Bennett Selby Investments
Latest statistics and disclosures from Bennett Selby Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, AAPL, META, BKNG, V, and represent 48.82% of Bennett Selby Investments's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$5.1M), UBER, NVDA, BKLN, BA, SCHB, SCHX, KNSL, KKR, AMGN.
- Started 5 new stock positions in BA, KKR, SCHB, AMGN, VB.
- Reduced shares in these 10 stocks: PDI, POOL, SCYB, ZTS, SBUX, , ACGL, ADBE, PAYC, CNI.
- Sold out of its position in ULTA.
- Bennett Selby Investments was a net buyer of stock by $9.4M.
- Bennett Selby Investments has $311M in assets under management (AUM), dropping by 2.67%.
- Central Index Key (CIK): 0001840740
Tip: Access up to 7 years of quarterly data
Positions held by Bennett Selby Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Bennett Selby Investments
Bennett Selby Investments holds 84 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 14.6 | $45M | 145k | 313.80 |
|
|
| Apple (AAPL) | 13.1 | $41M | 150k | 271.86 |
|
|
| Meta Platforms Cl A (META) | 7.5 | $23M | 36k | 660.09 |
|
|
| Booking Holdings (BKNG) | 6.9 | $21M | 4.0k | 5354.67 |
|
|
| Visa Com Cl A (V) | 6.6 | $21M | 59k | 350.71 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.0 | $12M | 25k | 502.65 |
|
|
| Mastercard Incorporated Cl A (MA) | 3.7 | $11M | 20k | 570.88 |
|
|
| Microsoft Corporation (MSFT) | 3.0 | $9.2M | 19k | 483.62 |
|
|
| NVIDIA Corporation (NVDA) | 2.7 | $8.4M | +18% | 45k | 186.50 |
|
| Amazon (AMZN) | 2.7 | $8.4M | 37k | 230.82 |
|
|
| Floor & Decor Hldgs Cl A (FND) | 2.4 | $7.3M | 121k | 60.89 |
|
|
| Marsh & McLennan Companies | 2.2 | $6.9M | 37k | 185.52 |
|
|
| Domino's Pizza (DPZ) | 1.9 | $5.8M | 14k | 416.82 |
|
|
| Netflix (NFLX) | 1.8 | $5.7M | +923% | 61k | 93.76 |
|
| Uber Technologies (UBER) | 1.6 | $5.1M | +72% | 62k | 81.71 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $4.6M | +2% | 6.8k | 681.89 |
|
| Johnson & Johnson (JNJ) | 1.2 | $3.8M | 18k | 206.95 |
|
|
| Wells Fargo & Company (WFC) | 1.0 | $3.1M | 33k | 93.20 |
|
|
| Nike CL B (NKE) | 1.0 | $3.0M | -2% | 48k | 63.71 |
|
| Novo-nordisk A S Adr (NVO) | 1.0 | $3.0M | +4% | 58k | 50.88 |
|
| Gra (GGG) | 0.9 | $2.9M | 36k | 81.97 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.8M | 8.8k | 322.20 |
|
|
| Starbucks Corporation (SBUX) | 0.9 | $2.8M | -7% | 33k | 84.21 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $2.6M | +2% | 2.4k | 1074.80 |
|
| Celsius Hldgs Com New (CELH) | 0.8 | $2.6M | 57k | 45.74 |
|
|
| Trex Company (TREX) | 0.8 | $2.4M | 67k | 35.08 |
|
|
| Costco Wholesale Corporation (COST) | 0.7 | $2.1M | +6% | 2.4k | 862.25 |
|
| Kinsale Cap Group (KNSL) | 0.6 | $1.9M | +18% | 4.9k | 391.12 |
|
| Union Pacific Corporation (UNP) | 0.6 | $1.7M | 7.5k | 231.33 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.5 | $1.7M | -2% | 25k | 68.23 |
|
| On Hldg Namen Akt A (ONON) | 0.5 | $1.7M | +4% | 36k | 46.48 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $1.6M | +3% | 5.3k | 303.89 |
|
| McDonald's Corporation (MCD) | 0.5 | $1.6M | 5.1k | 305.61 |
|
|
| Msci (MSCI) | 0.5 | $1.5M | 2.5k | 573.68 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.4 | $1.3M | +385% | 62k | 21.00 |
|
| Zoetis Cl A (ZTS) | 0.4 | $1.3M | -17% | 10k | 125.82 |
|
| NVR (NVR) | 0.4 | $1.3M | +15% | 176.00 | 7292.77 |
|
| TJX Companies (TJX) | 0.4 | $1.2M | 8.0k | 153.60 |
|
|
| Verisign (VRSN) | 0.4 | $1.2M | 4.7k | 242.93 |
|
|
| Ferrari Nv Ord (RACE) | 0.4 | $1.1M | +19% | 2.9k | 369.56 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.0M | 3.1k | 335.22 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.0M | 1.7k | 614.43 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $1.0M | +6% | 18k | 55.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $964k | 1.4k | 684.94 |
|
|
| Coca-Cola Company (KO) | 0.3 | $946k | 14k | 69.91 |
|
|
| Lowe's Companies (LOW) | 0.3 | $924k | -5% | 3.8k | 241.14 |
|
| Broadcom (AVGO) | 0.3 | $914k | 2.6k | 346.10 |
|
|
| TransDigm Group Incorporated (TDG) | 0.3 | $886k | 666.00 | 1329.85 |
|
|
| Home Depot (HD) | 0.3 | $883k | 2.6k | 344.11 |
|
|
| Paycom Software (PAYC) | 0.3 | $871k | -11% | 5.5k | 159.34 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $781k | 4.7k | 167.94 |
|
|
| Monster Beverage Corp (MNST) | 0.2 | $767k | 10k | 76.67 |
|
|
| Tractor Supply Company (TSCO) | 0.2 | $747k | 15k | 50.01 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $645k | +90% | 24k | 26.91 |
|
| Boeing Company (BA) | 0.2 | $641k | NEW | 3.0k | 217.12 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $637k | 2.4k | 268.30 |
|
|
| IDEXX Laboratories (IDXX) | 0.2 | $595k | 880.00 | 676.53 |
|
|
| Colgate-Palmolive Company (CL) | 0.2 | $586k | -3% | 7.4k | 79.02 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $574k | -24% | 6.0k | 95.92 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $570k | NEW | 22k | 26.23 |
|
| Pimco Dynamic Income SHS (PDI) | 0.2 | $519k | -67% | 29k | 17.71 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $516k | 5.5k | 94.21 |
|
|
| Docusign (DOCU) | 0.2 | $499k | -6% | 7.3k | 68.40 |
|
| Kla Corp Com New (KLAC) | 0.1 | $459k | 378.00 | 1215.08 |
|
|
| Mettler-Toledo International (MTD) | 0.1 | $431k | 309.00 | 1394.19 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $411k | 1.3k | 313.00 |
|
|
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $390k | +16% | 16k | 24.90 |
|
| Canadian Natl Ry (CNI) | 0.1 | $367k | -23% | 3.7k | 98.84 |
|
| Pool Corporation (POOL) | 0.1 | $356k | -69% | 1.6k | 228.76 |
|
| Builders FirstSource (BLDR) | 0.1 | $300k | -11% | 2.9k | 102.89 |
|
| Verisk Analytics (VRSK) | 0.1 | $296k | +9% | 1.3k | 223.68 |
|
| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.1 | $293k | -61% | 11k | 26.42 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $273k | 482.00 | 566.36 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $273k | -16% | 7.4k | 37.00 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $272k | -37% | 777.00 | 349.99 |
|
| O'reilly Automotive (ORLY) | 0.1 | $230k | 2.5k | 91.21 |
|
|
| Cisco Systems (CSCO) | 0.1 | $228k | 3.0k | 77.03 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $228k | 2.6k | 87.35 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $227k | 882.00 | 257.21 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $220k | 1.4k | 154.14 |
|
|
| Kkr & Co (KKR) | 0.1 | $212k | NEW | 1.7k | 127.49 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $210k | 561.00 | 373.44 |
|
|
| Amgen (AMGN) | 0.1 | $209k | NEW | 637.00 | 327.31 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $204k | NEW | 789.00 | 257.97 |
|
Past Filings by Bennett Selby Investments
SEC 13F filings are viewable for Bennett Selby Investments going back to 2020
- Bennett Selby Investments 2025 Q4 filed Jan. 8, 2026
- Bennett Selby Investments 2025 Q3 filed Oct. 8, 2025
- Bennett Selby Investments 2025 Q2 filed July 17, 2025
- Bennett Selby Investments 2025 Q1 filed April 14, 2025
- Bennett Selby Investments 2024 Q4 filed Jan. 21, 2025
- Bennett Selby Investments 2024 Q3 filed Oct. 10, 2024
- Bennett Selby Investments 2024 Q2 filed July 10, 2024
- Bennett Selby Investments 2024 Q1 filed April 11, 2024
- Bennett Selby Investments 2024 Q1 restated filed April 11, 2024
- Bennett Selby Investments 2023 Q4 filed Jan. 8, 2024
- Bennett Selby Investments 2023 Q3 filed Oct. 16, 2023
- Bennett Selby Investments 2023 Q3 restated filed Oct. 16, 2023
- Bennett Selby Investments 2023 Q3 restated filed Oct. 16, 2023
- Bennett Selby Investments 2023 Q2 filed July 18, 2023
- Bennett Selby Investments 2023 Q1 restated filed May 9, 2023
- Bennett Selby Investments 2023 Q1 filed May 8, 2023