Staley Capital Advisers Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Staley Capital Advisers Inc. reported 191 stock positions worth $2.4 billion. Its top holding was Microsoft (MSFT) at 8.5% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 7.7%) and JPMorgan Chase (JPM, 5.4%). Compared with Q1 2025, it opened 7 new positions, sold out of 5, added to 58 and reduced 52. The biggest buy was iShares Russell 1000 Growth (IWF, shares +0%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001106565
- Portfolio Value
- $2.4B (Q2 2025)
- SEC Filing
- 0001106565-25-000008 ↗ filed Aug 14, 2025
Holdings Value
Holdings 191 stocks · $2.4B
| MSFT Microsoft Corp. | 8.54% | 403,623 | $200.8M | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 7.66% | 424,156 | $180.1M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 5.39% | 436,748 | $126.6M | Reduce -1.5% |
| QCOM Qualcomm Inc. | 4.99% | 736,713 | $117.3M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 4.83% | 640,473 | $113.6M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.03% | 194,871 | $94.7M | Reduce -0.2% |
| FISV Fiserv Inc. | 3.12% | 425,270 | $73.3M | Add +1.6% |
| AMZN Amazon.com Inc. | 3.00% | 322,003 | $70.6M | Add +2.2% |
| BA The Boeing Co. | 2.75% | 308,715 | $64.7M | Add +0.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 2.67% | 638,687 | $62.7M | Add +15.8% |
| GM General Motors Co. | 2.57% | 1,226,127 | $60.3M | Reduce -6.8% |
| CVX Chevron Corp. | 2.43% | 398,640 | $57.1M | Reduce -0.1% |
| GLD SPDR Gold Shares | 2.37% | 182,782 | $55.7M | Reduce -1.1% |
| FDX FedEx Corp. | 2.26% | 233,576 | $53.1M | Reduce -6.8% |
| PFE Pfizer Inc. | 2.16% | 2,096,705 | $50.8M | Reduce -3.8% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 2.05% | 656,578 | $48.3M | Add +9.9% |
| DD Dupont DE Nemours Inc. | 2.01% | 688,989 | $47.3M | Add +5.7% |
| JNJ Johnson & Johnson | 1.83% | 282,202 | $43.1M | Reduce -3.9% |
| CSCO Cisco Systems Inc. | 1.82% | 615,609 | $42.7M | Reduce -1.7% |
| CTVA Corteva Inc. | 1.72% | 543,148 | $40.5M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.57% | 298,224 | $37.0M | Reduce -1.9% |
| GDX Vaneck Gold Miners ETF | 1.47% | 664,551 | $34.6M | Reduce -12.8% |
| AAPL Apple Inc. | 1.36% | 155,857 | $32.0M | Reduce -2.3% |
| VWO Vanguard Ftse Emerging Marke | 1.28% | 608,220 | $30.1M | Add +0.6% |
| C Citigroup Inc. | 1.27% | 351,964 | $30.0M | Add +3.1% |
| NVDA Nvidia Corp. | 1.22% | 180,879 | $28.6M | Reduce -19.2% |
| MRCY Mercury Systems Inc. | 1.08% | 470,130 | $25.3M | Reduce -0.6% |
| OKTA Okta Inc. | 1.05% | 246,207 | $24.6M | No change |
| LQDT Liquidity Services Inc. | 1.00% | 994,168 | $23.5M | Add +4.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.89% | 117,935 | $20.8M | Add +0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.82% | 155,830 | $19.2M | Reduce -0.3% |
| PM Philip Morris International | 0.79% | 102,279 | $18.6M | Reduce -2.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.75% | 157,457 | $17.6M | Add +9.0% |
| VGIT Vanguard Intermediate-Term T | 0.68% | 266,712 | $16.0M | Add +2.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.63% | 320,975 | $14.9M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.58% | 48,325 | $13.5M | Reduce -0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.53% | 157,203 | $12.5M | Add +3.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.52% | 51,435 | $12.2M | Reduce -4.6% |
| ESGU iShares ESG Aware MSCI USA | 0.52% | 90,000 | $12.2M | No change |
| APD Air Products & Chemicals Inc. | 0.51% | 42,744 | $12.1M | Add +139.9% |
| VEA Vanguard Ftse Developed ETF | 0.48% | 197,101 | $11.2M | Add +3.3% |
| WBD Warner Bros Discovery Inc. | 0.46% | 948,811 | $10.9M | Reduce -0.1% |
| DNB Dun & Bradstreet Holdings Inc. | 0.43% | 1,100,000 | $10.0M | No change |
| BND Vanguard Total Bond Market | 0.42% | 132,895 | $9.8M | Add +0.7% |
| OPCH Option Care Health Inc. | 0.41% | 300,000 | $9.7M | No change |
| INTC Intel Corp. | 0.40% | 416,731 | $9.3M | Reduce -4.4% |
| VOO Vanguard S&P 500 ETF | 0.39% | 16,144 | $9.2M | Add +24.5% |
| VZ Verizon Communications Inc. | 0.37% | 201,808 | $8.7M | Reduce -3.3% |
| EFV iShares MSCI Eafe Value ETF | 0.36% | 133,353 | $8.5M | Add +5.7% |
| TWI Titan International Inc. | 0.36% | 816,284 | $8.4M | No change |
| SPG Simon Property Group Inc. | 0.35% | 50,980 | $8.2M | Add +6.5% |
| AEM Agnico Eagle Mines Ltd. | 0.32% | 63,900 | $7.6M | Reduce -0.5% |
| GOOGLE LLC-CL A | 0.32% | 43,094 | $7.6M | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 0.31% | 12,844 | $7.3M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 23,135 | $6.8M | Add +1.6% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.27% | 122,150 | $6.2M | No change |
| EEM iShares MSCI Emerging Market | 0.26% | 125,550 | $6.1M | Add +0.8% |
| KKR KKR & Co. Inc. | 0.25% | 45,000 | $6.0M | Reduce -13.6% |
| IYW iShares Ustechnology ETF | 0.24% | 33,020 | $5.7M | Reduce -0.2% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.23% | 153,875 | $5.3M | Add +19.0% |
| XLK SS Technology Select Sector | 0.21% | 19,882 | $5.0M | No change |
| DOW Dow Inc. | 0.21% | 189,547 | $5.0M | Add +26.0% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 24,094 | $4.9M | Reduce -7.8% |
| VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC | 0.20% | 571,200 | $4.7M | Reduce -14.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.20% | 153,750 | $4.6M | Add +3.1% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.18% | 100,000 | $4.2M | Add +17.6% |
| EFA iShares MSCI Eafe ETF | 0.15% | 40,500 | $3.6M | Add +1.3% |
| MA Mastercard Inc. Class A | 0.14% | 5,942 | $3.3M | No change |
| SCHG Schwab US Large-Cap Growth | 0.13% | 129,510 | $3.2M | No change |
| TTEK Tetra Tech Inc. | 0.12% | 78,011 | $2.8M | Add +1.1% |
| TWLO Twilio Inc. Class A | 0.12% | 22,500 | $2.8M | No change |
| CAT Caterpillar Inc. | 0.11% | 6,800 | $2.6M | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.11% | 27,340 | $2.6M | New |
| COR Cencora Inc. | 0.10% | 8,187 | $2.5M | No change |
| VWNEX Vanguard Windsor Fund-Adm | 0.10% | 33,477 | $2.4M | Add +1.2% |
| FMNB Farmers Natl Banc Corp. | 0.10% | 175,251 | $2.4M | Add +0.8% |
| KO The Coca-Cola Co. | 0.10% | 34,110 | $2.4M | Add +41.5% |
| LYFT LYFT Inc. Class A | 0.10% | 147,973 | $2.3M | No change |
| AR Antero Resources Corp. | 0.10% | 55,500 | $2.2M | Reduce -3.5% |
| FORA Forian Inc. | 0.09% | 1,099,600 | $2.2M | No change |
| META Meta Platforms Inc. Class A | 0.09% | 2,917 | $2.2M | Add +60.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 32,012 | $2.2M | Add +1.3% |
| IJR iShares Core S&P Small-Cap E | 0.09% | 18,991 | $2.1M | Add +0.6% |
| UBSI United Bankshares Inc. | 0.09% | 56,541 | $2.1M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.08% | 12,262 | $2.0M | No change |
| SCHM Schwab US Mid Cap ETF | 0.08% | 67,378 | $1.9M | Reduce -0.1% |
| VTIP Vanguard Short-Term Tips | 0.08% | 37,425 | $1.9M | Reduce -1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 4,279 | $1.9M | Reduce -4.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 6,506 | $1.9M | Reduce -0.8% |
| SUSB iShares ESG Aware 1-5 Year U | 0.07% | 70,000 | $1.8M | Add +40.0% |
| MINT PIMCO Enhanced Short Maturit | 0.07% | 17,285 | $1.7M | Reduce -1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.07% | 10,285 | $1.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 2,703 | $1.7M | Reduce -42.5% |
| VCIT Vanguard Int-Term Corporate | 0.07% | 19,920 | $1.7M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.07% | 4,925 | $1.6M | Add +25.5% |
| SCHB Schwab US Broad Market ETF | 0.06% | 60,713 | $1.4M | Reduce -0.8% |
| V Visa Inc. Class A | 0.06% | 4,072 | $1.4M | No change |
| ABT Abbott Laboratories | 0.06% | 10,624 | $1.4M | No change |
| HD Home Depot Inc. | 0.06% | 3,690 | $1.4M | Reduce -3.5% |
| COIN Coinbase Global Inc. Class A | 0.06% | 3,800 | $1.3M | Add +15.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $336K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| QVC GROUP INC (QVCG 8 03/15/31) | PFD | 48,868 | $336K | Reduce -1.6% |
Total filed on the 13F, all lines: $2.4B.
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 4.03% | −0.68 |
| CVX Chevron Corp. | Reduce -0.1% | 2.43% | −0.60 |
| FDX FedEx Corp. | Reduce -6.8% | 2.26% | −0.51 |
| JNJ Johnson & Johnson | Reduce -3.9% | 1.83% | −0.37 |
| PFE Pfizer Inc. | Reduce -3.8% | 2.16% | −0.34 |
| AAPL Apple Inc. | Reduce -2.3% | 1.36% | −0.24 |
| GM General Motors Co. | Reduce -6.8% | 2.57% | −0.23 |
| GDX Vaneck Gold Miners ETF | Reduce -12.8% | 1.47% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -3.3% | 0.37% | −0.06 |
| INTC Intel Corp. | Reduce -4.4% | 0.40% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -42.5% | 0.07% | −0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.8% | 0.63% | −0.05 |
| TJX TJX Companies Inc. | Reduce -0.3% | 0.82% | −0.04 |
| GLD SPDR Gold Shares | Reduce -1.1% | 2.37% | −0.04 |
| BLACKSTONE INC | Sold out | 0.00% | −0.04 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.04 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.6% | 0.52% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.8% | 0.21% | −0.02 |
| KKR KKR & Co. Inc. | Reduce -13.6% | 0.25% | −0.02 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.01 |
| AR Antero Resources Corp. | Reduce -3.5% | 0.10% | −0.01 |
| QVCG QVC Group Inc. | Sold out | 0.00% | −0.01 |
| FHI Federated Hermes Inc. | Reduce -29.3% | 0.02% | −0.01 |
| XBI SS SPDR S&P Biotech ETF | Reduce -10.6% | 0.05% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 0.04% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.7% | 0.05% | −0.01 |
| HD Home Depot Inc. | Reduce -3.5% | 0.06% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.0% | 0.07% | −0.01 |
| VTIP Vanguard Short-Term Tips | Reduce -1.1% | 0.08% | −0.01 |
| DFSTX Dfa US Small Cap Portfolio | Reduce -7.1% | 0.06% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.5% | 0.07% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -1.0% | 0.31% | −0.00 |
| HSIC Henry Schein Inc. | Reduce -18.6% | 0.01% | −0.00 |
| NKE Nike Inc. Class B | Reduce -20.6% | 0.01% | −0.00 |
| UBSI United Bankshares Inc. | Reduce -0.9% | 0.09% | −0.00 |
| IAU iShares Gold Trust | Reduce -0.7% | 0.03% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.1% | 0.08% | +0.00 |
| WBD Warner Bros Discovery Inc. | Reduce -0.1% | 0.46% | +0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -0.8% | 0.06% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.8% | 0.08% | +0.00 |
| ATRA Atara Biotherapeutics Inc. | Reduce -6.3% | 0.02% | +0.00 |
| GE General Electric Company | Reduce -0.1% | 0.03% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.0% | 0.08% | +0.00 |
| AEM Agnico Eagle Mines Ltd. | Reduce -0.5% | 0.32% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 0.58% | +0.01 |
| IYW iShares Ustechnology ETF | Reduce -0.2% | 0.24% | +0.03 |
| PM Philip Morris International | Reduce -2.7% | 0.79% | +0.04 |
| VISN Vistance Networks Inc. | Reduce -14.9% | 0.20% | +0.04 |
| CSCO Cisco Systems Inc. | Reduce -1.7% | 1.82% | +0.07 |
Portfolio Buys Q1 2025 → Q2 2025
| IWF iShares Russell 1000 Growth | Add +0.1% | 7.66% | +0.73 |
| BA The Boeing Co. | Add +0.4% | 2.75% | +0.38 |
| AMZN Amazon.com Inc. | Add +2.2% | 3.00% | +0.29 |
| APD Air Products & Chemicals Inc. | Add +139.9% | 0.51% | +0.27 |
| C Citigroup Inc. | Add +3.1% | 1.27% | +0.18 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.11% | +0.11 |
| EFG iShares MSCI Eafe Growth ETF | Add +9.0% | 0.75% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +24.5% | 0.39% | +0.09 |
| META Meta Platforms Inc. Class A | Add +60.5% | 0.09% | +0.04 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +19.0% | 0.23% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +0.6% | 1.28% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +3.3% | 0.48% | +0.04 |
| IBM Intl Business Machines Corp. | Add +1.6% | 0.29% | +0.03 |
| COIN Coinbase Global Inc. Class A | Add +15.2% | 0.06% | +0.03 |
| KO The Coca-Cola Co. | Add +41.5% | 0.10% | +0.02 |
| AFICX Amer FND Fndmntl Invst-C | Add +67.4% | 0.05% | +0.02 |
| EFV iShares MSCI Eafe Value ETF | Add +5.7% | 0.36% | +0.02 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +17.6% | 0.18% | +0.02 |
| GOOGLE LLC-CL A | Add +0.1% | 0.32% | +0.02 |
| TSLA Tesla Inc. | Add +25.5% | 0.07% | +0.02 |
| SUSB iShares ESG Aware 1-5 Year U | Add +40.0% | 0.07% | +0.02 |
| TTEK Tetra Tech Inc. | Add +1.1% | 0.12% | +0.02 |
| FLEX Flex Ltd. | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | New | 0.01% | +0.01 |
| ACM Aecom | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | New | 0.01% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +0.8% | 0.26% | +0.01 |
| FREL Fidelity MSCI RL Est Indx | New | 0.01% | +0.01 |
| Invesco QQQ Trust | New | 0.01% | +0.01 |
| MUNI PIMCO Intermediate Municipal | Add +66.7% | 0.02% | +0.01 |
| HON Honeywell International Inc. | Add +102.7% | 0.03% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +1.3% | 0.15% | +0.01 |
| DFLV Dim US Large Cap Value ETF | Add +21.1% | 0.04% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.3% | 0.09% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +2.8% | 0.04% | +0.00 |
| SWKS Skyworks Solutions Inc. | Add +6.0% | 0.01% | +0.00 |
| FFIV F5 Inc. | Add +6.7% | 0.01% | +0.00 |
| CMNIX Calamos MRKT Neu Inc. Class I | Add +10.6% | 0.02% | +0.00 |
| PNC PNC Financial Services Group | Add +1.4% | 0.04% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +1.7% | 0.01% | +0.00 |
| FMNB Farmers Natl Banc Corp. | Add +0.8% | 0.10% | +0.00 |
| DFAT Dimensional US Target Value | Add +0.5% | 0.02% | −0.00 |
| FMC FMC Corp. | Add +2.2% | 0.01% | −0.00 |
| LIGRX Loomis Sayles Inv GR BND-A | Add +1.2% | 0.01% | −0.00 |
| DLN Wisdomtree US Largecap Divid | Add +0.1% | 0.02% | −0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +1.6% | 0.01% | −0.00 |
| CRM Salesforce Inc. | Add +3.0% | 0.04% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.6% | 0.09% | −0.00 |
| CORT Corcept Therapeutics Inc. | Add +27.1% | 0.01% | −0.00 |
| VWNEX Vanguard Windsor Fund-Adm | Add +1.2% | 0.10% | −0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| QVC GROUP INC (QVCG 8 03/15/31) | PFD | Reduce -1.6% | 48,868 | $336K |
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 |