StockDriftsStockDriftsTop 50 Selway Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple | 9.75% | 106.4K | $23.6M | -8.77%(-10.24K) | — | 2025-03-31 | |
| SHV | iShares Short Treasury Bond ETF | 8.24% | 180.8K | $20.0M | +4.54%(+7.84K) | — | 2025-03-31 | |
| MSFT | Microsoft | 5.66% | 36.6K | $13.7M | -0.34%(-123) | — | 2025-03-31 | |
| JPM | JP Morgan Chase & Co | 3.99% | 39.5K | $9.7M | -2.58%(-1.04K) | — | 2025-03-31 | |
| GOOGL | Alphabet Cl A | 3.74% | 58.6K | $9.1M | +2.70%(+1.54K) | — | 2025-03-31 | |
| HD | Home Depot | 3.17% | 21.0K | $7.7M | +0.36%(+75) | — | 2025-03-31 | |
| CI | Cigna | 3.02% | 22.2K | $7.3M | -0.89%(-200) | — | 2025-03-31 | |
| QCOM | Qualcomm | 2.93% | 46.3K | $7.1M | -0.62%(-290) | — | 2025-03-31 | |
| CSCO | Cisco Systems Inc | 2.92% | 114.6K | $7.1M | -0.51%(-590) | — | 2025-03-31 | |
| FI | Fiserv | 2.87% | 31.5K | $6.9M | -9.23%(-3.20K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Selway Asset Management reports $242.44M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.8%), SHV (8.2%) and MSFT (5.7%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Selway Asset Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1080523). View Selway Asset Management’s 13F filings on SEC