Investor
STALEY CAPITAL ADVISERS INC
CIK 0001106565 · filed 2026-04-29 · SEC filing
13F book
$2.36B
Positions
184
12 new · 21 sold
Largest name
7.4%
Ishares Tr
Est. mark
−$55.2M
Price effect on 172 names still held. Flow −$7.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 411.4K | $175.4M | 7.4% | −$19.3M | Added−$19.1M |
| Alphabet Inc | — | 586.7K | $168.3M | 7.1% | −$15.8M | Cut−$18.2M |
| Microsoft Corp | MSFT | 402.3K | $148.9M | 6.3% | −$43.8M | Added−$37.8M |
| Jpmorgan Chase & Co. | — | 417.4K | $122.8M | 5.2% | −$11.7M | Cut−$12.7M |
| Berkshire Hathaway Inc Del | — | 201.3K | $96.5M | 4.1% | −$4.45M | Added$1.17M |
| Qualcomm Inc | — | 721.6K | $92.9M | 3.9% | −$30.5M | Cut−$31.1M |
| Chevron Corp New | CVX | 390K | $80.7M | 3.4% | $21.3M | Cut$20M |
| Fedex Corp | FDX | 217.9K | $77.6M | 3.3% | $14.7M | Cut$12.3M |
| International Flavors&Fragra | — | 1.06M | $76.6M | 3.2% | $5.04M | Added$10.8M |
| Amazon Com Inc | AMZN | 343.5K | $71.5M | 3.0% | −$7.24M | Added−$2.57M |
| Johnson & Johnson | JNJ | 273.7K | $66.9M | 2.8% | $10.3M | Cut$9.13M |
| Boeing Co | — | 335.4K | $66.7M | 2.8% | −$5.71M | Added−$1.76M |
| Air Prods & Chems Inc | — | 216.8K | $63M | 2.7% | $6.26M | Added$27.4M |
| Spdr Gold Tr | — | 145K | $62.4M | 2.6% | $4.93M | Cut−$5.22M |
| Smucker J M Co | — | 637.7K | $61.5M | 2.6% | −$745.1K | Added$8.3M |
| Pfizer Inc | PFE | 2.04M | $57.2M | 2.4% | $6.3M | Added$7.82M |
| Vaneck Etf Trust | — | 522.9K | $48M | 2.0% | $3.14M | Cut−$3.17M |
| Corteva, Inc. | CTVA | 554.1K | $46.4M | 2.0% | $9.07M | Added$9.93M |
| Cisco Sys Inc | — | 591.3K | $45.9M | 1.9% | $331.2K | Cut−$385.9K |
| Citigroup Inc | — | 341K | $38.7M | 1.6% | −$1.12M | Cut−$2.05M |
| Apple Inc. | AAPL | 148.8K | $37.8M | 1.6% | −$2.69M | Cut−$3.12M |
| Qnity Electronics, Inc. | Q | 306K | $35.3M | 1.5% | $10.3M | Cut$4.81M |
| Disney Walt Co | — | 354.5K | $34.2M | 1.4% | −$5.05M | Added$1.13M |
| Henry Schein Inc | HSIC | 450.7K | $33.2M | 1.4% | −$6.94K | Added$32.9M |
| Vanguard Intl Equity Index F | — | 575.3K | $31.1M | 1.3% | $166.8K | Cut−$1.5M |
| Tjx Cos Inc New | — | 150.6K | $24M | 1.0% | $916.9K | Cut$840.1K |
| Vanguard Index Fds | — | 121.5K | $23.8M | 1.0% | $621.9K | Added$1.04M |
| Ishares Tr | — | 173.9K | $19.4M | 0.8% | −$418.4K | Added$672K |
| Lamb Weston Hldgs Inc | — | 418.5K | $17.7M | 0.7% | $9.25K | Added$16.6M |
| Philip Morris Intl Inc | — | 106.8K | $17.7M | 0.7% | $506.2K | Added$1.21M |
| Vanguard Scottsdale Fds | — | 216.1K | $17.1M | 0.7% | −$84.6K | Added$2.46M |
| Liquidity Svcs Inc | — | 539.4K | $16.5M | 0.7% | $140.2K | Cut−$5.32M |
| Vanguard Scottsdale Fds | — | 331.4K | $15.6M | 0.7% | −$40.7K | Added$813.8K |
| Vanguard Tax-Managed Fds | — | 235K | $15.1M | 0.6% | $372.4K | Added$606.9K |
| Vanguard Index Fds | — | 49K | $14.1M | 0.6% | −$147.3K | Added−$2.58K |
| Vanguard Scottsdale Fds | — | 231.9K | $13.8M | 0.6% | −$85.1K | Added$381.4K |
| Vanguard Index Fds | — | 49.2K | $12.9M | 0.5% | $195.5K | Cut$157.8K |
| Agnico Eagle Mines Ltd | AEM | 63.4K | $12.9M | 0.5% | $2.12M | Cut$2.04M |
| Google Inc | — | 41.6K | $12M | 0.5% | −$1.06M | Cut−$1.12M |
| Ishares Tr | — | 80K | $11.3M | 0.5% | −$604.8K | Held |
| Fidelity Covington Trust | — | 309.9K | $11.1M | 0.5% | −$90.2K | Added$3.33M |
| Simon Ppty Group Inc New | — | 59.1K | $11M | 0.5% | $68.2K | Added$2.13M |
| Vanguard Bd Index Fds | — | 146.8K | $10.8M | 0.5% | −$56K | Added$1.16M |
| Dow Inc. | DOW | 241.2K | $10M | 0.4% | $4.41M | Held |
| Ishares Tr | — | 134.9K | $10M | 0.4% | $394.5K | Added$447.7K |
| Vanguard Index Fds | — | 16.3K | $9.74M | 0.4% | −$476.7K | Added−$361.3K |
| Verizon Communications Inc | VZ | 193.6K | $9.72M | 0.4% | $1.83M | Cut$1.8M |
| Spdr S&P Midcap 400 Etf Tr | — | 12.8K | $7.92M | 0.3% | $173.1K | Held |
| Ishares Tr | — | 125.5K | $7.13M | 0.3% | $261.1K | Held |
| Commscope Hldg Co Inc | VISN | 369.2K | $6.72M | 0.3% | $22.3K | Added$932.3K |
| Fiserv Inc | FISV | 110.2K | $6.15M | 0.3% | −$1.25M | Cut−$2.44M |
| Ishares U S Etf Tr | — | 119.4K | $6.07M | 0.3% | −$31.6K | Cut−$73.6K |
| Ishares Tr | — | 32.8K | $5.95M | 0.3% | −$599.1K | Cut−$633.1K |
| Titan Intl Inc Ill | — | 798.4K | $5.52M | 0.2% | −$734.6K | Cut−$874.2K |
| Vanguard Specialized Funds | — | 25.3K | $5.43M | 0.2% | −$112.4K | Added$206.7K |
| Option Care Health, Inc. | OPCH | 200K | $5.38M | 0.2% | −$988K | Cut−$1.78M |
| International Business Machs | — | 22.1K | $5.37M | 0.2% | −$1.19M | Held |
| Select Sector Spdr Tr | — | 38.5K | $5.11M | 0.2% | −$425.7K | Held |
| Spdr Series Trust | — | 163.6K | $4.92M | 0.2% | −$21.1K | Added$19.5K |
| Caterpillar Inc | CAT | 6.8K | $4.82M | 0.2% | $922K | Held |
| Nushares Etf Tr | — | 100K | $4.55M | 0.2% | $45K | Held |
| Kkr & Co Inc | — | 45K | $4.16M | 0.2% | −$1.57M | Held |
| Ishares Tr | — | 40.5K | $3.93M | 0.2% | $44.5K | Held |
| Schwab Strategic Tr | — | 129.5K | $3.32M | 0.1% | −$164.5K | Held |
| Vanguard Intl Equity Index F | — | 40.1K | $3.31M | 0.1% | −$47.3K | Held |
| Farmers National Banc Corp | — | 250.3K | $3.29M | 0.1% | −$28K | Added$959K |
| Nvidia Corp | NVDA | 16.5K | $2.88M | 0.1% | −$199.6K | Cut−$30.7M |
| Vanguard Scottsdale Fds | — | 32.9K | $2.72M | 0.1% | −$28.9K | Added$297.1K |
| Coca Cola Co | KO | 35.6K | $2.71M | 0.1% | $218.6K | Held |
| Vanguard Malvern Fds | — | 52.4K | $2.62M | 0.1% | $24.7K | Added$124.6K |
| Vanguard Windsor Fds | — | 35.8K | $2.61M | 0.1% | −$44.3K | Held |
| Dimensional Etf Trust | — | 69K | $2.46M | 0.1% | $80.1K | Added$636K |
| Vanguard Intl Equity Index F | — | 32K | $2.4M | 0.1% | $49.3K | Cut$42K |
| Ishares Tr | — | 19K | $2.36M | 0.1% | $78.4K | Held |
| United Bankshares Inc West V | — | 56.5K | $2.34M | 0.1% | $170.8K | Held |
| Tetra Tech Inc New | — | 76.8K | $2.31M | 0.1% | −$262.8K | Held |
| Spdr Series Trust | — | 18.1K | $2.31M | 0.1% | $83.3K | Added$555.9K |
| Antero Resources Corp | AR | 54K | $2.29M | 0.1% | $430.9K | Cut$379.2K |
| Forian Inc | — | 1.1M | $2.28M | 0.1% | −$55K | Held |
| Pimco Etf Tr | — | 42.7K | $2.23M | 0.1% | −$2.42K | Added$1.65M |
| Schwab Strategic Tr | — | 67.1K | $2.08M | 0.1% | $59.7K | Cut$57.5K |
| Mastercard Inc | MA | 3.89K | $1.94M | 0.1% | −$273.6K | Added−$251.1K |
| Vanguard Index Fds | — | 6.46K | $1.93M | 0.1% | −$102.9K | Cut−$131.2K |
| Cencora, Inc. | COR | 6.13K | $1.92M | 0.1% | −$143.7K | Added−$131.1K |
| Vanguard Index Fds | — | 10.2K | $1.87M | 0.1% | $70.3K | Cut$49.9K |
| Vanguard Growth Etf | — | 4.27K | $1.86M | 0.1% | −$218K | Cut−$225.3K |
| Procter And Gamble Co | PG | 12.2K | $1.76M | 0.1% | $13.7K | Held |
| Ishares Tr | — | 70K | $1.75M | 0.1% | −$12.2K | Held |
| Okta, Inc. | OKTA | 22.1K | $1.74M | 0.1% | −$171.4K | Cut−$19.5M |
| Spdr S&P 500 Etf Tr | — | 2.61K | $1.7M | 0.1% | −$82.5K | Held |
| Pimco Etf Tr | — | 16K | $1.61M | 0.1% | $3.67K | Cut−$66.6K |
| Parker-Hannifin Corp | PH | 1.79K | $1.6M | 0.1% | $29.2K | Held |
| Dfa Us Small Cap I | — | 21.3K | $1.51M | 0.1% | $29.6K | Added$101.1K |
| Citizens Finl Group Inc | — | 25K | $1.5M | 0.1% | $39K | Held |
| Exxon Mobil Corp | — | 8.82K | $1.5M | 0.1% | $433.9K | Added$437.7K |
| Meta Platforms, Inc. | META | 2.52K | $1.44M | 0.1% | −$221.4K | Cut−$485.4K |
| Schwab Strategic Tr | — | 54.7K | $1.37M | 0.1% | −$61.8K | Cut−$341.4K |
| Ishares Inc | — | 30K | $1.36M | 0.1% | $39K | Held |
| Home Depot, Inc. | HD | 4.08K | $1.34M | 0.1% | −$48.3K | Added$247.7K |
| Genuine Parts Co | GPC | 12.5K | $1.32M | 0.1% | — | New |
| American Funds Fundamental Investors Fund Class F-2 | — | 14.6K | $1.29M | 0.1% | −$47.3K | Held |
| Twilio Inc | TWLO | 10K | $1.26M | 0.1% | −$164.2K | Cut−$1.94M |
| Visa Inc. | V | 4.08K | $1.23M | 0.1% | −$197.4K | Added−$195.6K |
| Neuberger Engy Infrstr & Inc | — | 115K | $1.21M | 0.1% | $231.1K | Held |
| Ishares Tr | — | 5.36K | $1.14M | 0.0% | $17.8K | Held |
| M & T Bk Corp | — | 5.47K | $1.13M | 0.0% | $28.7K | Held |
| Pnc Finl Svcs Group Inc | — | 5.11K | $1.06M | 0.0% | −$3.27K | Cut−$13.7K |
| Truist Finl Corp | — | 22.6K | $1.04M | 0.0% | −$73.2K | Held |
| Pepsico Inc | PEP | 6.66K | $1.03M | 0.0% | $78.4K | Cut−$36.3K |
| Spdr Series Trust | — | 21.4K | $1.02M | 0.0% | −$3.42K | Cut−$51.4K |
| Merck & Co., Inc. | MRK | 8.04K | $967.7K | 0.0% | $120.9K | Held |
| Ishares Tr | — | 1.4K | $916.4K | 0.0% | −$44.3K | Cut−$75.1K |
| Raymond James Finl Inc | — | 6.25K | $904.9K | 0.0% | −$98.8K | Held |
| Check Point Software Tech Lt | — | 5.96K | $851.8K | 0.0% | −$254.7K | Held |
| Ishares Gold Tr | — | 9.38K | $826.6K | 0.0% | $65.5K | Cut$57.4K |
| Bank America Corp | — | 16.5K | $804.4K | 0.0% | −$103.1K | Held |
| Schwab S&P 500 Index | — | 47.9K | $803.7K | 0.0% | −$36.9K | Held |
| Abbott Labs | ABT | 7.46K | $765.6K | 0.0% | −$150.9K | Added−$70K |
| Ishares Tr | — | 2.1K | $748.8K | 0.0% | −$35.4K | Held |
| General Electric Co | GE | 2.26K | $641.7K | 0.0% | −$54.9K | Cut−$62.6K |
| Federated Hermes, Inc. | FHI | 11.1K | $626.9K | 0.0% | $51.3K | Held |
| Ishares Tr | — | 5.53K | $626K | 0.0% | −$56.2K | Held |
| Vanguard Bd Index Fds | — | 7.77K | $599.7K | 0.0% | — | New |
| Standard Biotools Inc. | LAB | 632.4K | $581.4K | 0.0% | — | New |
| Altria Group, Inc. | MO | 8.72K | $575.3K | 0.0% | $72.6K | Cut$55.3K |
| Spdr Series Trust | — | 5.7K | $522.3K | 0.0% | $598 | Added$312.2K |
| Vanguard Index Fds | — | 2.31K | $502.1K | 0.0% | $12.6K | Held |
| Ishares Tr | — | 16.5K | $500.3K | 0.0% | −$10.6K | Cut−$41.5K |
| Wisdomtree Tr | — | 5.54K | $494.9K | 0.0% | $6.94K | Cut−$74.3K |
| Amgen Inc | AMGN | 1.41K | $494.3K | 0.0% | $34.5K | Held |
| Ishares Tr | — | 7.12K | $480.8K | 0.0% | $10.1K | Added$43.9K |
| Flex Ltd. | FLEX | 7.24K | $474.1K | 0.0% | $36.5K | Held |
| GE Vernova Inc. | GEV | 543 | $474K | 0.0% | $119.1K | Held |
| Conocophillips | COP | 3.57K | $471K | 0.0% | $137K | Held |
| Dimensional Etf Trust | — | 7.36K | $459.5K | 0.0% | $21.3K | Added$22.9K |
| Tesla, Inc. | TSLA | 1.23K | $455.4K | 0.0% | −$95.5K | Cut−$2.79M |
| Dimensional Etf Trust | — | 8.3K | $438.2K | 0.0% | — | New |
| Spdr Series Trust | — | 5.11K | $435.2K | 0.0% | $2.56K | Held |
| Walmart Inc. | WMT | 3.48K | $432.1K | 0.0% | $44.7K | Held |
| Costco Whsl Corp New | — | 412 | $410.5K | 0.0% | $55.2K | Cut−$31K |
| BlackRock, Inc. | BLK | 412 | $396.2K | 0.0% | — | New |
| Ishares Tr | — | 1.52K | $376K | 0.0% | $2.79K | Held |
| AbbVie Inc. | ABBV | 1.73K | $375.4K | 0.0% | −$19K | Cut−$76.1K |
| Calamos Invt Tr New Mkt Neutra | — | 23.7K | $372.4K | 0.0% | $947 | Held |
| Heartflow, Inc. | HTFL | 14K | $340.6K | 0.0% | −$33.7K | Added$136.6K |
| Broadcom Inc. | AVGO | 1.08K | $334.3K | 0.0% | −$39.5K | Held |
| Box Inc | — | 14K | $331K | 0.0% | −$87.8K | Held |
| Ishares Tr | — | 2.08K | $314.3K | 0.0% | $21.3K | Held |
| Lyft, Inc. | LYFT | 23K | $306.1K | 0.0% | −$139.7K | Cut−$1.42M |
| Vanguard Whitehall Fds | — | 3.2K | $301.6K | 0.0% | $13.6K | Held |
| Natixis Loomis Sayles Inv Grad | — | 29.9K | $292K | 0.0% | −$4.44K | Added−$770 |
| Eli Lilly & Co | LLY | 313 | $287.9K | 0.0% | — | New |
| F5, Inc. | FFIV | 991 | $286.7K | 0.0% | $33.8K | Held |
| Slb Limited/Nv | SLB | 5.56K | $285.5K | 0.0% | $72.3K | Held |
| Asml Holding N V | — | 215 | $284K | 0.0% | $54K | Held |
| Phillips 66 | PSX | 1.5K | $273.3K | 0.0% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 552 | $271.3K | 0.0% | −$48.5K | Held |
| Nuveen New York Amt Qlt Muni | — | 26K | $265.5K | 0.0% | $3.12K | Held |
| Cno Finl Group Inc | — | 6.42K | $263.7K | 0.0% | −$9.06K | Held |
| Advanced Micro Devices Inc | AMD | 1.24K | $252.5K | 0.0% | −$13.3K | Held |
| Forestar Group Inc. | FOR | 1.75K | $240.1K | 0.0% | −$11.9K | Held |
| Atara Biotherapeutics, Inc. | ATRA | 50K | $236.5K | 0.0% | −$668K | Held |
| Ppg Inds Inc | — | 2.21K | $236.3K | 0.0% | $9.77K | Held |
| Invesco Qqq Tr | — | 409 | $236.1K | 0.0% | — | New |
| Emerson Elec Co | — | 4.19K | $226.9K | 0.0% | $26.4K | Held |
| Lowes Cos Inc | — | 950 | $224.5K | 0.0% | −$4.64K | Cut−$16.7K |
| Linde Plc | LIN | 450 | $223.1K | 0.0% | — | New |
| Aflac Inc | AFL | 2K | $219.4K | 0.0% | −$1.12K | Held |
| Skyworks Solutions, Inc. | SWKS | 4K | $214.2K | 0.0% | −$39.4K | Held |
| Colgate Palmolive Co | CL | 2.5K | $213.1K | 0.0% | — | New |
| Comcast Corp New | — | 7.28K | $209.1K | 0.0% | −$8.59K | Held |
| Honeywell Intl Inc | — | 924 | $208.9K | 0.0% | −$161.9K | Cut−$421.2K |
| Danaher Corporation | — | 1.1K | $208.8K | 0.0% | −$43.3K | Held |
| Mondelez Intl Inc | — | 3.52K | $203.1K | 0.0% | — | New |
| Netflix Inc | NFLX | 2.11K | $202.9K | 0.0% | $5.04K | Cut−$510.6K |
| Nuveen Mun Value Fd Inc | — | 20K | $179.8K | 0.0% | −$1.4K | Cut−$19.5K |
| Vaneck Etf Trust | — | 10K | $175.4K | 0.0% | −$1.2K | Held |
| Putnam Mun Opportunities Tr | — | 12.5K | $128.8K | 0.0% | −$5K | Held |
| Clarivate Plc | CLVT | 50K | $126.5K | 0.0% | — | New |
| Qvc Group Inc | — | 49K | $124K | 0.0% | −$54.4K | Held |
| Nuveen Arizona Qlty Mun Inc | — | 10K | $119.9K | 0.0% | $1.1K | Held |
| Eos Energy Enterprises Inc | — | 20K | $99.2K | 0.0% | −$130K | Held |
| Vyne Therap. | — | 51.5K | $30.8K | 0.0% | $896 | Held |
| Anixa Biosciences Inc | ANIX | 10K | $25.8K | 0.0% | −$5.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.