Staley Capital Advisers Inc Top Holdings and 13F Report (2026) About Staley Capital Advisers IncInvestment ActivityStaley Capital Advisers Inc has $2.36 billion in total holdings as of March 31, 2026.Staley Capital Advisers Inc owns shares of 184 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 6.13% of the portfolio was purchased this quarter.About 6.18% of the portfolio was sold this quarter.This quarter, Staley Capital Advisers Inc has purchased 192 new stocks and bought additional shares in 46 stocks.Staley Capital Advisers Inc sold shares of 53 stocks and completely divested from 21 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $175,420,331Alphabet $168,288,542Microsoft $148,923,055JPMorgan Chase & Co. $122,785,932Berkshire Hathaway $96,475,419 Largest New Holdings this Quarter 20337x109 - CommScope $6,719,440 Holding372460105 - Genuine Parts $1,321,875 Holding921937819 - Vanguard Intermediate-Term Bond ETF $599,689 Holding34385P108 - Standard BioTools $581,358 Holding25434V807 - Dimensional International Value ETF $438,180 Holding Largest Purchases this Quarter Henry Schein 447,050 shares (about $32.95M)Air Products and Chemicals 72,765 shares (about $21.14M)Lamb Weston 393,460 shares (about $16.63M)J. M. Smucker 93,808 shares (about $9.05M)CommScope 369,200 shares (about $6.72M) Largest Sales this Quarter NVIDIA 163,651 shares (about $28.54M)Okta 224,014 shares (about $17.63M)SPDR Gold Shares 25,605 shares (about $11.02M)QNITY ELECTRONICS 67,533 shares (about $7.79M)VanEck Gold Miners ETF 73,542 shares (about $6.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStaley Capital Advisers Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$175,420,331$150,093 ▲0.1%411,3997.4%ETFGOOGAlphabet$168,288,542$2,161,205 ▼-1.3%586,6577.1%Computer and TechnologyMSFTMicrosoft$148,923,055$6,029,327 ▲4.2%402,3106.3%Computer and TechnologyJPMJPMorgan Chase & Co.$122,785,932$899,247 ▼-0.7%417,4125.2%FinanceBRK.BBerkshire Hathaway$96,475,419$5,617,662 ▲6.2%201,3264.1%FinanceQCOMQualcomm$92,923,197$414,801 ▼-0.4%721,5653.9%Computer and TechnologyCVXChevron$80,689,488$1,732,372 ▼-2.1%389,9933.4%EnergyFDXFedEx$77,608,220$2,867,611 ▼-3.6%217,8903.3%TransportationIFFInternational Flavors & Fragrances$76,562,595$5,720,930 ▲8.1%1,055,3083.2%Basic MaterialsAMZNAmazon.com$71,536,676$4,668,587 ▲7.0%343,4803.0%Retail/WholesaleJNJJohnson & Johnson$66,908,515$1,333,663 ▼-2.0%273,7222.8%MedicalBABoeing$66,747,895$3,950,347 ▲6.3%335,3662.8%AerospaceAPDAir Products and Chemicals$62,977,379$21,137,511 ▲50.5%216,7972.7%Basic MaterialsGLDSPDR Gold Shares$62,398,074$11,017,575 ▼-15.0%145,0142.6%FinanceSJMJ. M. Smucker$61,495,930$9,046,843 ▲17.2%637,6602.6%Consumer StaplesPFEPfizer$57,161,161$1,520,251 ▲2.7%2,035,6542.4%MedicalGDXVanEck Gold Miners ETF$47,988,735$6,748,949 ▼-12.3%522,9242.0%ETFCTVACorteva$46,381,551$864,808 ▲1.9%554,0742.0%Consumer StaplesCSCOCisco Systems$45,882,234$722,285 ▼-1.5%591,3421.9%Computer and TechnologyCCitigroup$38,676,254$907,848 ▼-2.3%341,0301.6%Financial ServicesAAPLApple$37,754,623$404,288 ▼-1.1%148,7631.6%Computer and TechnologyQNITY ELECTRONICS$35,311,336$7,791,953 ▼-18.1%306,0441.5%COMDISWalt Disney$34,169,965$6,179,978 ▲22.1%354,5341.4%Consumer DiscretionaryHSICHenry Schein$33,219,538$32,947,585 ▲12,115.2%450,7401.4%MedicalVWOVanguard FTSE Emerging Markets ETF$31,097,115$1,674,198 ▼-5.1%575,3401.3%ETFTJXTJX Companies$24,045,230$79,850 ▼-0.3%150,5651.0%Retail/WholesaleVTVVanguard Value ETF$23,832,299$414,964 ▲1.8%121,4691.0%ETFEFGiShares MSCI EAFE Growth ETF$19,365,333$1,090,423 ▲6.0%173,8830.8%ETFLWLamb Weston$17,684,120$16,627,620 ▲1,573.8%418,4600.7%Consumer StaplesPMPhilip Morris International$17,650,644$706,330 ▲4.2%106,7540.7%Consumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$17,130,326$2,546,390 ▲17.5%216,1010.7%ETFLQDTLiquidity Services$16,488,082$5,511,557 ▼-25.1%539,3550.7%Business ServicesVMBSVanguard Mortgage-Backed Securities ETF$15,560,404$854,490 ▲5.8%331,4250.7%ETFVEAVanguard FTSE Developed Markets ETF$15,056,291$234,533 ▲1.6%234,9610.6%ETFVOVanguard Mid-Cap ETF$14,061,945$144,738 ▲1.0%48,9660.6%ETFVGITVanguard Intermediate-Term Treasury ETF$13,808,514$466,515 ▲3.5%231,8810.6%ETFVBVanguard Small-Cap ETF$12,893,760$38,240 ▼-0.3%49,2280.5%ETFAEMAgnico Eagle Mines$12,868,932$101,490 ▼-0.8%63,4000.5%Basic MaterialsALPHABET A$11,953,979$57,513 ▼-0.5%41,5700.5%COMESGUiShares ESG Aware MSCI USA ETF$11,313,6000.0%80,0000.5%ManufacturingFIDELITY MID CAP$11,142,745$3,417,099 ▲44.2%309,8650.5%ETFSPGSimon Property Group$11,023,923$2,061,157 ▲23.0%59,1000.5%FinanceBNDVanguard Total Bond Market ETF$10,814,034$1,219,110 ▲12.7%146,8500.5%ETFDOWDOW$10,047,4140.0%241,2340.4%Basic MaterialsEFViShares MSCI EAFE Value ETF$10,030,410$53,160 ▲0.5%134,9080.4%ETFVOOVanguard S&P 500 ETF$9,736,810$115,324 ▲1.2%16,2950.4%ETFVZVerizon Communications$9,720,863$37,700 ▼-0.4%193,6430.4%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$7,921,7180.0%12,8440.3%ETFEEMiShares MSCI Emerging Markets ETF$7,129,9840.0%125,5500.3%FinanceCOMMCommScope$6,719,440$6,719,440 ▲New Holding369,2000.3%Computer and TechnologyFISERV INC$6,146,872$982,917 ▼-13.8%110,1590.3%COMNEARiShares Short Duration Bond Active ETF$6,071,224$41,685 ▼-0.7%119,4300.3%ETFIYWiShares U.S. Technology ETF$5,952,390$30,841 ▼-0.5%32,8100.3%ManufacturingTWITitan International$5,517,269$123,254 ▼-2.2%798,4470.2%IndustrialsVIGVanguard Dividend Appreciation ETF$5,433,409$319,144 ▲6.2%25,2650.2%ETFOPCHOption Care Health$5,384,000$673,000 ▼-11.1%200,0000.2%MedicalIBMInternational Business Machines$5,365,3030.0%22,1350.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$5,110,2710.0%38,4520.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,918,700$40,594 ▲0.8%163,5750.2%ETFCATCaterpillar$4,817,5280.0%6,8000.2%IndustrialsNULVNuveen ESG Large-Cap Value ETF$4,550,0000.0%100,0000.2%ETFKKRKKR & Co. Inc.$4,162,5000.0%45,0000.2%FinanceEFAiShares MSCI EAFE ETF$3,933,7650.0%40,5000.2%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$3,320,6360.0%129,5100.1%ETFVGKVanguard FTSE Europe ETF$3,305,4430.0%40,1000.1%ETFFMNBFarmers National Banc$3,293,303$987,000 ▲42.8%250,2510.1%FinanceNVDANVIDIA$2,877,455$28,541,026 ▼-90.8%16,4990.1%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$2,721,647$326,035 ▲13.6%32,8900.1%ETFKOCocaCola$2,708,1400.0%35,6100.1%Consumer StaplesVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,618,629$99,900 ▲4.0%52,4250.1%ManufacturingVANGUARD WINDSOR-ADM$2,606,4790.0%35,7590.1%ETFDFLVDimensional US Large Cap Value ETF$2,463,776$555,826 ▲29.1%68,9940.1%ETFVEUVanguard FTSE All-World ex-US ETF$2,404,316$7,510 ▼-0.3%32,0150.1%ETFIJRiShares Core S&P Small-Cap ETF$2,360,7710.0%18,9910.1%ETFUBSIUnited Bankshares$2,341,9430.0%56,5410.1%FinanceTTEKTetra Tech$2,314,2700.0%76,8350.1%IndustrialsXBISPDR S&P Biotech ETF$2,307,442$472,601 ▲25.8%18,0650.1%ETFARAntero Resources$2,291,760$63,660 ▼-2.7%54,0000.1%EnergyFORAForian$2,276,1720.0%1,099,6000.1%MedicalMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,228,513$1,654,423 ▲288.2%42,7000.1%ETFSCHMSchwab U.S. Mid-Cap ETF$2,076,094$2,260 ▼-0.1%67,0570.1%ETFMAMastercard$1,942,201$22,485 ▲1.2%3,8870.1%Business ServicesVVVanguard Large-Cap ETF$1,929,461$26,898 ▼-1.4%6,4560.1%ETFCORCencora$1,924,736$12,566 ▲0.7%6,1270.1%MedicalVOEVanguard Mid-Cap Value ETF$1,874,128$21,192 ▼-1.1%10,1700.1%ETFVUGVanguard Growth ETF$1,864,657$6,552 ▼-0.4%4,2690.1%ETFPGProcter & Gamble$1,755,6680.0%12,1550.1%Consumer StaplesSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,754,5500.0%70,0000.1%ManufacturingOKTAOkta$1,738,232$17,632,146 ▼-91.0%22,0840.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,699,3380.0%2,6130.1%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,606,142$70,401 ▼-4.2%15,9700.1%ETFPHParker-Hannifin$1,604,2700.0%1,7920.1%IndustrialsDFA SMALL CAP ETF$1,512,224$71,486 ▲5.0%21,2600.1%ETFCFGCitizens Financial Group$1,499,2500.0%25,0000.1%FinanceXOMExxonMobil$1,496,253$3,733 ▲0.3%8,8190.1%EnergyMETAMeta Platforms$1,440,051$228,852 ▼-13.7%2,5170.1%Computer and TechnologySCHBSchwab US Broad Market ETF$1,373,543$267,515 ▼-16.3%54,7230.1%ETFESGEiShares ESG Aware MSCI EM ETF$1,364,1000.0%30,0000.1%ManufacturingHDHome Depot$1,340,577$296,006 ▲28.3%4,0760.1%Retail/WholesaleGPCGenuine Parts$1,321,875$1,321,875 ▲New Holding12,5000.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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