WILSEY ASSET MANAGEMENT INC Information

10680 TREENA ST., SAN DIEGO, California, 92131, (858) 546-4306

Report Date: 06/30/2014

Position Statistics

Total Positions 29
New Positions 2
Increased Positions 13
Decreased Positions 15
Positions with Activity 28
Sold Out Positions 6
Total Mkt Value (in $ millions) 127

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates
Consumer Cyclical 10.65%
Consumer/Non-Cyclical
Energy 15.41%
Financial 29.73%
Healthcare 5.16%
Services 4.62%
Technology 34.44%
Transportation 0%
Utilities

29 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALERO ENERGY CORP NEW COM 10,047 446 4.64 214,823
APPLE INC COM 9,819 -10 (0.11) 98,079
CASH AMER INTL INC COM 8,724 224 2.64 199,853
JPMORGAN CHASE & CO COM 8,636 368 4.45 143,152
ALLSTATE CORP COM 8,035 -20 (0.25) 131,094
CISCO SYS INC COM 7,679 69 .91 305,703
WELLS FARGO & CO NEW COM 7,460 117 1.60 144,314
SELECT COMFORT CORP COM 7,044 -42 (0.6) 337,185
JABIL CIRCUIT INC COM 6,799 173 2.61 333,121
GENERAL MTRS CO COM 6,459 6,459 New 200,455
MICROSOFT CORP COM 6,423 -44 (0.68) 138,302
PARKER DRILLING CO COM 5,366 414 8.37 1,048,014
GENERAL ELECTRIC CO COM 4,850 -59 (1.21) 190,775
GILEAD SCIENCES INC COM 4,642 4,642 New 43,177
VISHAY INTERTECHNOLOGY INC COM 4,523 192 4.43 305,590
PRECISION DRILLING CORP COM 2010 4,125 139 3.48 370,254
CORNING INC COM 4,121 -66 (1.57) 210,799
INTEL CORP COM 4,096 -13 (0.31) 117,352
BED BATH & BEYOND INC COM 2,305 330 16.72 34,822
PFIZER INC COM 1,897 -33 (1.71) 63,723