Scott & Selber as of June 30, 2013
Portfolio Holdings for Scott & Selber
Scott & Selber holds 61 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Discover Financial Services (DFS) | 3.1 | $3.6M | 75k | 47.65 | |
| Apple (AAPL) | 2.9 | $3.3M | 8.2k | 396.52 | |
| Southwest Airlines (LUV) | 2.9 | $3.3M | 253k | 12.89 | |
| Cree | 2.5 | $2.8M | 44k | 63.83 | |
| Walt Disney Company (DIS) | 2.3 | $2.7M | 42k | 63.14 | |
| McKesson Corporation (MCK) | 2.3 | $2.7M | 23k | 114.52 | |
| Chevron Corporation (CVX) | 2.3 | $2.6M | 22k | 118.36 | |
| CarMax (KMX) | 2.3 | $2.6M | 56k | 46.17 | |
| American International (AIG) | 2.1 | $2.4M | 53k | 44.70 | |
| Spirit Airlines (SAVE) | 2.1 | $2.4M | 75k | 31.72 | |
| Time Warner | 2.1 | $2.4M | 41k | 57.83 | |
| Costco Wholesale Corporation (COST) | 2.1 | $2.4M | 21k | 110.58 | |
| Cisco Systems (CSCO) | 2.0 | $2.3M | 96k | 24.34 | |
| Thermo Fisher Scientific (TMO) | 2.0 | $2.3M | 27k | 84.63 | |
| CVS Caremark Corporation (CVS) | 2.0 | $2.3M | 40k | 57.19 | |
| Gilead Sciences (GILD) | 2.0 | $2.3M | 45k | 51.27 | |
| Celgene Corporation | 2.0 | $2.3M | 19k | 117.00 | |
| Tupperware Brands Corporation (TUP) | 2.0 | $2.2M | 29k | 77.68 | |
| Omega Healthcare Investors (OHI) | 2.0 | $2.2M | 72k | 31.02 | |
| Kinder Morgan (KMI) | 1.9 | $2.2M | 58k | 38.16 | |
| Franklin Resources (BEN) | 1.9 | $2.2M | 16k | 136.00 | |
| AFC Enterprises | 1.9 | $2.2M | 60k | 35.95 | |
| Hertz Global Holdings | 1.9 | $2.1M | 86k | 24.80 | |
| Pentair | 1.9 | $2.1M | 37k | 57.70 | |
| Honda Motor (HMC) | 1.8 | $2.1M | 56k | 37.26 | |
| Scripps Networks Interactive | 1.8 | $2.1M | 32k | 66.77 | |
| Wells Fargo & Company (WFC) | 1.8 | $2.1M | 51k | 41.28 | |
| National-Oilwell Var | 1.8 | $2.1M | 30k | 68.91 | |
| eBay (EBAY) | 1.8 | $2.1M | 40k | 51.71 | |
| United Parcel Service (UPS) | 1.8 | $2.1M | 24k | 86.50 | |
| Coca-Cola Company (KO) | 1.8 | $2.0M | 51k | 40.11 | |
| Home Depot (HD) | 1.8 | $2.0M | 27k | 77.46 | |
| Continental Resources | 1.8 | $2.0M | 24k | 86.04 | |
| Unilever | 1.8 | $2.0M | 51k | 39.32 | |
| EOG Resources (EOG) | 1.8 | $2.0M | 15k | 131.65 | |
| DaVita (DVA) | 1.8 | $2.0M | 17k | 120.82 | |
| Akamai Technologies (AKAM) | 1.7 | $2.0M | 47k | 42.56 | |
| Baxter International (BAX) | 1.7 | $1.9M | 28k | 69.27 | |
| General Electric Company | 1.7 | $1.9M | 83k | 23.19 | |
| Mead Johnson Nutrition | 1.7 | $1.9M | 24k | 79.25 | |
| Accenture (ACN) | 1.7 | $1.9M | 27k | 71.94 | |
| Regeneron Pharmaceuticals (REGN) | 1.6 | $1.8M | 8.0k | 224.93 | |
| PPG Industries (PPG) | 1.6 | $1.8M | 12k | 146.42 | |
| Brookdale Senior Living (BKD) | 1.6 | $1.8M | 67k | 26.44 | |
| Travelers Companies (TRV) | 1.5 | $1.7M | 22k | 79.91 | |
| Phillips 66 (PSX) | 1.5 | $1.7M | 29k | 58.91 | |
| Johnson & Johnson (JNJ) | 1.5 | $1.7M | 20k | 85.88 | |
| Vanguard Growth ETF (VUG) | 1.5 | $1.7M | 22k | 78.15 | |
| Vanguard Dividend Appreciation ETF (VIG) | 1.3 | $1.5M | 23k | 66.20 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $1.3M | 14k | 90.33 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 1.0 | $1.1M | 34k | 32.69 | |
| Vanguard Large-Cap ETF (VV) | 0.9 | $1.1M | 14k | 73.39 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.9 | $999k | 18k | 56.38 | |
| Oracle Corporation (ORCL) | 0.5 | $536k | 18k | 30.71 | |
| Yum! Brands (YUM) | 0.2 | $277k | 4.0k | 69.25 | |
| Rick's Cabaret Int'l | 0.2 | $259k | 30k | 8.63 | |
| SPDR S&P Dividend (SDY) | 0.2 | $238k | 3.6k | 66.22 | |
| International Business Machines (IBM) | 0.2 | $212k | 1.1k | 191.16 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.2 | $220k | 3.2k | 68.75 | |
| Ennis (EBF) | 0.2 | $199k | 12k | 17.33 | |
| Genworth Financial (GNW) | 0.1 | $114k | 10k | 11.40 |
