Selway Asset Management Last Quarter Change: USA Stocks, Unchanged

Selway Asset Management quarter change: USA Stocks, Unchanged

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).

TFX: Country of operation United States; Class Stock; Shares 2024-12-31 19,375; Shares 2025-03-31 19,375.
DE: Country of operation United States; Class Stock; Shares 2024-12-31 9,860; Shares 2025-03-31 9,860.
BITF: Country of operation —; Class Stock; Shares 2024-12-31 302,108; Shares 2025-03-31 302,108.
V: Country of operation United States; Class Stock; Shares 2024-12-31 5,340; Shares 2025-03-31 5,340.

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	Value 2024-12-31	Value 2025-03-31	Value change
TFX Teleflex	United States	Stock	19,375	19,375	$3,448,363	$2,677,431	-$770,932
DE Deere	United States	Stock	9,860	9,860	$4,177,682	$4,627,791	+$450,109
BITF Bitfarms		Stock	302,108	302,108	$450,141	$238,122	-$212,019
V Visa	United States	Stock	5,340	5,340	$1,687,654	$1,871,456	+$183,802
COR Cencora (AmerisourceBergen)	United States	Stock	2,775	2,775	$623,487	$771,700	+$148,213
MLPB ETRACS Alerian MLP Index ETN	Switzerland	ETF	25,840	25,840	$650,690	$717,163	+$66,473
BMY Bristol-Myers	United States	Stock	14,331	14,331	$810,561	$874,048	+$63,487
GOOG Alphabet Cl C	United States	Stock	1,600	1,600	$304,704	$249,968	-$54,736
BDX Becton Dickinson	United States	Stock	17,158	17,158	$3,892,635	$3,930,211	+$37,576
SYY Sysco Corp	United States	Stock	14,913	14,913	$1,140,248	$1,119,072	-$21,176
COF Capital One Financial	United States	Stock	6,733	6,733	$1,200,629	$1,207,227	+$6,598
LRCX Lam Research	United States	Stock	5,000	5,000	$361,150	$363,500	+$2,350

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