Burroughs Hutchinson

Selway Asset Management as of March 31, 2014

Portfolio Holdings for Selway Asset Management

Selway Asset Management holds 60 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Qualcomm (QCOM) 5.0 $8.9M 113k 78.86
Ensco Plc Shs Class A 4.1 $7.3M 138k 52.78
Cameron International Corporation 3.6 $6.5M 105k 61.77
Fifth Street Finance 3.4 $6.1M 649k 9.46
JPMorgan Chase & Co. (JPM) 3.4 $6.0M 99k 60.71
Cisco Systems (CSCO) 3.2 $5.7M 254k 22.42
PennantPark Investment (PNNT) 3.2 $5.6M 510k 11.05
Bed Bath & Beyond 3.1 $5.6M 82k 68.80
CVS Caremark Corporation (CVS) 3.1 $5.5M 73k 74.86
Prospect Capital Corporation (PSEC) 3.0 $5.3M 490k 10.80
Johnson & Johnson (JNJ) 2.6 $4.6M 47k 98.23
Apple (AAPL) 2.5 $4.5M 8.4k 536.72
Medley Capital Corporation 2.3 $4.1M 304k 13.61
Abbott Laboratories (ABT) 2.3 $4.1M 107k 38.51
Schlumberger (SLB) 2.3 $4.1M 42k 97.50
TICC Capital 2.3 $4.1M 418k 9.78
EMC Corporation 2.3 $4.1M 148k 27.41
Express Scripts Holding 2.2 $4.0M 53k 75.10
International Business Machines (IBM) 2.2 $3.9M 21k 192.49
Directv 2.1 $3.8M 50k 76.43
Walt Disney Company (DIS) 2.1 $3.8M 47k 80.07
eBay (EBAY) 2.1 $3.8M 68k 55.24
Deere & Company (DE) 2.1 $3.8M 42k 90.79
Wal-Mart Stores (WMT) 2.1 $3.7M 48k 76.44
General Electric Company 2.0 $3.7M 142k 25.89
BP (BP) 1.9 $3.4M 71k 48.10
Apollo Investment 1.8 $3.3M 391k 8.31
FedEx Corporation (FDX) 1.8 $3.2M 24k 132.57
F5 Networks (FFIV) 1.8 $3.2M 30k 106.63
Apache Corporation 1.6 $2.9M 35k 82.96
Pepsi (PEP) 1.3 $2.3M 27k 83.51
Stryker Corporation (SYK) 1.3 $2.2M 28k 81.45
Morgan Stanley Cap Tr Vi p 1.3 $2.3M 89k 25.46
Solar Cap (SLRC) 1.2 $2.2M 101k 21.78
Capital One Financial (COF) 1.2 $2.1M 27k 77.16
Cognizant Technology Solutions (CTSH) 1.1 $2.0M 40k 50.60
Microsoft Corporation (MSFT) 1.0 $1.9M 45k 41.00
Chicago Bridge & Iron Company 1.0 $1.8M 21k 87.14
Transocean 0.9 $1.7M 41k 41.35
Dick's Sporting Goods (DKS) 0.9 $1.6M 30k 54.60
Wells Fargo & Company (WFC) 0.9 $1.6M 33k 49.75
Verizon Communications (VZ) 0.9 $1.6M 35k 47.56
Intel Corporation (INTC) 0.9 $1.6M 63k 25.82
Devon Energy Corporation (DVN) 0.9 $1.6M 24k 66.93
Caterpillar (CAT) 0.8 $1.5M 15k 99.37
Chevron Corporation (CVX) 0.8 $1.5M 13k 118.91
Broadcom Corporation 0.8 $1.4M 46k 31.47
Aegon 6 1/2 0.7 $1.3M 52k 25.45
Ml Capital Tr Iv Tr Pfd equs 0.7 $1.3M 51k 25.44
Royal Bk Scotland Group Plc spon adr ser h 0.7 $1.2M 49k 25.01
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.7 $1.2M 18k 67.66
WESCO International (WCC) 0.4 $691k 8.3k 83.25
0.4 $657k 26k 25.46
Atwood Oceanics 0.3 $504k 10k 50.40
Blackrock Kelso Capital (BKCC) 0.3 $458k 50k 9.16
Mountain West Finl 0.3 $462k 33k 13.99
Vanguard REIT ETF (VNQ) 0.2 $353k 5.0k 70.60
Ace Limited Cmn 0.2 $307k 3.1k 99.03
Duke Realty Corp p 0.1 $224k 9.2k 24.27
TJX Companies (TJX) 0.1 $206k 3.4k 60.52