82.48) 87.72 | $76.00 | -7.86% | Add 11.57% | 597,198 | 61,913 | |
OPCH | Option Care Health Inc | 2025-03-31 | Reduce Reduce | -0.21% | 22.7 ($31.39) 35.2 | $29.48 | -6.08% | Reduce -40% | 300,000 | -200,000 | |
DNB | Dun & Bradstreet Holdings Inc | 2025-03-31 | Add Add | +0.18% | 7.89 ($10.23) 12.48 | $9.10 | -11.05% | Add 69.23% | 1,100,000 | 450,000 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.17% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 129.46% | 12,969 | 7,317 | |
FMDE | Fidelity Enhanced Mid Cap ETF | 2025-03-31 | Add Add | +0.15% | 30.53 ($33.12) 34.64 | $34.83 | 5.16% | Add 464.03% | 129,275 | 106,355 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.15% | 251.87 ($268.43) 277.95 | $284.74 | 6.08% | Reduce -21.29% | 48,358 | -13,079 |
STALEY CAPITAL ADVISERS INC Total Holding History ($B)
STALEY CAPITAL ADVISERS INC's Asset Allocation
STALEY CAPITAL ADVISERS INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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STALEY CAPITAL ADVISERS INC's Hypothetical Growth since 2025-03-31
STALEY CAPITAL ADVISERS INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
STALEY CAPITAL ADVISERS INC's Holdings Heat Map
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STALEY CAPITAL ADVISERS INC's Holdings Bubble Chart
STALEY CAPITAL ADVISERS INC News
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