Staley Capital Advisers Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Staley Capital Advisers Inc. reported 179 stock positions worth $2.3 billion. Its top holding was iShares Russell 1000 Growth (IWF) at 7.6% of the portfolio, followed by Microsoft (MSFT, 7.6%) and Alphabet Class C (GOOG, 5.5%). Compared with Q3 2024, it opened 3 new positions, sold out of 8, added to 37 and reduced 52. The biggest buy was Amazon.com (AMZN, shares +0%) and the biggest sale Johnson & Johnson (JNJ, shares −2%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001106565
Portfolio Value
$2.3B (Q4 2024)
SEC Filing
0001106565-25-000001 ↗ filed Feb 7, 2025

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 Q3 2024 Q4 2024: $2.3B $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 179 stocks · $2.3B
IWF iShares Russell 1000 Growth 7.59% 425,713 $171.0M Reduce -0.1%
MSFT Microsoft Corp. 7.56% 404,252 $170.4M Reduce -0.8%
GOOG Alphabet Inc. Class C 5.49% 648,985 $123.6M Reduce -0.9%
QCOM Qualcomm Inc. 4.99% 732,263 $112.5M Add +0.3%
JPM JPMorgan Chase & Co. 4.96% 466,358 $111.8M Reduce -2.7%
BRK.B Berkshire Hathaway Inc. Class B 4.02% 199,650 $90.5M Reduce -1.6%
FISV Fiserv Inc. 3.96% 434,319 $89.2M Reduce -2.8%
GM General Motors Co. 3.14% 1,327,017 $70.7M Reduce -1.9%
AMZN Amazon.com Inc. 3.10% 318,345 $69.8M Add +0.3%
FDX FedEx Corp. 3.03% 242,703 $68.3M Reduce -1.4%
CVX Chevron Corp. 2.59% 402,302 $58.3M Reduce -3.3%
PFE Pfizer Inc. 2.53% 2,150,418 $57.1M Add +3.5%
SJM The JM Smucker Co. filed as SMUCKER J M CO 2.48% 507,325 $55.9M Add +1.8%
BA The Boeing Co. 2.34% 298,081 $52.8M Add +1.8%
DD Dupont DE Nemours Inc. 2.23% 659,151 $50.3M Add +0.6%
GLD SPDR Gold Shares 2.05% 190,789 $46.2M Reduce -0.6%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 2.01% 535,285 $45.3M Add +8.4%
JNJ Johnson & Johnson 1.90% 296,567 $42.9M Reduce -1.7%
LQDT Liquidity Services Inc. 1.87% 1,301,900 $42.0M Reduce -25.8%
AAPL Apple Inc. 1.78% 160,222 $40.1M Reduce -0.6%
CSCO Cisco Systems Inc. 1.67% 633,989 $37.5M Reduce -3.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.51% 305,245 $34.0M Add +1.4%
CTVA Corteva Inc. 1.41% 559,282 $31.9M Add +0.6%
GDX Vaneck Gold Miners ETF 1.40% 928,172 $31.5M Add +0.3%
NVDA Nvidia Corp. 1.33% 223,851 $30.1M Reduce -0.0%
VWO Vanguard Ftse Emerging Marke 1.25% 637,220 $28.1M Reduce -0.3%
C Citigroup Inc. 1.06% 339,082 $23.9M Add +1.4%
MRCY Mercury Systems Inc. 0.91% 488,080 $20.5M Reduce -1.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.89% 166,108 $20.1M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.88% 116,613 $19.7M Add +0.5%
OKTA Okta Inc. 0.86% 246,207 $19.4M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.72% 61,437 $16.2M Reduce -2.2%
VGIT Vanguard Intermediate-Term T 0.67% 259,785 $15.1M Add +10.3%
VMBS Vanguard Mortgage-Backed Sec 0.66% 327,700 $14.9M Add +2.3%
EFG iShares MSCI Eafe Growth ETF 0.59% 137,932 $13.4M Reduce -0.6%
VB Vanguard Most SM-Cap ETF-Usd 0.59% 55,093 $13.2M Reduce -1.1%
ESGU iShares ESG Aware MSCI USA 0.57% 100,135 $12.9M No change
PM Philip Morris International 0.56% 105,240 $12.7M Reduce -0.9%
OPCH Option Care Health Inc. 0.51% 500,000 $11.6M No change
VCSH Vanguard S/T Corp. Bond ETF 0.51% 148,310 $11.6M Add +9.9%
BND Vanguard Total Bond Market 0.43% 134,056 $9.6M Add +8.3%
SPG Simon Property Group Inc. 0.40% 52,785 $9.1M No change
VEA Vanguard Ftse Developed ETF 0.40% 188,742 $9.0M Reduce -20.8%
INTC Intel Corp. 0.40% 446,932 $9.0M Reduce -19.6%
WBD Warner Bros Discovery Inc. 0.36% 771,175 $8.2M Reduce -43.5%
GOOGLE LLC-CL A 0.36% 42,938 $8.1M Reduce -0.3%
DNB Dun & Bradstreet Holdings Inc. 0.36% 650,000 $8.1M No change
VZ Verizon Communications Inc. 0.35% 197,139 $7.9M Reduce -1.1%
MDY State Street SPDR S&P Midcap 0.33% 13,102 $7.5M No change
KKR KKR & Co. Inc. 0.30% 45,000 $6.7M No change
EFV iShares MSCI Eafe Value ETF 0.29% 125,293 $6.6M Add +0.1%
NEAR iShares SH Dba ETF Usd Inc. 0.27% 122,150 $6.2M Reduce -0.3%
EEM iShares MSCI Emerging Market 0.26% 138,050 $5.8M No change
TWI Titan International Inc. 0.25% 841,284 $5.7M Reduce -9.1%
DOW Dow Inc. 0.24% 133,028 $5.3M Add +3.2%
IYW iShares Ustechnology ETF 0.23% 33,025 $5.3M Reduce -0.2%
VIG Vanguard Dividend Apprec ETF 0.23% 26,528 $5.2M Add +0.4%
APD Air Products & Chemicals Inc. 0.23% 17,704 $5.1M Add +0.3%
AEM Agnico Eagle Mines Ltd. 0.22% 64,200 $5.0M Add +1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.22% 22,807 $5.0M Reduce -1.3%
XLK SS Technology Select Sector 0.21% 19,882 $4.6M Reduce -1.3%
SPSB SS SPDR P St C Corp. ETF 0.18% 137,450 $4.1M Add +10.2%
NULV Nuveen ESG Large-Cap Val ETF 0.15% 85,000 $3.3M No change
TTEK Tetra Tech Inc. 0.14% 77,520 $3.1M Add +2.0%
VOO Vanguard S&P 500 ETF 0.14% 5,652 $3.0M Add +22.5%
EFA iShares MSCI Eafe ETF 0.13% 40,000 $3.0M No change
MA Mastercard Inc. Class A 0.13% 5,723 $3.0M No change
SCHG Schwab US Large-Cap Growth 0.13% 129,510 $3.0M Reduce -25.0%
VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC 0.13% 571,200 $3.0M Reduce -24.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 4,753 $2.8M No change
FMNB Farmers Natl Banc Corp. 0.11% 173,867 $2.5M No change
CAT Caterpillar Inc. 0.11% 6,800 $2.5M No change
TWLO Twilio Inc. Class A 0.11% 22,500 $2.4M No change
VWNEX Vanguard Windsor Fund-Adm 0.11% 33,931 $2.4M Add +11.5%
FORA Forian Inc. 0.10% 1,100,000 $2.3M No change
UBSI United Bankshares Inc. 0.10% 60,110 $2.3M No change
AR Antero Resources Corp. 0.09% 59,000 $2.1M No change
PG The Procter & Gamble Co. 0.09% 12,262 $2.1M No change
LYFT LYFT Inc. Class A 0.08% 147,973 $1.9M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 4,571 $1.9M Reduce -1.9%
SCHM Schwab US Mid Cap ETF 0.08% 67,423 $1.9M No change
COR Cencora Inc. 0.08% 8,187 $1.8M No change
VTIP Vanguard Short-Term Tips 0.08% 37,850 $1.8M Reduce -11.7%
VEU Vanguard Ftse All-World Ex-U 0.08% 31,611 $1.8M Add +2.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.08% 6,449 $1.7M Reduce -0.7%
VCIT Vanguard Int-Term Corporate 0.08% 21,170 $1.7M Add +2.4%
TSLA Tesla Inc. 0.07% 4,142 $1.7M Reduce -0.4%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.07% 10,285 $1.7M No change
MINT PIMCO Enhanced Short Maturit 0.07% 16,460 $1.7M Reduce -5.5%
XBI SS SPDR S&P Biotech ETF 0.07% 18,015 $1.6M Add +0.3%
KO The Coca-Cola Co. 0.07% 24,110 $1.5M No change
HD Home Depot Inc. 0.07% 3,832 $1.5M Reduce -5.7%
IJR iShares Core S&P Small-Cap E 0.07% 12,812 $1.5M No change
SCHB Schwab US Broad Market ETF 0.06% 61,280 $1.4M Reduce -1.1%
PEP Pepsico Inc. 0.06% 9,071 $1.4M Reduce -1.2%
SHM SS SPDR N Ice St Muni ETF 0.06% 28,500 $1.4M No change
V Visa Inc. Class A 0.06% 4,103 $1.3M Reduce -0.5%
SUSB iShares ESG Aware 1-5 Year U 0.05% 50,000 $1.2M Reduce -9.1%
ABT Abbott Laboratories 0.05% 10,624 $1.2M Reduce -1.0%
PH Parker Hannifin Corp. 0.05% 1,792 $1.1M No change

Show all 179 holdings

Portfolio Sells Q3 2024 → Q4 2024
JNJ Johnson & Johnson Reduce -1.7% 1.90% −0.28
MSFT Microsoft Corp. Reduce -0.8% 7.56% −0.28
INTC Intel Corp. Reduce -19.6% 0.40% −0.18
VEA Vanguard Ftse Developed ETF Reduce -20.8% 0.40% −0.16
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.6% 4.02% −0.16
CVX Chevron Corp. Reduce -3.3% 2.59% −0.15
WBD Warner Bros Discovery Inc. Reduce -43.5% 0.36% −0.14
VWO Vanguard Ftse Emerging Marke Reduce -0.3% 1.25% −0.12
TWI Titan International Inc. Reduce -9.1% 0.25% −0.08
VISN Vistance Networks Inc. Reduce -24.7% 0.13% −0.07
EFG iShares MSCI Eafe Growth ETF Reduce -0.6% 0.59% −0.07
VZ Verizon Communications Inc. Reduce -1.1% 0.35% −0.05
GLD SPDR Gold Shares Reduce -0.6% 2.05% −0.03
BIL SS SPDR BB 1-3M T-Bill ETF Sold out 0.00% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.2% 0.72% −0.02
HSIC Henry Schein Inc. Reduce -52.7% 0.01% −0.02
IRONWOOD INSTL MLT STR INT Sold out 0.00% −0.02
PM Philip Morris International Reduce -0.9% 0.56% −0.01
VTIP Vanguard Short-Term Tips Reduce -11.7% 0.08% −0.01
FBIN Fortune Brands Innovations I Sold out 0.00% −0.01
ON On Semiconductor Sold out 0.00% −0.01
UPS United Parcel Service Class B Sold out 0.00% −0.01
PPG PPG Industries Inc. Sold out 0.00% −0.01
PEP Pepsico Inc. Reduce -1.2% 0.06% −0.01
HD Home Depot Inc. Reduce -5.7% 0.07% −0.01
SUSB iShares ESG Aware 1-5 Year U Reduce -9.1% 0.05% −0.01
NEAR iShares SH Dba ETF Usd Inc. Reduce -0.3% 0.27% −0.01
PARAA Paramount Global Class B Sold out 0.00% −0.01
IBM Intl Business Machines Corp. Reduce -1.3% 0.22% −0.01
MINT PIMCO Enhanced Short Maturit Reduce -5.5% 0.07% −0.01
FHI Federated Hermes Inc. Reduce -18.3% 0.04% −0.00
CFG Citizens Financial Group Reduce -11.2% 0.05% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.1% 0.59% −0.00
WIIOX Wasatch Intl Opportunit-Inst Sold out 0.00% −0.00
ABT Abbott Laboratories Reduce -1.0% 0.05% −0.00
ADP Automatic Data Processing Reduce -8.5% 0.02% −0.00
IJH iShares Core S&P Midcap ETF Reduce -2.8% 0.02% −0.00
DLN Wisdomtree US Largecap Divid Reduce -0.7% 0.03% −0.00
IAU iShares Gold Trust Reduce -0.8% 0.02% −0.00
SCHB Schwab US Broad Market ETF Reduce -1.1% 0.06% +0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.7% 0.08% +0.00
XLK SS Technology Select Sector Reduce -1.3% 0.21% +0.00
SCHG Schwab US Large-Cap Growth Reduce -25.0% 0.13% +0.00
TOST Toast Inc. Class A Reduce -3.6% 0.02% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.9% 0.08% +0.00
V Visa Inc. Class A Reduce -0.5% 0.06% +0.01
IYW iShares Ustechnology ETF Reduce -0.2% 0.23% +0.01
FDX FedEx Corp. Reduce -1.4% 3.03% +0.02
TSLA Tesla Inc. Reduce -0.4% 0.07% +0.03
GOOGLE LLC-CL A Reduce -0.3% 0.36% +0.04

Portfolio Buys Q3 2024 → Q4 2024
AMZN Amazon.com Inc. Add +0.3% 3.10% +0.46
BA The Boeing Co. Add +1.8% 2.34% +0.35
DIS The Walt Disney Co. Add +1.4% 1.51% +0.22
C Citigroup Inc. Add +1.4% 1.06% +0.12
VCSH Vanguard S/T Corp. Bond ETF Add +9.9% 0.51% +0.03
FMDE Fidelity Enhanced Mid Cap Co. New 0.03% +0.03
VGIT Vanguard Intermediate-Term T Add +10.3% 0.67% +0.03
DFLV Dim US Large Cap Value ETF New 0.03% +0.03
VOO Vanguard S&P 500 ETF Add +22.5% 0.14% +0.03
ATRA Atara Biotherapeutics Inc. Add +25.0% 0.03% +0.01
DFSTX Dfa US Small Cap Portfolio Add +47.3% 0.04% +0.01
SPSB SS SPDR P St C Corp. ETF Add +10.2% 0.18% +0.01
BND Vanguard Total Bond Market Add +8.3% 0.43% +0.01
ONDS Ondas Inc. New 0.00% +0.00
DFAT Dimensional US Target Value Add +0.4% 0.02% 0.00
IWM iShares Russell 2000 ETF Add +0.0% 0.02% −0.00
JEPI JPMorgan Equity Premium Inco Add +2.5% 0.01% −0.00
NKE Nike Inc. Class B Add +4.4% 0.01% −0.00
SWKS Skyworks Solutions Inc. Add +1.1% 0.02% −0.00
VCIT Vanguard Int-Term Corporate Add +2.4% 0.08% −0.00
VWNEX Vanguard Windsor Fund-Adm Add +11.5% 0.11% −0.00
VIG Vanguard Dividend Apprec ETF Add +0.4% 0.23% −0.00
XOM Exxon Mobil Corp. Add +0.3% 0.05% −0.00
FMC FMC Corp. Add +0.5% 0.01% −0.00
AEM Agnico Eagle Mines Ltd. Add +1.1% 0.22% −0.01
VEU Vanguard Ftse All-World Ex-U Add +2.1% 0.08% −0.01
APD Air Products & Chemicals Inc. Add +0.3% 0.23% −0.01
XBI SS SPDR S&P Biotech ETF Add +0.3% 0.07% −0.01
VMBS Vanguard Mortgage-Backed Sec Add +2.3% 0.66% −0.02
TTEK Tetra Tech Inc. Add +2.0% 0.14% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Add +0.5% 0.88% −0.03
EFV iShares MSCI Eafe Value ETF Add +0.1% 0.29% −0.03
CTVA Corteva Inc. Add +0.6% 1.41% −0.05
DOW Dow Inc. Add +3.2% 0.24% −0.08
PFE Pfizer Inc. Add +3.5% 2.53% −0.15
SJM The JM Smucker Co. Add +1.8% 2.48% −0.22
GDX Vaneck Gold Miners ETF Add +0.3% 1.40% −0.25
IFF Intl Flavors & Fragrances Add +8.4% 2.01% −0.31
DD Dupont DE Nemours Inc. Add +0.6% 2.23% −0.38
QCOM Qualcomm Inc. Add +0.3% 4.99% −0.56

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