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