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CIK: 0001106565
Total reported value
$2.6B
$2.6B
190 檔
24.5%
In Q1 2025, Staley Capital Advisers Inc's U.S. equity holdings reached a combined market value of $2.6B, distributed across 190 disclosed stock positions.
In Q1 2025, Staley Capital Advisers Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.92% | +0.47% | -0.50% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.87% | -0.43% | +0.09% | |
| 3 | QCOM | Qualcomm Inc | Stock-Tech | 5.07% | +0.13% | -0.32% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.92% | +0.05% | -4.93% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.71% | -0.14% | -2.19% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.56% | +0.79% | -0.60% | |
| 7 | FISV | Fiserv Inc | Stock-Other | 4.19% | -0.04% | -3.57% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 3.02% | -0.92% | -0.76% | |
| 9 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 2.96% | +0.70% | +8.76% | |
| 10 | ✓ | Stock-Other | 2.80% | — | -0.89% | ||
| 11 | FDX | Fedex CORP | Stock-Industrials | 2.76% | -0.63% | +3.20% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.71% | +0.16% | -1.02% | |
| 13 | PFE | Pfizer Inc | Stock-Healthcare | 2.50% | -0.54% | +1.37% | |
| 14 | ✓ | Stock-Other | 2.41% | — | -3.08% | ||
| 15 | BA | Boeing Co/the | Stock-Industrials | 2.37% | +0.02% | +3.20% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.20% | -0.10% | -0.96% | |
| 17 | 6D8 | Dupont De Nemours Inc | Stock-Other | 2.20% | — | -1.15% | |
| 18 | IFF | Intl Flavors & Fragrances | Stock-Materials | 2.10% | +0.05% | +11.57% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.75% | +0.74% | -1.26% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.08% | -0.47% | |
| 21 | ✓ | Stock-Other | 1.58% | — | -17.92% | ||
| 22 | CTVA | Corteva Inc | Stock-Materials | 1.55% | -0.13% | -2.55% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.36% | -0.09% | -0.44% | |
| 24 | LQDT | Liquidity Services Inc | Stock-Other | 1.33% | -0.35% | -26.96% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.24% | +0.01% | -5.13% | |
| 26 | OKTA | Okta Inc | Stock-Tech | 1.17% | +0.01% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.01% | -0.01% | |
| 28 | C | Citigroup Inc | Stock-Financials | 1.10% | +0.21% | +0.64% | |
| 29 | MRCY | Mercury Systems Inc | Stock-Industrials | 0.92% | — | -3.06% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.92% | +0.02% | +0.48% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.86% | -0.14% | -5.88% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.76% | +0.01% | -0.09% | |
| 33 | ✓ | Stock-Other | 0.70% | — | +0.21% | ||
| 34 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.68% | -0.05% | -1.22% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.65% | +0.03% | +4.73% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.57% | +0.01% | -21.29% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.54% | -0.07% | +2.64% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | +0.03% | -2.16% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.50% | +0.03% | -10.12% | |
| 40 | OPCH | Option Care Health Inc | Stock-Healthcare | 0.47% | -0.07% | -40.00% | |
| 41 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.46% | — | +23.13% | |
| 42 | INTC | Intel CORP | Stock-Tech | 0.45% | — | -2.47% | |
| 43 | ✓ | Dun & Bradstreet Holdings Inc. | Stock-Other | 0.45% | — | +69.23% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | +0.01% | +1.08% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | -0.05% | -1.53% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.43% | -0.10% | +5.85% | |
| 47 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.36% | +0.04% | -9.27% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.34% | -0.02% | +0.72% | |
| 49 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.31% | -0.16% | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.31% | +0.01% | -1.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 4 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 7 | FISV | Fiserv Inc | — | NEW | New buy |
| 8 | CVX | Chevron CORP | — | NEW | New buy |
| 9 | SJM | Jm Smucker Co/the | — | NEW | New buy |
| 10 | ✓ | — | NEW | New buy | |
| 11 | FDX | Fedex CORP | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | PFE | Pfizer Inc | — | NEW | New buy |
| 14 | ✓ | — | NEW | New buy | |
| 15 | BA | Boeing Co/the | — | NEW | New buy |
| 16 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 17 | 6D8 | Dupont De Nemours Inc | — | NEW | New buy |
| 18 | IFF | Intl Flavors & Fragrances | — | NEW | New buy |
| 19 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 20 | AAPL | Apple Inc | — | NEW | New buy |
| 21 | ✓ | — | NEW | New buy | |
| 22 | CTVA | Corteva Inc | — | NEW | New buy |
| 23 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 24 | LQDT | Liquidity Services Inc | — | NEW | New buy |
| 25 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 26 | OKTA | Okta Inc | — | NEW | New buy |
| 27 | NVDA | Nvidia CORP | — | NEW | New buy |
| 28 | C | Citigroup Inc | — | NEW | New buy |
| 29 | MRCY | Mercury Systems Inc | — | NEW | New buy |
| 30 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 31 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 32 | PM | Philip Morris International | — | NEW | New buy |
| 33 | ✓ | — | NEW | New buy | |
| 34 | VMBS | Vanguard Mortgage-backed Sec | — | NEW | New buy |
| 35 | EFG | Ishares Msci Eafe Growth ETF | — | NEW | New buy |
| 36 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 38 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 39 | ESGU | Ishares Esg Aware Msci USA | — | NEW | New buy |
| 40 | OPCH | Option Care Health Inc | — | NEW | New buy |
| 41 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
| 42 | INTC | Intel CORP | — | NEW | New buy |
| 43 | ✓ | Dun & Bradstreet Holdings Inc. | — | NEW | New buy |
| 44 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 45 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 46 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 47 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 48 | EFV | Ishares Msci Eafe Value ETF | — | NEW | New buy |
| 49 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 50 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
According to official SEC Form 13F filings, Staley Capital Advisers Inc reported a total U.S. public equity portfolio value of $2.6B across 190 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, MSFT, QCOM) accounted for 24.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWF
市值: $153.0M
During Q1 2025, Staley Capital Advisers Inc's top holdings by market value included IWF (6.9%)、MSFT (6.9%)、QCOM (5.1%). The largest single position, IWF, represented 6.9% of total portfolio value.
In Q1 2025, Staley Capital Advisers Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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