$1.98 Billion is the total value of STALEY CAPITAL ADVISERS INC's 180 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XBI | New | SPDR S&P BIOTECHetf | $3,671,000 | – | 40,842 | +100.0% | 0.18% | – |
| NEM | New | NEWMONT CORPORATION | $1,231,000 | – | 15,500 | +100.0% | 0.06% | – |
| PSX | New | PHILLIPS 66 | $237,000 | – | 2,740 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| RUSSELL 1000 GROWTH | 45 | Q2 2024 | 9.1% |
| MICROSOFT CORP | 45 | Q2 2024 | 9.0% |
| QUALCOMM INC. | 45 | Q2 2024 | 6.8% |
| J.P. MORGAN CHASE | 45 | Q2 2024 | 4.5% |
| PFIZER INC | 45 | Q2 2024 | 3.8% |
| BERKSHIRE HATH B | 45 | Q2 2024 | 4.0% |
| CISCO SYSTEMS | 45 | Q2 2024 | 4.1% |
| CHEVRON CORP | 45 | Q2 2024 | 3.9% |
| JOHNSON&JOHNSON | 45 | Q2 2024 | 2.6% |
| SPDR GOLD TRUST | 45 | Q2 2024 | 2.4% |
View STALEY CAPITAL ADVISERS INC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | February 15, 2023 | 2,300,000 | 6.4% |
| JK Acquisition Corp. | February 08, 2008 | 1,500,000 | 9.1% |
| Aldabra Acquisition CORP | December 08, 2006 | 1,025,553 | 9.2% |
| US OFFICE PRODUCTS CO | February 02, 2001 | 93,900 | 0.2% |
View STALEY CAPITAL ADVISERS INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-06 |
| SC 13G/A | 2024-02-20 |
| SC 13G/A | 2024-02-20 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-10 |
| SC 13G/A | 2023-02-15 |
View STALEY CAPITAL ADVISERS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.