Selway Asset Management

13F filer · CIK 0001080523

Last filed Apr 9, 2025

Inactive · not filing 13F

13F portfolio value$242MU.S. long equity reported on 13F

Positions661 new · 4 closed

Net flow last quarter-$2.36MBuys minus sells

Top 10 positions weight40.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2025Reported Apr 9, 202566 positions
AAPLApple Inc.	$23.6M	9.75%	0.00%	-8.8%	Q2 2013
MSFTMicrosoft Corp	$13.7M	5.66%	0.00%	-0.3%	Q2 2013
JPMJPMorgan Chase & Co	$9.68M	3.99%	0.00%	-2.6%	Q2 2013
GOOGLAlphabet Inc.	$9.07M	3.74%	0.00%	+2.7%	Q4 2016
HDHome Depot, Inc.	$7.68M	3.17%	0.00%	+0.4%	Q2 2014
CICigna Group	$7.32M	3.02%	0.01%	-0.9%	Q4 2018
QCOMQualcomm Inc	$7.11M	2.93%	0.00%	-0.6%	Q2 2013
CSCOCisco Systems, Inc.	$7.07M	2.92%	0.00%	-0.5%	Q2 2013
FISVFiserv Inc	$6.95M	2.87%	0.01%	-9.2%	Q1 2021
CBChubb Ltd	$6.62M	2.73%	0.01%	+0.3%	Q1 2016
ORCLOracle Corp	$6.42M	2.65%	0.00%	+18.4%	Q2 2013
FDXFedex Corp	$5.55M	2.29%	0.01%	-0.5%	Q2 2013
CMICummins Inc	$5.51M	2.27%	0.01%	-0.2%	Q2 2021
CVXChevron Corp	$5.17M	2.13%	0.00%	-0.3%	Q2 2013
AXPAmerican Express Co	$4.94M	2.04%	0.00%	+0.4%	Q1 2015
ADBEAdobe Inc.	$4.85M	2.00%	0.00%	New	Q1 2025
DEDeere & Co	$4.63M	1.91%	0.00%	Not reported	Q2 2013
AMGNAmgen Inc	$4.47M	1.84%	0.00%	+0.6%	Q1 2016
AMZNAmazon Com Inc	$4.19M	1.73%	0.00%	-2.5%	Q4 2022
BDXBecton Dickinson & Co	$3.93M	1.62%	0.01%	Not reported	Q1 2018
GNRCGenerac Holdings Inc.	$3.82M	1.58%	0.05%	-0.3%	Q1 2023
RTXRTX Corp	$3.61M	1.49%	0.00%	+0.7%	Q2 2020
PEPPepsico Inc	$3.54M	1.46%	0.00%	+0.2%	Q2 2013
CARRCARRIER GLOBAL Corp	$3.45M	1.42%	0.01%	+44.1%	Q2 2020
METAMeta Platforms, Inc.	$3.11M	1.28%	Not reported	-5.3%	Q4 2016
PMFPimco Municipal Income Fund	$3.01M	1.24%	Not reported	-6.6%	Q4 2017
MPCMarathon Petroleum Corp	$2.9M	1.20%	0.01%	+1.5%	Q1 2017
ETEnergy Transfer LP	$2.77M	1.14%	0.00%	-9.2%	Q3 2019
ZBHZimmer Biomet Holdings, Inc.	$2.7M	1.11%	0.01%	-5.2%	Q2 2013
TFXTeleflex Inc	$2.68M	1.10%	0.04%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$2.45M	1.01%	Not reported	-6.9%	Q2 2013
PYPLPayPal Holdings, Inc.	$2.32M	0.96%	0.00%	-2.7%	Q3 2015
CTSHCognizant Technology Solutions Corp	$2.32M	0.96%	0.01%	-0.7%	Q2 2013
SVXYProShares Trust II	$2.3M	0.95%	Not reported	-4.0%	Q2 2017
OTISOtis Worldwide Corp	$2.09M	0.86%	0.01%	+1.0%	Q4 2022
CCitigroup Inc	$1.96M	0.81%	0.00%	-9.9%	Q4 2020
WFCWells Fargo & Company	$1.95M	0.81%	0.00%	-28.0%	Q2 2013
VVisa Inc.	$1.87M	0.77%	0.00%	Not reported	Q3 2024
GSGoldman Sachs Group Inc	$1.66M	0.69%	0.00%	+23.3%	Q1 2019
DISWalt Disney Co	$1.41M	0.58%	0.00%	-6.5%	Q3 2013
SVIXVS Trust	$1.31M	0.54%	Not reported	-22.1%	Q1 2023
STTState Street Corp	$1.24M	0.51%	0.00%	-4.2%	Q4 2018
COFCapital One Financial Corp	$1.21M	0.50%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$1.2M	0.49%	Not reported	-1.5%	Q1 2020
PIIPolaris Inc.	$1.14M	0.47%	0.05%	-0.9%	Q1 2017
SYYSysco Corp	$1.12M	0.46%	0.00%	Not reported	Q1 2016
BHKBlackRock Core Bond Trust	$1.02M	0.42%	Not reported	-10.8%	Q4 2014
GMEGameStop Corp.	$1M	0.41%	0.01%	+57.9%	Q1 2022
BMYBristol Myers Squibb Co	$874K	0.36%	0.00%	Not reported	Q4 2019
CORCencora, Inc.	$772K	0.32%	0.00%	Not reported	Q4 2015

Q4 2024Reported Feb 13, 202569 positions
AAPLApple Inc.	$29.2M	11.48%	0.00%	-5.0%	Q2 2013
MSFTMicrosoft Corp	$15.5M	6.07%	0.00%	+0.1%	Q2 2013
GOOGLAlphabet Inc.	$10.8M	4.25%	0.00%	+0.2%	Q4 2016
JPMJPMorgan Chase & Co	$9.71M	3.81%	0.00%	+0.5%	Q2 2013
HDHome Depot, Inc.	$8.13M	3.19%	0.00%	Not reported	Q2 2014
QCOMQualcomm Inc	$7.16M	2.81%	0.00%	-0.2%	Q2 2013
FISVFiserv Inc	$7.12M	2.80%	0.01%	-11.2%	Q1 2021
CSCOCisco Systems, Inc.	$6.82M	2.68%	0.00%	+0.9%	Q2 2013
ORCLOracle Corp	$6.46M	2.54%	0.00%	+0.5%	Q2 2013
FDXFedex Corp	$6.43M	2.53%	0.01%	+0.2%	Q2 2013
CICigna Group	$6.2M	2.44%	0.01%	+0.1%	Q4 2018
CMICummins Inc	$6.14M	2.41%	0.01%	Not reported	Q2 2021
CBChubb Ltd	$6.04M	2.37%	0.01%	+2.0%	Q1 2016
AXPAmerican Express Co	$5.42M	2.13%	0.00%	+0.6%	Q1 2015
AMZNAmazon Com Inc	$4.96M	1.95%	0.00%	-1.9%	Q4 2022
GNRCGenerac Holdings Inc.	$4.69M	1.84%	0.05%	Not reported	Q1 2023
CVXChevron Corp	$4.49M	1.76%	0.00%	-0.2%	Q2 2013
DEDeere & Co	$4.18M	1.64%	0.00%	-1.0%	Q2 2013
BDXBecton Dickinson & Co	$3.89M	1.53%	0.01%	+0.2%	Q1 2018
AMGNAmgen Inc	$3.72M	1.46%	0.00%	Not reported	Q1 2016
PEPPepsico Inc	$3.58M	1.41%	0.00%	Not reported	Q2 2013
TFXTeleflex Inc	$3.45M	1.35%	0.04%	Not reported	Q3 2024
ETNEaton Corp plc	$3.35M	1.32%	0.00%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$3.34M	1.31%	Not reported	-5.0%	Q4 2016
PMFPimco Municipal Income Fund	$3.28M	1.29%	Not reported	+3.1%	Q4 2017
ETEnergy Transfer LP	$3.21M	1.26%	0.00%	-1.8%	Q3 2019
RTXRTX Corp	$3.13M	1.23%	0.00%	Not reported	Q2 2020
PYPLPayPal Holdings, Inc.	$3.12M	1.23%	0.00%	Not reported	Q3 2015
SPYSPDR S&P 500 ETF Trust	$2.76M	1.08%	Not reported	+4.1%	Q2 2013
MPCMarathon Petroleum Corp	$2.74M	1.08%	0.01%	+1.6%	Q1 2017
ZBHZimmer Biomet Holdings, Inc.	$2.66M	1.04%	0.01%	+0.2%	Q2 2013
WFCWells Fargo & Company	$2.66M	1.04%	0.00%	+20.4%	Q2 2013
SVXYProShares Trust II	$2.62M	1.03%	Not reported	-6.1%	Q2 2017
CARRCARRIER GLOBAL Corp	$2.57M	1.01%	0.00%	Not reported	Q2 2020
CTSHCognizant Technology Solutions Corp	$2.35M	0.92%	0.01%	-3.2%	Q2 2013
CCitigroup Inc	$2.16M	0.85%	0.00%	-1.9%	Q4 2020
SVIXVS Trust	$2.09M	0.82%	Not reported	+14.0%	Q1 2023
OTISOtis Worldwide Corp	$1.85M	0.73%	0.00%	Not reported	Q4 2022
DISWalt Disney Co	$1.71M	0.67%	0.00%	-3.5%	Q3 2013
VVisa Inc.	$1.69M	0.66%	0.00%	Not reported	Q3 2024
PIIPolaris Inc.	$1.61M	0.63%	0.05%	-0.7%	Q1 2017
GSGoldman Sachs Group Inc	$1.41M	0.56%	0.00%	Not reported	Q1 2019
STTState Street Corp	$1.41M	0.56%	0.01%	Not reported	Q4 2018
COFCapital One Financial Corp	$1.2M	0.47%	0.00%	Not reported	Q2 2013
SYYSysco Corp	$1.14M	0.45%	0.00%	Not reported	Q1 2016
BHKBlackRock Core Bond Trust	$1.11M	0.44%	Not reported	+1.5%	Q4 2014
AVGOBroadcom Inc.	$1.05M	0.41%	0.00%	Not reported	Q3 2017
BRK.BBerkshire Hathaway Inc	$1.04M	0.41%	Not reported	+28.4%	Q1 2020
GMEGameStop Corp.	$893K	0.35%	0.01%	-6.6%	Q1 2022
MSTRStrategy Inc	$869K	0.34%	Not reported	New	Q4 2024

Q3 2024Reported Oct 11, 202464 positions
AAPLApple Inc.	$28.6M	11.18%	0.00%	-0.5%	Q2 2013
MSFTMicrosoft Corp	$15.8M	6.16%	0.00%	-0.1%	Q2 2013
GOOGLAlphabet Inc.	$9.45M	3.69%	0.00%	Not reported	Q4 2016
JPMJPMorgan Chase & Co	$8.5M	3.32%	0.00%	-0.1%	Q2 2013
HDHome Depot, Inc.	$8.47M	3.31%	0.00%	Not reported	Q2 2014
QCOMQualcomm Inc	$7.94M	3.10%	0.00%	+0.3%	Q2 2013
CICigna Group	$7.77M	3.04%	0.01%	0.0%	Q4 2018
FISVFiserv Inc	$7.01M	2.74%	0.01%	Not reported	Q1 2021
ORCLOracle Corp	$6.57M	2.57%	0.00%	+0.3%	Q2 2013
FDXFedex Corp	$6.25M	2.44%	0.01%	-0.1%	Q2 2013
CBChubb Ltd	$6.18M	2.41%	0.01%	+0.6%	Q1 2016
CSCOCisco Systems, Inc.	$6.08M	2.37%	0.00%	+0.7%	Q2 2013
CMICummins Inc	$5.7M	2.23%	0.01%	Not reported	Q2 2021
AXPAmerican Express Co	$4.93M	1.93%	0.00%	Not reported	Q1 2015
GNRCGenerac Holdings Inc.	$4.81M	1.88%	0.05%	Not reported	Q1 2023
TFXTeleflex Inc	$4.79M	1.87%	0.04%	New	Q3 2024
AMGNAmgen Inc	$4.6M	1.80%	0.00%	+0.4%	Q1 2016
CVXChevron Corp	$4.57M	1.79%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$4.29M	1.68%	0.00%	+43.7%	Q4 2022
DEDeere & Co	$4.16M	1.62%	0.00%	Not reported	Q2 2013
BDXBecton Dickinson & Co	$4.13M	1.61%	0.01%	-3.1%	Q1 2018
PEPPepsico Inc	$4.01M	1.57%	0.00%	Not reported	Q2 2013
PMFPimco Municipal Income Fund	$3.65M	1.43%	Not reported	+1.4%	Q4 2017
METAMeta Platforms, Inc.	$3.43M	1.34%	Not reported	-4.8%	Q4 2016
ETNEaton Corp plc	$3.35M	1.31%	0.00%	Not reported	Q2 2013
RTXRTX Corp	$3.28M	1.28%	0.00%	+0.4%	Q2 2020
MPCMarathon Petroleum Corp	$3.15M	1.23%	0.01%	-2.3%	Q1 2017
CARRCARRIER GLOBAL Corp	$3.04M	1.19%	0.00%	Not reported	Q2 2020
PYPLPayPal Holdings, Inc.	$2.85M	1.11%	0.00%	-0.5%	Q3 2015
SVXYProShares Trust II	$2.79M	1.09%	Not reported	+34.2%	Q2 2017
ZBHZimmer Biomet Holdings, Inc.	$2.71M	1.06%	0.01%	Not reported	Q2 2013
ETEnergy Transfer LP	$2.68M	1.05%	0.00%	Not reported	Q3 2019
SPYSPDR S&P 500 ETF Trust	$2.59M	1.01%	Not reported	Not reported	Q2 2013
CTSHCognizant Technology Solutions Corp	$2.43M	0.95%	0.01%	-3.4%	Q2 2013
PIIPolaris Inc.	$2.35M	0.92%	0.05%	Not reported	Q1 2017
OTISOtis Worldwide Corp	$2.08M	0.81%	0.01%	+0.8%	Q4 2022
JNJJohnson & Johnson	$2.08M	0.81%	0.00%	Not reported	Q2 2013
CCitigroup Inc	$1.96M	0.77%	0.00%	Not reported	Q4 2020
SVIXVS Trust	$1.96M	0.77%	Not reported	+89.0%	Q1 2023
WFCWells Fargo & Company	$1.77M	0.69%	0.00%	-10.3%	Q2 2013
DISWalt Disney Co	$1.53M	0.60%	0.00%	-11.2%	Q3 2013
VVisa Inc.	$1.47M	0.57%	0.00%	New	Q3 2024
STTState Street Corp	$1.27M	0.50%	0.00%	-20.0%	Q4 2018
BHKBlackRock Core Bond Trust	$1.26M	0.49%	Not reported	-4.0%	Q4 2014
GSGoldman Sachs Group Inc	$1.22M	0.48%	0.00%	Not reported	Q1 2019
SYYSysco Corp	$1.16M	0.45%	0.00%	Not reported	Q1 2016
ALKAlaska Air Group, Inc.	$1.16M	0.45%	0.02%	-1.2%	Q2 2018
COFCapital One Financial Corp	$1.01M	0.39%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$819K	0.32%	Not reported	Not reported	Q1 2020
BMYBristol Myers Squibb Co	$819K	0.32%	0.00%	-57.1%	Q4 2019

Q2 2024Reported Aug 14, 202465 positions
AAPLApple Inc.	$26M	10.58%	0.00%	-4.7%	Q2 2013
MSFTMicrosoft Corp	$16.4M	6.68%	0.00%	-2.1%	Q2 2013
GOOGLAlphabet Inc.	$10.4M	4.23%	0.00%	-6.8%	Q4 2016
QCOMQualcomm Inc	$9.27M	3.78%	0.00%	-1.2%	Q2 2013
JPMJPMorgan Chase & Co	$8.16M	3.32%	0.00%	-1.7%	Q2 2013
CICigna Group	$7.42M	3.02%	0.01%	-1.9%	Q4 2018
HDHome Depot, Inc.	$7.19M	2.93%	0.00%	-1.1%	Q2 2014
FDXFedex Corp	$6.85M	2.79%	0.01%	-1.2%	Q2 2013
FISVFiserv Inc	$5.81M	2.37%	0.01%	-1.0%	Q1 2021
ORCLOracle Corp	$5.43M	2.21%	0.00%	+2.9%	Q2 2013
CBChubb Ltd	$5.43M	2.21%	0.01%	+1.0%	Q1 2016
CSCOCisco Systems, Inc.	$5.39M	2.20%	0.00%	-1.4%	Q2 2013
CMICummins Inc	$4.88M	1.99%	0.01%	+0.5%	Q2 2021
CVXChevron Corp	$4.86M	1.98%	0.00%	+25.0%	Q2 2013
AMGNAmgen Inc	$4.44M	1.81%	0.00%	+0.4%	Q1 2016
AXPAmerican Express Co	$4.21M	1.71%	0.00%	+0.4%	Q1 2015
BDXBecton Dickinson & Co	$4.13M	1.68%	0.01%	-1.8%	Q1 2018
GNRCGenerac Holdings Inc.	$4M	1.63%	0.05%	Not reported	Q1 2023
PEPPepsico Inc	$3.89M	1.58%	0.00%	+0.9%	Q2 2013
DEDeere & Co	$3.72M	1.52%	0.00%	+0.6%	Q2 2013
MPCMarathon Petroleum Corp	$3.43M	1.40%	0.01%	+7.0%	Q1 2017
PMFPimco Municipal Income Fund	$3.2M	1.30%	Not reported	-5.3%	Q4 2017
METAMeta Platforms, Inc.	$3.18M	1.29%	Not reported	-3.1%	Q4 2016
ETNEaton Corp plc	$3.17M	1.29%	0.00%	-9.7%	Q2 2013
AMZNAmazon Com Inc	$3.1M	1.26%	0.00%	-58.3%	Q4 2022
CVSCVS HEALTH Corp	$2.91M	1.19%	0.00%	-4.6%	Q2 2013
ZBHZimmer Biomet Holdings, Inc.	$2.73M	1.11%	0.01%	+0.3%	Q2 2013
ETEnergy Transfer LP	$2.71M	1.10%	0.01%	+76.0%	Q3 2019
RTXRTX Corp	$2.71M	1.10%	0.00%	+0.6%	Q2 2020
SVXYProShares Trust II	$2.55M	1.04%	Not reported	+30.6%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$2.46M	1.00%	Not reported	-24.4%	Q2 2013
CARRCARRIER GLOBAL Corp	$2.38M	0.97%	0.00%	+1.8%	Q2 2020
CTSHCognizant Technology Solutions Corp	$2.22M	0.90%	0.01%	-0.3%	Q2 2013
PIIPolaris Inc.	$2.21M	0.90%	0.05%	-1.1%	Q1 2017
PYPLPayPal Holdings, Inc.	$2.13M	0.87%	0.00%	-2.4%	Q3 2015
INTCIntel Corp	$2.09M	0.85%	0.00%	-13.7%	Q2 2013
WFCWells Fargo & Company	$2.08M	0.85%	0.00%	-35.9%	Q2 2013
CCitigroup Inc	$1.99M	0.81%	0.00%	-5.4%	Q4 2020
OTISOtis Worldwide Corp	$1.91M	0.78%	0.00%	+3.1%	Q4 2022
JNJJohnson & Johnson	$1.87M	0.76%	0.00%	-2.8%	Q2 2013
SVIXVS Trust	$1.83M	0.74%	Not reported	+28.5%	Q1 2023
DISWalt Disney Co	$1.78M	0.72%	0.00%	-4.3%	Q3 2013
BMYBristol Myers Squibb Co	$1.53M	0.63%	0.00%	-7.6%	Q4 2019
STTState Street Corp	$1.33M	0.54%	0.01%	-2.7%	Q4 2018
BHKBlackRock Core Bond Trust	$1.16M	0.47%	Not reported	-6.0%	Q4 2014
AAPAdvance Auto Parts Inc	$1.13M	0.46%	0.03%	-5.3%	Q1 2016
GSGoldman Sachs Group Inc	$1.12M	0.46%	0.00%	Not reported	Q1 2019
SYYSysco Corp	$1.06M	0.43%	0.00%	Not reported	Q1 2016
ALKAlaska Air Group, Inc.	$1.05M	0.43%	0.02%	-3.0%	Q2 2018
COFCapital One Financial Corp	$932K	0.38%	0.00%	-6.9%	Q2 2013

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