STALEY CAPITAL ADVISERS INC

PITTSBURGH, PA · CIK 1106565 · 13F filing filed 2025-08-14

SEC-registered investment adviser since 1996 · corporation

Assets managed$3.1bn
Staff16 · 10 in investment roles
Main clients (by assets)High net worth individuals 82%, Charities 12%, Private funds 3%
Private funds1 (1 hedge) · $81.8m gross assets
Form ADV · 2026-09-14SEC adviser record

Kindhedge funds, wealth
Others nearbyPittsburgh, PA

As an employer

Offices in1 country
Private fundshedge 1

$2.4bn reported value +6.4% vs Q1 2025

192positions

47.0%in top 10

7 new 58 added 53 reduced 4 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	403,623	$200.8m8.54%	8.54%	Reduced -987	-987 -0.2%
2	ISHARES TR RUS 1000 GRW ETF IWF	IWF	424,156	$180.1m7.66%	7.66%	Added +556	+556 0.1%
3	JPMORGAN CHASE & CO COM JPM	JPM	436,748	$126.6m5.38%	5.38%	Reduced -6.6k	-6,631 -1.5%
4	QUALCOMM INC COM QCOM	QCOM	736,713	$117.3m4.99%	4.99%	Added +6.8k	+6,824 0.9%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	640,473	$113.6m4.83%	4.83%	Reduced -4.6k	-4,622 -0.7%
6	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	194,871	$94.7m4.03%	4.03%	Reduced -408	-408 -0.2%
7	FISERV INC COM FISV	FISV	425,270	$73.3m3.12%	3.12%	Added +6.5k	+6,473 1.6%
8	AMAZON COM INC COM AMZN	AMZN	322,003	$70.6m3.00%	3.00%	Added +6.9k	+6,915 2.2%
9	BOEING CO COM BA	BA	308,715	$64.7m2.75%	2.75%	Added +1.1k	+1,108 0.4%
10	SMUCKER J M CO COM NEW SJM	SJM	638,687	$62.7m2.67%	2.67%	Added +86.9k	+86,912 15.8%
11	GENERAL MTRS CO COM GM	GM	1,226,127	$60.3m2.57%	2.57%	Reduced -89.1k	-89,131 -6.8%
12	CHEVRON CORP NEW COM CVX	CVX	398,640	$57.1m2.43%	2.43%	Reduced -595	-595 -0.1%
13	SPDR GOLD TR GOLD SHS GLD	GLD	182,782	$55.7m2.37%	2.37%	Reduced -2.1k	-2,132 -1.1%
14	FEDEX CORP COM FDX	FDX	233,576	$53.1m2.26%	2.26%	Reduced -16.9k	-16,895 -6.8%
15	PFIZER INC COM PFE	PFE	2,096,705	$50.8m2.16%	2.16%	Reduced -83.1k	-83,068 -3.8%
16	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	656,578	$48.3m2.05%	2.05%	Added +59.4k	+59,380 9.9%
17	DUPONT DE NEMOURS INC COM DWDP	DWDP	688,989	$47.3m2.01%	2.01%	Added +37.4k	+37,431 5.7%
18	JOHNSON & JOHNSON COM JNJ	JNJ	282,202	$43.1m1.83%	1.83%	Reduced -11.5k	-11,510 -3.9%
19	CISCO SYS INC COM CSCO	CSCO	615,609	$42.7m1.82%	1.82%	Reduced -10.4k	-10,409 -1.7%
20	CORTEVA INC COM CTVA	CTVA	543,148	$40.5m1.72%	1.72%	Reduced -1.9k	-1,897 -0.3%
21	DISNEY WALT CO COM DIS	DIS	298,224	$37.0m1.57%	1.57%	Reduced -5.7k	-5,678 -1.9%
22	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	664,551	$34.6m1.47%	1.47%	Reduced -97.3k	-97,265 -12.8%
23	APPLE INC COM AAPL	AAPL	155,857	$32.0m1.36%	1.36%	Reduced -3.6k	-3,617 -2.3%
24	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	608,220	$30.1m1.28%	1.28%	Added +3.7k	+3,685 0.6%
25	CITIGROUP INC COM NEW C	C	351,964	$30.0m1.27%	1.27%	Added +10.7k	+10,699 3.1%
26	NVIDIA CORPORATION COM NVDA	NVDA	180,879	$28.6m1.22%	1.22%	Reduced -43.0k	-42,957 -19.2%
27	MERCURY SYS INC COM MRCY	MRCY	470,130	$25.3m1.08%	1.08%	Reduced -3.0k	-3,000 -0.6%
28	OKTA INC CL A OKTA	OKTA	246,207	$24.6m1.05%	1.05%	Unchanged
29	LIQUIDITY SVCS INC COM LQDT	LQDT	994,168	$23.5m1.00%	1.00%	Added +43.3k	+43,256 4.5%
30	VANGUARD INDEX FDS VALUE ETF VTV	VTV	117,935	$20.8m0.89%	0.89%	Added +767	+767 0.7%
31	TJX COS INC NEW COM TJX	TJX	155,830	$19.2m0.82%	0.82%	Reduced -505	-505 -0.3%
32	PHILIP MORRIS INTL INC COM PM	PM	102,279	$18.6m0.79%	0.79%	Reduced -2.9k	-2,863 -2.7%
33	ISHARES TR EAFE GRWTH ETF EFG	EFG	157,457	$17.6m0.75%	0.75%	Added +13.0k	+13,005 9.0%
34	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	266,712	$16.0m0.68%	0.68%	Added +6.4k	+6,383 2.5%
35	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	320,975	$14.9m0.63%	0.63%	Reduced -2.7k	-2,725 -0.8%
36	VANGUARD INDEX FDS MID CAP ETF VO	VO	48,325	$13.5m0.58%	0.58%	Reduced -33	-33 -0.1%
37	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	157,203	$12.5m0.53%	0.53%	Added +5.0k	+4,983 3.3%
38	VANGUARD INDEX FDS SMALL CP ETF VB	VB	51,435	$12.2m0.52%	0.52%	Reduced -2.5k	-2,469 -4.6%
39	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	90,000	$12.2m0.52%	0.52%	Unchanged
40	AIR PRODS & CHEMS INC COM APD	APD	42,744	$12.1m0.51%	0.51%	Added +24.9k	+24,925 139.9%
41	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	197,101	$11.2m0.48%	0.48%	Added +6.3k	+6,322 3.3%
42	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	948,811	$10.9m0.46%	0.46%	Reduced -750	-750 -0.1%
43	DUN & BRADSTREET HLDGS INC COM DNB	DNB	1,100,000	$10.0m0.43%	0.43%	Unchanged
44	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	132,895	$9.8m0.42%	0.42%	Added +885	+885 0.7%
45	OPTION CARE HEALTH INC COM NEW OPCH	OPCH	300,000	$9.7m0.41%	0.41%	Unchanged
46	INTEL CORP COM INTC	INTC	416,731	$9.3m0.40%	0.40%	Reduced -19.1k	-19,141 -4.4%
47	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	16,144	$9.2m0.39%	0.39%	Added +3.2k	+3,175 24.5%
48	VERIZON COMMUNICATIONS INC COM VZ	VZ	201,808	$8.7m0.37%	0.37%	Reduced -6.9k	-6,856 -3.3%
49	ISHARES TR EAFE VALUE ETF EFV	EFV	133,353	$8.5m0.36%	0.36%	Added +7.2k	+7,160 5.7%
50	TITAN INTL INC ILL COM TWI	TWI	816,284	$8.4m0.36%	0.36%	Unchanged
51	SIMON PPTY GROUP INC NEW COM SPG	SPG	50,980	$8.2m0.35%	0.35%	Added +3.1k	+3,090 6.5%
52	AGNICO EAGLE MINES LTD COM AEM	AEM	63,900	$7.6m0.32%	0.32%	Reduced -300	-300 -0.5%
53	GOOGLE INC COM COM		43,094	$7.6m0.32%	0.32%	Added +56	+56 0.1%
54	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	12,844	$7.3m0.31%	0.31%	Reduced -125	-125 -1.0%
55	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	23,135	$6.8m0.29%	0.29%	Added +375	+375 1.6%
56	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	122,150	$6.2m0.27%	0.27%	Unchanged
57	ISHARES TR MSCI EMG MKT ETF EEM	EEM	125,550	$6.1m0.26%	0.26%	Added +1.0k	+1,000 0.8%
58	KKR & CO INC COM KKR	KKR	45,000	$6.0m0.25%	0.25%	Reduced -7.1k	-7,100 -13.6%
59	ISHARES TR U.S. TECH ETF IYW	IYW	33,020	$5.7m0.24%	0.24%	Reduced -60	-60 -0.2%
60	FIDELITY COVINGTON TRUST ENHANCED MID FMDE	FMDE	153,875	$5.3m0.23%	0.23%	Added +24.6k	+24,600 19.0%
61	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	19,882	$5.0m0.21%	0.21%	Unchanged
62	DOW INC COM DOW	DOW	189,547	$5.0m0.21%	0.21%	Added +39.1k	+39,137 26.0%
63	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	24,094	$4.9m0.21%	0.21%	Reduced -2.1k	-2,053 -7.8%
64	COMMSCOPE HLDG CO INC COM VISN	VISN	571,200	$4.7m0.20%	0.20%	Reduced -100.0k	-100,000 -14.9%
65	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	153,750	$4.6m0.20%	0.20%	Added +4.7k	+4,700 3.1%
66	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	100,000	$4.2m0.18%	0.18%	Added +15.0k	+15,000 17.6%
67	ISHARES TR MSCI EAFE ETF EFA	EFA	40,500	$3.6m0.15%	0.15%	Added +500	+500 1.2%
68	MASTERCARD INCORPORATED CL A MA	MA	5,942	$3.3m0.14%	0.14%	Unchanged
69	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	129,510	$3.2m0.13%	0.13%	Unchanged
70	TETRA TECH INC NEW COM TTEK	TTEK	78,011	$2.8m0.12%	0.12%	Added +835	+835 1.1%
71	TWILIO INC CL A TWLO	TWLO	22,500	$2.8m0.12%	0.12%	Unchanged
72	CATERPILLAR INC COM CAT	CAT	6,800	$2.6m0.11%	0.11%	Unchanged
73	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	27,340	$2.6m0.11%	0.11%	New
74	CENCORA INC COM COR	COR	8,187	$2.5m0.10%	0.10%	Unchanged
75	VANGUARD WINDSOR ADMIRAL ETF VWNEX	VWNEX	33,477	$2.4m0.10%	0.10%	Added +391	+391 1.2%
76	FARMERS NATIONAL BANC CORP COM FMNB	FMNB	175,251	$2.4m0.10%	0.10%	Added +1.4k	+1,384 0.8%
77	COCA COLA CO COM KO	KO	34,110	$2.4m0.10%	0.10%	Added +10.0k	+10,000 41.5%
78	LYFT INC CL A COM LYFT	LYFT	147,973	$2.3m0.10%	0.10%	Unchanged
79	ANTERO RESOURCES CORP COM AR	AR	55,500	$2.2m0.10%	0.10%	Reduced -2.0k	-2,000 -3.5%
80	FORIAN INC COM COM		1,099,600	$2.2m0.09%	0.09%	Unchanged
81	META PLATFORMS INC CL A META	META	2,917	$2.2m0.09%	0.09%	Added +1.1k	+1,100 60.5%
82	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	32,012	$2.2m0.09%	0.09%	Added +401	+401 1.3%
83	ISHARES TR CORE S&P SCP ETF IJR	IJR	18,991	$2.1m0.09%	0.09%	Added +103	+103 0.6%
84	UNITED BANKSHARES INC WEST V COM UBSI	UBSI	56,541	$2.1m0.09%	0.09%	Reduced -500	-500 -0.9%
85	PROCTER AND GAMBLE CO COM PG	PG	12,262	$2.0m0.08%	0.08%	Unchanged
86	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	67,378	$1.9m0.08%	0.08%	Reduced -48	-48 -0.1%
87	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	37,425	$1.9m0.08%	0.08%	Reduced -425	-425 -1.1%
88	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,279	$1.9m0.08%	0.08%	Reduced -180	-180 -4.0%
89	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	6,506	$1.9m0.08%	0.08%	Reduced -50	-50 -0.8%
90	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	70,000	$1.8m0.07%	0.07%	Added +20.0k	+20,000 40.0%
91	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	17,285	$1.7m0.07%	0.07%	Reduced -175	-175 -1.0%
92	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	10,285	$1.7m0.07%	0.07%	Unchanged
93	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,703	$1.7m0.07%	0.07%	Reduced -2.0k	-2,000 -42.5%
94	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	19,920	$1.7m0.07%	0.07%	Reduced -100	-100 -0.5%
95	TESLA INC COM TSLA	TSLA	4,925	$1.6m0.07%	0.07%	Added +1.0k	+1,000 25.5%
96	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	60,713	$1.4m0.06%	0.06%	Reduced -459	-459 -0.8%
97	VISA INC COM CL A V	V	4,072	$1.4m0.06%	0.06%	Unchanged
98	ABBOTT LABS COM ABT	ABT	10,624	$1.4m0.06%	0.06%	Unchanged
99	HOME DEPOT INC COM HD	HD	3,690	$1.4m0.06%	0.06%	Reduced -135	-135 -3.5%
100	COINBASE GLOBAL INC COM CL A COIN	COIN	3,800	$1.3m0.06%	0.06%	Added +500	+500 15.2%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
APOLLO GLOBAL MGMT INC APO	APO	6,300	$862.7k6.3k shares
CARLYLE GROUP INC CG	CG	18,650	$813.0k18.6k shares
SCHLUMBERGER LTD SLB	SLB	5,897	$246.5k5.9k shares
QURATE RETAIL INC		1,000,000	$201.1k1.0m shares