Selway Asset Management Portfolio Holdings

Selway Asset Management

  • $239 Million
  • Q1 2025

Selway Asset Management has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $239 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.6M, Ishares Tr with a value of $20M, Microsoft Corp with a value of $13.7M, Jpmorgan Chase & CO with a value of $9.68M, and Alphabet Inc. with a value of $9.05M.

Examining the 13F form we can see an decrease of $12.5M in the current position value, from $251M to 239M.

Selway Asset Management is based out at Boise, ID

Below you can find more details about Selway Asset Management portfolio as well as his latest detailed transactions.

Portfolio value $239 Million
Technology: $70.1 Million
Financial Services: $42.3 Million
ETFs: $30.8 Million
Industrials: $29.2 Million
Healthcare: $22.8 Million
Consumer Cyclical: $14 Million
Communication Services: $13.8 Million
Energy: $11.1 Million
Other: $4.66 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$7.32 Million 3.07% of portfolio
22,248
Q1 2025 Reduced 0.89%
$167B
$7.11 Million 2.98% of portfolio
46,309
Q1 2025 Reduced 0.62%
$116B
$6.62 Million 2.77% of portfolio
21,927
Q1 2025 Added 0.34%
$55.1B
$5.55 Million 2.32% of portfolio
22,760
Q1 2025 Reduced 0.46%
$41.3B
$5.51 Million 2.31% of portfolio
17,583
Q1 2025 Reduced 0.17%
$198B
$4.94 Million 2.07% of portfolio
18,347
Q1 2025 Added 0.41%
$171B
$4.85 Million 2.03% of portfolio
12,650
Q1 2025 New
$139B
$4.63 Million 1.94% of portfolio
9,860
Q4 2024 Reduced 1.0%
$150B
$4.47 Million 1.87% of portfolio
14,357
Q1 2025 Added 0.63%
$58.5B
$3.93 Million 1.65% of portfolio
17,158
Q4 2024 Added 0.18%
$79.5B
$3.94 Million 1.65% of portfolio
31,455
Q1 2025 Reduced 9.23%
$184B
$3.61 Million 1.51% of portfolio
27,247
Q1 2025 Added 0.74%
$184B
$3.54 Million 1.48% of portfolio
23,617
Q1 2025 Added 0.19%
$50.2B
$3.45 Million 1.44% of portfolio
54,367
Q1 2025 Added 44.14%
$68.5B
$2.9 Million 1.22% of portfolio
19,916
Q1 2025 Added 1.53%
$53.9B
$2.77 Million 1.16% of portfolio
149,000
Q1 2025 Reduced 9.15%
$75.6B
$2.32 Million 0.97% of portfolio
35,567
Q1 2025 Reduced 2.73%
$37.4B
$2.32 Million 0.97% of portfolio
30,325
Q1 2025 Reduced 0.66%
$38.7B
$2.09 Million 0.87% of portfolio
20,221
Q1 2025 Added 1.0%
$133B
$1.96 Million 0.82% of portfolio
27,667
Q1 2025 Reduced 9.93%
$186B
$1.66 Million 0.7% of portfolio
3,045
Q1 2025 Added 23.28%
$165B
$1.41 Million 0.59% of portfolio
14,327
Q1 2025 Reduced 6.52%
$32.1B
$1.24 Million 0.52% of portfolio
13,800
Q1 2025 Reduced 4.17%
$70.1B
$1.21 Million 0.51% of portfolio
6,733
Q2 2024 Reduced 6.91%
$35.9B
$1.12 Million 0.47% of portfolio
14,913
Q1 2024 Reduced 0.86%
$102B
$874,000 0.37% of portfolio
14,331
Q4 2024 Reduced 9.48%
$77.9B
$586,000 0.25% of portfolio
3,500
Q1 2025 Reduced 23.08%
$115B
$570,000 0.24% of portfolio
2,100
Q1 2025 Reduced 79.21%
$38.4B
$513,000 0.21% of portfolio
2,775
Q4 2022 Reduced 1.77%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $239 Million
  • Prior Value $251 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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