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STALEY CAPITAL ADVISERS INC13F | |
| STALEY CAPITAL ADVISERS INC | |
| Last update 2025-02-07 | 176 Stocks (4 new) |
| Value $2.25 Bil | Turnover 1 % |
STALEY CAPITAL ADVISERS INC Top Holdings of 2024-12-31
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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 | 425,713 | 170,958.0 | -0.11% | 7.600 | -0.01% | 0.160 | -12.42% | -10.03% | 97,026.6 | ||
MSFT | Microsoft Corp | 404,252 | 170,392.3 | -0.83% | 7.580 | -0.06% | 0.010 | -13.22% | -7.93% | 2,879,292.8 | Software | |
GOOG | Alphabet Inc | 648,985 | 123,592.7 | -0.93% | 5.500 | -0.05% | 0.010 | -18.44% | -15.60% | 1,939,112.5 | Interactive Media | |
QCOM | Qualcomm Inc | 732,263 | 112,490.2 | +0.26% | 5.000 | +0.01% | 0.070 | -14.55% | -4.58% | 161,254.8 | Semiconductors | |
JPM | JPMorgan Chase & Co | 466,358 | 111,790.8 | -2.72% | 4.970 | -0.12% | 0.020 | -9.18% | +1.73% | 670,124.4 | Banks | |
BRK.B | Berkshire Hathaway Inc | 199,650 | 90,497.4 | -1.65% | 4.020 | -0.07% | 0.010 | +12.22% | +16.35% | 1,137,388.9 | Insurance | |
FI | Fiserv Inc | 434,319 | 89,217.8 | -2.80% | 3.970 | -0.10% | 0.080 | -16.52% | -13.96% | 97,487.8 | Software | |
GM | General Motors Co | 1,327,017 | 70,690.2 | -1.88% | 3.140 | -0.05% | 0.130 | -6.41% | -12.08% | 45,139.8 | Vehicles & Parts | |
AMZN | Amazon.com Inc | 318,345 | 69,841.8 | +0.30% | 3.110 | +0.01% | 0.000 | -22.22% | -15.57% | 1,965,728.2 | Retail - Cyclical | |
FDX | FedEx Corp | 242,703 | 68,279.7 | -1.43% | 3.040 | -0.04% | 0.100 | -24.30% | -25.02% | 50,266.7 | Transportation |
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 | 2024-12-31 | Reduce | -0.46% | 21.4 ($25.4) 35.54 | $30.88 | 21.57% | Reduce -25.82% | 1,301,900 | -453,047 | |
WBD | Warner Bros. Discovery Inc | 2024-12-31 | Reduce | -0.22% | 7.33 ($9.31) 12.49 | $8.54 | -8.27% | Reduce -43.49% | 771,175 | -593,600 | |
IFF | International Flavors & Fragrances Inc | 2024-12-31 | Add | +0.16% | 83.96 ($93.84) 106.07 | $75.66 | -19.37% | Add 8.43% | 535,285 | 41,605 | |
JPM | JPMorgan Chase & Co | 2024-12-31 | Reduce | -0.12% | 205.23 ($233.33) 250.29 | $241.13 | 3.34% | Reduce -2.72% | 466,358 | -13,025 | |
VEA | Vanguard FTSE Developed Markets ETF | 2024-12-31 | Reduce | -0.12% | 47.57 ($50.18) 52.35 | $52.52 | 4.65% | Reduce -20.75% | 188,742 | -49,430 | |
INTC | Intel Corp | 2024-12-31 | Reduce | -0.11% | 19.06 ($22.54) 26.23 | $20.28 | -10.04% | Reduce -19.57% | 446,932 | -108,745 | |
FI | Fiserv Inc | 2024-12-31 | Reduce | -0.10% | 182.45 ($204.51) 222.45 | $176.74 | -13.58% | Reduce -2.8% | 434,319 | -12,495 | |
CVX | Chevron Corp | 2024-12-31 | Reduce | -0.09% | 141.15 ($153.12) 162.53 | $139.01 | -9.21% | Reduce -3.3% | 402,302 | -13,734 | |
PFE | Pfizer Inc | 2024-12-31 | Add | +0.09% | 24.8 ($27.1) 30.19 | $22.95 | -15.30% | Add 3.54% | 2,150,418 | 73,594 | |
BRK.B | Berkshire Hathaway Inc | 2024-12-31 | Reduce | -0.07% | 442.29 ($461.8) 483.08 | $527.39 | 14.20% | Reduce -1.65% | 199,650 | -3,345 |
STALEY CAPITAL ADVISERS INC Total Holding History ($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 2024-12-31
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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