Selway Asset Management Top Holdings and 13F Report (2025) About Selway Asset ManagementInvestment ActivitySelway Asset Management has $242.44 million in total holdings as of March 31, 2025.Selway Asset Management owns shares of 75 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 4.62% of the portfolio was sold this quarter.This quarter, Selway Asset Management has purchased 77 new stocks and bought additional shares in 17 stocks.Selway Asset Management sold shares of 42 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $23,641,074iShares Short Treasury Bond ETF $19,967,854Microsoft $13,722,006JPMorgan Chase & Co. $9,680,029Alphabet $9,069,481 Largest New Holdings this Quarter 00724F101 - Adobe $4,851,655 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $207,120 Holding Largest Purchases this Quarter Adobe 12,650 shares (about $4.85M)Carrier Global 16,650 shares (about $1.06M)Oracle 7,150 shares (about $999.64K)iShares Short Treasury Bond ETF 7,845 shares (about $866.56K)GameStop 16,500 shares (about $368.28K) Largest Sales this Quarter Apple 10,237 shares (about $2.27M)Eaton 8,000 shares (about $2.17M)Wells Fargo & Company 10,600 shares (about $760.97K)Fiserv 3,200 shares (about $706.66K)International Business Machines 1,750 shares (about $435.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSelway Asset Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$23,641,074$2,273,945 ▼-8.8%106,4299.8%Computer and TechnologySHViShares Short Treasury Bond ETF$19,967,854$866,559 ▲4.5%180,7708.2%ETFMSFTMicrosoft$13,722,006$46,173 ▼-0.3%36,5545.7%Computer and TechnologyJPMJPMorgan Chase & Co.$9,680,029$256,339 ▼-2.6%39,4624.0%FinanceGOOGLAlphabet$9,069,481$238,146 ▲2.7%58,6493.7%Computer and TechnologyHDHome Depot$7,684,196$27,487 ▲0.4%20,9673.2%Retail/WholesaleCIThe Cigna Group$7,319,592$65,800 ▼-0.9%22,2483.0%MedicalQCOMQUALCOMM$7,113,525$44,547 ▼-0.6%46,3092.9%Computer and TechnologyCSCOCisco Systems$7,069,930$36,409 ▼-0.5%114,5672.9%Computer and TechnologyFIFiserv$6,946,208$706,656 ▼-9.2%31,4552.9%Business ServicesCBChubb$6,621,735$22,649 ▲0.3%21,9272.7%FinanceORCLOracle$6,420,774$999,641 ▲18.4%45,9252.6%Computer and TechnologyFDXFedEx$5,548,433$25,841 ▼-0.5%22,7602.3%TransportationCMICummins$5,511,216$9,403 ▼-0.2%17,5832.3%Auto/Tires/TrucksCVXChevron$5,173,443$14,220 ▼-0.3%30,9252.1%EnergyAXPAmerican Express$4,936,260$20,179 ▲0.4%18,3472.0%FinanceADBEAdobe$4,851,655$4,851,655 ▲New Holding12,6502.0%Computer and TechnologyDEDeere & Company$4,627,7910.0%9,8601.9%IndustrialsAMGNAmgen$4,472,923$28,039 ▲0.6%14,3571.8%MedicalAMZNAmazon.com$4,189,525$109,399 ▼-2.5%22,0201.7%Retail/WholesaleBDXBecton, Dickinson and Company$3,930,2110.0%17,1581.6%MedicalGNRCGenerac$3,819,764$12,665 ▼-0.3%30,1601.6%IndustrialsRTXRTX$3,609,138$26,492 ▲0.7%27,2471.5%AerospacePEPPepsiCo$3,541,133$6,747 ▲0.2%23,6171.5%Consumer StaplesCARRCarrier Global$3,446,868$1,055,610 ▲44.1%54,3671.4%Computer and TechnologyMETAMeta Platforms$3,112,344$172,908 ▼-5.3%5,4001.3%Computer and TechnologyPMFPIMCO Municipal Income Fund$3,013,556$212,160 ▼-6.6%340,9001.2%Financial ServicesMPCMarathon Petroleum$2,901,562$43,707 ▲1.5%19,9161.2%EnergyETEnergy Transfer$2,769,910$278,850 ▼-9.1%149,0001.1%EnergyZBHZimmer Biomet$2,702,625$147,134 ▼-5.2%23,8791.1%MedicalTFXTeleflex$2,677,4310.0%19,3751.1%MedicalSPYSPDR S&P 500 ETF Trust$2,452,366$181,802 ▼-6.9%4,3841.0%FinancePYPLPayPal$2,320,747$65,250 ▼-2.7%35,5671.0%Computer and TechnologyCTSHCognizant Technology Solutions$2,319,863$15,300 ▼-0.7%30,3251.0%Computer and TechnologySVXYProShares Short VIX Short-Term Futures ETF$2,297,152$96,096 ▼-4.0%50,2000.9%ETFOTISOtis Worldwide$2,086,807$20,640 ▲1.0%20,2210.9%ConstructionCCitigroup$1,964,080$216,519 ▼-9.9%27,6670.8%FinanceWFCWells Fargo & Company$1,952,688$760,974 ▼-28.0%27,2000.8%FinanceVVisa$1,871,4560.0%5,3400.8%Business ServicesGSThe Goldman Sachs Group$1,663,453$314,117 ▲23.3%3,0450.7%FinanceXLVHealth Care Select Sector SPDR Fund$1,427,978$29,202 ▼-2.0%9,7800.6%ETFDISWalt Disney$1,414,075$98,700 ▼-6.5%14,3270.6%Consumer DiscretionarySVIX-1x Short VIX Futures ETF$1,307,862$370,188 ▼-22.1%64,3000.5%FinanceSTTState Street$1,235,514$53,718 ▼-4.2%13,8000.5%FinanceCOFCapital One Financial$1,207,2270.0%6,7330.5%FinanceBRK.BBerkshire Hathaway$1,198,305$18,640 ▼-1.5%2,2500.5%FinancePIIPolaris$1,135,839$10,235 ▼-0.9%27,7440.5%Auto/Tires/TrucksSYYSysco$1,119,0720.0%14,9130.5%Consumer StaplesBHKBlackRock Core Bond Trust$1,024,945$124,232 ▼-10.8%94,4650.4%Financial ServicesGMEGameStop$1,004,400$368,280 ▲57.9%45,0000.4%Consumer DiscretionaryVGTVanguard Information Technology ETF$949,165$27,119 ▲2.9%1,7500.4%ETFBMYBristol-Myers Squibb$874,0480.0%14,3310.4%MedicalCORCencora$771,7000.0%2,7750.3%MedicalMLPBETRACS Alerian MLP Infrastructure Index ETN Series B$717,1630.0%25,8400.3%ETFEaton Vance Limited Duration$592,852$14,721 ▼-2.4%59,4040.2%CEFAVGOBroadcom$586,005$175,802 ▼-23.1%3,5000.2%Computer and TechnologyETNEaton$570,843$2,174,640 ▼-79.2%2,1000.2%IndustrialsBGBBlackstone Strategic Credit 2027 Term Fund$567,820$59,192 ▼-9.4%47,0050.2%Financial ServicesRSPInvesco S&P 500 Equal Weight ETF$534,934$121,261 ▼-18.5%3,0880.2%ETFPMLPIMCO Municipal Income Fund II$486,000$364,500 ▲300.0%60,0000.2%Financial ServicesHPIJohn Hancock Preferred Income Fund$454,981$156,610 ▲52.5%27,4250.2%Financial ServicesIBMInternational Business Machines$447,588$435,155 ▼-49.3%1,8000.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$408,4500.0%7,0000.2%ETFHPSJohn Hancock Preferred Income Fund III$402,450$10,200 ▼-2.5%26,8300.2%Financial ServicesAllspring Income Opportunities$396,857$75,240 ▼-15.9%58,0200.2%CEFLam Research$363,5000.0%5,0000.1%StockIJRiShares Core S&P Small-Cap ETF$313,7100.0%3,0000.1%ETFJNJJohnson & Johnson$293,039$18,242 ▼-5.9%1,7670.1%MedicalXOMExxon Mobil$285,432$74,331 ▼-20.7%2,4000.1%EnergyERCAllspring Multi-Sector Income Fund$259,349$3,743 ▼-1.4%28,1290.1%Financial ServicesGOOGAlphabet$249,9680.0%1,6000.1%Computer and TechnologyBITFBitfarms$238,122$31,528 ▼-11.7%302,1080.1%Business ServicesVTIVanguard Total Stock Market ETF$219,8720.0%8000.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$207,120$207,120 ▲New Holding4,0000.1%ETFFRABlackRock Floating Rate Income Strategies Fund$153,748$15,504 ▼-9.2%11,9000.1%Financial ServicesMSTRStrategy$0$868,860 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$268,580 ▼-100.0%00.0%Computer and TechnologyJACKJack in the Box$0$204,036 ▼-100.0%00.0%Retail/WholesaleCVNACarvana$0$203,360 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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