Scott & Selber as of June 30, 2026
Portfolio Holdings for Scott & Selber
Scott & Selber holds 91 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 10.6 | $50M | 44k | 1154.28 | |
| NVIDIA Corporation (NVDA) | 7.3 | $35M | 173k | 200.09 | |
| Apple (AAPL) | 6.7 | $32M | 110k | 289.36 | |
| Broadcom (AVGO) | 5.2 | $25M | 65k | 377.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.2 | $25M | 70k | 353.33 | |
| Lam Research Corp Com New (LRCX) | 4.2 | $20M | 46k | 433.33 | |
| Microsoft Corporation (MSFT) | 3.6 | $17M | 46k | 373.02 | |
| Applied Materials (AMAT) | 3.3 | $16M | 22k | 723.01 | |
| Amazon (AMZN) | 3.0 | $14M | 60k | 238.34 | |
| Citigroup Com New (C) | 2.3 | $11M | 78k | 139.96 | |
| Vanguard Index Fds Growth Etf (VUG) | 1.8 | $8.6M | 100k | 86.14 | |
| Kinder Morgan (KMI) | 1.7 | $8.2M | 255k | 31.97 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $8.1M | 25k | 327.33 | |
| Cisco Systems (CSCO) | 1.6 | $7.7M | 66k | 117.46 | |
| Generac Holdings (GNRC) | 1.6 | $7.4M | 25k | 292.81 | |
| Williams Companies (WMB) | 1.5 | $7.2M | 97k | 74.34 | |
| Meta Platforms Cl A (META) | 1.5 | $6.9M | 12k | 563.31 | |
| Goldman Sachs (GS) | 1.4 | $6.4M | 6.4k | 1011.37 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $6.2M | 33k | 189.73 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $6.1M | 26k | 236.62 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.3 | $5.9M | 69k | 85.49 | |
| Advanced Micro Devices (AMD) | 1.2 | $5.8M | 10k | 580.91 | |
| Bank of America Corporation (BAC) | 1.2 | $5.8M | 102k | 56.98 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $5.7M | 42k | 136.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $5.6M | 11k | 500.39 | |
| Home Depot (HD) | 1.1 | $5.2M | 15k | 352.68 | |
| Carnival Corp Common Shares (CCL) | 1.1 | $5.2M | 181k | 28.57 | |
| Tesla Motors (TSLA) | 1.0 | $4.8M | 12k | 420.60 | |
| Abbvie (ABBV) | 0.9 | $4.3M | 17k | 251.64 | |
| Halliburton Company (HAL) | 0.8 | $3.7M | 110k | 33.95 | |
| Johnson & Johnson (JNJ) | 0.8 | $3.7M | 15k | 253.98 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $3.7M | 12k | 303.12 | |
| Visa Com Cl A (V) | 0.7 | $3.4M | 10k | 343.08 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $3.4M | 43k | 80.57 | |
| Waste Management (WM) | 0.7 | $3.4M | 15k | 222.88 | |
| Airbnb Com Cl A (ABNB) | 0.7 | $3.2M | 22k | 143.10 | |
| Devon Energy Corporation (DVN) | 0.6 | $3.0M | 74k | 41.32 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $3.0M | 96k | 31.71 | |
| Analog Devices (ADI) | 0.6 | $3.0M | 7.6k | 397.17 | |
| Chipotle Mexican Grill (CMG) | 0.6 | $3.0M | 87k | 34.00 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $2.9M | 5.9k | 501.37 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $2.8M | 31k | 92.27 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.6 | $2.7M | 27k | 100.67 | |
| Eli Lilly & Co. (LLY) | 0.6 | $2.7M | 2.2k | 1199.57 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $2.6M | 27k | 96.43 | |
| Oracle Corporation (ORCL) | 0.5 | $2.6M | 18k | 146.55 | |
| AutoZone (AZO) | 0.5 | $2.6M | 805.00 | 3195.94 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $2.6M | 5.0k | 513.63 | |
| Intuitive Surgical Com New (ISRG) | 0.5 | $2.6M | 6.4k | 397.68 | |
| Maplebear (CART) | 0.5 | $2.5M | 52k | 47.35 | |
| Wells Fargo & Company (WFC) | 0.5 | $2.4M | 29k | 82.64 | |
| Scotts Miracle-gro Cl A (SMG) | 0.5 | $2.4M | 35k | 68.11 | |
| ConocoPhillips (COP) | 0.5 | $2.3M | 22k | 103.96 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $2.3M | 6.7k | 343.90 | |
| Viking Holdings Ord Shs (VIK) | 0.5 | $2.2M | 21k | 104.67 | |
| Honeywell International (HON) | 0.5 | $2.2M | 9.7k | 223.89 | |
| Costco Wholesale Corporation (COST) | 0.5 | $2.1M | 2.3k | 935.52 | |
| Procter & Gamble Company (PG) | 0.5 | $2.1M | 15k | 146.64 | |
| Honeywell Aerospace (HONA) | 0.5 | $2.1M | 9.7k | 221.08 | |
| Chevron Corporation (CVX) | 0.4 | $2.1M | 13k | 165.76 | |
| Blackrock (BLK) | 0.4 | $2.1M | 2.1k | 961.73 | |
| UnitedHealth (UNH) | 0.4 | $2.0M | 4.9k | 415.64 | |
| Coca-Cola Company (KO) | 0.4 | $1.9M | 24k | 81.27 | |
| Merck & Co (MRK) | 0.4 | $1.9M | 15k | 128.50 | |
| Sprouts Fmrs Mkt (SFM) | 0.3 | $1.6M | 19k | 84.58 | |
| Gilead Sciences (GILD) | 0.3 | $1.3M | 10k | 126.34 | |
| Abbott Laboratories (ABT) | 0.3 | $1.3M | 14k | 90.74 | |
| Amgen (AMGN) | 0.3 | $1.2M | 3.4k | 362.12 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.1M | 1.5k | 736.40 | |
| Intuit (INTU) | 0.2 | $1.0M | 4.0k | 261.01 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $737k | 25k | 28.96 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $671k | 4.2k | 158.01 | |
| Yum! Brands (YUM) | 0.1 | $639k | 4.0k | 159.86 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $625k | 8.2k | 75.79 | |
| Caterpillar (CAT) | 0.1 | $586k | 550.00 | 1064.90 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $487k | 1.6k | 309.95 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $471k | 6.4k | 73.41 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $453k | 2.1k | 217.94 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $433k | 2.6k | 163.58 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $405k | 589.00 | 686.81 | |
| Wal-Mart Stores (WMT) | 0.1 | $383k | 3.4k | 113.26 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $339k | 1.1k | 317.53 | |
| Pepsi (PEP) | 0.1 | $264k | 2.0k | 135.43 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $253k | 765.00 | 330.46 | |
| Altria (MO) | 0.0 | $231k | 3.2k | 71.95 | |
| Marriott Intl Cl A (MAR) | 0.0 | $222k | 600.00 | 370.59 | |
| McDonald's Corporation (MCD) | 0.0 | $216k | 799.00 | 270.31 | |
| Aercap Holdings Nv SHS (AER) | 0.0 | $213k | 1.5k | 145.78 | |
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $209k | 2.2k | 96.47 | |
| Hyatt Hotels Corp Com Cl A (H) | 0.0 | $203k | 1.0k | 193.84 | |
| Standard Lithium Corp equities (SLI) | 0.0 | $29k | 11k | 2.75 |
