STALEY CAPITAL ADVISERS INC
•CIK: 1106565•Filing: Q4 2025
**STALEY CAPITAL ADVISERS INC** manages $2.4B across a diverse portfolio of 193 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding IWF ($194.5M), MSFT ($186.7M), and GOOG ($186.5M). Further allocations include substantial positions in JPM ($135.5M), QCOM ($124.0M), and BRK/B ($95.3M). This structure suggests a core focus on established, market-leading growth and value pillars.
Total AUM
$2.4B
QoQ Performance
-0.4%
Positions
193
Top 10 Concentration
49.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
MSFT
GOOG
JPM
QCOM
IWF8.0%
MSFT7.7%
GOOG7.7%
JPM5.6%
QCOM5.1%
BRK/B3.9%
AMZN3.1%
BA2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.5%
Technology25.9%
Financial10.0%
Industrial5.7%
Healthcare4.6%
Consumer3.3%
Materials1.5%
Communication1.4%
🚪 Exited Positionssold since Q3 2025
—
COMMSCOPE
SOLD
$7.3M
—
AUTOMATIC DATA PROCESSING
SOLD
$472.5K
+8 more exited positions
Changes from Q3 2025
NEW8 new positions
↑37 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023