STALEY CAPITAL ADVISERS INC
RIA/Wealth
STALEY CAPITAL ADVISERS INC is a RIA/Wealth based in Raleigh, NC led by John Adolphus Staley Iv, reporting $2.9B in AUM as of Q3 2025 with MSFT as the largest holding (9% allocation).
CEOJohn Adolphus Staley Iv
- Portfolio Value
- $2.4B
- Positions
- 188
- Top Holding
- MSFT at 8.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in STALEY CAPITAL ADVISERS INC's portfolio (48.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $206.8M | 8.57% | -$2.3M Sold | 0.01% 399.2K shares | |
ETF ETF | $192.6M | 7.98% | -$6.1M Sold | — 411.2K shares | |
Internet Content & Information Communication Services | $149.3M | 6.19% | -$6.6M Sold | 0.01% 613.2K shares | |
Banks - Diversified Financial Services | $135.4M | 5.61% | -$2.4M Sold | 0.02% 429.2K shares | |
Semiconductors Technology | $122.2M | 5.06% | -$314.4K Sold | 0.07% 734.8K shares | |
Insurance - Diversified Financial Services | $98.2M | 4.07% | +$255.4K Bought | 0.01% 195.4K shares | |
Specialty Retail Consumer Cyclical | $70.4M | 2.92% | -$269.6K Sold | 0.00% 320.8K shares | |
Aerospace & Defense Industrials | $66.9M | 2.77% | +$275.2K Bought | 0.04% 310.0K shares | |
Unknown Unknown | $64.7M | 2.68% | -$223.9K Sold | — 182.2K shares | |
Oil & Gas Integrated Energy | $62.6M | 2.59% | +$681.6K Bought | 0.02% 403.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in STALEY CAPITAL ADVISERS INC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for STALEY CAPITAL ADVISERS INC
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