Selway Asset Management 13F Holdings · last filed Q1 2025
Selway Asset Management reported 75 securities worth $242.44M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: AAPL (9.75%), SHV (8.24%), MSFT (5.66%). Among its top 25 positions this quarter: 1 new, 10 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple | $23.6M | 9.75% | 106,429 | Trimmed |
| 2 | SHV | iShares Short Treasury Bond ETF | $20.0M | 8.24% | 180,770 | Added |
| 3 | MSFT | Microsoft | $13.7M | 5.66% | 36,554 | Trimmed |
| 4 | JPM | JP Morgan Chase & Co | $9.7M | 3.99% | 39,462 | Trimmed |
| 5 | GOOGL | Alphabet Cl A | $9.1M | 3.74% | 58,649 | Added |
| 6 | HD | Home Depot | $7.7M | 3.17% | 20,967 | Added |
| 7 | CI | Cigna | $7.3M | 3.02% | 22,248 | Trimmed |
| 8 | QCOM | Qualcomm | $7.1M | 2.93% | 46,309 | Trimmed |
| 9 | CSCO | Cisco Systems Inc | $7.1M | 2.92% | 114,567 | Trimmed |
| 10 | FISV | Fiserv | $6.9M | 2.87% | 31,455 | Trimmed |
| 11 | CB | Chubb Ltd | $6.6M | 2.73% | 21,927 | Added |
| 12 | ORCL | Oracle Corp | $6.4M | 2.65% | 45,925 | Added |
| 13 | FDX | FedEx | $5.5M | 2.29% | 22,760 | Trimmed |
| 14 | CMI | Cummins | $5.5M | 2.27% | 17,583 | Trimmed |
| 15 | CVX | Chevron Corp | $5.2M | 2.13% | 30,925 | Trimmed |
| 16 | AXP | American Express | $4.9M | 2.04% | 18,347 | Added |
| 17 | ADBE | Adobe | $4.9M | 2.00% | 12,650 | New |
| 18 | DE | Deere | $4.6M | 1.91% | 9,860 | Hold |
| 19 | AMGN | Amgen | $4.5M | 1.84% | 14,357 | Added |
| 20 | AMZN | Amazon.com | $4.2M | 1.73% | 22,020 | Trimmed |
| 21 | BDX | Becton Dickinson | $3.9M | 1.62% | 17,158 | Hold |
| 22 | GNRC | Generac | $3.8M | 1.58% | 30,160 | Trimmed |
| 23 | RTX | Raytheon Technologies | $3.6M | 1.49% | 27,247 | Added |
| 24 | PEP | Pepsico Inc | $3.5M | 1.46% | 23,617 | Added |
| 25 | CARR | Carrier Global | $3.4M | 1.42% | 54,367 | Added |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR