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, V, BKNG, and represent 47.60% of Bennett Selby Investments's stock portfolio.
- Added to shares of these 10 stocks: UBER, NVDA, V, SCHF, ADBE, BKNG, IWF, RACE, MA, ROST.
- Started 3 new stock positions in IWF, ROST, SCHF.
- Reduced shares in these 10 stocks: NVO, DPZ, DOCU, , PAYC, NKE, OTIS, ADP, BX, KKR.
- Sold out of its positions in ADP, BX, DOCU, KKR, OTIS, POOL.
- Bennett Selby Investments was a net buyer of stock by $3.6M.
- Bennett Selby Investments has $285M in assets under management (AUM), dropping by -8.31%.
- Central Index Key (CIK): 0001840740
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Portfolio Holdings for Bennett Selby Investments
Bennett Selby Investments holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 14.6 | $42M | 145k | 286.86 |
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| Apple (AAPL) | 13.4 | $38M | 150k | 253.79 |
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| Meta Platforms Cl A (META) | 7.1 | $20M | 36k | 572.13 |
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| Visa Com Cl A (V) | 6.4 | $18M | +3% | 61k | 302.24 |
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| Booking Holdings (BKNG) | 6.1 | $17M | +2% | 4.1k | 4210.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $12M | 25k | 479.20 |
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| Mastercard Incorporated Cl A (MA) | 3.6 | $10M | +2% | 20k | 499.66 |
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| NVIDIA Corporation (NVDA) | 3.3 | $9.5M | +20% | 55k | 174.40 |
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| Amazon (AMZN) | 2.7 | $7.7M | 37k | 208.27 |
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| Uber Technologies (UBER) | 2.5 | $7.2M | +61% | 100k | 71.93 |
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| Microsoft Corporation (MSFT) | 2.5 | $7.1M | 19k | 370.17 |
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| Marsh & McLennan Companies (MRSH) | 2.3 | $6.6M | +2% | 38k | 173.45 |
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| Floor & Decor Hldgs Cl A (FND) | 2.2 | $6.2M | 122k | 50.80 |
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| Netflix (NFLX) | 2.1 | $5.9M | 61k | 96.15 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $4.5M | 6.9k | 650.30 |
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| Johnson & Johnson (JNJ) | 1.6 | $4.5M | 18k | 244.44 |
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| Domino's Pizza (DPZ) | 1.5 | $4.3M | -14% | 12k | 358.79 |
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| Gra (GGG) | 1.1 | $3.0M | 36k | 84.65 |
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| Starbucks Corporation (SBUX) | 1.0 | $2.9M | -3% | 32k | 89.59 |
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| Wells Fargo & Company (WFC) | 0.9 | $2.6M | 33k | 79.61 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $2.6M | 8.8k | 294.15 |
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| Costco Wholesale Corporation (COST) | 0.8 | $2.4M | -2% | 2.4k | 996.34 |
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| Trex Company (TREX) | 0.8 | $2.2M | -8% | 61k | 36.42 |
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| Eli Lilly & Co. (LLY) | 0.8 | $2.2M | 2.4k | 919.88 |
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| Nike CL B (NKE) | 0.8 | $2.2M | -12% | 42k | 52.82 |
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| Celsius Hldgs Com New (CELH) | 0.7 | $2.0M | 57k | 35.48 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.7 | $1.9M | +6% | 5.7k | 337.95 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.6 | $1.8M | 25k | 73.90 |
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| Union Pacific Corporation (UNP) | 0.6 | $1.8M | 7.5k | 242.61 |
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| Kinsale Cap Group (KNSL) | 0.6 | $1.8M | +9% | 5.3k | 341.66 |
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| McDonald's Corporation (MCD) | 0.6 | $1.6M | 5.1k | 310.77 |
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| Msci (MSCI) | 0.5 | $1.4M | 2.6k | 539.08 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $1.3M | -38% | 36k | 36.75 |
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| TJX Companies (TJX) | 0.4 | $1.3M | 8.0k | 159.69 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.4 | $1.3M | 62k | 20.41 |
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| Ferrari Nv Ord (RACE) | 0.4 | $1.2M | +25% | 3.7k | 338.45 |
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| On Hldg Namen Akt A (ONON) | 0.4 | $1.2M | +2% | 37k | 34.02 |
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| NVR (NVR) | 0.4 | $1.2M | 177.00 | 6589.83 |
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| Verisign (VRSN) | 0.4 | $1.2M | -2% | 4.6k | 248.35 |
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| Coca-Cola Company (KO) | 0.4 | $1.0M | 14k | 76.05 |
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| Zoetis Cl A (ZTS) | 0.4 | $1.0M | -16% | 8.7k | 118.20 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.0M | 3.1k | 320.76 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $983k | 1.7k | 577.05 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $920k | 1.4k | 653.21 |
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| Lowe's Companies (LOW) | 0.3 | $905k | 3.8k | 236.27 |
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| Bank of America Corporation (BAC) | 0.3 | $894k | 18k | 48.75 |
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| Home Depot (HD) | 0.3 | $845k | 2.6k | 328.90 |
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| Broadcom (AVGO) | 0.3 | $817k | 2.6k | 309.51 |
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| TransDigm Group Incorporated (TDG) | 0.3 | $773k | 667.00 | 1158.96 |
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| Monster Beverage Corp (MNST) | 0.3 | $725k | 10k | 72.46 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $711k | 4.6k | 155.11 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $709k | +275% | 2.9k | 243.08 |
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| Tractor Supply Company (TSCO) | 0.2 | $676k | 15k | 45.30 |
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| Colgate-Palmolive Company (CL) | 0.2 | $633k | 7.4k | 85.23 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $614k | 24k | 25.64 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $601k | NEW | 24k | 24.75 |
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| Arch Cap Group Ord (ACGL) | 0.2 | $569k | 5.9k | 95.99 |
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| Kla Corp Com New (KLAC) | 0.2 | $557k | 378.00 | 1472.41 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $547k | 22k | 25.10 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $511k | 5.5k | 93.32 |
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| IDEXX Laboratories (IDXX) | 0.2 | $495k | 880.00 | 561.89 |
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| Boeing Company (BA) | 0.2 | $482k | -17% | 2.4k | 199.03 |
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| Canadian Natl Ry (CNI) | 0.1 | $414k | +8% | 4.0k | 102.76 |
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| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $402k | +3% | 16k | 24.73 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $398k | -15% | 2.0k | 198.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $378k | 1.3k | 287.56 |
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| Mettler-Toledo International (MTD) | 0.1 | $368k | -5% | 292.00 | 1261.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $365k | NEW | 855.00 | 426.40 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $347k | -30% | 20k | 17.11 |
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| Paycom Software (PAYC) | 0.1 | $341k | -48% | 2.8k | 121.56 |
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| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.1 | $291k | 11k | 26.00 |
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| Verisk Analytics (VRSK) | 0.1 | $251k | 1.3k | 189.77 |
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| O'reilly Automotive (ORLY) | 0.1 | $233k | 2.5k | 92.31 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $231k | -2% | 7.2k | 32.01 |
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| Cisco Systems (CSCO) | 0.1 | $229k | 2.9k | 77.59 |
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| Builders FirstSource (BLDR) | 0.1 | $227k | -5% | 2.8k | 82.33 |
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| Amgen (AMGN) | 0.1 | $224k | 637.00 | 351.85 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $222k | 482.00 | 460.99 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $207k | 792.00 | 261.93 |
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| Ross Stores (ROST) | 0.1 | $206k | NEW | 950.00 | 216.63 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $200k | 561.00 | 356.56 |
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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 2026 Q1 filed April 21, 2026
- 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