Scott & Selber as of June 30, 2020
Portfolio Holdings for Scott & Selber
Scott & Selber holds 81 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Computer Comm (AAPL) | 5.8 | $12M | 32k | 364.80 | |
| Microsoft Corp Comm (MSFT) | 5.7 | $12M | 56k | 203.52 | |
| Amazon.com Comm (AMZN) | 5.3 | $11M | 3.9k | 2758.71 | |
| Ring Central Comm (RNG) | 3.1 | $6.2M | 22k | 285.02 | |
| Home Depot Comm (HD) | 2.9 | $5.8M | 23k | 250.53 | |
| Facebook Comm (META) | 2.6 | $5.2M | 23k | 227.08 | |
| Alphabet Comm (GOOG) | 2.6 | $5.2M | 3.6k | 1413.49 | |
| United Healthcare Comm (UNH) | 2.2 | $4.4M | 15k | 294.96 | |
| Vanguard Growth ETF Etf (VUG) | 2.0 | $4.1M | 20k | 202.07 | |
| Waste Management Comm (WM) | 2.0 | $4.1M | 38k | 105.90 | |
| Lowes Companies Comm (LOW) | 2.0 | $4.0M | 30k | 135.13 | |
| Zoetis Comm (ZTS) | 2.0 | $4.0M | 29k | 137.02 | |
| Vanguard Dividend Appreciation Etf (VIG) | 1.9 | $3.9M | 34k | 117.17 | |
| Nvidia Comm (NVDA) | 1.9 | $3.8M | 9.9k | 379.90 | |
| Visa Comm (V) | 1.7 | $3.5M | 18k | 193.19 | |
| Honeywell Comm (HON) | 1.7 | $3.5M | 24k | 144.58 | |
| IDEXX Laboratories Comm (IDXX) | 1.6 | $3.2M | 9.7k | 330.20 | |
| Blackstone Group Comm | 1.6 | $3.2M | 56k | 56.67 | |
| Humana Comm (HUM) | 1.6 | $3.2M | 8.1k | 387.72 | |
| Thermo Fisher Comm (TMO) | 1.5 | $3.0M | 8.4k | 362.36 | |
| Estee Lauder Comm (EL) | 1.4 | $2.8M | 15k | 188.68 | |
| Berkshire Hathaway Cl B Comm (BRK.B) | 1.4 | $2.8M | 16k | 178.54 | |
| MasterCard Comm (MA) | 1.4 | $2.7M | 9.3k | 295.67 | |
| Broadcom Comm (AVGO) | 1.4 | $2.7M | 8.7k | 315.55 | |
| Illumina Comm (ILMN) | 1.3 | $2.6M | 7.0k | 370.34 | |
| J P Morgan Chase & Co Comm (JPM) | 1.3 | $2.6M | 28k | 94.04 | |
| Quest Diagnostics Comm (DGX) | 1.2 | $2.5M | 22k | 113.96 | |
| Raytheon Technoloies Corp Comm (RTX) | 1.2 | $2.5M | 40k | 61.63 | |
| Union Pacific Corp Comm (UNP) | 1.2 | $2.4M | 14k | 169.08 | |
| DocuSign Comm (DOCU) | 1.2 | $2.4M | 14k | 172.21 | |
| Micron Technology Comm (MU) | 1.2 | $2.4M | 46k | 51.53 | |
| Intuitive Surgical Comm (ISRG) | 1.2 | $2.4M | 4.2k | 569.82 | |
| CrowdStrike Holdings Comm (CRWD) | 1.1 | $2.2M | 22k | 100.31 | |
| Verizon Communications Comm (VZ) | 1.0 | $2.1M | 38k | 55.14 | |
| CVS Health Corp Comm (CVS) | 1.0 | $2.1M | 32k | 64.98 | |
| ProLogis Comm (PLD) | 1.0 | $2.1M | 22k | 93.33 | |
| Cerner Corporation Comm | 1.0 | $2.0M | 30k | 68.56 | |
| Alibaba Group Holding Comm (BABA) | 1.0 | $2.0M | 9.2k | 215.69 | |
| Costco Wholesale Comm (COST) | 1.0 | $2.0M | 6.5k | 303.28 | |
| Citigroup Comm (C) | 1.0 | $1.9M | 38k | 51.11 | |
| ConAgra Comm (CAG) | 0.9 | $1.9M | 54k | 35.16 | |
| Mondelez Intl Comm (MDLZ) | 0.9 | $1.9M | 37k | 51.14 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.9 | $1.9M | 36k | 51.74 | |
| Lam Research Comm (LRCX) | 0.9 | $1.8M | 5.7k | 323.38 | |
| American Tower Corp Comm (AMT) | 0.9 | $1.8M | 7.1k | 258.61 | |
| Medtronic Comm | 0.9 | $1.8M | 20k | 91.71 | |
| Restaurant Brands Internationa Comm (QSR) | 0.9 | $1.8M | 32k | 54.62 | |
| Adobe Systems Comm (ADBE) | 0.9 | $1.8M | 4.1k | 435.42 | |
| Cardinal Health Comm (CAH) | 0.9 | $1.7M | 33k | 52.19 | |
| Vanguard Large-Cap ETF Etf (VV) | 0.9 | $1.7M | 12k | 143.01 | |
| Akamai Technologies Comm (AKAM) | 0.8 | $1.7M | 16k | 107.08 | |
| Bristol-Myers Squibb Comm (BMY) | 0.8 | $1.7M | 29k | 58.81 | |
| Chipotle Mexican Grill Comm (CMG) | 0.8 | $1.7M | 1.6k | 1052.63 | |
| Tencent Holdings Comm (TCEHY) | 0.8 | $1.7M | 26k | 63.98 | |
| L3Haris Technologies Comm (LHX) | 0.8 | $1.6M | 9.4k | 169.71 | |
| AbbVie Comm (ABBV) | 0.8 | $1.6M | 16k | 98.20 | |
| Regeneron Pharmaceuticals Comm (REGN) | 0.8 | $1.6M | 2.5k | 623.62 | |
| Abbott Laboratories Comm (ABT) | 0.8 | $1.6M | 17k | 91.44 | |
| Cisco Systems Comm (CSCO) | 0.7 | $1.5M | 32k | 46.66 | |
| Wells Fargo Comm (WFC) | 0.7 | $1.5M | 57k | 25.61 | |
| DexCom Comm (DXCM) | 0.7 | $1.4M | 3.5k | 405.31 | |
| Bank of America Corp Comm (BAC) | 0.7 | $1.4M | 60k | 23.75 | |
| Intuit Comm (INTU) | 0.7 | $1.4M | 4.8k | 296.23 | |
| D.R.Horton Comm | 0.7 | $1.4M | 24k | 55.44 | |
| Lennar Corp-A Comm (LEN) | 0.7 | $1.4M | 22k | 61.63 | |
| Chevron Corp Comm (CVX) | 0.7 | $1.3M | 15k | 89.21 | |
| Pfizer Comm (PFE) | 0.6 | $1.3M | 39k | 32.71 | |
| Advanced Micro Devices Comm (AMD) | 0.6 | $1.2M | 23k | 52.61 | |
| Exact Sciences Corp Comm (EXAS) | 0.5 | $988k | 11k | 86.90 | |
| Vanguard High Dividend Yield E Etf (VYM) | 0.4 | $725k | 9.2k | 78.82 | |
| Exxon Mobil Comm (XOM) | 0.3 | $689k | 15k | 44.71 | |
| Johnson & Johnson Comm (JNJ) | 0.3 | $618k | 4.4k | 140.74 | |
| Becton Dickinson Comm (BDX) | 0.2 | $415k | 1.7k | 239.19 | |
| Cintas Corp Comm (CTAS) | 0.2 | $409k | 1.5k | 266.10 | |
| Automatic Data Processing Comm (ADP) | 0.2 | $400k | 2.7k | 148.86 | |
| PepsiCo Comm (PEP) | 0.2 | $393k | 3.0k | 132.10 | |
| Oracle Systems Comm (ORCL) | 0.2 | $310k | 5.6k | 55.23 | |
| Schwab US Broad Market ETF Etf (SCHB) | 0.1 | $292k | 4.0k | 73.42 | |
| Vanguard Mid-Cap Value ETF Etf (VOE) | 0.1 | $287k | 3.0k | 95.67 | |
| Procter & Gamble Comm (PG) | 0.1 | $203k | 1.7k | 119.41 | |
| iShares Core Dividend Growth E Etf (DGRO) | 0.1 | $201k | 5.3k | 37.61 |
