Scott & Selber as of June 30, 2025
Portfolio Holdings for Scott & Selber
Scott & Selber holds 91 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nvidia Comm (NVDA) | 8.0 | $29M | 182k | 157.99 | |
| Microsoft Corp Comm (MSFT) | 6.6 | $24M | 48k | 497.41 | |
| Apple Computer Comm (AAPL) | 6.5 | $24M | 115k | 205.17 | |
| Broadcom Comm (AVGO) | 5.3 | $19M | 69k | 275.65 | |
| Amazon.com Comm (AMZN) | 3.7 | $13M | 61k | 219.40 | |
| Alphabet Comm (GOOG) | 3.6 | $13M | 73k | 177.38 | |
| Meta Platforms Inc - Class A Comm (META) | 2.6 | $9.3M | 13k | 738.13 | |
| Kinder Morgan Comm (KMI) | 2.2 | $7.9M | 268k | 29.40 | |
| J P Morgan Chase & Co Comm (JPM) | 2.1 | $7.5M | 26k | 289.93 | |
| Vanguard Growth ETF Etf (VUG) | 2.1 | $7.5M | 17k | 438.40 | |
| Citigroup Comm (C) | 1.9 | $6.9M | 82k | 85.12 | |
| Williams Cos Comm (WMB) | 1.8 | $6.4M | 102k | 62.81 | |
| Berkshire Hathaway Cl B Comm (BRK.B) | 1.6 | $5.7M | 12k | 485.75 | |
| Home Depot Comm (HD) | 1.6 | $5.7M | 16k | 366.64 | |
| Micron Technology Comm (MU) | 1.6 | $5.7M | 46k | 123.25 | |
| Carnival Corporation Comm (CCL) | 1.5 | $5.3M | 189k | 28.12 | |
| Vanguard Total Intl Stock ETF Etf (VXUS) | 1.5 | $5.2M | 76k | 69.09 | |
| Raytheon Technologies Corp Comm (RTX) | 1.4 | $5.1M | 35k | 146.03 | |
| Bank of America Corp Comm (BAC) | 1.4 | $5.1M | 107k | 47.32 | |
| Vanguard Dividend Appreciation Etf (VIG) | 1.4 | $4.9M | 24k | 204.68 | |
| Honeywell Comm (HON) | 1.3 | $4.8M | 21k | 232.86 | |
| Cisco Systems Comm (CSCO) | 1.3 | $4.8M | 69k | 69.38 | |
| Exxon Mobil Comm (XOM) | 1.3 | $4.8M | 45k | 107.80 | |
| Goldman Sachs Group Comm (GS) | 1.3 | $4.8M | 6.7k | 707.78 | |
| Lam Research Comm | 1.3 | $4.7M | 48k | 97.33 | |
| Applied Materials Comm (AMAT) | 1.2 | $4.2M | 23k | 183.06 | |
| Oracle Systems Comm (ORCL) | 1.1 | $4.1M | 19k | 218.63 | |
| Tesla Motors Comm (TSLA) | 1.1 | $3.8M | 12k | 317.70 | |
| Visa Comm (V) | 1.0 | $3.8M | 11k | 355.02 | |
| Intuitive Surgical Comm (ISRG) | 1.0 | $3.7M | 6.8k | 543.46 | |
| Waste Management Comm (WM) | 1.0 | $3.7M | 16k | 228.82 | |
| AbbVie Comm (ABBV) | 0.9 | $3.4M | 18k | 185.60 | |
| Intuit Comm (INTU) | 0.9 | $3.3M | 4.2k | 787.74 | |
| Generac Holdings Comm (GNRC) | 0.9 | $3.2M | 23k | 143.22 | |
| AutoZone Comm (AZO) | 0.9 | $3.2M | 857.00 | 3711.79 | |
| Adobe Systems Comm (ADBE) | 0.9 | $3.2M | 8.2k | 386.84 | |
| MasterCard Comm (MA) | 0.8 | $3.0M | 5.3k | 561.96 | |
| Charles Schwab Comm (SCHW) | 0.8 | $3.0M | 32k | 91.24 | |
| Vanguard Mid-Cap ETF Etf (VO) | 0.8 | $2.9M | 10k | 279.82 | |
| Vanguard Small-Cap ETF Etf (VB) | 0.8 | $2.7M | 12k | 236.99 | |
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.7 | $2.6M | 97k | 26.50 | |
| Thermo Fisher Comm (TMO) | 0.7 | $2.5M | 6.2k | 405.54 | |
| Pinterest Comm (PINS) | 0.7 | $2.5M | 70k | 35.85 | |
| Maplebear Comm (CART) | 0.7 | $2.5M | 55k | 45.24 | |
| Procter & Gamble Comm (PG) | 0.7 | $2.5M | 16k | 159.30 | |
| Airbnb Comm (ABNB) | 0.7 | $2.5M | 19k | 132.35 | |
| Devon Energy Comm (DVN) | 0.7 | $2.5M | 77k | 31.81 | |
| Wells Fargo Comm (WFC) | 0.7 | $2.4M | 30k | 80.13 | |
| BlackRock Comm | 0.7 | $2.4M | 2.3k | 1049.37 | |
| Scotts Miracle-Gro Company Comm (SMG) | 0.7 | $2.4M | 37k | 65.95 | |
| Costco Wholesale Comm (COST) | 0.7 | $2.4M | 2.4k | 990.15 | |
| Johnson & Johnson Comm (JNJ) | 0.7 | $2.4M | 16k | 152.76 | |
| Halliburton Comm (HAL) | 0.7 | $2.4M | 116k | 20.38 | |
| Starbucks Corp Comm (SBUX) | 0.6 | $2.3M | 25k | 91.65 | |
| Kenvue Comm (KVUE) | 0.6 | $2.3M | 108k | 20.93 | |
| Vanguard REIT ETF Etf (VNQ) | 0.6 | $2.2M | 25k | 89.07 | |
| Union Pacific Corp Comm (UNP) | 0.6 | $2.2M | 9.4k | 230.03 | |
| ConocoPhillips Comm (COP) | 0.6 | $2.1M | 24k | 89.74 | |
| Abbott Laboratories Comm (ABT) | 0.6 | $2.1M | 15k | 135.98 | |
| Molson Coors Brewing Co-B Comm (TAP) | 0.6 | $2.0M | 42k | 48.09 | |
| Chipotle Mexican Grill Comm (CMG) | 0.6 | $2.0M | 36k | 56.16 | |
| Chevron Corp Comm (CVX) | 0.5 | $1.9M | 13k | 143.18 | |
| Analog Devices Comm (ADI) | 0.5 | $1.9M | 8.0k | 238.03 | |
| Vanguard Large-Cap ETF Etf (VV) | 0.5 | $1.9M | 6.6k | 285.24 | |
| Zoetis Comm (ZTS) | 0.5 | $1.8M | 12k | 155.94 | |
| Coca-Cola Comm (KO) | 0.5 | $1.8M | 25k | 70.77 | |
| Eli Lilly Comm (LLY) | 0.5 | $1.7M | 2.1k | 779.70 | |
| United Healthcare Comm (UNH) | 0.4 | $1.6M | 5.1k | 311.93 | |
| Salesforce.com Comm (CRM) | 0.4 | $1.6M | 5.9k | 272.65 | |
| Advanced Micro Devices Comm (AMD) | 0.4 | $1.5M | 11k | 141.90 | |
| Merck & Co Comm (MRK) | 0.3 | $1.2M | 16k | 79.16 | |
| Gilead Sciences Comm (GILD) | 0.3 | $1.2M | 11k | 110.87 | |
| Amgen Comm (AMGN) | 0.3 | $1.0M | 3.6k | 279.14 | |
| NASDAQ 100 Index Etf (QQQ) | 0.2 | $832k | 1.5k | 551.72 | |
| Yum Brands Comm (YUM) | 0.2 | $593k | 4.0k | 148.25 | |
| Schwab US Broad Market ETF Etf (SCHB) | 0.2 | $591k | 25k | 23.84 | |
| iShares Core Dividend Growth E Etf (DGRO) | 0.1 | $526k | 8.2k | 63.89 | |
| Vanguard High Dividend Yield E Etf (VYM) | 0.1 | $511k | 3.8k | 133.28 | |
| Jones Lang Lasalle Comm (JLL) | 0.1 | $402k | 1.6k | 256.05 | |
| Vanguard Total Bond Market ETF Etf (BND) | 0.1 | $367k | 5.0k | 73.64 | |
| Royal Caribbean Cruises Comm | 0.1 | $334k | 1.1k | 313.32 | |
| iShares Expanded Tech Sector E Etf (IGM) | 0.1 | $297k | 2.6k | 112.24 | |
| Wal-Mart Stores Comm (WMT) | 0.1 | $291k | 3.0k | 97.82 | |
| PepsiCo Comm (PEP) | 0.1 | $258k | 2.0k | 132.31 | |
| Vanguard S&P 500 ETF Etf (VOO) | 0.1 | $246k | 433.00 | 568.13 | |
| McDonalds Corp Comm (MCD) | 0.1 | $233k | 799.00 | 291.61 | |
| Automatic Data Processing Comm (ADP) | 0.1 | $225k | 730.00 | 308.22 | |
| Caterpillar Comm (CAT) | 0.1 | $214k | 550.00 | 389.09 | |
| Hilton Hotels Corp Comm (HLT) | 0.1 | $204k | 765.00 | 266.67 | |
| iShares MSCI USA Minimum Volat Etf (USMV) | 0.1 | $203k | 2.2k | 94.07 | |
| Standard Lithium Comm (SLI) | 0.0 | $21k | 11k | 1.97 |
