Stock Taper 
SELWAY ASSET MANAGEMENT
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cummins Inc. | CMI | 17.58K | $5.51M |
 American Express Company | AXP | 18.35K | $4.94M |
 Teleflex Incorporated | TFX | 19.38K | $2.68M |
 Marathon Petroleum Corporation | MPC | 19.92K | $2.9M |
 Otis Worldwide Corporation | OTIS | 20.22K | $2.09M |
 The Home Depot, Inc. | HD | 20.97K | $7.68M |
 Chubb Limited | CB | 21.93K | $6.62M |
 Amazon.com, Inc. | AMZN | 22.02K | $4.19M |
 Cigna Corporation | CI | 22.25K | $7.32M |
 FedEx Corporation | FDX | 22.76K | $5.55M |
 PepsiCo, Inc. | PEP | 23.62K | $3.54M |
 Zimmer Biomet Holdings, Inc. | ZBH | 23.88K | $2.7M |
 Wells Fargo & Company | WFC | 27.2K | $1.95M |
 RTX Corporation | RTX | 27.25K | $3.61M |
 Citigroup Inc. | C | 27.67K | $1.96M |
 Polaris Inc. | PII | 27.74K | $1.14M |
 Generac Holdings Inc. | GNRC | 30.16K | $3.82M |
 Cognizant Technology Solutions Corporation | CTSH | 30.32K | $2.32M |
 Chevron Corporation | CVX | 30.93K | $5.17M |
 PayPal Holdings, Inc. | PYPL | 35.57K | $2.32M |