Staley Capital Advisers Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Staley Capital Advisers Inc. reported 189 stock positions worth $2.2 billion. Its top holding was iShares Russell 1000 Growth (IWF) at 6.9% of the portfolio, followed by Microsoft (MSFT, 6.9%) and Qualcomm (QCOM, 5.1%). Compared with Q4 2024, it opened 11 new positions, sold out of 1, added to 42 and reduced 65. The biggest buy was JM Smucker (SJM, shares +9%) and the biggest sale Alphabet Class C (GOOG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001106565
- Portfolio Value
- $2.2B (Q1 2025)
- SEC Filing
- 0001106565-25-000006 ↗ filed May 12, 2025
Holdings Value
Holdings 189 stocks · $2.2B
| IWF iShares Russell 1000 Growth | 6.93% | 423,600 | $153.0M | Reduce -0.5% |
| MSFT Microsoft Corp. | 6.88% | 404,610 | $151.9M | Add +0.1% |
| QCOM Qualcomm Inc. | 5.08% | 729,889 | $112.1M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 4.92% | 443,379 | $108.8M | Reduce -4.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.71% | 195,279 | $104.0M | Reduce -2.2% |
| GOOG Alphabet Inc. Class C | 4.56% | 645,095 | $100.8M | Reduce -0.6% |
| FISV Fiserv Inc. | 4.19% | 418,797 | $92.5M | Reduce -3.6% |
| CVX Chevron Corp. | 3.02% | 399,235 | $66.8M | Reduce -0.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 2.96% | 551,775 | $65.3M | Add +8.8% |
| GM General Motors Co. | 2.80% | 1,315,258 | $61.9M | Reduce -0.9% |
| FDX FedEx Corp. | 2.76% | 250,471 | $61.1M | Add +3.2% |
| AMZN Amazon.com Inc. | 2.71% | 315,088 | $59.9M | Reduce -1.0% |
| PFE Pfizer Inc. | 2.50% | 2,179,773 | $55.2M | Add +1.4% |
| GLD SPDR Gold Shares | 2.41% | 184,914 | $53.3M | Reduce -3.1% |
| BA The Boeing Co. | 2.38% | 307,607 | $52.5M | Add +3.2% |
| JNJ Johnson & Johnson | 2.21% | 293,712 | $48.7M | Reduce -1.0% |
| DD Dupont DE Nemours Inc. | 2.20% | 651,558 | $48.7M | Reduce -1.1% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 2.10% | 597,198 | $46.3M | Add +11.6% |
| CSCO Cisco Systems Inc. | 1.75% | 626,018 | $38.6M | Reduce -1.3% |
| AAPL Apple Inc. | 1.60% | 159,474 | $35.4M | Reduce -0.5% |
| GDX Vaneck Gold Miners ETF | 1.59% | 761,816 | $35.0M | Reduce -17.9% |
| CTVA Corteva Inc. | 1.55% | 545,045 | $34.3M | Reduce -2.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.36% | 303,902 | $30.0M | Reduce -0.4% |
| LQDT Liquidity Services Inc. | 1.34% | 950,912 | $29.5M | Reduce -27.0% |
| VWO Vanguard Ftse Emerging Marke | 1.24% | 604,535 | $27.4M | Reduce -5.1% |
| OKTA Okta Inc. | 1.17% | 246,207 | $25.9M | No change |
| NVDA Nvidia Corp. | 1.10% | 223,836 | $24.3M | Reduce -0.0% |
| C Citigroup Inc. | 1.10% | 341,265 | $24.2M | Add +0.6% |
| MRCY Mercury Systems Inc. | 0.92% | 473,130 | $20.4M | Reduce -3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.92% | 117,168 | $20.2M | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.86% | 156,335 | $19.0M | Reduce -5.9% |
| PM Philip Morris International | 0.76% | 105,142 | $16.7M | Reduce -0.1% |
| VGIT Vanguard Intermediate-Term T | 0.70% | 260,329 | $15.5M | Add +0.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.68% | 323,700 | $15.0M | Reduce -1.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.65% | 144,452 | $14.4M | Add +4.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.57% | 48,358 | $12.5M | Reduce -21.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.54% | 152,220 | $12.0M | Add +2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.54% | 53,904 | $12.0M | Reduce -2.2% |
| ESGU iShares ESG Aware MSCI USA | 0.50% | 90,000 | $11.0M | Reduce -10.1% |
| OPCH Option Care Health Inc. | 0.47% | 300,000 | $10.5M | Reduce -40.0% |
| WBD Warner Bros Discovery Inc. | 0.46% | 949,561 | $10.2M | Add +23.1% |
| INTC Intel Corp. | 0.45% | 435,872 | $9.9M | Reduce -2.5% |
| DNB Dun & Bradstreet Holdings Inc. | 0.45% | 1,100,000 | $9.8M | Add +69.2% |
| VEA Vanguard Ftse Developed ETF | 0.44% | 190,779 | $9.7M | Add +1.1% |
| BND Vanguard Total Bond Market | 0.44% | 132,010 | $9.7M | Reduce -1.5% |
| VZ Verizon Communications Inc. | 0.43% | 208,664 | $9.5M | Add +5.8% |
| SPG Simon Property Group Inc. | 0.36% | 47,890 | $8.0M | Reduce -9.3% |
| EFV iShares MSCI Eafe Value ETF | 0.34% | 126,193 | $7.4M | Add +0.7% |
| AEM Agnico Eagle Mines Ltd. | 0.32% | 64,200 | $7.0M | No change |
| MDY State Street SPDR S&P Midcap | 0.31% | 12,969 | $6.9M | Reduce -1.0% |
| TWI Titan International Inc. | 0.31% | 816,284 | $6.8M | Reduce -3.0% |
| VOO Vanguard S&P 500 ETF | 0.30% | 12,969 | $6.7M | Add +129.5% |
| GOOGLE LLC-CL A | 0.30% | 43,038 | $6.7M | Add +0.2% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.28% | 122,150 | $6.2M | No change |
| KKR KKR & Co. Inc. | 0.27% | 52,100 | $6.0M | Add +15.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 22,760 | $5.7M | Reduce -0.2% |
| EEM iShares MSCI Emerging Market | 0.25% | 124,550 | $5.4M | Reduce -9.8% |
| APD Air Products & Chemicals Inc. | 0.24% | 17,819 | $5.3M | Add +0.7% |
| DOW Dow Inc. | 0.24% | 150,410 | $5.3M | Add +13.1% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 26,147 | $5.1M | Reduce -1.4% |
| IYW iShares Ustechnology ETF | 0.21% | 33,080 | $4.6M | Add +0.2% |
| SPSB SS SPDR P St C Corp. ETF | 0.20% | 149,050 | $4.5M | Add +8.4% |
| XLK SS Technology Select Sector | 0.19% | 19,882 | $4.1M | No change |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.18% | 129,275 | $4.1M | Add +464.0% |
| VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC | 0.16% | 671,200 | $3.6M | Add +17.5% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.16% | 85,000 | $3.4M | No change |
| EFA iShares MSCI Eafe ETF | 0.15% | 40,000 | $3.3M | No change |
| MA Mastercard Inc. Class A | 0.15% | 5,942 | $3.3M | Add +3.8% |
| SCHG Schwab US Large-Cap Growth | 0.13% | 129,510 | $2.9M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 4,703 | $2.6M | Reduce -1.1% |
| VWNEX Vanguard Windsor Fund-Adm | 0.11% | 33,086 | $2.3M | Reduce -2.5% |
| AR Antero Resources Corp. | 0.11% | 57,500 | $2.3M | Reduce -2.5% |
| COR Cencora Inc. | 0.10% | 8,187 | $2.3M | No change |
| FMNB Farmers Natl Banc Corp. | 0.10% | 173,867 | $2.3M | No change |
| TTEK Tetra Tech Inc. | 0.10% | 77,176 | $2.3M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.10% | 6,800 | $2.2M | No change |
| TWLO Twilio Inc. Class A | 0.10% | 22,500 | $2.2M | No change |
| FORA Forian Inc. | 0.10% | 1,099,600 | $2.2M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.09% | 12,262 | $2.1M | No change |
| UBSI United Bankshares Inc. | 0.09% | 57,041 | $2.0M | Reduce -5.1% |
| IJR iShares Core S&P Small-Cap E | 0.09% | 18,888 | $2.0M | Add +47.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 31,611 | $1.9M | No change |
| VTIP Vanguard Short-Term Tips | 0.09% | 37,850 | $1.9M | No change |
| SCHM Schwab US Mid Cap ETF | 0.08% | 67,426 | $1.8M | Add +0.0% |
| MINT PIMCO Enhanced Short Maturit | 0.08% | 17,460 | $1.8M | Add +6.1% |
| LYFT LYFT Inc. Class A | 0.08% | 147,973 | $1.8M | No change |
| KO The Coca-Cola Co. | 0.08% | 24,110 | $1.7M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 6,556 | $1.7M | Add +1.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 4,459 | $1.7M | Reduce -2.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.07% | 10,285 | $1.7M | No change |
| VCIT Vanguard Int-Term Corporate | 0.07% | 20,020 | $1.6M | Reduce -5.4% |
| V Visa Inc. Class A | 0.06% | 4,072 | $1.4M | Reduce -0.8% |
| ABT Abbott Laboratories | 0.06% | 10,624 | $1.4M | No change |
| HD Home Depot Inc. | 0.06% | 3,825 | $1.4M | Reduce -0.2% |
| CHKP Check Point Software Tech | 0.06% | 5,963 | $1.4M | No change |
| DFSTX Dfa US Small Cap Portfolio | 0.06% | 22,455 | $1.3M | Add +52.5% |
| SCHB Schwab US Broad Market ETF | 0.06% | 61,172 | $1.3M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.06% | 8,727 | $1.3M | Reduce -3.8% |
| XBI SS SPDR S&P Biotech ETF | 0.06% | 16,085 | $1.3M | Reduce -10.7% |
| SHM SS SPDR N Ice St Muni ETF | 0.06% | 26,500 | $1.3M | Reduce -7.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| QVC GROUP INC (QVCG 8 03/15/31) | PFD | 49,668 | $1.3M | New |
Total filed on the 13F, all lines: $2.2B.
Portfolio Sells Q4 2024 → Q1 2025
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 4.56% | −0.92 |
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 6.93% | −0.66 |
| LQDT Liquidity Services Inc. | Reduce -27.0% | 1.34% | −0.53 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 2.71% | −0.39 |
| GM General Motors Co. | Reduce -0.9% | 2.80% | −0.34 |
| NVDA Nvidia Corp. | Reduce -0.0% | 1.10% | −0.24 |
| AAPL Apple Inc. | Reduce -0.5% | 1.60% | −0.18 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -21.3% | 0.57% | −0.15 |
| DIS The Walt Disney Co. | Reduce -0.4% | 1.36% | −0.15 |
| ESGU iShares ESG Aware MSCI USA | Reduce -10.1% | 0.50% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.2% | 0.54% | −0.05 |
| SPG Simon Property Group Inc. | Reduce -9.3% | 0.36% | −0.04 |
| OPCH Option Care Health Inc. | Reduce -40.0% | 0.47% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -4.9% | 4.92% | −0.04 |
| TTEK Tetra Tech Inc. | Reduce -0.4% | 0.10% | −0.03 |
| TJX TJX Companies Inc. | Reduce -5.9% | 0.86% | −0.03 |
| TSLA Tesla Inc. | Reduce -5.2% | 0.05% | −0.03 |
| DD Dupont DE Nemours Inc. | Reduce -1.1% | 2.20% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -1.0% | 0.31% | −0.02 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.02 |
| FHI Federated Hermes Inc. | Reduce -30.5% | 0.03% | −0.01 |
| XBI SS SPDR S&P Biotech ETF | Reduce -10.7% | 0.06% | −0.01 |
| UBSI United Bankshares Inc. | Reduce -5.1% | 0.09% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -37.0% | 0.01% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -9.8% | 0.25% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.5% | 0.07% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.1% | 1.24% | −0.01 |
| MTB M & T Bank Corp. | Reduce -9.8% | 0.04% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -22.5% | 0.01% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.12% | −0.00 |
| TFC Truist Financial Corp. | Reduce -7.0% | 0.04% | −0.00 |
| DLN Wisdomtree US Largecap Divid | Reduce -18.2% | 0.02% | −0.00 |
| PFF iShares Preferred & Income S | Reduce -9.8% | 0.03% | −0.00 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -7.0% | 0.06% | −0.00 |
| HD Home Depot Inc. | Reduce -0.2% | 0.06% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -5.2% | 0.05% | −0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -0.2% | 0.06% | −0.00 |
| PEP Pepsico Inc. | Reduce -3.8% | 0.06% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.5% | 0.02% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Reduce -5.4% | 0.07% | −0.00 |
| FORA Forian Inc. | Reduce -0.0% | 0.10% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.4% | 0.23% | −0.00 |
| VWNEX Vanguard Windsor Fund-Adm | Reduce -2.5% | 0.11% | −0.00 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.2% | 0.01% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 0.02% | +0.00 |
| NFLX Netflix Inc. | Reduce -0.8% | 0.03% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -3.6% | 0.05% | +0.00 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.3% | 0.05% | +0.00 |
| V Visa Inc. Class A | Reduce -0.8% | 0.06% | +0.01 |
| BND Vanguard Total Bond Market | Reduce -1.5% | 0.44% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| SJM The JM Smucker Co. | Add +8.8% | 2.96% | +0.48 |
| VOO Vanguard S&P 500 ETF | Add +129.5% | 0.30% | +0.17 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +464.0% | 0.18% | +0.15 |
| WBD Warner Bros Discovery Inc. | Add +23.1% | 0.46% | +0.10 |
| IFF Intl Flavors & Fragrances | Add +11.6% | 2.10% | +0.09 |
| DNB Dun & Bradstreet Holdings Inc. | Add +69.2% | 0.45% | +0.09 |
| VZ Verizon Communications Inc. | Add +5.8% | 0.43% | +0.08 |
| EFG iShares MSCI Eafe Growth ETF | Add +4.7% | 0.65% | +0.06 |
| EFV iShares MSCI Eafe Value ETF | Add +0.7% | 0.34% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 0.92% | +0.04 |
| BLACKSTONE INC | New | 0.04% | +0.04 |
| APO Apollo Global Management Inc. | New | 0.04% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 0.44% | +0.04 |
| C Citigroup Inc. | Add +0.6% | 1.10% | +0.04 |
| CG The Carlyle Group Inc. | New | 0.04% | +0.04 |
| BA The Boeing Co. | Add +3.2% | 2.38% | +0.03 |
| VGIT Vanguard Intermediate-Term T | Add +0.2% | 0.70% | +0.03 |
| AFICX Amer FND Fndmntl Invst-C | New | 0.03% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.6% | 0.54% | +0.03 |
| VISN Vistance Networks Inc. | Add +17.5% | 0.16% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +47.4% | 0.09% | +0.02 |
| SPSB SS SPDR P St C Corp. ETF | Add +8.4% | 0.20% | +0.02 |
| DFSTX Dfa US Small Cap Portfolio | Add +52.5% | 0.06% | +0.02 |
| CMNIX Calamos MRKT Neu Inc. Class I | New | 0.02% | +0.02 |
| MUNI PIMCO Intermediate Municipal | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +3.8% | 0.15% | +0.01 |
| LIGRX Loomis Sayles Inv GR BND-A | New | 0.01% | +0.01 |
| CORT Corcept Therapeutics Inc. | New | 0.01% | +0.01 |
| FFIV F5 Inc. | New | 0.01% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +0.7% | 0.24% | +0.01 |
| PPG PPG Industries Inc. | New | 0.01% | +0.01 |
| MINT PIMCO Enhanced Short Maturit | Add +6.1% | 0.08% | +0.01 |
| DFLV Dim US Large Cap Value ETF | Add +11.0% | 0.03% | +0.00 |
| SWPPX Schwab S&P 500 Index-Sel | Add +16.3% | 0.03% | +0.00 |
| EOSE Eos Energy Enterprises Inc. | New | 0.00% | +0.00 |
| DOW Dow Inc. | Add +13.1% | 0.24% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +1.9% | 0.04% | −0.00 |
| ONDS Ondas Inc. | Add +80.0% | 0.00% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.7% | 0.08% | −0.00 |
| DFAT Dimensional US Target Value | Add +0.3% | 0.02% | −0.00 |
| FMC FMC Corp. | Add +1.7% | 0.01% | −0.00 |
| NKE Nike Inc. Class B | Add +5.3% | 0.01% | −0.00 |
| VYNE THERAPEUTICS INC | Add +41.1% | 0.00% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.0% | 0.08% | −0.00 |
| SWKS Skyworks Solutions Inc. | Add +8.3% | 0.01% | −0.00 |
| ATRA Atara Biotherapeutics Inc. | Add +60.0% | 0.02% | −0.01 |
| CRM Salesforce Inc. | Add +1.1% | 0.04% | −0.01 |
| KKR KKR & Co. Inc. | Add +15.8% | 0.27% | −0.02 |
| IYW iShares Ustechnology ETF | Add +0.2% | 0.21% | −0.02 |
| PFE Pfizer Inc. | Add +1.4% | 2.50% | −0.03 |
Notes & Other Activity Q4 2024 → Q1 2025
| QVC GROUP INC (QVCG 8 03/15/31) | PFD | New | 49,668 | $1.3M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 193 | $2.6B | GOOG, IWF, MSFT, JPM, QCOM |
| Q1 2026 | 183 | $2.4B | IWF, GOOG, MSFT, JPM, BRK.B |
| Q4 2025 | 192 | $2.4B | IWF, MSFT, GOOG, JPM, QCOM |
| Q3 2025 | 197 | $2.4B | MSFT, IWF, GOOG, JPM, QCOM |
| Q2 2025 | 191 | $2.4B | MSFT, IWF, JPM, QCOM, GOOG |
| Q1 2025 | 189 | $2.2B | IWF, MSFT, QCOM, JPM, BRK.B |
| Q4 2024 | 179 | $2.3B | IWF, MSFT, GOOG, QCOM, JPM |
| Q3 2024 | 184 | $2.2B | MSFT, IWF, QCOM, GOOG, JPM |
| Q2 2024 | 183 | $2.2B | MSFT, IWF, QCOM, GOOG, JPM |
| Q1 2024 | 184 | $2.1B | MSFT, IWF, QCOM, GOOG, JPM |