BENNETT SELBY INVESTMENTS LP
13F Reported Value
ⓘ$284.7M
Holdings
81
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BENNETT SELBY INVESTMENTS LP disclosed 81 positions worth $284.7M in its Form 13F-HR for Q1 2026, led by $GOOGL (Alphabet Inc.) at 14.6% of the equity portfolio, followed by $AAPL and $META. During the quarter the fund opened 1 new position and exited 6 — including a new stake in $ROST and a full exit from $DOCU. The portfolio is most concentrated in Technology (45.9% of disclosed assets). All figures are sourced directly from BENNETT SELBY INVESTMENTS LP’s Form 13F-HR filing with the SEC under CIK 1840740.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 80.2#45
Quality
$41.6M144,879 sh - 76.1#112
Quality
$38.1M150,174 sh - 80.9#35
Quality
$20.3M35,473 sh - 83.5
Quality
$18.3M60,627 sh - 55.3
Quality
$17.2M4,092 sh - 64.5
Quality
$11.8M24,694 sh - 81.7
Quality
$10.2M20,374 sh - 90.2
Quality
$9.5M54,681 sh - 74.6
Quality
$7.7M36,859 sh - 79.3
Quality
$7.2M100,236 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOGL | 80.2#45 | $41.6M | 144,879 |
 Apple Inc.$AAPL | 76.1#112 | $38.1M | 150,174 |
 Meta Platforms, Inc.$META | 80.9#35 | $20.3M | 35,473 |
 VISA INC.$V | 83.5 | $18.3M | 60,627 |
 Booking Holdings Inc.$BKNG | 55.3 | $17.2M | 4,092 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $11.8M | 24,694 |
 Mastercard Inc$MA | 81.7 | $10.2M | 20,374 |
 NVIDIA CORP$NVDA | 90.2 | $9.5M | 54,681 |
 AMAZON COM INC$AMZN | 74.6 | $7.7M | 36,859 |
 Uber Technologies, Inc$UBER | 79.3 | $7.2M | 100,236 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BENNETT SELBY INVESTMENTS LP's 81 positions.
Showing top 10 of 81 holdings.
Sector Allocation
Technology
$130.5M
Financials
$58.6M
Consumer Discretionary
$52.1M
Other
$11.7M
Industrials
$11.6M
Healthcare
$10.0M
Communication Services
$5.9M
Consumer Staples
$4.4M
Full Holdings — BENNETT SELBY INVESTMENTS LP (Q1 2026)
All 81 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOGL | Alphabet Inc. | $41.6M | 14.6% | +0% | 80.2 |
| 2 | $AAPL | Apple Inc. | $38.1M | 13.4% | +0% | 76.1 |
| 3 | $META | Meta Platforms, Inc. | $20.3M | 7.1% | +0% | 80.9 |
| 4 | $V | VISA INC. | $18.3M | 6.4% | +3% | 83.5 |
| 5 | $BKNG | Booking Holdings Inc. | $17.2M | 6.0% | +2% | 55.3 |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $11.8M | 4.2% | +0% | 64.5 |
| 7 | $MA | Mastercard Inc | $10.2M | 3.6% | +2% | 81.7 |
| 8 | $NVDA | NVIDIA CORP | $9.5M | 3.4% | +21% | 90.2 |
| 9 | $AMZN | AMAZON COM INC | $7.7M | 2.7% | +1% | 74.6 |
| 10 | $UBER | Uber Technologies, Inc | $7.2M | 2.5% | +62% | 79.3 |
| 11 |  $MSFT | MICROSOFT CORP | $7.1M | 2.5% | +1% | 83.7 |
| 12 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $6.6M | 2.3% | +3% | 71.5 |
| 13 |  $FND | Floor & Decor Holdings, Inc. | $6.2M | 2.2% | +1% | 53.4 |
| 14 |  $NFLX | NETFLIX INC | $5.9M | 2.1% | +1% | 86.7 |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $4.5M | 1.6% | +2% | — |
| 16 |  $JNJ | JOHNSON & JOHNSON | $4.5M | 1.6% | +0% | 72.8 |
| 17 |  $DPZ | DOMINOS PIZZA INC | $4.3M | 1.5% | -15% | 69.8 |
| 18 |  $GGG | GRACO INC | $3.0M | 1.1% | +0% | 67.2 |
| 19 |  $SBUX | STARBUCKS CORP | $2.9M | 1.0% | -4% | 54.6 |
| 20 |  $WFC | WELLS FARGO & COMPANY/MN | $2.6M | 0.9% | +0% | — |
| 21 |  $JPM | JPMORGAN CHASE & CO | $2.6M | 0.9% | +0% | 35.6 |
| 22 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.4M | 0.8% | -2% | 67 |
| 23 |  $TREX | TREX CO INC | $2.2M | 0.8% | -9% | 60.1 |
| 24 |  $LLY | ELI LILLY & Co | $2.2M | 0.8% | +0% | 89.3 |
| 25 |  $NKE | NIKE, Inc. | $2.2M | 0.8% | -12% | 53.4 |
| 26 |  $CELH | Celsius Holdings, Inc. | $2.0M | 0.7% | +0% | 63 |
| 27 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.9M | 0.7% | +7% | — |
| 28 |  $QSR | Restaurant Brands International Inc. | $1.8M | 0.6% | -0% | 71.2 |
| 29 |  $UNP | UNION PACIFIC CORP | $1.8M | 0.6% | +0% | 74 |
| 30 |  $KNSL | Kinsale Capital Group, Inc. | $1.8M | 0.6% | +9% | 79.6 |
| 31 |  $MCD | MCDONALDS CORP | $1.6M | 0.6% | -0% | 73.9 |
| 32 |  $MSCI | MSCI Inc. | $1.4M | 0.5% | +0% | 77.6 |
| 33 |  $NVO | NOVO NORDISK A S | $1.3M | 0.5% | -39% | — |
| 34 |  $TJX | TJX COMPANIES INC /DE/ | $1.3M | 0.5% | +0% | 70.7 |
| 35 |  $IVZ | Invesco Ltd. | $1.3M | 0.4% | -0% | — |
| 36 |  $RACE | Ferrari N.V. | $1.2M | 0.4% | +25% | — |
| 37 |  $ONON | On Holding AG | $1.2M | 0.4% | +3% | — |
| 38 |  $NVR | NVR INC | $1.2M | 0.4% | +1% | 62.3 |
| 39 |  $VRSN | VERISIGN INC/CA | $1.2M | 0.4% | -2% | 71.6 |
| 40 |  $KO | COCA COLA CO | $1.0M | 0.4% | -0% | 74 |
| 41 |  $ZTS | Zoetis Inc. | $1.0M | 0.4% | -16% | 72.6 |
| 42 | — | VANGUARD INDEX FDS | $1.0M | 0.3% | -0% | — |
| 43 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $983,288 | 0.3% | +0% | — |
| 44 | — | ISHARES TR | $919,720 | 0.3% | +0% | — |
| 45 |  $LOW | LOWES COMPANIES INC | $905,143 | 0.3% | -0% | 63.5 |
| 46 |  $BAC | BANK OF AMERICA CORP /DE/ | $894,341 | 0.3% | +0% | 68.4 |
| 47 |  $HD | HOME DEPOT, INC. | $845,279 | 0.3% | +0% | 69.2 |
| 48 |  $AVGO | Broadcom Inc. | $817,106 | 0.3% | +0% | 86.4 |
| 49 |  $TDG | TransDigm Group INC | $773,026 | 0.3% | +0% | 75.4 |
| 50 |  $MNST | Monster Beverage Corp | $724,745 | 0.3% | +0% | 77 |
| 51 | — | ISHARES TR | $711,179 | 0.3% | -1% | — |
| 52 |  $ADBE | ADOBE INC. | $708,578 | 0.3% | +275% | 80.4 |
| 53 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $675,661 | 0.2% | -0% | 60.7 |
| 54 |  $CL | COLGATE PALMOLIVE CO | $632,479 | 0.2% | +0% | 72.4 |
| 55 | — | SCHWAB STRATEGIC TR | $614,404 | 0.2% | +0% | — |
| 56 | — | SCHWAB STRATEGIC TR | $601,037 | 0.2% | +12% | — |
| 57 |  $ACGL | ARCH CAPITAL GROUP LTD. | $568,453 | 0.2% | -1% | — |
| 58 |  $KLAC | KLA CORP | $556,571 | 0.2% | +0% | 84.4 |
| 59 | — | SCHWAB STRATEGIC TR | $546,589 | 0.2% | +0% | — |
| 60 |  $TD | TORONTO DOMINION BANK | $510,822 | 0.2% | +0% | — |
| 61 |  $IDXX | IDEXX LABORATORIES INC /DE | $494,463 | 0.2% | +0% | 73.6 |
| 62 |  $BA | BOEING CO | $481,852 | 0.2% | -18% | 51.8 |
| 63 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $413,620 | 0.1% | +8% | — |
| 64 | — | SCHWAB STRATEGIC TR | $401,855 | 0.1% | +4% | — |
| 65 |  $ACN | Accenture plc | $397,770 | 0.1% | -16% | — |
| 66 |  $GOOG | Alphabet Inc. | $377,566 | 0.1% | +0% | 80.2 |
| 67 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $368,270 | 0.1% | -6% | 68.8 |
| 68 | — | ISHARES TR | $364,572 | 0.1% | -82% | — |
| 69 |  $PDI | PIMCO Dynamic Income Fund | $346,478 | 0.1% | -31% | — |
| 70 |  $PAYC | Paycom Software, Inc. | $340,980 | 0.1% | -49% | 69.8 |
| 71 | — | SCHWAB STRATEGIC TR | $290,768 | 0.1% | +1% | — |
| 72 |  $VRSK | Verisk Analytics, Inc. | $251,071 | 0.1% | +0% | 77.3 |
| 73 |  $ORLY | O REILLY AUTOMOTIVE INC | $232,621 | 0.1% | +0% | 72.7 |
| 74 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $231,368 | 0.1% | -2% | 72.9 |
| 75 |  $CSCO | CISCO SYSTEMS, INC. | $228,587 | 0.1% | -1% | 72.3 |
| 76 |  $BLDR | Builders FirstSource, Inc. | $226,901 | 0.1% | -5% | 48.4 |
| 77 |  $AMGN | AMGEN INC | $224,128 | 0.1% | +0% | 79.5 |
| 78 |  $ISRG | INTUITIVE SURGICAL INC | $222,197 | 0.1% | +0% | 81.4 |
| 79 | — | VANGUARD INDEX FDS | $207,448 | 0.1% | +0% | — |
| 80 |  $ROST | ROSS STORES, INC. | $205,799 | 0.1% | NEW | 71.5 |
| 81 | — | ISHARES TR | $200,030 | 0.1% | +0% | — |
New Positions (1)
$ROST ROSS STORES, INC.$205,799
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