13FBOX
Selway Asset Management · 13F Holdings
Options Calculator Rankings

Selway Asset Management

No.6476 Data as of 2025Q2
Latest AUM (Q2 2025)
$242.4M
QoQ Change Q1 2025
$0+0.0%
Holdings
75
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
75
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2025 ValueQ2 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
9.75%9.75%$23.6M106,429$23.6M106,42900.00%Unchanged
IISHARES TRSHV
8.24%8.24%$20.0M180,770$20.0M180,77000.00%Unchanged
MICROSOFT CORPMSFT
5.66%5.66%$13.7M36,554$13.7M36,55400.00%Unchanged
JPMORGAN CHASE & COJPM
3.99%3.99%$9.7M39,462$9.7M39,46200.00%Unchanged
ALPHABET INCGOOGL
3.74%3.74%$9.1M58,649$9.1M58,64900.00%Unchanged
HOME DEPOT INCHD
3.17%3.17%$7.7M20,967$7.7M20,96700.00%Unchanged
CCIGNA GROUPLIBD
3.02%3.02%$7.3M22,248$7.3M22,24800.00%Unchanged
QQUALCOMM INCQCOM
2.93%2.93%$7.1M46,309$7.1M46,30900.00%Unchanged
CISCO SYS INCCSCO
2.92%2.92%$7.1M114,567$7.1M114,56700.00%Unchanged
FFISERV INCFISV
2.87%2.87%$6.9M31,455$6.9M31,45500.00%Unchanged
CHUBB LIMITEDCB
2.73%2.73%$6.6M21,927$6.6M21,92700.00%Unchanged
ORACLE CORPORCL
2.65%2.65%$6.4M45,925$6.4M45,92500.00%Unchanged
FEDEX CORPFDX
2.29%2.29%$5.5M22,760$5.5M22,76000.00%Unchanged
CUMMINS INCCMI
2.27%2.27%$5.5M17,583$5.5M17,58300.00%Unchanged
CHEVRON CORPORATIONCVX
2.13%2.13%$5.2M30,925$5.2M30,92500.00%Unchanged
AMERICAN EXPRESS COAXP
2.04%2.04%$4.9M18,347$4.9M18,34700.00%Unchanged
ADOBE INC COMADBE
2%2%$4.9M12,650$4.9M12,65000.00%Unchanged
DEERE & CODE
1.91%1.91%$4.6M9,860$4.6M9,86000.00%Unchanged
AMGEN INC COMAMGN
1.84%1.84%$4.5M14,357$4.5M14,35700.00%Unchanged
AMAZON COM INCAMZN
1.73%1.73%$4.2M22,020$4.2M22,02000.00%Unchanged
BBECTON DICKINSON & CO COMBDX
1.62%1.62%$3.9M17,158$3.9M17,15800.00%Unchanged
GENERAC HLDGS INCGNRC
1.58%1.58%$3.8M30,160$3.8M30,16000.00%Unchanged
RTX CORPORATIONRTX
1.49%1.49%$3.6M27,247$3.6M27,24700.00%Unchanged
PEPSICO INCPEP
1.46%1.46%$3.5M23,617$3.5M23,61700.00%Unchanged
CARRIER GLOBALCARR
1.42%1.42%$3.4M54,367$3.4M54,36700.00%Unchanged
META PLATFORMS INCMETA
1.28%1.28%$3.1M5,400$3.1M5,40000.00%Unchanged
PPIMCO MUN INCOME FD
1.24%1.24%$3.0M340,900$3.0M340,90000.00%Unchanged
MARATHON PETE CORPMPC
1.2%1.2%$2.9M19,916$2.9M19,91600.00%Unchanged
EENERGY TRANSFER L PET
1.14%1.14%$2.8M149,000$2.8M149,00000.00%Unchanged
ZIMMER BIOMET HOLDINGS INCZBH
1.11%1.11%$2.7M23,879$2.7M23,87900.00%Unchanged
TELEFLEX INCORPORATEDTFX
1.1%1.1%$2.7M19,375$2.7M19,37500.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
1.01%1.01%$2.5M4,384$2.5M4,38400.00%Unchanged
PAYPAL HLDGS INC COMPYPL
0.96%0.96%$2.3M35,567$2.3M35,56700.00%Unchanged
COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH
0.96%0.96%$2.3M30,325$2.3M30,32500.00%Unchanged
PPROSHARES VIX SHORT-TERM FUTURES ETFSVXY
0.95%0.95%$2.3M50,200$2.3M50,20000.00%Unchanged
OTIS WORLDWIDEOTIS
0.86%0.86%$2.1M20,221$2.1M20,22100.00%Unchanged
CCITIGROUP INCC
0.81%0.81%$2.0M27,667$2.0M27,66700.00%Unchanged
WELLS FARGO CO NEWWFC
0.81%0.81%$2.0M27,200$2.0M27,20000.00%Unchanged
VISA INCV
0.77%0.77%$1.9M5,340$1.9M5,34000.00%Unchanged
GOLDMAN SACHS GROUP INCGS
0.69%0.69%$1.7M3,045$1.7M3,04500.00%Unchanged
SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.59%0.59%$1.4M9,780$1.4M9,78000.00%Unchanged
DISNEY WALT CODIS
0.58%0.58%$1.4M14,327$1.4M14,32700.00%Unchanged
VVS TRUST 1X SHORT VIX FUTURES ETFSVIX
0.54%0.54%$1.3M64,300$1.3M64,30000.00%Unchanged
STATE STR CORP COMSTT
0.51%0.51%$1.2M13,800$1.2M13,80000.00%Unchanged
CAPITAL ONE FINL CORPCOF
0.5%0.5%$1.2M6,733$1.2M6,73300.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.49%0.49%$1.2M2,250$1.2M2,25000.00%Unchanged
POLARIS INCPII
0.47%0.47%$1.1M27,744$1.1M27,74400.00%Unchanged
SYSCO CORP COMSYY
0.46%0.46%$1.1M14,913$1.1M14,91300.00%Unchanged
BLACKROCK CORE BD TR SHS BEN INTBHK
0.42%0.42%$1.0M94,465$1.0M94,46500.00%Unchanged
GGAMESTOP CORPGME
0.41%0.41%$1.0M45,000$1.0M45,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow