Scott & Selber as of Sept. 30, 2025
Portfolio Holdings for Scott & Selber
Scott & Selber holds 95 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.4 | $34M | 179k | 191.49 | |
| Apple (AAPL) | 7.5 | $30M | 113k | 268.81 | |
| Microsoft Corporation (MSFT) | 6.1 | $25M | 47k | 531.52 | |
| Broadcom (AVGO) | 6.0 | $25M | 68k | 362.05 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.8 | $19M | 72k | 269.93 | |
| Amazon (AMZN) | 3.5 | $14M | 62k | 226.97 | |
| Micron Technology (MU) | 2.4 | $10M | 45k | 220.10 | |
| Meta Platforms Cl A (META) | 2.3 | $9.3M | 12k | 750.83 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.1 | $8.5M | 17k | 498.27 | |
| Citigroup Com New (C) | 2.0 | $8.1M | 81k | 100.99 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $7.7M | 26k | 304.15 | |
| Lam Research Corp Com New (LRCX) | 1.8 | $7.5M | 48k | 156.90 | |
| Kinder Morgan (KMI) | 1.7 | $6.9M | 265k | 26.15 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $6.3M | 29k | 219.97 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $6.2M | 34k | 179.24 | |
| Home Depot (HD) | 1.4 | $5.9M | 15k | 385.28 | |
| Williams Companies (WMB) | 1.4 | $5.8M | 101k | 57.67 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $5.6M | 12k | 488.07 | |
| Bank of America Corporation (BAC) | 1.4 | $5.6M | 106k | 53.02 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 1.4 | $5.5M | 187k | 29.42 | |
| Tesla Motors (TSLA) | 1.3 | $5.3M | 12k | 452.42 | |
| Goldman Sachs (GS) | 1.3 | $5.2M | 6.6k | 790.05 | |
| Applied Materials (AMAT) | 1.3 | $5.2M | 23k | 231.33 | |
| Oracle Corporation (ORCL) | 1.3 | $5.2M | 18k | 281.39 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.2 | $5.0M | 67k | 75.52 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $5.0M | 43k | 115.94 | |
| Cisco Systems (CSCO) | 1.2 | $4.9M | 69k | 71.39 | |
| Honeywell International (HON) | 1.1 | $4.4M | 20k | 215.06 | |
| Generac Holdings (GNRC) | 1.0 | $4.2M | 22k | 190.41 | |
| Abbvie (ABBV) | 1.0 | $4.1M | 18k | 228.03 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $3.7M | 6.7k | 551.25 | |
| Visa Com Cl A (V) | 0.9 | $3.6M | 10k | 347.83 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $3.4M | 6.1k | 563.79 | |
| Waste Management (WM) | 0.8 | $3.4M | 16k | 213.77 | |
| AutoZone (AZO) | 0.8 | $3.2M | 841.00 | 3814.21 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $3.1M | 12k | 260.08 | |
| Halliburton Company (HAL) | 0.8 | $3.1M | 114k | 26.80 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $3.0M | 10k | 296.23 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $3.0M | 32k | 94.84 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $3.0M | 5.2k | 572.38 | |
| Johnson & Johnson (JNJ) | 0.7 | $2.9M | 16k | 190.30 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.7 | $2.9M | 29k | 100.66 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $2.9M | 8.1k | 357.80 | |
| Intuit (INTU) | 0.7 | $2.8M | 4.2k | 683.41 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $2.7M | 101k | 27.12 | |
| Advanced Micro Devices (AMD) | 0.7 | $2.7M | 10k | 259.67 | |
| Wells Fargo & Company (WFC) | 0.6 | $2.6M | 30k | 87.01 | |
| Blackrock (BLK) | 0.6 | $2.6M | 2.3k | 1131.40 | |
| Devon Energy Corporation (DVN) | 0.6 | $2.5M | 76k | 32.93 | |
| Pinterest Cl A (PINS) | 0.6 | $2.4M | 69k | 35.24 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $2.4M | 26k | 92.69 | |
| Airbnb Com Cl A (ABNB) | 0.6 | $2.4M | 18k | 129.07 | |
| Procter & Gamble Company (PG) | 0.6 | $2.3M | 15k | 151.74 | |
| Costco Wholesale Corporation (COST) | 0.5 | $2.2M | 2.4k | 929.88 | |
| Starbucks Corporation (SBUX) | 0.5 | $2.1M | 25k | 87.22 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $2.1M | 6.7k | 316.84 | |
| Maplebear (CART) | 0.5 | $2.1M | 54k | 38.35 | |
| Chevron Corporation (CVX) | 0.5 | $2.1M | 13k | 155.28 | |
| ConocoPhillips (COP) | 0.5 | $2.1M | 23k | 88.69 | |
| Union Pacific Corporation (UNP) | 0.5 | $2.0M | 9.3k | 218.23 | |
| Scotts Miracle-gro Cl A (SMG) | 0.5 | $2.0M | 36k | 55.06 | |
| Abbott Laboratories (ABT) | 0.5 | $1.9M | 15k | 127.18 | |
| Analog Devices (ADI) | 0.5 | $1.9M | 7.9k | 243.01 | |
| Molson Coors Beverage CL B (TAP) | 0.5 | $1.9M | 42k | 45.27 | |
| UnitedHealth (UNH) | 0.5 | $1.9M | 5.1k | 365.97 | |
| Eli Lilly & Co. (LLY) | 0.4 | $1.8M | 2.2k | 826.44 | |
| Coca-Cola Company (KO) | 0.4 | $1.7M | 25k | 70.06 | |
| Zoetis Cl A (ZTS) | 0.4 | $1.7M | 12k | 147.52 | |
| Kenvue (KVUE) | 0.4 | $1.6M | 106k | 15.08 | |
| salesforce (CRM) | 0.4 | $1.5M | 5.8k | 255.48 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $1.4M | 35k | 41.06 | |
| Merck & Co (MRK) | 0.3 | $1.4M | 16k | 88.00 | |
| Gilead Sciences (GILD) | 0.3 | $1.3M | 11k | 120.46 | |
| Amgen (AMGN) | 0.3 | $1.0M | 3.6k | 291.12 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $947k | 1.5k | 628.09 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $725k | 27k | 26.44 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $603k | 4.2k | 142.40 | |
| Yum! Brands (YUM) | 0.1 | $572k | 4.0k | 142.98 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $570k | 8.2k | 69.17 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $496k | 1.6k | 315.71 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $395k | 5.3k | 75.06 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $390k | 2.1k | 188.75 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $354k | 2.6k | 133.60 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $341k | 1.1k | 320.26 | |
| Wal-Mart Stores (WMT) | 0.1 | $311k | 3.0k | 104.47 | |
| Pepsi (PEP) | 0.1 | $298k | 2.0k | 152.67 | |
| Caterpillar (CAT) | 0.1 | $290k | 550.00 | 527.07 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $273k | 434.00 | 630.00 | |
| McDonald's Corporation (MCD) | 0.1 | $248k | 799.00 | 310.00 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $205k | 2.2k | 94.93 | |
| Automatic Data Processing (ADP) | 0.1 | $205k | 730.00 | 280.53 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $205k | 1.3k | 153.85 | |
| Altria (MO) | 0.1 | $204k | 3.2k | 63.74 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $204k | 765.00 | 266.22 | |
| Standard Lithium Corp equities (SLI) | 0.0 | $42k | 11k | 3.92 |
