Bennett Selby Investments
Latest statistics and disclosures from Bennett Selby Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOG, META, BKNG, V, and represent 46.55% of Bennett Selby Investments's stock portfolio.
- Added to shares of these 10 stocks: PDI, UBER, SCYB, LLY, COST, SCHJ, KNSL, BKLN, NVO, ULTA.
- Started 6 new stock positions in BKLN, IWB, PDI, SCHJ, SCYB, ULTA.
- Reduced shares in these 10 stocks: FDS, SBUX, IJK, POOL, ADBE, BKNG, NKE, JPM, AAPL, CSCO.
- Sold out of its positions in FDS, IJK.
- Bennett Selby Investments was a net buyer of stock by $6.0M.
- Bennett Selby Investments has $302M in assets under management (AUM), dropping by 7.64%.
- Central Index Key (CIK): 0001840740
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Portfolio Holdings for Bennett Selby Investments
Bennett Selby Investments holds 80 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Om (AAPL) | 12.6 | $38M | 150k | 254.63 |
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| Alphabet Ap Stk Cl C (GOOG) | 11.7 | $35M | 145k | 243.55 |
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| Meta Platforms L A (META) | 8.6 | $26M | 35k | 734.39 |
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| Booking Holdings Om (BKNG) | 7.1 | $22M | 4.0k | 5399.79 |
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| Visa Om Cl A (V) | 6.6 | $20M | 58k | 341.38 |
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| Berkshire Hathaway Inc Del L B New (BRK.B) | 4.1 | $12M | 25k | 502.74 |
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| Mastercard Incorporated L A (MA) | 3.7 | $11M | 20k | 568.82 |
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| Microsoft Corp Om (MSFT) | 3.3 | $9.8M | 19k | 517.96 |
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| Floor & Decor Hldgs L A (FND) | 3.0 | $9.0M | 122k | 73.70 |
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| Amazon Om (AMZN) | 2.6 | $8.0M | 36k | 219.57 |
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| Marsh & Mclennan Cos Om (MMC) | 2.5 | $7.4M | 37k | 201.53 |
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| Nvidia Corporation Om (NVDA) | 2.4 | $7.2M | 38k | 186.58 |
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| Netflix Om (NFLX) | 2.3 | $7.1M | 5.9k | 1198.92 |
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| Dominos Pizza Om (DPZ) | 2.0 | $6.0M | 14k | 431.70 |
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| Spdr S&p 500 Etf Tr R Unit (SPY) | 1.5 | $4.4M | 6.6k | 666.21 |
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| Uber Technologies Om (UBER) | 1.2 | $3.5M | +36% | 36k | 97.97 |
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| Trex Om (TREX) | 1.1 | $3.5M | 67k | 51.67 |
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| Nike L B (NKE) | 1.1 | $3.4M | 49k | 69.73 |
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| Johnson & Johnson Om (JNJ) | 1.1 | $3.4M | 18k | 185.42 |
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| Celsius Hldgs Om New (CELH) | 1.1 | $3.3M | 57k | 57.49 |
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| Novo-nordisk A S DR (NVO) | 1.0 | $3.1M | +8% | 56k | 55.49 |
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| Graco Om (GGG) | 1.0 | $3.1M | 36k | 84.96 |
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| Starbucks Corp Om (SBUX) | 1.0 | $3.1M | -7% | 36k | 84.60 |
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| Wells Fargo Om (WFC) | 0.9 | $2.8M | 33k | 83.82 |
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| Jpmorgan Chase & Co. Om (JPM) | 0.9 | $2.8M | 8.8k | 315.45 |
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| Costco Whsl Corp Om (COST) | 0.7 | $2.1M | +19% | 2.3k | 925.51 |
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| Zoetis L A (ZTS) | 0.6 | $1.8M | 13k | 146.32 |
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| Pimco Dynamic Income HS (PDI) | 0.6 | $1.8M | NEW | 91k | 19.80 |
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| Eli Lilly & Co Om (LLY) | 0.6 | $1.8M | +44% | 2.3k | 763.08 |
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| Union Pac Corp Om (UNP) | 0.6 | $1.8M | 7.5k | 236.36 |
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| Kinsale Cap Group Om (KNSL) | 0.6 | $1.7M | +20% | 4.1k | 425.26 |
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| Restaurant Brands Intl Om (QSR) | 0.5 | $1.6M | 26k | 64.14 |
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| Pool Corp Om (POOL) | 0.5 | $1.6M | -9% | 5.1k | 310.09 |
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| Mcdonalds Corp Om (MCD) | 0.5 | $1.6M | 5.1k | 303.90 |
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| Msci Om (MSCI) | 0.5 | $1.4M | +6% | 2.5k | 567.48 |
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| Taiwan Semiconductor Mfg Ponsored Ads (TSM) | 0.5 | $1.4M | 5.2k | 279.29 |
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| On Hldg Amen Akt A (ONON) | 0.5 | $1.4M | +10% | 34k | 42.35 |
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| Verisign Om (VRSN) | 0.4 | $1.3M | 4.7k | 279.59 |
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| Paycom Software Om (PAYC) | 0.4 | $1.3M | 6.2k | 208.15 |
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| NVR Om (NVR) | 0.4 | $1.2M | +2% | 153.00 | 8034.66 |
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| Ferrari N V Om (RACE) | 0.4 | $1.2M | +6% | 2.5k | 485.22 |
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| Tjx Cos Om (TJX) | 0.4 | $1.2M | 8.0k | 144.53 |
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| Home Depot Om (HD) | 0.3 | $1.0M | 2.6k | 405.19 |
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| Vanguard Index Fds Otal Stk Mkt (VTI) | 0.3 | $1.0M | 3.1k | 328.12 |
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| Invesco Qqq Tr Nit Ser 1 (QQQ) | 0.3 | $1.0M | 1.7k | 600.31 |
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| Lowes Cos Om (LOW) | 0.3 | $1.0M | 4.1k | 251.29 |
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| Ishares Tr Ore S&p500 Etf (IVV) | 0.3 | $942k | 1.4k | 669.30 |
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| Bank America Corp Om (BAC) | 0.3 | $890k | -2% | 17k | 51.59 |
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| Coca Cola Om (KO) | 0.3 | $887k | +2% | 13k | 66.32 |
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| Transdigm Group Om (TDG) | 0.3 | $873k | 662.00 | 1318.02 |
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| Broadcom Om (AVGO) | 0.3 | $871k | 2.6k | 329.91 |
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| Tractor Supply Om (TSCO) | 0.3 | $849k | 15k | 56.87 |
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| Schwab Strategic Tr Igh Yield Bd Et (SCYB) | 0.3 | $773k | NEW | 29k | 26.73 |
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| Ishares Tr Ore S&p Us Gwt (IUSG) | 0.3 | $765k | 4.7k | 164.54 |
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| Arch Cap Group RD (ACGL) | 0.2 | $723k | +26% | 8.0k | 90.73 |
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| Monster Beverage Corp Om (MNST) | 0.2 | $673k | 10k | 67.31 |
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| Colgate Palmolive Om (CL) | 0.2 | $615k | +31% | 7.7k | 79.94 |
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| Accenture Plc Ireland Hs Class A (ACN) | 0.2 | $592k | -2% | 2.4k | 246.60 |
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| Idexx Labs Om (IDXX) | 0.2 | $562k | 880.00 | 638.89 |
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| Docusign Om (DOCU) | 0.2 | $562k | +10% | 7.8k | 72.09 |
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| Canadian Natl Ry Om (CNI) | 0.2 | $458k | 4.9k | 94.29 |
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| Adobe Om (ADBE) | 0.1 | $439k | -22% | 1.2k | 352.75 |
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| Toronto Dominion Bk Ont Om New (TD) | 0.1 | $438k | 5.5k | 79.96 |
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| Kla Corp Om New (KLAC) | 0.1 | $408k | 378.00 | 1078.60 |
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| Builders Firstsource Om (BLDR) | 0.1 | $402k | +28% | 3.3k | 121.25 |
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| Mettler Toledo International Om (MTD) | 0.1 | $381k | 310.00 | 1227.61 |
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| Chipotle Mexican Grill Om (CMG) | 0.1 | $348k | +19% | 8.9k | 39.19 |
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| Schwab Strategic Tr 5yr Corp Bd (SCHJ) | 0.1 | $336k | NEW | 14k | 24.95 |
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| Schwab Strategic Tr S Lrg Cap Etf (SCHX) | 0.1 | $332k | 13k | 26.34 |
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| Alphabet Ap Stk Cl A (GOOGL) | 0.1 | $319k | 1.3k | 243.10 |
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| Verisk Analytics Om (VRSK) | 0.1 | $304k | 1.2k | 251.47 |
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| Oreilly Automotive Om (ORLY) | 0.1 | $272k | 2.5k | 107.81 |
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| Invesco Exch Traded Fd Tr Ii R Ln Etf (BKLN) | 0.1 | $268k | NEW | 13k | 20.93 |
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| Automatic Data Processing In Om (ADP) | 0.1 | $259k | 882.00 | 293.45 |
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| Blackstone Om (BX) | 0.1 | $244k | 1.4k | 170.85 |
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| Otis Worldwide Corp Om (OTIS) | 0.1 | $238k | +13% | 2.6k | 91.43 |
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| Intuitive Surgical Om New (ISRG) | 0.1 | $216k | +11% | 482.00 | 447.23 |
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| Ulta Beauty Om (ULTA) | 0.1 | $213k | NEW | 389.00 | 546.75 |
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| Ishares Tr Us 1000 Etf (IWB) | 0.1 | $205k | NEW | 561.00 | 365.48 |
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| Cisco Sys Om (CSCO) | 0.1 | $203k | -10% | 3.0k | 68.42 |
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Past Filings by Bennett Selby Investments
SEC 13F filings are viewable for Bennett Selby Investments going back to 2020
- 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
- Bennett Selby Investments 2022 Q4 filed Jan. 18, 2023