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Will Riley — Institutional Investor Profile | Buyside Digest

Will Riley

Institutional Investor • Guinness Global Energy

Value

$0M

Stocks

50 Stocks (1 new)

Turnover

0.4%

CIK

0001409661EDGAR ↗

Top Holdings

TXN(5.77%) CSCO(5.64%) AVGO(5.17%) JNJ(4.64%) ABBV(4.62%)

About Investor

The investment philosophy centers on identifying companies with sustainable competitive advantages and strong capital allocation capabilities within Greater China markets. The team believes China represents the second-largest source of quality companies globally, with over 1,000 companies meeting their quality criteria and 22% of global growth companies. They focus on China's economic transition from property-sector reliance toward new pillar industries, expecting positive earnings revision cycles beginning 2026-2027. The approach emphasizes diversification benefits for international portfolios due to low correlation with US equity markets, while maintaining constructive long-term outlook despite recognizing near-term volatility and the importance of careful sector and company selection within the structural transformation theme.

Investor Philosophy

Investment philosophy details pending verification.

Will Riley Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
TXN	None	Texas Instruments	Information Technology	$326.1M	5.8%	No Change
CSCO	None	Cisco Systems, Inc.	Information Technology	$318.9M	5.6%	No Change
AVGO	None	Broadcom Inc.	Information Technology	$292.2M	5.2%	No Change
JNJ	None	Johnson & Johnson	Health Care	$262.0M	4.6%	No Change
ABBV	None	AbbVie	Health Care	$261.2M	4.6%	No Change
ETN	None	Eaton	Industrials	$241.3M	4.3%	No Change
AFL	None	Aflac	Financials	$238.8M	4.2%	No Change
EMR	None	Emerson Electric	General	$234.1M	4.1%	No Change
KO	None	Coca-Cola	Consumer Staples	$222.6M	3.9%	+100.0%
MSFT	None	Microsoft Corporation	Information Technology	$213.6M	3.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
KOCoca-Cola	$222.6M	+100.0%	3.9%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
KLACKLA Corp	$73952.8M	-100.0%	0.0%	Sold Out
VALValaris	$16747.3M	-100.0%	0.0%	Sold Out
COKECoca Cola Consolidated	$222.6M	-100.0%	0.0%	Sold Out
GOOGLAlphabet Inc.	$51.2M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Information Technology31.7%

Health Care14.3%

Consumer Staples13.9%

Financials13.7%

Industrials11.9%

Sector	Stocks	Value	Exposure
Information Technology	15	$1789.4M	31.7%
Health Care	5	$805.8M	14.3%
Consumer Staples	4	$784.0M	13.9%
Financials	7	$771.1M	13.7%
Industrials	6	$670.0M	11.9%
General	5	$599.2M	10.6%
Communication Services	3	$124.3M	2.2%
Energy	4	$57.2M	1.0%
Consumer Discretionary	1	$48.7M	0.9%