Staley Capital Advisers Inc Top Holdings and 13F Report (2025) About Staley Capital Advisers IncInvestment ActivityStaley Capital Advisers Inc has $2.25 billion in total holdings as of December 31, 2024.Staley Capital Advisers Inc owns shares of 179 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 0.91% of the portfolio was purchased this quarter.About 2.17% of the portfolio was sold this quarter.This quarter, Staley Capital Advisers Inc has purchased 184 new stocks and bought additional shares in 40 stocks.Staley Capital Advisers Inc sold shares of 50 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $170,957,981Microsoft $170,392,286Alphabet $123,592,703QUALCOMM $112,490,237JPMorgan Chase & Co. $111,790,763 Largest New Holdings this Quarter FIDELITY MIDCAP ETF $752,922 HoldingDimensional US Large Cap Value ETF $600,600 HoldingOndas $32,000 Holding Largest Purchases this Quarter International Flavors & Fragrances 41,605 shares (about $3.52M)Schwab U.S. Large-Cap Growth ETF 86,340 shares (about $2.00M)Pfizer 73,594 shares (about $1.95M)Vanguard Intermediate-Term Treasury Index ETF 24,295 shares (about $1.41M)Schwab U.S. Mid-Cap ETF 44,936 shares (about $1.25M) Largest Sales this Quarter Liquidity Services 453,047 shares (about $14.63M)Warner Bros. Discovery 593,600 shares (about $6.27M)JPMorgan Chase & Co. 13,025 shares (about $3.12M)Fiserv 12,495 shares (about $2.57M)Vanguard FTSE Developed Markets ETF 49,430 shares (about $2.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStaley Capital Advisers Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$170,957,981$183,522 ▼-0.1%425,7137.6%ETFMSFTMicrosoft$170,392,286$1,420,877 ▼-0.8%404,2527.6%Computer and TechnologyGOOGAlphabet$123,592,703$1,163,779 ▼-0.9%648,9855.5%Computer and TechnologyQCOMQUALCOMM$112,490,237$292,953 ▲0.3%732,2635.0%Computer and TechnologyJPMJPMorgan Chase & Co.$111,790,763$3,122,225 ▼-2.7%466,3585.0%FinanceBRK.BBerkshire Hathaway$90,497,352$1,516,222 ▼-1.6%199,6504.0%FinanceFIFiserv$89,217,809$2,566,723 ▼-2.8%434,3194.0%Business ServicesGMGeneral Motors$70,690,213$1,353,591 ▼-1.9%1,327,0173.1%Auto/Tires/TrucksAMZNAmazon.com$69,841,811$205,788 ▲0.3%318,3453.1%Retail/WholesaleFDXFedEx$68,279,691$993,096 ▼-1.4%242,7033.0%TransportationCVXChevron$58,269,356$1,989,230 ▼-3.3%402,3022.6%Oils/EnergyPFEPfizer$57,050,587$1,952,449 ▲3.5%2,150,4182.5%MedicalSJMJ. M. Smucker$55,866,629$1,007,598 ▲1.8%507,3252.5%Consumer StaplesBABoeing$52,760,337$936,861 ▲1.8%298,0812.3%AerospaceDDDuPont de Nemours$50,260,240$308,202 ▲0.6%659,1512.2%Basic MaterialsGLDSPDR Gold Shares$46,195,741$257,384 ▼-0.6%190,7892.1%FinanceIFFInternational Flavors & Fragrances$45,258,347$3,517,703 ▲8.4%535,2852.0%Basic MaterialsJNJJohnson & Johnson$42,889,470$736,838 ▼-1.7%296,5671.9%MedicalLQDTLiquidity Services$42,038,351$14,628,888 ▼-25.8%1,301,9001.9%Business ServicesAAPLApple$40,122,723$240,403 ▼-0.6%160,2221.8%Computer and TechnologyCSCOCisco Systems$37,532,137$1,477,513 ▼-3.8%633,9891.7%Computer and TechnologyDISWalt Disney$33,989,038$481,589 ▲1.4%305,2451.5%Consumer DiscretionaryCTVACorteva$31,856,706$202,208 ▲0.6%559,2821.4%Consumer StaplesGDXVanEck Gold Miners ETF$31,474,305$98,000 ▲0.3%928,1721.4%ETFNVDANVIDIA$30,060,920$1,880 ▼0.0%223,8511.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$28,063,167$69,187 ▼-0.2%637,2201.2%ETFCCitigroup$23,867,985$334,634 ▲1.4%339,0821.1%FinanceMRCYMercury Systems$20,499,360$285,180 ▼-1.4%488,0800.9%AerospaceTJXTJX Companies$20,067,5070.0%166,1080.9%Retail/WholesaleVTVVanguard Value ETF$19,742,642$106,998 ▲0.5%116,6130.9%ETFOKTAOkta$19,401,1120.0%246,2070.9%Computer and TechnologyVOVanguard Mid-Cap ETF$16,227,366$371,895 ▼-2.2%61,4370.7%ETFVGITVanguard Intermediate-Term Treasury Index ETF$15,067,530$1,409,110 ▲10.3%259,7850.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$14,857,918$333,249 ▲2.3%327,7000.7%ETFEFGiShares MSCI EAFE Growth ETF$13,355,941$76,689 ▼-0.6%137,9320.6%ETFVBVanguard Small-Cap ETF$13,237,703$143,447 ▼-1.1%55,0930.6%ETFESGUiShares ESG Aware MSCI USA ETF$12,899,3910.0%100,1350.6%ManufacturingPMPhilip Morris International$12,665,680$120,110 ▼-0.9%105,2400.6%Consumer StaplesOPCHOption Care Health$11,600,0000.0%500,0000.5%MedicalVCSHVanguard Short-Term Corporate Bond ETF$11,569,663$1,045,334 ▲9.9%148,3100.5%ETFBNDVanguard Total Bond Market ETF$9,639,967$740,673 ▲8.3%134,0560.4%ETFSPGSimon Property Group$9,090,1050.0%52,7850.4%FinanceVEAVanguard FTSE Developed Markets ETF$9,025,642$2,363,742 ▼-20.8%188,7420.4%ETFINTCIntel$8,960,993$2,180,339 ▼-19.6%446,9320.4%Computer and TechnologyWBDWarner Bros. Discovery$8,151,320$6,274,352 ▼-43.5%771,1750.4%Consumer DiscretionaryALPHABET A$8,128,235$25,745 ▼-0.3%42,9380.4%COMDNBDun & Bradstreet$8,099,0000.0%650,0000.4%Business ServicesVZVerizon Communications$7,883,574$89,977 ▼-1.1%197,1390.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$7,462,6860.0%13,1020.3%ETFKKRKKR & Co. Inc.$6,655,9500.0%45,0000.3%FinanceEFViShares MSCI EAFE Value ETF$6,574,124$3,935 ▲0.1%125,2930.3%ETFNEARiShares Short Duration Bond Active ETF$6,168,575$20,200 ▼-0.3%122,1500.3%ETFEEMiShares MSCI Emerging Markets ETF$5,773,2510.0%138,0500.3%FinanceTWITitan International$5,712,318$568,432 ▼-9.1%841,2840.3%Industrial ProductsDOWDOW$5,338,430$166,781 ▲3.2%133,0280.2%Basic MaterialsIYWiShares U.S. Technology ETF$5,268,148$11,964 ▼-0.2%33,0250.2%ManufacturingVIGVanguard Dividend Appreciation ETF$5,195,070$22,717 ▲0.4%26,5280.2%ETFAPDAir Products and Chemicals$5,134,868$14,502 ▲0.3%17,7040.2%Basic MaterialsAEMAgnico Eagle Mines$5,021,082$54,747 ▲1.1%64,2000.2%Basic MaterialsIBMInternational Business Machines$5,013,663$65,949 ▼-1.3%22,8070.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$4,622,963$59,990 ▼-1.3%19,8820.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,104,257$379,222 ▲10.2%137,4500.2%ETFNULVNuveen ESG Large-Cap Value ETF$3,346,4500.0%85,0000.1%ETFTTEKTetra Tech$3,088,397$60,557 ▲2.0%77,5200.1%Industrial ProductsVOOVanguard S&P 500 ETF$3,045,354$559,285 ▲22.5%5,6520.1%ETFEFAiShares MSCI EAFE ETF$3,024,4000.0%40,0000.1%FinanceMAMastercard$3,013,5600.0%5,7230.1%Business ServicesSCHGSchwab U.S. Large-Cap Growth ETF$3,002,042$2,001,361 ▲200.0%129,5100.1%ETFCOMMCommScope$2,975,952$974,270 ▼-24.7%571,2000.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,785,6380.0%4,7530.1%FinanceFMNBFarmers National Banc$2,472,3890.0%173,8670.1%FinanceCATCaterpillar$2,466,7680.0%6,8000.1%Industrial ProductsTWLOTwilio$2,431,8000.0%22,5000.1%Computer and TechnologyVANGUARD WINDSOR-ADM$2,396,913$247,596 ▲11.5%33,9310.1%ETFFORAForian$2,266,0000.0%1,100,0000.1%MedicalUBSIUnited Bankshares$2,257,1440.0%60,1100.1%FinanceARAntero Resources$2,067,9500.0%59,0000.1%Oils/EnergyPGProcter & Gamble$2,055,7240.0%12,2620.1%Consumer StaplesLYFTLyft$1,908,8520.0%147,9730.1%Computer and TechnologyVUGVanguard Growth ETF$1,876,121$35,708 ▼-1.9%4,5710.1%ETFSCHMSchwab U.S. Mid-Cap ETF$1,868,299$1,245,182 ▲199.8%67,4230.1%ETFCORCencora$1,839,4550.0%8,1870.1%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,832,697$242,100 ▼-11.7%37,8500.1%ManufacturingVEUVanguard FTSE All-World ex-US ETF$1,814,764$37,431 ▲2.1%31,6110.1%ETFVVVanguard Large-Cap ETF$1,739,295$11,597 ▼-0.7%6,4490.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,699,316$40,135 ▲2.4%21,1700.1%ETFTSLATesla$1,672,705$6,058 ▼-0.4%4,1420.1%Auto/Tires/TrucksVOEVanguard Mid-Cap Value ETF$1,663,8040.0%10,2850.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,651,636$95,325 ▼-5.5%16,4600.1%ETFXBISPDR S&P Biotech ETF$1,622,438$4,503 ▲0.3%18,0150.1%ETFKOCoca-Cola$1,501,0890.0%24,1100.1%Consumer StaplesHDHome Depot$1,490,635$90,636 ▼-5.7%3,8320.1%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$1,476,1990.0%12,8120.1%ETFSCHBSchwab US Broad Market ETF$1,391,048$922,273 ▲196.7%61,2800.1%ETFPEPPepsiCo$1,379,400$16,879 ▼-1.2%9,0710.1%Consumer StaplesSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,350,6150.0%28,5000.1%FinanceVVisa$1,296,724$6,321 ▼-0.5%4,1030.1%Business ServicesSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,235,000$123,500 ▼-9.1%50,0000.1%ManufacturingABTAbbott Laboratories$1,201,677$12,216 ▼-1.0%10,6240.1%MedicalPHParker-Hannifin$1,139,7660.0%1,7920.1%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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