Bennett Selby Investments as of June 30, 2024
Portfolio Holdings for Bennett Selby Investments
Bennett Selby Investments holds 71 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 14.2 | $32M | 150k | 210.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.1 | $25M | 135k | 183.42 | |
| Meta Platforms Cl A (META) | 7.8 | $17M | 35k | 504.22 | |
| Booking Holdings (BKNG) | 7.0 | $16M | 4.0k | 3961.50 | |
| Visa Com Cl A (V) | 6.4 | $14M | 54k | 262.47 | |
| Floor & Decor Hldgs Cl A (FND) | 5.0 | $11M | 113k | 99.41 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.3 | $9.6M | 24k | 406.80 | |
| Microsoft Corporation (MSFT) | 3.7 | $8.3M | 19k | 446.94 | |
| Mastercard Incorporated Cl A (MA) | 3.7 | $8.3M | 19k | 441.14 | |
| Marsh & McLennan Companies (MMC) | 3.5 | $7.7M | 37k | 210.72 | |
| Domino's Pizza (DPZ) | 3.2 | $7.2M | 14k | 516.34 | |
| Amazon (AMZN) | 3.1 | $6.9M | 36k | 193.25 | |
| Netflix (NFLX) | 1.7 | $3.8M | 5.7k | 674.88 | |
| Trex Company (TREX) | 1.7 | $3.7M | 50k | 74.12 | |
| Novo-nordisk A S Adr (NVO) | 1.5 | $3.4M | 24k | 142.74 | |
| Starbucks Corporation (SBUX) | 1.5 | $3.3M | 43k | 77.85 | |
| Gra (GGG) | 1.3 | $2.8M | 36k | 79.28 | |
| Johnson & Johnson (JNJ) | 1.1 | $2.5M | 17k | 146.16 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.5M | 4.6k | 544.27 | |
| NVIDIA Corporation (NVDA) | 0.9 | $2.1M | 17k | 123.54 | |
| Wells Fargo & Company (WFC) | 0.9 | $1.9M | 33k | 59.39 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.8 | $1.9M | 27k | 70.37 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.8M | 8.9k | 202.26 | |
| Pool Corporation (POOL) | 0.8 | $1.8M | 5.8k | 307.33 | |
| Union Pacific Corporation (UNP) | 0.8 | $1.8M | 7.8k | 226.27 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.4M | 2.5k | 555.54 | |
| McDonald's Corporation (MCD) | 0.6 | $1.3M | 5.2k | 254.83 | |
| T. Rowe Price (TROW) | 0.6 | $1.3M | 11k | 115.31 | |
| Nike CL B (NKE) | 0.5 | $1.1M | 15k | 75.37 | |
| Msci (MSCI) | 0.5 | $1.1M | 2.3k | 481.84 | |
| Zoetis Cl A (ZTS) | 0.4 | $956k | 5.5k | 173.37 | |
| Paycom Software (PAYC) | 0.4 | $886k | 6.2k | 143.04 | |
| Verisign (VRSN) | 0.4 | $857k | 4.8k | 177.80 | |
| Lowe's Companies (LOW) | 0.4 | $848k | 3.8k | 220.45 | |
| TJX Companies (TJX) | 0.4 | $841k | 7.6k | 110.10 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $836k | 3.1k | 267.47 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $799k | 2.6k | 303.41 | |
| Coca-Cola Company (KO) | 0.4 | $790k | 12k | 63.65 | |
| Tractor Supply Company (TSCO) | 0.3 | $779k | 2.9k | 270.02 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $771k | 1.4k | 547.23 | |
| Bank of America Corporation (BAC) | 0.3 | $708k | 18k | 39.77 | |
| Costco Wholesale Corporation (COST) | 0.3 | $704k | 829.00 | 849.57 | |
| Home Depot (HD) | 0.3 | $698k | 2.0k | 344.27 | |
| On Hldg Namen Akt A (ONON) | 0.3 | $660k | 17k | 38.80 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $637k | 5.0k | 127.48 | |
| Canadian Natl Ry (CNI) | 0.2 | $520k | 4.4k | 118.12 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $485k | 1.0k | 479.33 | |
| Kinsale Cap Group (KNSL) | 0.2 | $481k | 1.2k | 385.28 | |
| NVR (NVR) | 0.2 | $471k | 62.00 | 7588.56 | |
| Eli Lilly & Co. (LLY) | 0.2 | $464k | 512.00 | 905.42 | |
| Mettler-Toledo International (MTD) | 0.2 | $463k | 331.00 | 1397.59 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $429k | 336.00 | 1277.61 | |
| Monster Beverage Corp (MNST) | 0.2 | $404k | 8.1k | 49.95 | |
| Omega Flex (OFLX) | 0.2 | $382k | 7.4k | 51.28 | |
| Docusign (DOCU) | 0.2 | $369k | 6.9k | 53.50 | |
| Verisk Analytics (VRSK) | 0.1 | $316k | 1.2k | 269.60 | |
| Kla Corp Com New (KLAC) | 0.1 | $312k | 378.00 | 824.51 | |
| Broadcom (AVGO) | 0.1 | $300k | 187.00 | 1605.53 | |
| Colgate-Palmolive Company (CL) | 0.1 | $280k | 2.9k | 97.04 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $270k | 4.2k | 64.25 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $270k | 4.9k | 54.97 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $263k | 3.0k | 88.11 | |
| Cisco Systems (CSCO) | 0.1 | $258k | 5.4k | 47.51 | |
| FactSet Research Systems (FDS) | 0.1 | $254k | 622.00 | 408.49 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $239k | 3.8k | 63.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $237k | 1.3k | 182.15 | |
| State Street Corporation (STT) | 0.1 | $223k | 3.0k | 74.00 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $209k | 1.2k | 173.81 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $205k | 2.1k | 96.26 | |
| Amgen (AMGN) | 0.1 | $204k | 654.00 | 312.45 | |
| Automatic Data Processing (ADP) | 0.1 | $202k | 848.00 | 238.64 |