STALEY CAPITAL ADVISERS INC
SEC Form 13F institutional filer · CIK 0001106565
13F-HR · 92 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.91B
Top-10 concentration
58.4%
STALEY CAPITAL ADVISERS INC — $1.91B AUM allocation strategy
STALEY CAPITAL ADVISERS INC files SEC Form 13F and reports $1.91B of long US equity value across 92 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.9%, followed by Financials 13.5% and Materials 9.8%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
STALEY CAPITAL ADVISERS INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.91B
total across 92 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HSIC +447K sh · +$32.9M+$SJM +93.8K sh · +$8.3M+$IFF +78.9K sh · +$10.8M
Biggest trims (shares)
−$NVDA −164K sh · −$30.7M−$Q −67.5K sh · +$4.81M−$FISV −17.6K sh · −$2.44M
Exited to nil (held last quarter, gone now)
$DD ($26M last qtr)$CRM ($930K last qtr)$COIN ($859K last qtr)$GM ($813K last qtr)$GILD ($245K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services8.8%—
- Diversified Banks8.5%—
- Systems Software7.8%—
- Pharmaceuticals6.5%—
- Multi-Sector Holdings5.1%—
- Semiconductors4.9%—
- Integrated Oil & Gas4.2%—
- Air Freight & Logistics4.1%—
- Other holdings50.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 587K | $168M | -7.53K | 8.8% |
| $MSFT | Microsoft Corporation | 402K | $149M | +16.3K | 7.8% |
| $JPM | JP Morgan Chase & Co | 417K | $123M | -3.06K | 6.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 201K | $96.5M | +11.7K | 5.1% |
| $QCOM | QUALCOMM Incorporated | 722K | $92.9M | -3.22K | 4.9% |
| $CVX | Chevron Corporation | 390K | $80.7M | -8.37K | 4.2% |
| $FDX | FedEx Corporation | 218K | $77.6M | -8.05K | 4.1% |
| $IFF | International Flavors & Fragrances Inc | 1.06M | $76.6M | +78.9K | 4.0% |
| $AMZN | Amazon.com Inc | 343K | $71.5M | +22.4K | 3.8% |
…and 83 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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