STALEY CAPITAL ADVISERS INC

PITTSBURGH, PA · CIK 1106565 · 13F filing filed 2026-08-11

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

$2.6bn reported value +8.6% vs Q1 2026

193positions

47.6%in top 10

15 new 41 added 41 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

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	ALPHABET INC CAP STK CL C GOOG	GOOG	574,752	$203.1m7.91%	7.91%	Reduced -11.9k	-11,905 -2.0%
2	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,633,498	$202.8m7.90%	7.90%	Reduced -12.1k	-12,098 -0.7%
3	MICROSOFT CORP COM MSFT	MSFT	403,479	$150.5m5.87%	5.87%	Added +1.2k	+1,169 0.3%
4	JPMORGAN CHASE & CO COM JPM	JPM	411,588	$134.7m5.25%	5.25%	Reduced -5.8k	-5,824 -1.4%
5	QUALCOMM INC COM QCOM	QCOM	564,311	$104.3m4.06%	4.06%	Reduced -157.3k	-157,254 -21.8%
6	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	202,111	$101.1m3.94%	3.94%	Added +785	+785 0.4%
7	SMUCKER J M CO COM NEW SJM	SJM	752,658	$84.7m3.30%	3.30%	Added +115.0k	+114,998 18.0%
8	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	1,066,978	$84.5m3.29%	3.29%	Added +11.7k	+11,670 1.1%
9	AMAZON COM INC COM AMZN	AMZN	343,859	$82.0m3.19%	3.19%	Added +379	+379 0.1%
10	BOEING CO COM BA	BA	337,329	$73.0m2.85%	2.85%	Added +2.0k	+1,963 0.6%
11	JOHNSON & JOHNSON COM JNJ	JNJ	276,289	$70.2m2.73%	2.73%	Added +2.6k	+2,567 0.9%
12	CISCO SYS INC COM CSCO	CSCO	585,943	$68.8m2.68%	2.68%	Reduced -5.4k	-5,399 -0.9%
13	FEDEX CORP COM FDX	FDX	217,390	$68.1m2.65%	2.65%	Reduced -500	-500 -0.2%
14	AIR PRODS & CHEMS INC COM APD	APD	226,762	$66.5m2.59%	2.59%	Added +10.0k	+9,965 4.6%
15	CHEVRON CORP NEW COM CVX	CVX	387,038	$64.2m2.50%	2.50%	Reduced -3.0k	-2,955 -0.8%
16	HENRY SCHEIN INC COM HSIC	HSIC	661,548	$55.3m2.15%	2.15%	Added +210.8k	+210,808 46.8%
17	SPDR GOLD TR GOLD SHS GLD	GLD	142,865	$52.6m2.05%	2.05%	Reduced -2.1k	-2,149 -1.5%
18	PFIZER INC COM PFE	PFE	2,005,069	$48.3m1.88%	1.88%	Reduced -30.6k	-30,585 -1.5%
19	CITIGROUP INC COM NEW C	C	338,810	$47.4m1.85%	1.85%	Reduced -2.2k	-2,220 -0.7%
20	QNITY ELECTRONICS INC COMMON STOCK Q	Q	288,720	$47.2m1.84%	1.84%	Reduced -17.3k	-17,324 -5.7%
21	CORTEVA INC COM CTVA	CTVA	554,694	$47.0m1.83%	1.83%	Added +620	+620 0.1%
22	APPLE INC COM AAPL	AAPL	148,861	$43.1m1.68%	1.68%	Added +98	+98 0.1%
23	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	515,714	$38.9m1.52%	1.52%	Reduced -7.2k	-7,210 -1.4%
24	DISNEY WALT CO COM DIS	DIS	363,064	$34.9m1.36%	1.36%	Added +8.5k	+8,530 2.4%
25	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	573,135	$34.2m1.33%	1.33%	Reduced -2.2k	-2,205 -0.4%
26	VANGUARD INDEX FDS VALUE ETF VTV	VTV	121,677	$26.5m1.03%	1.03%	Added +208	+208 0.2%
27	TJX COS INC NEW COM TJX	TJX	148,915	$22.6m0.88%	0.88%	Reduced -1.6k	-1,650 -1.1%
28	ISHARES TR EAFE GRWTH ETF EFG	EFG	175,283	$21.8m0.85%	0.85%	Added +1.4k	+1,400 0.8%
29	LAMB WESTON HLDGS INC COM LW	LW	503,330	$21.7m0.85%	0.85%	Added +84.9k	+84,870 20.3%
30	PHILIP MORRIS INTL INC COM PM	PM	107,955	$19.5m0.76%	0.76%	Added +1.2k	+1,201 1.1%
31	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	215,911	$17.1m0.67%	0.67%	Reduced -190	-190 -0.1%
32	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	232,941	$16.6m0.65%	0.65%	Reduced -2.0k	-2,020 -0.9%
33	VANGUARD INDEX FDS MID CAP ETF VO	VO	195,749	$15.8m0.61%	0.61%	Reduced -115	-115 -0.1%
34	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	332,625	$15.6m0.61%	0.61%	Added +1.2k	+1,200 0.4%
35	GOOGLE INC COM COM		41,545	$14.8m0.58%	0.58%	Reduced -25	-25 -0.1%
36	VANGUARD INDEX FDS SMALL CP ETF VB	VB	48,967	$14.8m0.58%	0.58%	Reduced -261	-261 -0.5%
37	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	233,381	$13.8m0.54%	0.54%	Added +1.5k	+1,500 0.7%
38	SIMON PPTY GROUP INC NEW COM SPG	SPG	58,800	$13.2m0.51%	0.51%	Reduced -300	-300 -0.5%
39	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	80,000	$13.1m0.51%	0.51%	Unchanged
40	FIDELITY COVINGTON TRUST ENHANCED MID FMDE	FMDE	313,865	$12.7m0.50%	0.50%	Added +4.0k	+4,000 1.3%
41	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	16,340	$11.2m0.44%	0.44%	Added +45	+45 0.3%
42	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	144,350	$10.6m0.41%	0.41%	Reduced -2.5k	-2,500 -1.7%
43	ISHARES TR EAFE VALUE ETF EFV	EFV	134,908	$10.3m0.40%	0.40%	Unchanged
44	AGNICO EAGLE MINES LTD COM AEM	AEM	63,515	$9.9m0.38%	0.38%	Added +115	+115 0.2%
45	LIQUIDITY SVCS INC COM LQDT	LQDT	230,000	$9.0m0.35%	0.35%	Reduced -309.4k	-309,355 -57.4%
46	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	12,594	$8.9m0.35%	0.35%	Reduced -250	-250 -1.9%
47	ISHARES TR MSCI EMG MKT ETF EEM	EEM	125,550	$8.6m0.33%	0.33%	Unchanged
48	ISHARES TR U.S. TECH ETF IYW	IYW	32,810	$8.3m0.32%	0.32%	Unchanged
49	VERIZON COMMUNICATIONS INC COM VZ	VZ	189,265	$8.0m0.31%	0.31%	Reduced -4.4k	-4,378 -2.3%
50	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	38,452	$7.3m0.29%	0.29%	Unchanged
51	CATERPILLAR INC COM CAT	CAT	6,800	$7.2m0.28%	0.28%	Unchanged
52	DOW INC COM DOW	DOW	234,884	$6.4m0.25%	0.25%	Reduced -6.3k	-6,350 -2.6%
53	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	22,125	$6.2m0.24%	0.24%	Reduced -10	-10 -0.1%
54	TITAN INTL INC ILL COM TWI	TWI	798,447	$6.2m0.24%	0.24%	Unchanged
55	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	119,430	$6.1m0.24%	0.24%	Unchanged
56	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	25,244	$6.0m0.23%	0.23%	Reduced -21	-21 -0.1%
57	FISERV INC COM FISV	FISV	114,159	$5.6m0.22%	0.22%	Added +4.0k	+4,000 3.6%
58	COMMSCOPE HLDG CO INC COM VISN	VISN	419,200	$5.4m0.21%	0.21%	Added +50.0k	+50,000 13.5%
59	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	100,000	$5.0m0.19%	0.19%	Unchanged
60	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	164,075	$4.9m0.19%	0.19%	Added +500	+500 0.3%
61	ISHARES TR MSCI EAFE ETF EFA	EFA	40,500	$4.2m0.16%	0.16%	Unchanged
62	OPTION CARE HEALTH INC COM NEW OPCH	OPCH	200,000	$4.2m0.16%	0.16%	Unchanged
63	KKR & CO INC COM KKR	KKR	45,000	$4.1m0.16%	0.16%	Unchanged
64	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	129,510	$3.8m0.15%	0.15%	Unchanged
65	FARMERS NATIONAL BANC CORP COM FMNB	FMNB	252,029	$3.7m0.14%	0.14%	Added +1.8k	+1,778 0.7%
66	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	40,100	$3.6m0.14%	0.14%	Unchanged
67	FLEXSHARES TR IBOXX 5YR TRGT TDTF	TDTF	149,005	$3.5m0.14%	0.14%	New
68	NVIDIA CORPORATION COM NVDA	NVDA	16,886	$3.4m0.13%	0.13%	Added +387	+387 2.4%
69	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	78,904	$3.1m0.12%	0.12%	Added +9.9k	+9,910 14.4%
70	SPDR SER TR S&P BIOTECH XBI	XBI	19,220	$3.0m0.12%	0.12%	Added +1.2k	+1,155 6.4%
71	COCA COLA CO COM KO	KO	35,610	$2.9m0.11%	0.11%	Unchanged
72	VANGUARD WINDSOR ADMIRAL ETF VWNEX	VWNEX	36,077	$2.9m0.11%	0.11%	Added +318	+318 0.9%
73	ISHARES TR CORE S&P SCP ETF IJR	IJR	18,991	$2.8m0.11%	0.11%	Unchanged
74	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	32,890	$2.7m0.11%	0.11%	Unchanged
75	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	32,015	$2.7m0.10%	0.10%	Unchanged
76	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	52,425	$2.6m0.10%	0.10%	Unchanged
77	UNITED BANKSHARES INC WEST V COM UBSI	UBSI	56,541	$2.6m0.10%	0.10%	Unchanged
78	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	66,860	$2.5m0.10%	0.10%	Reduced -197	-197 -0.3%
79	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	6,426	$2.2m0.09%	0.09%	Reduced -30	-30 -0.5%
80	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	25,638	$2.2m0.09%	0.09%	Added +24	+24 0.1%
81	TETRA TECH INC NEW COM TTEK	TTEK	76,000	$2.2m0.09%	0.09%	Reduced -835	-835 -1.1%
82	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	41,000	$2.2m0.08%	0.08%	Reduced -1.7k	-1,700 -4.0%
83	GENUINE PARTS CO COM GPC	GPC	17,500	$2.1m0.08%	0.08%	Added +5.0k	+5,000 40.0%
84	TWILIO INC CL A TWLO	TWLO	10,000	$2.1m0.08%	0.08%	Unchanged
85	OKTA INC CL A OKTA	OKTA	15,084	$2.1m0.08%	0.08%	Reduced -7.0k	-7,000 -31.7%
86	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	10,170	$2.0m0.08%	0.08%	Unchanged
87	MASTERCARD INCORPORATED CL A MA	MA	3,887	$2.0m0.08%	0.08%	Unchanged
88	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,613	$2.0m0.08%	0.08%	Unchanged
89	ANTERO RESOURCES CORP COM AR	AR	54,000	$1.9m0.07%	0.07%	Unchanged
90	COOPER COS INC COM COO	COO	25,000	$1.8m0.07%	0.07%	New
91	PROCTER AND GAMBLE CO COM PG	PG	12,155	$1.8m0.07%	0.07%	Unchanged
92	DFA US SMALL CAP I EQUITY FUNDS DFSTX	DFSTX	21,495	$1.8m0.07%	0.07%	Added +235	+235 1.1%
93	PARKER-HANNIFIN CORP COM PH	PH	1,792	$1.8m0.07%	0.07%	Unchanged
94	CITIZENS FINL GROUP INC COM CFG	CFG	25,000	$1.8m0.07%	0.07%	Unchanged
95	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	70,000	$1.7m0.07%	0.07%	Unchanged
96	CENCORA INC COM COR	COR	6,127	$1.7m0.07%	0.07%	Unchanged
97	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	30,000	$1.6m0.06%	0.06%	Unchanged
98	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	15,970	$1.6m0.06%	0.06%	Unchanged
99	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	54,442	$1.6m0.06%	0.06%	Reduced -281	-281 -0.5%
100	AMERICAN FUNDS FUNDAMENTAL INVS F2 NTF EQUITY FUNDS FINFX	FINFX	14,587	$1.5m0.06%	0.06%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FORIAN INC		1,099,600	$2.3m1.1m shares
ABBOTT LABS ABT	ABT	7,457	$765.6k7.5k shares
COMCAST CORP NEW CMCSA	CMCSA	7,284	$209.1k7.3k shares
HONEYWELL INTL INC		462	$208.9k462 shares
NETFLIX INC NFLX	NFLX	2,110	$202.9k2.1k shares
QURATE RETAIL INC QVCG 8 03.15.31	QVCG 8 03.15.31	49,009	$124.0k49.0k shares