BENNETT SELBY INVESTMENTS LP
13F Reported Value
ⓘ$312.9M
Holdings
85
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BENNETT SELBY INVESTMENTS LP disclosed 85 positions worth $312.9M in its Form 13F-HR for Q2 2026, led by $GOOGL (Alphabet Inc.) at 16.4% of the equity portfolio, followed by $AAPL and $V. During the quarter the fund opened 9 new positions and exited 5 — including a new stake in $MELI and a full exit from $ZTS. The portfolio is most concentrated in Technology (48.4% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$51.3M145,202 sh - 76.4#84
Quality
$43.5M150,285 sh - 82.9#14
Quality
$21.1M61,429 sh - 79.6
Quality
$20.3M36,072 sh - 58.5
Quality
$18.5M103,654 sh - 73.8
Quality
$12.6M25,170 sh - 85.9
Quality
$12.6M62,899 sh - 85.1
Quality
$11.0M21,435 sh - 68.7
Quality
$9.1M38,070 sh - 73.5
Quality
$7.5M104,414 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOGL | 78.2#57 | $51.3M | 145,202 |
 Apple Inc.$AAPL | 76.4#84 | $43.5M | 150,285 |
 VISA INC.$V | 82.9#14 | $21.1M | 61,429 |
 Meta Platforms, Inc.$META | 79.6 | $20.3M | 36,072 |
 Booking Holdings Inc.$BKNG | 58.5 | $18.5M | 103,654 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $12.6M | 25,170 |
 NVIDIA CORP$NVDA | 85.9 | $12.6M | 62,899 |
 Mastercard Inc$MA | 85.1 | $11.0M | 21,435 |
 AMAZON COM INC$AMZN | 68.7 | $9.1M | 38,070 |
 Uber Technologies, Inc$UBER | 73.5 | $7.5M | 104,414 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BENNETT SELBY INVESTMENTS LP's 85 positions.
Showing top 10 of 85 holdings.
Sector Allocation
Technology
$151.3M
Financials
$63.0M
Consumer Discretionary
$53.0M
Other
$14.3M
Industrials
$12.8M
Healthcare
$9.9M
Communication Services
$4.4M
Consumer Staples
$4.2M
Full Holdings — BENNETT SELBY INVESTMENTS LP (Q2 2026)
All 85 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. | $51.3M | 16.4% | +0% | 78.2 |
| 2 | $AAPL | Apple Inc. | $43.5M | 13.9% | +0% | 76.4 |
| 3 | $V | VISA INC. | $21.1M | 6.7% | +1% | 82.9 |
| 4 | $META | Meta Platforms, Inc. | $20.3M | 6.5% | +2% | 79.6 |
| 5 | $BKNG | Booking Holdings Inc. | $18.5M | 5.9% | +2433% | 58.5 |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $12.6M | 4.0% | +2% | 73.8 |
| 7 | $NVDA | NVIDIA CORP | $12.6M | 4.0% | +15% | 85.9 |
| 8 | $MA | Mastercard Inc | $11.0M | 3.5% | +5% | 85.1 |
| 9 | $AMZN | AMAZON COM INC | $9.1M | 2.9% | +3% | 68.7 |
| 10 | $UBER | Uber Technologies, Inc | $7.5M | 2.4% | +4% | 73.5 |
| 11 |  $FND | Floor & Decor Holdings, Inc. | $7.5M | 2.4% | +4% | 54.5 |
| 12 |  $MSFT | MICROSOFT CORP | $7.2M | 2.3% | +1% | 79.8 |
| 13 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $6.0M | 1.9% | -6% | 66.2 |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $5.2M | 1.7% | +2% | — |
| 15 |  $JNJ | JOHNSON & JOHNSON | $4.6M | 1.5% | -0% | 69 |
| 16 |  $NFLX | NETFLIX INC | $4.4M | 1.4% | +1% | 78.8 |
| 17 |  $DPZ | DOMINOS PIZZA INC | $3.3M | 1.0% | -7% | 60.1 |
| 18 |  $TREX | TREX CO INC | $3.0M | 0.9% | -3% | 54.5 |
| 19 |  $LLY | ELI LILLY & Co | $2.9M | 0.9% | +2% | 87.5 |
| 20 |  $SBUX | STARBUCKS CORP | $2.9M | 0.9% | -11% | 58.2 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $2.9M | 0.9% | +0% | 70.7 |
| 22 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.8M | 0.9% | +2% | — |
| 23 |  $WFC | WELLS FARGO & COMPANY/MN | $2.8M | 0.9% | +0% | 61.8 |
| 24 |  $GGG | GRACO INC | $2.5M | 0.8% | -8% | 63.4 |
| 25 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.3M | 0.7% | +2% | 66.2 |
| 26 |  $KNSL | Kinsale Capital Group, Inc. | $2.2M | 0.7% | +23% | 77.3 |
| 27 |  $UNP | UNION PACIFIC CORP | $2.1M | 0.7% | +0% | 69.7 |
| 28 |  $RACE | Ferrari N.V. | $1.9M | 0.6% | +41% | — |
| 29 |  $QSR | Restaurant Brands International Inc. | $1.8M | 0.6% | +0% | 69.7 |
| 30 |  $NVO | NOVO NORDISK A S | $1.7M | 0.5% | -2% | — |
| 31 |  $CELH | Celsius Holdings, Inc. | $1.5M | 0.5% | -12% | 66.5 |
| 32 |  $MSCI | MSCI Inc. | $1.4M | 0.5% | +0% | 75.7 |
| 33 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.4M | 0.5% | +13% | — |
| 34 |  $MCD | MCDONALDS CORP | $1.4M | 0.4% | -1% | 69 |
| 35 |  $ONON | On Holding AG | $1.3M | 0.4% | +3% | 53.1 |
| 36 |  $NVR | NVR INC | $1.2M | 0.4% | +2% | 56.3 |
| 37 |  $TJX | TJX COMPANIES INC /DE/ | $1.2M | 0.4% | +0% | 68.7 |
| 38 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.2M | 0.4% | +0% | — |
| 39 |  $KLAC | KLA CORP | $1.1M | 0.4% | +906% | 78.6 |
| 40 |  $VRSN | VERISIGN INC/CA | $1.1M | 0.4% | -2% | 71.3 |
| 41 |  $KO | COCA COLA CO | $1.1M | 0.3% | +0% | 69.5 |
| 42 | — | ISHARES TR - CORE S&P500 ETF | $1.1M | 0.3% | +0% | — |
| 43 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.3% | +1% | 67.6 |
| 44 |  $AVGO | Broadcom Inc. | $1.0M | 0.3% | +3% | 84.5 |
| 45 |  $MNST | Monster Beverage Corp | $961,392 | 0.3% | +0% | 71.3 |
| 46 |  $HD | HOME DEPOT, INC. | $930,774 | 0.3% | +3% | 60.3 |
| 47 |  $TDG | TransDigm Group INC | $913,779 | 0.3% | +3% | 68 |
| 48 |  $NKE | NIKE, Inc. | $873,632 | 0.3% | -49% | 49.3 |
| 49 | — | ISHARES TR - CORE S&P US GWT | $862,393 | 0.3% | +0% | — |
| 50 |  $LOW | LOWES COMPANIES INC | $833,659 | 0.3% | -1% | 60.8 |
| 51 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $766,750 | 0.3% | +14% | — |
| 52 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $705,222 | 0.2% | +0% | — |
| 53 |  $CL | COLGATE PALMOLIVE CO | $680,349 | 0.2% | +0% | 61.3 |
| 54 |  $TD | TORONTO DOMINION BANK | $664,764 | 0.2% | +0% | 80.5 |
| 55 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $630,733 | 0.2% | +0% | — |
| 56 |  $ADBE | ADOBE INC. | $561,755 | 0.2% | -6% | 77.6 |
| 57 |  $ACGL | ARCH CAPITAL GROUP LTD. | $537,421 | 0.2% | -7% | — |
| 58 |  $GOOG | Alphabet Inc. | $509,621 | 0.2% | +9% | 78.2 |
| 59 |  $BA | BOEING CO | $491,170 | 0.2% | -6% | 61.6 |
| 60 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $488,850 | 0.2% | +2% | — |
| 61 |  $IDXX | IDEXX LABORATORIES INC /DE | $463,267 | 0.1% | +0% | 73.8 |
| 62 | — | ISHARES TR - RUS 1000 GRW ETF | $428,635 | 0.1% | +304% | — |
| 63 |  $IVZ | Invesco Ltd. | $427,343 | 0.1% | -66% | — |
| 64 | — | SCHWAB STRATEGIC TR - 1 5YR CORP BD | $385,140 | 0.1% | -4% | — |
| 65 |  $MELI | MERCADOLIBRE INC | $370,031 | 0.1% | NEW | 80.2 |
| 66 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $360,258 | 0.1% | -3% | 67.5 |
| 67 |  $CSCO | CISCO SYSTEMS, INC. | $346,047 | 0.1% | +0% | 70.3 |
| 68 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $296,758 | 0.1% | -37% | 55.2 |
| 69 | — | SCHWAB STRATEGIC TR - HIGH YIEL BD ETF | $294,878 | 0.1% | +1% | — |
| 70 |  $ADP | AUTOMATIC DATA PROCESSING INC | $281,526 | 0.1% | NEW | 69.8 |
| 71 |  $PAYC | Paycom Software, Inc. | $262,115 | 0.1% | -26% | 65.8 |
| 72 |  $ACN | Accenture plc | $248,880 | 0.1% | -0% | — |
| 73 |  $AMD | ADVANCED MICRO DEVICES INC | $242,820 | 0.1% | NEW | 79.8 |
| 74 | — | VANGUARD INDEX FDS - SMALL CP ETF | $240,786 | 0.1% | +0% | — |
| 75 |  $VRSK | Verisk Analytics, Inc. | $237,587 | 0.1% | +0% | 71.2 |
| 76 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $236,015 | 0.1% | NEW | — |
| 77 |  $AMGN | AMGEN INC | $233,567 | 0.1% | +1% | 79.2 |
| 78 |  $ORLY | O REILLY AUTOMOTIVE INC | $232,067 | 0.1% | +0% | 67.4 |
| 79 | — | ISHARES TR - RUS 1000 ETF | $229,730 | 0.1% | +0% | — |
| 80 | — | ISHARES TR - RUSSELL 2000 ETF | $219,329 | 0.1% | NEW | — |
| 81 |  $AXP | AMERICAN EXPRESS CO | $219,186 | 0.1% | NEW | 69.4 |
| 82 |  $CB | Chubb Ltd | $204,444 | 0.1% | NEW | — |
| 83 |  $ROST | ROSS STORES, INC. | $202,208 | 0.1% | +0% | 70.4 |
| 84 | — | ISHARES TR - S&P MC 400GR ETF | $202,100 | 0.1% | NEW | — |
| 85 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $200,482 | 0.1% | NEW | — |
New Positions (9)
$MELI MERCADOLIBRE INC$370,031$ADP AUTOMATIC DATA PROCESSING INC$281,526$AMD ADVANCED MICRO DEVICES INC$242,820$AXP AMERICAN EXPRESS CO$219,186$CB Chubb Ltd$204,444
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