Selway Asset Management current holdings: USA Stocks
Selway Asset Management reported $0.21 billion in share positions in stocks (listed in the US), 56 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are AAPL, MSFT, JPM.
- AAPL: Country of operation United States; Class Stock; Shares 106,429; Value $23,641,074.
- MSFT: Country of operation United States; Class Stock; Shares 36,554; Value $13,722,006.
- JPM: Country of operation United States; Class Stock; Shares 39,462; Value $9,680,029.
- GOOGL: Country of operation United States; Class Stock; Shares 58,649; Value $9,069,481.
Form 13F-HR as filed (SEC CIK 1080523): quarter ended 2025-03-31, filed 2025-04-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
Apple | United States | Stock | 106,429 | $23,641,074 | 11.33% | 2025-03-31 | 2025-04-09 | |
|---|
MSFT
Microsoft | United States | Stock | 36,554 | $13,722,006 | 6.58% | 2025-03-31 | 2025-04-09 | +35.58% |
|---|
JPM
JP Morgan Chase & Co | United States | Stock | 39,462 | $9,680,029 | 4.64% | 2025-03-31 | 2025-04-09 | +36.56% |
|---|
GOOGL
Alphabet Cl A | United States | Stock | 58,649 | $9,069,481 | 4.35% | 2025-03-31 | 2025-04-09 | +120.46% |
|---|
HD
Home Depot | United States | Stock | 20,967 | $7,684,196 | 3.68% | 2025-03-31 | 2025-04-09 | -21.41% |
|---|
CI
Cigna | United States | Stock | 22,248 | $7,319,592 | 3.51% | 2025-03-31 | 2025-04-09 | -16.33% |
|---|
QCOM
Qualcomm | United States | Stock | 46,309 | $7,113,525 | 3.41% | 2025-03-31 | 2025-04-09 | +19.85% |
|---|
CSCO
Cisco Systems Inc | United States | Stock | 114,567 | $7,069,930 | 3.39% | 2025-03-31 | 2025-04-09 | +73.29% |
|---|
FISV
Fiserv | United States | Stock | 31,455 | $6,946,208 | 3.33% | 2025-03-31 | 2025-04-09 | — split 2025-10-29, ratio not on file |
|---|
CB
Chubb Ltd | | Stock | 21,927 | $6,621,735 | 3.17% | 2025-03-31 | 2025-04-09 | +9.96% |
|---|
ORCL
Oracle Corp | United States | Stock | 45,925 | $6,420,774 | 3.08% | 2025-03-31 | 2025-04-09 | -1.44% |
|---|
FDX
FedEx | United States | Stock | 22,760 | $5,548,433 | 2.66% | 2025-03-31 | 2025-04-09 | +46.34% |
|---|
CMI
Cummins | United States | Stock | 17,583 | $5,511,216 | 2.64% | 2025-03-31 | 2025-04-09 | +66.34% |
|---|
CVX
Chevron Corp | United States | Stock | 30,925 | $5,173,443 | 2.48% | 2025-03-31 | 2025-04-09 | +22.17% |
|---|
AXP
American Express | United States | Stock | 18,347 | $4,936,260 | 2.37% | 2025-03-31 | 2025-04-09 | +13.51% |
|---|
ADBE
Adobe | United States | Stock | 12,650 | $4,851,655 | 2.33% | 2025-03-31 | 2025-04-09 | -39.20% |
|---|
DE
Deere | United States | Stock | 9,860 | $4,627,791 | 2.22% | 2025-03-31 | 2025-04-09 | +44.99% |
|---|
AMGN
Amgen | United States | Stock | 14,357 | $4,472,923 | 2.14% | 2025-03-31 | 2025-04-09 | +35.98% |
|---|
AMZN
Amazon.com | United States | Stock | 22,020 | $4,189,525 | 2.01% | 2025-03-31 | 2025-04-09 | +29.65% |
|---|
BDX
Becton Dickinson | United States | Stock | 17,158 | $3,930,211 | 1.88% | 2025-03-31 | 2025-04-09 | +1.05% |
|---|
GNRC
Generac | United States | Stock | 30,160 | $3,819,764 | 1.83% | 2025-03-31 | 2025-04-09 | +67.56% |
|---|
RTX
Raytheon Technologies | United States | Stock | 27,247 | $3,609,138 | 1.73% | 2025-03-31 | 2025-04-09 | +41.13% |
|---|
PEP
Pepsico Inc | United States | Stock | 23,617 | $3,541,133 | 1.70% | 2025-03-31 | 2025-04-09 | -14.17% |
|---|
CARR
Carrier Global | United States | Stock | 54,367 | $3,446,868 | 1.65% | 2025-03-31 | 2025-04-09 | -12.65% |
|---|
META
Meta Platforms | United States | Stock | 5,400 | $3,112,344 | 1.49% | 2025-03-31 | 2025-04-09 | +28.18% |
|---|
MPC
Marathon Petroleum | United States | Stock | 19,916 | $2,901,562 | 1.39% | 2025-03-31 | 2025-04-09 | +169.09% |
|---|
ET
Energy Transfer LP | United States | Stock | 149,000 | $2,769,910 | 1.33% | 2025-03-31 | 2025-04-09 | +7.10% |
|---|
ZBH
Zimmer Biomet | United States | Stock | 23,879 | $2,702,625 | 1.30% | 2025-03-31 | 2025-04-09 | -19.30% |
|---|
TFX
Teleflex | United States | Stock | 19,375 | $2,677,431 | 1.28% | 2025-03-31 | 2025-04-09 | -8.59% |
|---|
PYPL
PayPal Holdings | United States | Stock | 35,567 | $2,320,747 | 1.11% | 2025-03-31 | 2025-04-09 | -17.41% |
|---|
CTSH
Cognizant | United States | Stock | 30,325 | $2,319,863 | 1.11% | 2025-03-31 | 2025-04-09 | -25.70% |
|---|
SVXY
Short Vix Short-Term Futures ETF | United States | ETF | 50,200 | $2,297,152 | 1.10% | 2025-03-31 | 2025-04-09 | +40.06% |
|---|
OTIS
Otis Worldwide | United States | Stock | 20,221 | $2,086,807 | 1.00% | 2025-03-31 | 2025-04-09 | -36.41% |
|---|
C
Citigroup | United States | Stock | 27,667 | $1,964,080 | 0.94% | 2025-03-31 | 2025-04-09 | +84.25% |
|---|
WFC
Wells Fargo | United States | Stock | 27,200 | $1,952,688 | 0.94% | 2025-03-31 | 2025-04-09 | +12.10% |
|---|
V
Visa | United States | Stock | 5,340 | $1,871,456 | 0.90% | 2025-03-31 | 2025-04-09 | +4.40% |
|---|
GS
Goldman Sachs | United States | Stock | 3,045 | $1,663,453 | 0.80% | 2025-03-31 | 2025-04-09 | +67.72% |
|---|
DIS
Walt Disney Co | United States | Stock | 14,327 | $1,414,075 | 0.68% | 2025-03-31 | 2025-04-09 | +6.80% |
|---|
SVIX
-1X Short VIX Futures ETF | United States | ETF | 64,300 | $1,307,862 | 0.63% | 2025-03-31 | 2025-04-09 | +42.53% |
|---|
STT
State Street Corp | United States | Stock | 13,800 | $1,235,514 | 0.59% | 2025-03-31 | 2025-04-09 | +98.57% |
|---|
COF
Capital One Financial | United States | Stock | 6,733 | $1,207,227 | 0.58% | 2025-03-31 | 2025-04-09 | +9.57% |
|---|
BRKB
Berkshire Hathaway Cl B | | Stock | 2,250 | $1,198,305 | 0.57% | 2025-03-31 | 2025-04-09 | |
|---|
PII
Polaris Inc | United States | Stock | 27,744 | $1,135,839 | 0.54% | 2025-03-31 | 2025-04-09 | +28.33% |
|---|
SYY
Sysco Corp | United States | Stock | 14,913 | $1,119,072 | 0.54% | 2025-03-31 | 2025-04-09 | +4.60% |
|---|
GME
GameStop | United States | Stock | 45,000 | $1,004,400 | 0.48% | 2025-03-31 | 2025-04-09 | +6.45% |
|---|
BMY
Bristol-Myers | United States | Stock | 14,331 | $874,048 | 0.42% | 2025-03-31 | 2025-04-09 | +3.07% |
|---|
COR
Cencora (AmerisourceBergen) | United States | Stock | 2,775 | $771,700 | 0.37% | 2025-03-31 | 2025-04-09 | +10.61% |
|---|
MLPB
ETRACS Alerian MLP Index ETN | Switzerland | ETF | 25,840 | $717,163 | 0.34% | 2025-03-31 | 2025-04-09 | +5.82% |
|---|
AVGO
Broadcom | United States | Stock | 3,500 | $586,005 | 0.28% | 2025-03-31 | 2025-04-09 | +112.09% |
|---|
ETN
Eaton | | Stock | 2,100 | $570,843 | 0.27% | 2025-03-31 | 2025-04-09 | +59.39% |
|---|
IBM
International Business Machine | United States | Stock | 1,800 | $447,588 | 0.21% | 2025-03-31 | 2025-04-09 | -11.53% |
|---|
LRCX
Lam Research | United States | Stock | 5,000 | $363,500 | 0.17% | 2025-03-31 | 2025-04-09 | +345.47% |
|---|
JNJ
Johnson & Johnson | United States | Stock | 1,767 | $293,039 | 0.14% | 2025-03-31 | 2025-04-09 | +61.34% |
|---|
XOMXXXX
Exxon Mobil Corp | | Stock | 2,400 | $285,432 | 0.14% | 2025-03-31 | 2025-04-09 | |
|---|
GOOG
Alphabet Cl C | United States | Stock | 1,600 | $249,968 | 0.12% | 2025-03-31 | 2025-04-09 | +115.91% |
|---|
BITF
Bitfarms | | Stock | 302,108 | $238,122 | 0.11% | 2025-03-31 | 2025-04-09 | |
|---|
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