STALEY CAPITAL ADVISERS INC

Q2 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
193
Total value ($000)
$2,565,873
Net value change ($000)
+203,331 (8.6%)
New positions
15
Sold out positions
6
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 34,788 20.7%
IWF 27,411 15.6%
SJM 23,178 37.7%
CSCO 22,943 50.0%
HSIC 22,032 66.3%
JPM 11,939 9.7%
Q 11,840 33.5%
QCOM 11,356 12.2%
AMZN 10,418 14.6%
C 8,744 22.6%
Top Reduces (Value $000, Stocks/ETFs)
CVX -16,534 -20.5%
GLD -9,769 -15.7%
FDX -9,537 -12.3%
GDX -9,078 -18.9%
PFE -8,879 -15.5%
LQDT -7,490 -45.4%
DOW -3,621 -36.0%
AEM -3,016 -23.4%
FORA -2,276 -100.0%
VZ -1,708 -17.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type