Selway Asset Management quarter change: USA Stocks, Reduced
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).
- AAPL: Country of operation United States; Class Stock; Shares 2024-12-31 116,666; Shares 2025-03-31 106,429.
- ETN: Country of operation —; Class Stock; Shares 2024-12-31 10,100; Shares 2025-03-31 2,100.
- MSFT: Country of operation United States; Class Stock; Shares 2024-12-31 36,677; Shares 2025-03-31 36,554.
- CI: Country of operation United States; Class Stock; Shares 2024-12-31 22,448; Shares 2025-03-31 22,248.
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 |
|---|
AAPL
Apple | United States | Stock | 116,666 | 106,429 | -10,237 | $29,215,500 | $23,641,074 | -$5,574,426 |
|---|
ETN
Eaton | | Stock | 10,100 | 2,100 | -8,000 | $3,351,887 | $570,843 | -$2,781,044 |
|---|
MSFT
Microsoft | United States | Stock | 36,677 | 36,554 | -123 | $15,459,356 | $13,722,006 | -$1,737,350 |
|---|
CI
Cigna | United States | Stock | 22,448 | 22,248 | -200 | $6,198,791 | $7,319,592 | +$1,120,801 |
|---|
FDX
FedEx | United States | Stock | 22,866 | 22,760 | -106 | $6,432,892 | $5,548,433 | -$884,459 |
|---|
GNRC
Generac | United States | Stock | 30,260 | 30,160 | -100 | $4,691,813 | $3,819,764 | -$872,049 |
|---|
PYPL
PayPal Holdings | United States | Stock | 36,567 | 35,567 | -1,000 | $3,120,993 | $2,320,747 | -$800,246 |
|---|
SVIX
-1X Short VIX Futures ETF | United States | ETF | 82,500 | 64,300 | -18,200 | $2,093,025 | $1,307,862 | -$785,163 |
|---|
AMZN
Amazon.com | United States | Stock | 22,595 | 22,020 | -575 | $4,957,117 | $4,189,525 | -$767,592 |
|---|
WFC
Wells Fargo | United States | Stock | 37,800 | 27,200 | -10,600 | $2,655,072 | $1,952,688 | -$702,384 |
|---|
CVX
Chevron Corp | United States | Stock | 31,010 | 30,925 | -85 | $4,491,488 | $5,173,443 | +$681,955 |
|---|
CMI
Cummins | United States | Stock | 17,613 | 17,583 | -30 | $6,139,892 | $5,511,216 | -$628,676 |
|---|
PII
Polaris Inc | United States | Stock | 27,994 | 27,744 | -250 | $1,613,014 | $1,135,839 | -$477,175 |
|---|
AVGO
Broadcom | United States | Stock | 4,550 | 3,500 | -1,050 | $1,054,872 | $586,005 | -$468,867 |
|---|
ET
Energy Transfer LP | United States | Stock | 164,000 | 149,000 | -15,000 | $3,212,760 | $2,769,910 | -$442,850 |
|---|
IBM
International Business Machine | United States | Stock | 3,550 | 1,800 | -1,750 | $780,397 | $447,588 | -$332,809 |
|---|
SVXY
Short Vix Short-Term Futures ETF | United States | ETF | 52,300 | 50,200 | -2,100 | $2,618,138 | $2,297,152 | -$320,986 |
|---|
DIS
Walt Disney Co | United States | Stock | 15,327 | 14,327 | -1,000 | $1,706,661 | $1,414,075 | -$292,586 |
|---|
CSCO
Cisco Systems Inc | United States | Stock | 115,157 | 114,567 | -590 | $6,817,294 | $7,069,930 | +$252,636 |
|---|
META
Meta Platforms | United States | Stock | 5,700 | 5,400 | -300 | $3,337,407 | $3,112,344 | -$225,063 |
|---|
C
Citigroup | United States | Stock | 30,717 | 27,667 | -3,050 | $2,162,170 | $1,964,080 | -$198,090 |
|---|
STT
State Street Corp | United States | Stock | 14,400 | 13,800 | -600 | $1,413,360 | $1,235,514 | -$177,846 |
|---|
FISV
Fiserv | United States | Stock | 34,655 | 31,455 | -3,200 | $7,118,830 | $6,946,208 | -$172,622 |
|---|
BRKB
Berkshire Hathaway Cl B | | Stock | 2,285 | 2,250 | -35 | $1,035,745 | $1,198,305 | +$162,560 |
|---|
QCOM
Qualcomm | United States | Stock | 46,599 | 46,309 | -290 | $7,158,538 | $7,113,525 | -$45,013 |
|---|
ZBH
Zimmer Biomet | United States | Stock | 25,179 | 23,879 | -1,300 | $2,659,658 | $2,702,625 | +$42,967 |
|---|
XOMXXXX
Exxon Mobil Corp | | Stock | 3,025 | 2,400 | -625 | $325,399 | $285,432 | -$39,967 |
|---|
JPM
JP Morgan Chase & Co | United States | Stock | 40,507 | 39,462 | -1,045 | $9,709,933 | $9,680,029 | -$29,904 |
|---|
CTSH
Cognizant | United States | Stock | 30,525 | 30,325 | -200 | $2,347,373 | $2,319,863 | -$27,510 |
|---|
JNJ
Johnson & Johnson | United States | Stock | 1,877 | 1,767 | -110 | $271,452 | $293,039 | +$21,587 |
|---|
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