Staley Capital Advisers Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Staley Capital Advisers Inc. reported 184 stock positions worth $2.2 billion. Its top holding was Microsoft (MSFT) at 7.8% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 7.1%) and Qualcomm (QCOM, 5.6%). Compared with Q2 2024, it opened 7 new positions, sold out of 6, added to 39 and reduced 39. The biggest buy was Vaneck Gold Miners ETF (GDX, shares +4%) and the biggest sale Microsoft (MSFT, shares −1%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001106565
Portfolio Value
$2.2B (Q3 2024)
SEC Filing
0001106565-24-000006 ↗ filed Nov 8, 2024

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $2.1B Q1 2024 Q2 2024: $2.2B Q2 2024 Q3 2024: $2.2B $2.2B Q3 2024 Q4 2024: $2.3B Q4 2024 Q1 2025: $2.2B Q1 2025 Q2 2025: $2.4B Q2 2025 Q3 2025: $2.4B Q3 2025 Q4 2025: $2.4B Q4 2025 Q1 2026: $2.4B Q1 2026 Q2 2026: $2.6B Q2 2026

Holdings 184 stocks · $2.2B
MSFT Microsoft Corp. 7.84% 407,623 $175.4M Reduce -0.8%
IWF iShares Russell 1000 Growth 7.15% 426,170 $160.0M Add +0.6%
QCOM Qualcomm Inc. 5.55% 730,356 $124.2M Add +1.3%
GOOG Alphabet Inc. Class C 4.89% 655,096 $109.5M Add +2.0%
JPM JPMorgan Chase & Co. 4.52% 479,383 $101.1M Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 4.18% 202,995 $93.4M Reduce -1.3%
FISV Fiserv Inc. 3.59% 446,814 $80.3M Reduce -1.7%
FDX FedEx Corp. 3.01% 246,233 $67.4M Add +2.8%
CVX Chevron Corp. 2.74% 416,036 $61.3M Add +2.8%
GM General Motors Co. 2.71% 1,352,427 $60.6M Add +0.0%
SJM The JM Smucker Co. filed as SMUCKER J M CO 2.70% 498,175 $60.3M Reduce -0.2%
PFE Pfizer Inc. 2.69% 2,076,824 $60.1M Reduce -0.7%
AMZN Amazon.com Inc. 2.64% 317,407 $59.1M Add +1.9%
DD Dupont DE Nemours Inc. 2.61% 655,109 $58.4M Add +0.8%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 2.32% 493,680 $51.8M Add +0.4%
JNJ Johnson & Johnson 2.18% 301,662 $48.9M Add +0.2%
GLD SPDR Gold Shares 2.08% 191,852 $46.6M Reduce -0.1%
BA The Boeing Co. 1.99% 292,788 $44.5M Add +9.8%
LQDT Liquidity Services Inc. 1.79% 1,754,947 $40.0M Reduce -13.2%
AAPL Apple Inc. 1.68% 161,182 $37.6M Reduce -0.9%
GDX Vaneck Gold Miners ETF 1.65% 925,282 $36.8M Add +3.8%
CSCO Cisco Systems Inc. 1.57% 658,947 $35.1M Reduce -4.7%
CTVA Corteva Inc. 1.46% 555,732 $32.7M Add +0.2%
VWO Vanguard Ftse Emerging Marke 1.37% 638,791 $30.6M Reduce -0.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.29% 300,920 $28.9M Add +21.8%
NVDA Nvidia Corp. 1.22% 223,865 $27.2M Add +0.5%
C Citigroup Inc. 0.94% 334,328 $20.9M Add +8.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.90% 115,981 $20.2M Add +7.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.87% 166,108 $19.5M Reduce -1.9%
MRCY Mercury Systems Inc. 0.82% 494,870 $18.3M Reduce -0.6%
OKTA Okta Inc. 0.82% 246,207 $18.3M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.74% 62,845 $16.6M Add +2.6%
OPCH Option Care Health Inc. 0.70% 500,000 $15.7M No change
VMBS Vanguard Mortgage-Backed Sec 0.68% 320,350 $15.1M Reduce -1.5%
EFG iShares MSCI Eafe Growth ETF 0.67% 138,724 $14.9M Add +2.1%
VGIT Vanguard Intermediate-Term T 0.64% 235,490 $14.2M Add +6.5%
VB Vanguard Most SM-Cap ETF-Usd 0.59% 55,690 $13.2M Add +0.1%
INTC Intel Corp. 0.58% 555,677 $13.0M Reduce -15.9%
PM Philip Morris International 0.58% 106,238 $12.9M Reduce -0.6%
ESGU iShares ESG Aware MSCI USA 0.56% 100,135 $12.6M No change
VEA Vanguard Ftse Developed ETF 0.56% 238,172 $12.6M Reduce -0.0%
WBD Warner Bros Discovery Inc. 0.50% 1,364,775 $11.3M No change
VCSH Vanguard S/T Corp. Bond ETF 0.48% 134,910 $10.7M Add +5.8%
BND Vanguard Total Bond Market 0.42% 123,756 $9.3M Add +2.0%
VZ Verizon Communications Inc. 0.40% 199,389 $9.0M Reduce -0.5%
SPG Simon Property Group Inc. 0.40% 52,785 $8.9M Reduce -7.1%
TWI Titan International Inc. 0.34% 925,000 $7.5M No change
DNB Dun & Bradstreet Holdings Inc. 0.33% 650,000 $7.5M No change
MDY State Street SPDR S&P Midcap 0.33% 13,102 $7.5M Add +3.1%
EFV iShares MSCI Eafe Value ETF 0.32% 125,218 $7.2M Reduce -0.9%
GOOGLE LLC-CL A 0.32% 43,074 $7.1M Reduce -0.1%
DOW Dow Inc. 0.31% 128,872 $7.0M Add +0.2%
EEM iShares MSCI Emerging Market 0.28% 138,050 $6.3M No change
NEAR iShares SH Dba ETF Usd Inc. 0.28% 122,550 $6.3M No change
KKR KKR & Co. Inc. 0.26% 45,000 $5.9M No change
APD Air Products & Chemicals Inc. 0.23% 17,654 $5.3M Add +23.9%
VIG Vanguard Dividend Apprec ETF 0.23% 26,412 $5.2M Reduce -0.5%
AEM Agnico Eagle Mines Ltd. 0.23% 63,500 $5.1M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 23,107 $5.1M No change
IYW iShares Ustechnology ETF 0.22% 33,100 $5.0M No change
VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC 0.21% 758,200 $4.6M Reduce -31.8%
XLK SS Technology Select Sector 0.20% 20,140 $4.5M Reduce -8.4%
SPSB SS SPDR P St C Corp. ETF 0.17% 124,750 $3.8M Add +22.7%
TTEK Tetra Tech Inc. 0.16% 76,000 $3.6M No change
NULV Nuveen ESG Large-Cap Val ETF 0.16% 85,000 $3.5M No change
EFA iShares MSCI Eafe ETF 0.15% 40,000 $3.3M No change
SCHG Schwab US Large-Cap Growth 0.13% 43,170 $2.9M No change
MA Mastercard Inc. Class A 0.13% 5,723 $2.8M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 4,753 $2.7M Add +14.4%
CAT Caterpillar Inc. 0.12% 6,800 $2.7M No change
FMNB Farmers Natl Banc Corp. 0.12% 173,867 $2.6M No change
VWNEX Vanguard Windsor Fund-Adm 0.11% 30,426 $2.4M No change
VOO Vanguard S&P 500 ETF 0.11% 4,614 $2.4M Add +2.1%
FORA Forian Inc. 0.11% 1,100,000 $2.4M No change
UBSI United Bankshares Inc. 0.10% 60,110 $2.2M No change
PG The Procter & Gamble Co. 0.09% 12,262 $2.1M No change
VTIP Vanguard Short-Term Tips 0.09% 42,850 $2.1M No change
VEU Vanguard Ftse All-World Ex-U 0.09% 30,959 $2.0M Reduce -0.3%
LYFT LYFT Inc. Class A 0.08% 147,973 $1.9M No change
SCHM Schwab US Mid Cap ETF 0.08% 22,487 $1.9M Reduce -1.1%
COR Cencora Inc. 0.08% 8,187 $1.8M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 4,658 $1.8M Reduce -3.1%
XBI SS SPDR S&P Biotech ETF 0.08% 17,965 $1.8M Reduce -3.0%
MINT PIMCO Enhanced Short Maturit 0.08% 17,410 $1.8M Reduce -5.5%
KO The Coca-Cola Co. 0.08% 24,110 $1.7M Add +0.1%
VCIT Vanguard Int-Term Corporate 0.08% 20,670 $1.7M Add +16.7%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.08% 10,285 $1.7M No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.08% 6,492 $1.7M Reduce -2.0%
AR Antero Resources Corp. 0.08% 59,000 $1.7M No change
HD Home Depot Inc. 0.07% 4,065 $1.6M No change
PEP Pepsico Inc. 0.07% 9,182 $1.6M No change
IJR iShares Core S&P Small-Cap E 0.07% 12,812 $1.5M No change
TWLO Twilio Inc. Class A 0.07% 22,500 $1.5M No change
SUSB iShares ESG Aware 1-5 Year U 0.06% 55,000 $1.4M No change
SCHB Schwab US Broad Market ETF 0.06% 20,651 $1.4M Reduce -4.8%
SHM SS SPDR N Ice St Muni ETF 0.06% 28,500 $1.4M No change
ABT Abbott Laboratories 0.05% 10,732 $1.2M No change
CFG Citizens Financial Group 0.05% 28,148 $1.2M Reduce -22.1%
CHKP Check Point Software Tech 0.05% 5,963 $1.1M No change
V Visa Inc. Class A 0.05% 4,123 $1.1M No change

Show all 184 holdings

Portfolio Sells Q2 2024 → Q3 2024
MSFT Microsoft Corp. Reduce -0.8% 7.84% −0.61
INTC Intel Corp. Reduce -15.9% 0.58% −0.36
LQDT Liquidity Services Inc. Reduce -13.2% 1.79% −0.07
FLOT iShares Floating Rate Bond E Sold out 0.00% −0.06
BUG Global X Cybersecurity ETF Sold out 0.00% −0.05
GOOGLE LLC-CL A Reduce -0.1% 0.32% −0.04
XLK SS Technology Select Sector Reduce -8.4% 0.20% −0.03
HERO Global X Video Games& Esport Sold out 0.00% −0.02
PSX Phillips 66 Sold out 0.00% −0.01
CFG Citizens Financial Group Reduce -22.1% 0.05% −0.01
MINT PIMCO Enhanced Short Maturit Reduce -5.5% 0.08% −0.01
PFE Pfizer Inc. Reduce -0.7% 2.69% −0.00
VMBS Vanguard Mortgage-Backed Sec Reduce -1.5% 0.68% −0.00
MTNB Matinas Biopharma Holdings I Sold out 0.00% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.1% 0.08% −0.00
COST Costco Wholesale Corp. Reduce -11.3% 0.02% −0.00
SCHB Schwab US Broad Market ETF Reduce -4.8% 0.06% −0.00
UNH Unitedhealth Group Inc. Reduce -15.9% 0.02% −0.00
HSIC Henry Schein Inc. Reduce -11.8% 0.03% −0.00
KOPN Kopin Corp. Sold out 0.00% −0.00
IJH iShares Core S&P Midcap ETF Reduce -5.5% 0.02% −0.00
IVV iShares Core S&P 500 ETF Reduce -3.1% 0.04% −0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -2.0% 0.08% +0.00
XBI SS SPDR S&P Biotech ETF Reduce -3.0% 0.08% +0.00
VGK Vanguard Ftse Europe ETF Reduce -0.8% 0.05% +0.00
SPG Simon Property Group Inc. Reduce -7.1% 0.40% +0.00
SCHM Schwab US Mid Cap ETF Reduce -1.1% 0.08% +0.00
VEU Vanguard Ftse All-World Ex-U Reduce -0.3% 0.09% +0.00
MTB M & T Bank Corp. Reduce -0.3% 0.04% +0.01
VIG Vanguard Dividend Apprec ETF Reduce -0.5% 0.23% +0.01
EFV iShares MSCI Eafe Value ETF Reduce -0.9% 0.32% +0.01
TJX TJX Companies Inc. Reduce -1.9% 0.87% +0.02
VZ Verizon Communications Inc. Reduce -0.5% 0.40% +0.02
VEA Vanguard Ftse Developed ETF Reduce -0.0% 0.56% +0.02
JPM JPMorgan Chase & Co. Reduce -0.3% 4.52% +0.05
CSCO Cisco Systems Inc. Reduce -4.7% 1.57% +0.06
VWO Vanguard Ftse Emerging Marke Reduce -0.5% 1.37% +0.07
PM Philip Morris International Reduce -0.6% 0.58% +0.08
AAPL Apple Inc. Reduce -0.9% 1.68% +0.10
VISN Vistance Networks Inc. Reduce -31.8% 0.21% +0.14
GLD SPDR Gold Shares Reduce -0.1% 2.08% +0.19
SJM The JM Smucker Co. Reduce -0.2% 2.70% +0.19
MRCY Mercury Systems Inc. Reduce -0.6% 0.82% +0.20
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.3% 4.18% +0.33
FISV Fiserv Inc. Reduce -1.7% 3.59% +0.47

Portfolio Buys Q2 2024 → Q3 2024
GDX Vaneck Gold Miners ETF Add +3.8% 1.65% +0.26
DD Dupont DE Nemours Inc. Add +0.8% 2.61% +0.20
DIS The Walt Disney Co. Add +21.8% 1.29% +0.17
IFF Intl Flavors & Fragrances Add +0.4% 2.32% +0.16
JNJ Johnson & Johnson Add +0.2% 2.18% +0.16
VTV Vanguard Mrngstr Val ETF-Aui Add +7.1% 0.90% +0.11
CTVA Corteva Inc. Add +0.2% 1.46% +0.08
APD Air Products & Chemicals Inc. Add +23.9% 0.23% +0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.6% 0.74% +0.06
IWF iShares Russell 1000 Growth Add +0.6% 7.15% +0.04
VGIT Vanguard Intermediate-Term T Add +6.5% 0.64% +0.04
C Citigroup Inc. Add +8.1% 0.94% +0.03
VB Vanguard Most SM-Cap ETF-Usd Add +0.1% 0.59% +0.03
SPSB SS SPDR P St C Corp. ETF Add +22.7% 0.17% +0.03
DFSTX Dfa US Small Cap Portfolio New 0.03% +0.03
EFG iShares MSCI Eafe Growth ETF Add +2.1% 0.67% +0.03
BIL SS SPDR BB 1-3M T-Bill ETF New 0.03% +0.03
VCSH Vanguard S/T Corp. Bond ETF Add +5.8% 0.48% +0.03
MDY State Street SPDR S&P Midcap Add +3.1% 0.33% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +14.4% 0.12% +0.02
BND Vanguard Total Bond Market Add +2.0% 0.42% +0.01
JEPI JPMorgan Equity Premium Inco New 0.01% +0.01
VCIT Vanguard Int-Term Corporate Add +16.7% 0.08% +0.01
CNO Cno Financial Group Inc. New 0.01% +0.01
FBIN Fortune Brands Innovations I New 0.01% +0.01
AFL Aflac Inc. New 0.01% +0.01
PPG PPG Industries Inc. New 0.01% +0.01
KO The Coca-Cola Co. Add +0.1% 0.08% +0.01
IWM iShares Russell 2000 ETF Add +25.9% 0.02% +0.01
VOO Vanguard S&P 500 ETF Add +2.1% 0.11% +0.00
FHI Federated Hermes Inc. Add +0.1% 0.05% +0.00
MO Altria Group Inc. Add +3.0% 0.02% +0.00
IVW iShares S&P 500 Growth ETF Add +9.9% 0.02% +0.00
DLN Wisdomtree US Largecap Divid Add +0.1% 0.03% +0.00
DFAT Dimensional US Target Value Add +0.4% 0.02% +0.00
AMGN Amgen Inc. Add +3.4% 0.02% +0.00
DOW Dow Inc. Add +0.2% 0.31% +0.00
XOM Exxon Mobil Corp. Add +0.3% 0.05% −0.00
NVDA Nvidia Corp. Add +0.5% 1.22% −0.05
AMZN Amazon.com Inc. Add +1.9% 2.64% −0.13
CVX Chevron Corp. Add +2.8% 2.74% −0.17
GM General Motors Co. Add +0.0% 2.71% −0.18
BA The Boeing Co. Add +9.8% 1.99% −0.24
FDX FedEx Corp. Add +2.8% 3.01% −0.29
GOOG Alphabet Inc. Class C Add +2.0% 4.89% −0.52
QCOM Qualcomm Inc. Add +1.3% 5.55% −1.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 193$2.6BGOOG, IWF, MSFT, JPM, QCOM
Q1 2026 183$2.4BIWF, GOOG, MSFT, JPM, BRK.B
Q4 2025 192$2.4BIWF, MSFT, GOOG, JPM, QCOM
Q3 2025 197$2.4BMSFT, IWF, GOOG, JPM, QCOM
Q2 2025 191$2.4BMSFT, IWF, JPM, QCOM, GOOG
Q1 2025 189$2.2BIWF, MSFT, QCOM, JPM, BRK.B
Q4 2024 179$2.3BIWF, MSFT, GOOG, QCOM, JPM
Q3 2024 184$2.2BMSFT, IWF, QCOM, GOOG, JPM
Q2 2024 183$2.2BMSFT, IWF, QCOM, GOOG, JPM
Q1 2024 184$2.1BMSFT, IWF, QCOM, GOOG, JPM