Institutional Manager · CIK 0001080523
Selway Asset Management
BOISE, ID · File #028-07788
Latest AUM
$242.4M
Positions
75
Top-10 Concentration
48.6%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Mar 202575 pos · $242.4M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202478 pos · $254.5M
- 13F HOLDINGS REPORTQ/E Dec 202477 pos · $254.5M
- 13F HOLDINGS REPORTQ/E Sep 202475 pos · $255.9M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202477 pos · $245.4M
- 13F HOLDINGS REPORTQ/E Jun 202477 pos · $248.5M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202482 pos · $250.3M
- 13F HOLDINGS REPORTQ/E Mar 202480 pos · $250.3M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202377 pos · $217.3M
- 13F HOLDINGS REPORTQ/E Dec 202377 pos · $217.3M
- 13F HOLDINGS REPORTQ/E Sep 202377 pos · $22.8M
- 13F HOLDINGS REPORTQ/E Jun 202376 pos · $208.4M
- 13F HOLDINGS REPORTQ/E Mar 202373 pos · $189.2M
Top 20 Holdings — Mar 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Apple | AAPL | 106,429 | $23.6M | 10.23% |
| 2 | iShares Short Treasury Bond ETF | 464288679 | 180,770 | $20.0M | 8.64% |
| 3 | Microsoft | MSFT | 36,554 | $13.7M | 5.94% |
| 4 | JP Morgan Chase & Co | VYLD | 39,462 | $9.7M | 4.19% |
| 5 | Alphabet Cl A | GOOG | 58,649 | $9.1M | 3.92% |
| 6 | Home Depot | HD | 20,967 | $7.7M | 3.33% |
| 7 | Cigna | 125523100 | 22,248 | $7.3M | 3.17% |
| 8 | Qualcomm | QCOM | 46,309 | $7.1M | 3.08% |
| 9 | Cisco Systems Inc | CSCO | 114,567 | $7.1M | 3.06% |
| 10 | Fiserv | FISV | 31,455 | $6.9M | 3.01% |
| 11 | Chubb Ltd | CB | 21,927 | $6.6M | 2.87% |
| 12 | Oracle Corp | ORCL-PD | 45,925 | $6.4M | 2.78% |
| 13 | FedEx | FDX | 22,760 | $5.5M | 2.40% |
| 14 | Cummins | CMI | 17,583 | $5.5M | 2.38% |
| 15 | Chevron Corp | CVX | 30,925 | $5.2M | 2.24% |
| 16 | American Express | AXP | 18,347 | $4.9M | 2.14% |
| 17 | Adobe | ADBE | 12,650 | $4.9M | 2.10% |
| 18 | Deere | DE | 9,860 | $4.6M | 2.00% |
| 19 | Amgen | AMGN | 14,357 | $4.5M | 1.94% |
| 20 | Amazon.com | AMZN | 22,020 | $4.2M | 1.81% |