Selway Asset Management
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-03-31, active share 68.5%; sector active share 15.9% against the combined 13F book's sector weights.
Over time 21 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
74 tracked positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Portfolio Trend
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.8% | $66,773,977 |
| Financial Services | 16.2% | $38,990,489 |
| Unclassified | 16.1% | $38,836,179 |
| Industrials | 12.1% | $29,220,858 |
| Healthcare | 9.6% | $23,041,567 |
| Consumer Cyclical | 5.8% | $14,013,959 |
| Communication Services | 5.8% | $13,845,867 |
| Energy | 4.6% | $11,130,347 |
| Consumer Defensive | 1.9% | $4,660,203 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PML | Pimco Municipal Income Fund II | +45,000 | 60,000 | $486,000 | |
| CARR | CARRIER GLOBAL Corp | +16,650 | 54,367 | $3,446,867 | |
| GME | GameStop Corp. | +16,500 | 45,000 | $1,004,400 | |
| HPI | John Hancock Preferred Income Fund | +9,440 | 27,425 | $454,980 | |
| SHV | iShares 0-1 Year Treasury Bond ETF | +7,845 | 180,770 | $19,967,854 | |
| ORCL | Oracle Corp | +7,150 | 45,925 | $6,420,774 | |
| GOOGL | Alphabet Inc. | +1,540 | 58,649 | $9,069,481 | |
| GS | Goldman Sachs Group Inc | +575 | 3,045 | $1,663,453 | |
| MPC | Marathon Petroleum Corp | +300 | 19,916 | $2,901,562 | |
| OTIS | Otis Worldwide Corp | +200 | 20,221 | $2,086,807 | |
| RTX | RTX Corp | +200 | 27,247 | $3,609,137 | |
| AMGN | Amgen Inc | +90 | 14,357 | $4,472,923 | |
| HD | Home Depot, Inc. | +75 | 20,967 | $7,684,195 | |
| CB | Chubb Ltd | +75 | 21,927 | $6,621,734 | |
| AXP | American Express Co | +75 | 18,347 | $4,936,260 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +50 | 1,750 | $949,165 | |
| PEP | Pepsico Inc | +45 | 23,617 | $3,541,132 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UVIX | VS Trust | −18,200 | 64,300 | $2,394,210 | |
| ET | Energy Transfer LP | −15,000 | 149,000 | $2,769,910 | |
| BHK | Blackrock Core Bond Trust | −11,450 | 94,465 | $1,024,945 | |
| EAD | Allspring Income Opportunities Fund | −11,000 | 58,020 | $396,856 | |
| WFC | Wells Fargo & Company | −10,600 | 27,200 | $1,952,688 | |
| AAPL | Apple Inc. | −10,237 | 106,429 | $23,641,073 | |
| ETN | Eaton Corp plc | −8,000 | 2,100 | $570,843 | |
| BGB | Blackstone Strategic Credit 2027 Term Fund | −4,900 | 47,005 | $567,820 | |
| FISV | Fiserv Inc | −3,200 | 31,455 | $6,946,207 | |
| C | Citigroup Inc | −3,050 | 27,667 | $1,964,080 | |
| SVXY | −2,100 | 50,200 | $2,297,152 | ||
| IBM | International Business Machines Corp | −1,750 | 1,800 | $447,588 | |
| EVV | Eaton Vance Ltd Duration Income Fund | −1,475 | 59,404 | $592,851 | |
| ZBH | Zimmer Biomet Holdings, Inc. | −1,300 | 23,879 | $2,702,625 | |
| FRA | Blackrock Floating Rate Income Strategies Fund, Inc. | −1,200 | 11,900 | $153,748 | |
| AVGO | Broadcom Inc. | −1,050 | 3,500 | $586,005 | |
| JPM | Jpmorgan Chase & Co | −1,045 | 39,462 | $9,680,028 | |
| PYPL | PayPal Holdings, Inc. | −1,000 | 35,567 | $2,320,746 | |
| DIS | Walt Disney Co | −1,000 | 14,327 | $1,414,074 | |
| RSP | Victory Portfolios II | −700 | 3,088 | $534,934 | |
| HPS | John Hancock Preferred Income Fund III | −680 | 26,830 | $402,450 | |
| XOM | ExxonMobil Holdings Corp | −625 | 2,400 | $285,432 | |
| STT | State Street Corp | −600 | 13,800 | $1,235,514 | |
| CSCO | Cisco Systems, Inc. | −590 | 114,567 | $7,069,929 | |
| AMZN | Amazon Com Inc | −575 | 22,020 | $4,189,525 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 106,429 | $23,641,073 | 9.83% | |
| SHV |
iShares 0-1 Year Treasury Bond ETF
|
Added | 180,770 | $19,967,854 | 8.30% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 36,554 | $13,722,006 | 5.71% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 39,462 | $9,680,028 | 4.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 58,649 | $9,069,481 | 3.77% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 20,967 | $7,684,195 | 3.19% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 22,248 | $7,319,592 | 3.04% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 46,309 | $7,113,525 | 2.96% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 114,567 | $7,069,929 | 2.94% | |
| FISV |
Fiserv Inc
|
Reduced | 31,455 | $6,946,207 | 2.89% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 21,927 | $6,621,734 | 2.75% | |
| ORCL |
Oracle Corp
Technology
|
Added | 45,925 | $6,420,774 | 2.67% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 22,760 | $5,548,434 | 2.31% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 17,583 | $5,511,215 | 2.29% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 30,925 | $5,173,443 | 2.15% | |
| AXP |
American Express Co
Financial Services
|
Added | 18,347 | $4,936,260 | 2.05% | |
| ADBE |
Adobe Inc.
Technology
|
NEW | 12,650 | $4,851,654 | 2.02% | |
| DE |
Deere & Co
Industrials
|
Held | 9,860 | $4,627,791 | 1.92% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 14,357 | $4,472,923 | 1.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 22,020 | $4,189,525 | 1.74% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Held | 17,158 | $3,930,211 | 1.63% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
Reduced | 30,160 | $3,819,764 | 1.59% | |
| RTX |
RTX Corp
Industrials
|
Added | 27,247 | $3,609,137 | 1.50% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 23,617 | $3,541,132 | 1.47% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Added | 54,367 | $3,446,867 | 1.43% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 5,400 | $3,112,344 | 1.29% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 19,916 | $2,901,562 | 1.21% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 149,000 | $2,769,910 | 1.15% | |
| ZBH |
Zimmer Biomet Holdings, Inc.
Healthcare
|
Reduced | 23,879 | $2,702,625 | 1.12% | |
| TFX |
Teleflex Inc
Healthcare
|
Held | 19,375 | $2,677,431 | 1.11% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 4,384 | $2,452,365 | 1.02% | |
| UVIX |
VS Trust
|
Reduced | 64,300 | $2,394,210 | 1.00% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Reduced | 35,567 | $2,320,746 | 0.96% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Reduced | 30,325 | $2,319,862 | 0.96% | |
| SVXY |
|
Reduced | 50,200 | $2,297,152 | 0.96% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Added | 20,221 | $2,086,807 | 0.87% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 27,667 | $1,964,080 | 0.82% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Reduced | 27,200 | $1,952,688 | 0.81% | |
| V |
Visa Inc.
Financial Services
|
Held | 5,340 | $1,871,456 | 0.78% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 3,045 | $1,663,453 | 0.69% | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Reduced | 9,780 | $1,427,977 | 0.59% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 14,327 | $1,414,074 | 0.59% | |
| STT |
State Street Corp
Financial Services
|
Reduced | 13,800 | $1,235,514 | 0.51% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 6,733 | $1,207,226 | 0.50% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,250 | $1,198,305 | 0.50% | |
| PII |
Polaris Inc.
Consumer Cyclical
|
Reduced | 27,744 | $1,135,839 | 0.47% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Held | 14,913 | $1,119,071 | 0.47% | |
| BHK |
Blackrock Core Bond Trust
Financial Services
|
Reduced | 94,465 | $1,024,945 | 0.43% | |
| GME |
GameStop Corp.
Consumer Cyclical
|
Added | 45,000 | $1,004,400 | 0.42% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 1,750 | $949,165 | 0.39% |
Showing the top 50 of 74 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.