Stock Taper 
SELWAY ASSET MANAGEMENT
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Energy Transfer LP | ET | 149K | $2.77M |
 Cisco Systems, Inc. | CSCO | 114.57K | $7.07M |
 Apple Inc. | AAPL | 106.43K | $23.64M |
 Alphabet Inc. | GOOGL | 58.65K | $9.07M |
 Carrier Global Corporation | CARR | 54.37K | $3.45M |
 QUALCOMM Incorporated | QCOM | 46.31K | $7.11M |
 Oracle Corporation | ORCL | 45.92K | $6.42M |
 GameStop Corp. | GME | 45K | $1M |
 JPMorgan Chase & Co. | JPM | 39.46K | $9.68M |
 Microsoft Corporation | MSFT | 36.55K | $13.72M |
 PayPal Holdings, Inc. | PYPL | 35.57K | $2.32M |
 Chevron Corporation | CVX | 30.93K | $5.17M |
 Cognizant Technology Solutions Corporation | CTSH | 30.32K | $2.32M |
 Generac Holdings Inc. | GNRC | 30.16K | $3.82M |
 Polaris Inc. | PII | 27.74K | $1.14M |
 Citigroup Inc. | C | 27.67K | $1.96M |
 RTX Corporation | RTX | 27.25K | $3.61M |
 Wells Fargo & Company | WFC | 27.2K | $1.95M |
 Zimmer Biomet Holdings, Inc. | ZBH | 23.88K | $2.7M |
 PepsiCo, Inc. | PEP | 23.62K | $3.54M |