Scott & Selber

Scott & Selber as of June 30, 2014

Portfolio Holdings for Scott & Selber

Scott & Selber holds 66 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avago Technologies 2.6 $3.9M 53k 72.07
Exxon Mobil Corporation (XOM) 2.5 $3.8M 38k 100.67
Gilead Sciences (GILD) 2.5 $3.7M 45k 82.91
Delta Air Lines (DAL) 2.5 $3.7M 95k 38.72
Walt Disney Company (DIS) 2.4 $3.6M 42k 85.74
EOG Resources (EOG) 2.3 $3.5M 30k 116.86
Home Depot (HD) 2.3 $3.4M 43k 80.95
Celgene Corporation 2.2 $3.3M 39k 85.88
Thermo Fisher Scientific (TMO) 2.1 $3.2M 27k 118.00
Schlumberger (SLB) 2.0 $3.1M 26k 117.96
CVS Caremark Corporation (CVS) 2.0 $3.1M 41k 75.36
Harman International Industries 2.0 $3.0M 28k 107.44
Ameriprise Financial (AMP) 2.0 $3.0M 25k 120.00
Time Warner 1.9 $2.9M 41k 70.25
Morgan Stanley (MS) 1.9 $2.9M 89k 32.33
Chevron Corporation (CVX) 1.9 $2.8M 22k 130.56
Monsanto Company 1.9 $2.8M 23k 124.72
Apple (AAPL) 1.9 $2.8M 31k 92.93
Huntsman Corporation (HUN) 1.9 $2.8M 101k 28.10
Franklin Resources (BEN) 1.9 $2.8M 49k 57.84
Google Inc Class C 1.9 $2.8M 4.8k 584.76
Honeywell International (HON) 1.8 $2.7M 29k 92.96
Williams-Sonoma (WSM) 1.8 $2.7M 37k 71.78
Snap-on Incorporated (SNA) 1.8 $2.6M 22k 118.50
Popeyes Kitchen 1.8 $2.6M 60k 43.71
United Technologies Corporation 1.7 $2.6M 22k 115.44
Cree 1.7 $2.6M 52k 49.94
PPG Industries (PPG) 1.7 $2.6M 12k 210.18
Abbvie (ABBV) 1.7 $2.5M 45k 56.45
3M Company (MMM) 1.7 $2.5M 18k 143.22
National-Oilwell Var 1.7 $2.5M 30k 82.33
Costco Wholesale Corporation (COST) 1.6 $2.5M 21k 115.16
Tyco Electronics Ltd equities 1.6 $2.5M 40k 61.83
Medtronic 1.6 $2.4M 38k 63.75
BlackRock 1.6 $2.4M 7.5k 319.56
Diageo (DEO) 1.6 $2.4M 19k 127.27
Starwood Hotels & Resorts Worldwide 1.6 $2.4M 30k 80.83
Spirit Airlines 1.6 $2.4M 38k 63.24
Tripadvisor (TRIP) 1.6 $2.4M 22k 108.67
Hain Celestial (HAIN) 1.6 $2.4M 27k 88.73
Discover Financial Services 1.5 $2.3M 37k 61.97
Whitewave Foods 1.5 $2.3M 71k 32.37
McKesson Corporation (MCK) 1.5 $2.3M 12k 186.24
Now (DNOW) 1.5 $2.3M 63k 36.21
SYSCO Corporation (SYY) 1.5 $2.3M 60k 37.45
Johnson & Johnson (JNJ) 1.5 $2.2M 22k 104.63
United Parcel Service (UPS) 1.5 $2.2M 22k 102.64
General Electric Company 1.5 $2.2M 83k 26.28
Qualcomm (QCOM) 1.4 $2.2M 27k 79.20
Vanguard Growth ETF (VUG) 1.4 $2.1M 22k 98.90
At&t (T) 1.3 $1.9M 55k 35.36
Verizon Communications (VZ) 1.3 $1.9M 39k 48.92
Microsoft Corporation (MSFT) 1.2 $1.9M 45k 41.71
Vanguard Dividend Appreciation ETF (VIG) 1.1 $1.7M 22k 77.94
Schwab Strategic Tr us dividend eq (SCHD) 0.9 $1.3M 35k 38.26
Vanguard Large-Cap ETF (VV) 0.8 $1.2M 14k 90.02
Vanguard High Dividend Yield ETF (VYM) 0.6 $843k 13k 66.33
Oracle Corporation (ORCL) 0.5 $707k 18k 40.50
Coca-Cola Company (KO) 0.2 $333k 7.9k 42.40
Yum! Brands (YUM) 0.2 $325k 4.0k 81.25
Home Loan Servicing Solutions 0.2 $318k 14k 22.71
Rick's Cabaret Int'l 0.2 $306k 30k 10.20
Vanguard Mid-Cap Value ETF (VOE) 0.2 $278k 3.2k 86.88
International Business Machines (IBM) 0.1 $201k 1.1k 181.24
Genworth Financial (GNW) 0.1 $174k 10k 17.40
Ennis (EBF) 0.1 $175k 12k 15.24