Scott & Selber
Latest statistics and disclosures from Scott & Selber's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MU, NVDA, AAPL, AVGO, GOOG, and represent 35.01% of Scott & Selber's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$7.2M), CCL (+$5.2M), VO, HON, HONA, MAR, H, VV, VTV, VYM.
- Started 5 new stock positions in CCL, HON, H, MAR, HONA.
- Reduced shares in these 10 stocks: Carnival Corporation, Honeywell International, , CLX, MKC, VIG, MU, SGOV, AVGO, SCHB.
- Sold out of its positions in Carnival Corporation, CLX, Honeywell International, MKC, ZTS.
- Scott & Selber was a net buyer of stock by $3.3M.
- Scott & Selber has $474M in assets under management (AUM), dropping by 22.31%.
- Central Index Key (CIK): 0001315269
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Portfolio Holdings for Scott & Selber
Scott & Selber holds 91 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Micron Technology (MU) | 10.6 | $50M | 44k | 1154.28 |
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| NVIDIA Corporation (NVDA) | 7.3 | $35M | 173k | 200.09 |
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| Apple (AAPL) | 6.7 | $32M | 110k | 289.36 |
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| Broadcom (AVGO) | 5.2 | $25M | 65k | 377.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.2 | $25M | 70k | 353.33 |
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| Lam Research Corp Com New (LRCX) | 4.2 | $20M | 46k | 433.33 |
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| Microsoft Corporation (MSFT) | 3.6 | $17M | 46k | 373.02 |
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| Applied Materials (AMAT) | 3.3 | $16M | 22k | 723.01 |
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| Amazon (AMZN) | 3.0 | $14M | 60k | 238.34 |
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| Citigroup Com New (C) | 2.3 | $11M | 78k | 139.96 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.8 | $8.6M | +500% | 100k | 86.14 |
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| Kinder Morgan (KMI) | 1.7 | $8.2M | 255k | 31.97 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $8.1M | 25k | 327.33 |
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| Cisco Systems (CSCO) | 1.6 | $7.7M | 66k | 117.46 |
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| Generac Holdings (GNRC) | 1.6 | $7.4M | 25k | 292.81 |
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| Williams Companies (WMB) | 1.5 | $7.2M | 97k | 74.34 |
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| Meta Platforms Cl A (META) | 1.5 | $6.9M | 12k | 563.31 |
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| Goldman Sachs (GS) | 1.4 | $6.4M | 6.4k | 1011.37 |
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| Raytheon Technologies Corp (RTX) | 1.3 | $6.2M | 33k | 189.73 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $6.1M | -4% | 26k | 236.62 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.3 | $5.9M | 69k | 85.49 |
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| Advanced Micro Devices (AMD) | 1.2 | $5.8M | 10k | 580.91 |
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| Bank of America Corporation (BAC) | 1.2 | $5.8M | 102k | 56.98 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $5.7M | 42k | 136.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $5.6M | 11k | 500.39 |
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| Home Depot (HD) | 1.1 | $5.2M | 15k | 352.68 |
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| Carnival Corp Common Shares (CCL) | 1.1 | $5.2M | NEW | 181k | 28.57 |
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| Tesla Motors (TSLA) | 1.0 | $4.8M | 12k | 420.60 |
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| Abbvie (ABBV) | 0.9 | $4.3M | 17k | 251.64 |
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| Halliburton Company (HAL) | 0.8 | $3.7M | 110k | 33.95 |
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| Johnson & Johnson (JNJ) | 0.8 | $3.7M | 15k | 253.98 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $3.7M | 12k | 303.12 |
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| Visa Com Cl A (V) | 0.7 | $3.4M | 10k | 343.08 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $3.4M | +300% | 43k | 80.57 |
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| Waste Management (WM) | 0.7 | $3.4M | 15k | 222.88 |
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| Airbnb Com Cl A (ABNB) | 0.7 | $3.2M | 22k | 143.10 |
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| Devon Energy Corporation (DVN) | 0.6 | $3.0M | 74k | 41.32 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $3.0M | 96k | 31.71 |
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| Analog Devices (ADI) | 0.6 | $3.0M | 7.6k | 397.17 |
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| Chipotle Mexican Grill (CMG) | 0.6 | $3.0M | 87k | 34.00 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $2.9M | 5.9k | 501.37 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $2.8M | 31k | 92.27 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.6 | $2.7M | -3% | 27k | 100.67 |
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| Eli Lilly & Co. (LLY) | 0.6 | $2.7M | 2.2k | 1199.57 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $2.6M | 27k | 96.43 |
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| Oracle Corporation (ORCL) | 0.5 | $2.6M | 18k | 146.55 |
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| AutoZone (AZO) | 0.5 | $2.6M | 805.00 | 3195.94 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $2.6M | 5.0k | 513.63 |
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| Intuitive Surgical Com New (ISRG) | 0.5 | $2.6M | 6.4k | 397.68 |
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| Maplebear (CART) | 0.5 | $2.5M | 52k | 47.35 |
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| Wells Fargo & Company (WFC) | 0.5 | $2.4M | 29k | 82.64 |
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| Scotts Miracle-gro Cl A (SMG) | 0.5 | $2.4M | 35k | 68.11 |
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| ConocoPhillips (COP) | 0.5 | $2.3M | 22k | 103.96 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $2.3M | 6.7k | 343.90 |
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| Viking Holdings Ord Shs (VIK) | 0.5 | $2.2M | 21k | 104.67 |
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| Honeywell International (HON) | 0.5 | $2.2M | NEW | 9.7k | 223.89 |
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| Costco Wholesale Corporation (COST) | 0.5 | $2.1M | 2.3k | 935.52 |
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| Procter & Gamble Company (PG) | 0.5 | $2.1M | 15k | 146.64 |
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| Honeywell Aerospace (HONA) | 0.5 | $2.1M | NEW | 9.7k | 221.08 |
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| Chevron Corporation (CVX) | 0.4 | $2.1M | 13k | 165.76 |
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| Blackrock (BLK) | 0.4 | $2.1M | 2.1k | 961.73 |
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| UnitedHealth (UNH) | 0.4 | $2.0M | 4.9k | 415.64 |
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| Coca-Cola Company (KO) | 0.4 | $1.9M | 24k | 81.27 |
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| Merck & Co (MRK) | 0.4 | $1.9M | 15k | 128.50 |
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| Sprouts Fmrs Mkt (SFM) | 0.3 | $1.6M | 19k | 84.58 |
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| Gilead Sciences (GILD) | 0.3 | $1.3M | 10k | 126.34 |
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| Abbott Laboratories (ABT) | 0.3 | $1.3M | 14k | 90.74 |
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| Amgen (AMGN) | 0.3 | $1.2M | 3.4k | 362.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.1M | 1.5k | 736.40 |
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| Intuit (INTU) | 0.2 | $1.0M | 4.0k | 261.01 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $737k | -5% | 25k | 28.96 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $671k | 4.2k | 158.01 |
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| Yum! Brands (YUM) | 0.1 | $639k | 4.0k | 159.86 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $625k | 8.2k | 75.79 |
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| Caterpillar (CAT) | 0.1 | $586k | 550.00 | 1064.90 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $487k | 1.6k | 309.95 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $471k | -4% | 6.4k | 73.41 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $453k | 2.1k | 217.94 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $433k | 2.6k | 163.58 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $405k | 589.00 | 686.81 |
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| Wal-Mart Stores (WMT) | 0.1 | $383k | 3.4k | 113.26 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $339k | 1.1k | 317.53 |
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| Pepsi (PEP) | 0.1 | $264k | 2.0k | 135.43 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $253k | 765.00 | 330.46 |
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| Altria (MO) | 0.0 | $231k | 3.2k | 71.95 |
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| Marriott Intl Cl A (MAR) | 0.0 | $222k | NEW | 600.00 | 370.59 |
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| McDonald's Corporation (MCD) | 0.0 | $216k | 799.00 | 270.31 |
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| Aercap Holdings Nv SHS (AER) | 0.0 | $213k | 1.5k | 145.78 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $209k | 2.2k | 96.47 |
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| Hyatt Hotels Corp Com Cl A (H) | 0.0 | $203k | NEW | 1.0k | 193.84 |
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| Standard Lithium Corp equities (SLI) | 0.0 | $29k | 11k | 2.75 |
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Past Filings by Scott & Selber
SEC 13F filings are viewable for Scott & Selber going back to 2011
- Scott & Selber 2026 Q2 filed July 8, 2026
- Scott & Selber 2026 Q1 filed April 16, 2026
- Scott & Selber 2025 Q4 filed Jan. 9, 2026
- Scott & Selber 2025 Q3 restated filed Oct. 29, 2025
- Scott & Selber 2025 Q3 filed Oct. 28, 2025
- Scott & Selber 2025 Q2 filed July 17, 2025
- Scott & Selber 2025 Q1 filed April 24, 2025
- Scott & Selber 2024 Q4 filed Feb. 6, 2025
- Scott & Selber 2024 Q3 filed Nov. 1, 2024
- Scott & Selber 2024 Q2 filed July 29, 2024
- Scott & Selber 2024 Q1 filed May 1, 2024
- Scott & Selber 2023 Q4 filed Feb. 1, 2024
- Scott & Selber 2023 Q3 filed Oct. 24, 2023
- Scott & Selber 2023 Q2 filed July 28, 2023
- Scott & Selber 2023 Q1 filed April 18, 2023
- Scott & Selber 2022 Q4 filed Jan. 31, 2023