JOHN A. STALEY, IV
Staley Capital Advisers Inc
Assets Managed
$2.363B
Holdings
184
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-2.6%(2Q avg: -1.49%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Staley Capital Advisers Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 184 positions.
Assets under management
The assets under management (AUM) of Staley Capital Advisers Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.363B in assets, with a quarterly growth rate of -2.6% and a 2-quarter average growth rate of -1.49%. The portfolio is managed by JOHN A. STALEY, IV, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IWF Ishares Russell 1000 Growth
| 7.43% | $175.42M 411,399 shares@ $426.4 avg price | Increased 0.09% |
GOOG Alphabet Inc-cl C
| 7.13% | $168.289M 586,657 shares@ $286.87 avg price | Decreased -1.26% |
MSFT Microsoft Corp
| 6.31% | $148.923M 402,310 shares@ $370.17 avg price | Increased 4.22% |
JPM Jpmorgan Chase & Co
| 5.2% | $122.786M 417,412 shares@ $294.17 avg price | Decreased -0.72% |
BRK.B Berkshire Hathaway Inc-cl B
| 4.09% | $96.475M 201,326 shares@ $479.2 avg price | Increased 6.19% |
QCOM Qualcomm Inc
| 3.94% | $92.923M 721,565 shares@ $128.79 avg price | Decreased -0.44% |
CVX Chevron Corp
| 3.42% | $80.689M 389,993 shares@ $206.9 avg price | Decreased -2.1% |
FDX Fedex Corp
| 3.29% | $77.608M 217,890 shares@ $356.19 avg price | Decreased -3.56% |
IFF Intl Flavors & Fragrances
| 3.25% | $76.563M 1.055M shares@ $72.55 avg price | Increased 8.08% |
AMZN Amazon.com Inc
| 3.03% | $71.537M 343,480 shares@ $208.28 avg price | Increased 6.99% |
1-10 of 184