Selway Asset Management Last Quarter Change: USA Stocks, Added

Selway Asset Management quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Selway Asset Management opened 1 positions, added to 13, reduced 30, sold out of 4 and left 12 unchanged. The largest increase in value was ADBE (+$4,851,655); the largest decrease was AAPL (-$5,574,426).

GOOGL: Country of operation United States; Class Stock; Shares 2024-12-31 57,109; Shares 2025-03-31 58,649.
CARR: Country of operation United States; Class Stock; Shares 2024-12-31 37,717; Shares 2025-03-31 54,367.
AMGN: Country of operation United States; Class Stock; Shares 2024-12-31 14,267; Shares 2025-03-31 14,357.
CB: Country of operation —; Class Stock; Shares 2024-12-31 21,852; Shares 2025-03-31 21,927.

Two Form 13F-HR filings compared (SEC CIK 1080523): 2024-12-31 (filed 2025-02-13) and 2025-03-31 (filed 2025-04-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2024-12-31	Shares 2025-03-31	Share change	Value 2024-12-31	Value 2025-03-31	Value change
GOOGL Alphabet Cl A	United States	Stock	57,109	58,649	+1,540	$10,810,734	$9,069,481	-$1,741,253
CARR Carrier Global	United States	Stock	37,717	54,367	+16,650	$2,574,562	$3,446,868	+$872,306
AMGN Amgen	United States	Stock	14,267	14,357	+90	$3,718,551	$4,472,923	+$754,372
CB Chubb Ltd		Stock	21,852	21,927	+75	$6,037,708	$6,621,735	+$584,027
AXP American Express	United States	Stock	18,272	18,347	+75	$5,422,947	$4,936,260	-$486,687
RTX Raytheon Technologies	United States	Stock	27,047	27,247	+200	$3,129,879	$3,609,138	+$479,259
HD Home Depot	United States	Stock	20,892	20,967	+75	$8,126,779	$7,684,196	-$442,583
GS Goldman Sachs	United States	Stock	2,470	3,045	+575	$1,414,371	$1,663,453	+$249,082
OTIS Otis Worldwide	United States	Stock	20,021	20,221	+200	$1,854,145	$2,086,807	+$232,662
MPC Marathon Petroleum	United States	Stock	19,616	19,916	+300	$2,736,432	$2,901,562	+$165,130
GME GameStop	United States	Stock	28,500	45,000	+16,500	$893,190	$1,004,400	+$111,210
PEP Pepsico Inc	United States	Stock	23,572	23,617	+45	$3,584,358	$3,541,133	-$43,225
ORCL Oracle Corp	United States	Stock	38,775	45,925	+7,150	$6,461,466	$6,420,774	-$40,692

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