SC

STALEY CAPITAL ADVISERS INC

13F
STALEY CAPITAL ADVISERS INC
Last update 2025-05-12 183 Stocks (8 new)
Value $2.20 Bil Turnover 2 %
Countries:
STALEY CAPITAL ADVISERS INC Top Holdings of 2025-03-31 View Full List
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
+19.90%
+6.79%
112,845.9
 
MSFT
Microsoft Corp
404,610
151,886.4
+0.09%
6.890
+0.01%
0.010
+29.18%
+19.92%
3,742,360.2
Software
QCOM
Qualcomm Inc
729,889
112,118.3
-0.32%
5.090
-0.02%
0.070
+11.64%
+4.92%
174,966.3
Semiconductors
JPM
JPMorgan Chase & Co
443,379
108,760.9
-4.93%
4.940
-0.24%
0.020
+21.42%
+20.04%
786,928.4
Banks
BRK.B
Berkshire Hathaway Inc
195,279
104,001.7
-2.19%
4.720
-0.09%
0.010
-8.15%
+5.65%
1,033,828.1
Insurance
GOOG
Alphabet Inc
645,095
100,783.2
-0.60%
4.570
-0.03%
0.010
+10.44%
-6.49%
2,148,917.1
Interactive Media
FI
Fiserv Inc
418,797
92,482.9
-3.57%
4.200
-0.14%
0.080
-18.74%
-16.78%
94,780.5
Software
CVX
Chevron Corp
399,235
66,787.9
-0.76%
3.030
-0.02%
0.020
+6.06%
+8.12%
265,065.2
Oil & Gas
SJM
JM Smucker Co
551,775
65,335.7
+8.76%
2.970
+0.24%
0.520
-8.60%
-3.50%
11,113.2
Consumer Packaged Goods
GM
General Motors Co
1,315,258
61,856.6
-0.89%
2.810
-0.03%
0.140
+15.30%
-0.75%
50,542.6
Vehicles & Parts

STALEY CAPITAL ADVISERS INC's Historical Top Holdings Breakdowns

STALEY CAPITAL ADVISERS INC's Top Stock Picks View Full List
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
$24.59
-26.05%
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
$51.50
27.35%
Reduce -17.92%
761,816
-166,356
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.24%
225.19 ($254.94) 279.95
$283.16
11.07%
Reduce -4.93%
443,379
-22,979
SJM
JM Smucker Co
2025-03-31
Add
Add
+0.24%
100.41 ($107.99) 118.41
$104.17
-3.54%
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
$76.55
-7.19%
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
$30.64
-2.39%
Reduce -40%
300,000
-200,000
DNB
Dun & Bradstreet Holdings Inc
2025-03-31
Add
Add
+0.18%
7.89 ($10.23) 12.48
$9.12
-10.85%
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
$573.61
6.11%
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
$34.77
4.98%
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
$283.32
5.55%
Reduce -21.29%
48,358
-13,079

STALEY CAPITAL ADVISERS INC Total Holding History ($B)

To

STALEY CAPITAL ADVISERS INC's Asset Allocation

To

STALEY CAPITAL ADVISERS INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

STALEY CAPITAL ADVISERS INC's Holdings Bubble Chart

STALEY CAPITAL ADVISERS INC News

  • 1

Discussions on STALEY CAPITAL ADVISERS INC

No discussions yet.