Scott & Selber, Inc.
13F Reported Value
ⓘ$473.7M
Holdings
91
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Scott & Selber, Inc. disclosed 91 positions worth $473.7M in its Form 13F-HR for Q2 2026, led by $MU (MICRON TECHNOLOGY INC) at 10.6% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 3 new positions and exited 3 — including a new stake in $HONA and a full exit from $ZTS. The portfolio is most concentrated in Technology (50.5% of disclosed assets). All figures are sourced directly from Scott & Selber, Inc.’s Form 13F-HR filing with the SEC under CIK 1315269.
AI Fund Analysis
Concentrating
$MU
$NVDA
$AAPL
$AVGO
$GOOGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 86.2#4
Quality
$50.4M43,651 sh - 85.9#5
Quality
$34.5M172,564 sh - 76.4#84
Quality
$31.7M109,589 sh - 84.5
Quality
$24.7M65,394 sh - 78.2
Quality
$24.5M69,460 sh - 79.4
Quality
$19.9M45,867 sh - 79.8
Quality
$17.0M45,455 sh - 72.3
Quality
$15.7M21,687 sh - 68.7
Quality
$14.3M60,132 sh - 65.0
Quality
$10.9M77,747 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICRON TECHNOLOGY INC$MU | 86.2#4 | $50.4M | 43,651 |
| NVIDIA CORP$NVDA | 85.9#5 | $34.5M | 172,564 |
| Apple Inc.$AAPL | 76.4#84 | $31.7M | 109,589 |
| Broadcom Inc.$AVGO | 84.5 | $24.7M | 65,394 |
 Alphabet Inc.$GOOGL | 78.2 | $24.5M | 69,460 |
 LAM RESEARCH CORP$LRCX | 79.4 | $19.9M | 45,867 |
 MICROSOFT CORP$MSFT | 79.8 | $17.0M | 45,455 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $15.7M | 21,687 |
 AMAZON COM INC$AMZN | 68.7 | $14.3M | 60,132 |
 CITIGROUP INC$C | 65.0 | $10.9M | 77,747 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Scott & Selber, Inc.'s 91 positions.
Showing top 10 of 91 holdings.
Sector Allocation
Technology
$239.1M
Financials
$50.0M
Industrials
$46.2M
Other
$43.6M
Energy
$32.3M
Consumer Discretionary
$29.1M
Healthcare
$21.0M
Consumer Staples
$6.1M
Full Holdings — Scott & Selber, Inc. (Q2 2026)
All 91 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 | $MU | MICRON TECHNOLOGY INC | $50.4M | 10.6% | -0% | 86.2 |
| 2 | $NVDA | NVIDIA CORP | $34.5M | 7.3% | -0% | 85.9 |
| 3 | $AAPL | Apple Inc. | $31.7M | 6.7% | -0% | 76.4 |
| 4 | $AVGO | Broadcom Inc. | $24.7M | 5.2% | -0% | 84.5 |
| 5 | $GOOGL | Alphabet Inc. | $24.5M | 5.2% | -0% | 78.2 |
| 6 | $LRCX | LAM RESEARCH CORP | $19.9M | 4.2% | -0% | 79.4 |
| 7 | $MSFT | MICROSOFT CORP | $17.0M | 3.6% | -0% | 79.8 |
| 8 | $AMAT | APPLIED MATERIALS INC /DE | $15.7M | 3.3% | -0% | 72.3 |
| 9 | $AMZN | AMAZON COM INC | $14.3M | 3.0% | -0% | 68.7 |
| 10 | $C | CITIGROUP INC | $10.9M | 2.3% | -0% | 65 |
| 11 | — | VANGUARD INDEX FDS - GROWTH ETF | $8.6M | 1.8% | +501% | — |
| 12 |  $KMI | KINDER MORGAN, INC. | $8.2M | 1.7% | -0% | 71.3 |
| 13 |  $JPM | JPMORGAN CHASE & CO | $8.1M | 1.7% | -0% | 70.7 |
| 14 |  $CSCO | CISCO SYSTEMS, INC. | $7.7M | 1.6% | -0% | 70.3 |
| 15 |  $GNRC | GENERAC HOLDINGS INC. | $7.4M | 1.6% | -0% | 54.4 |
| 16 |  $WMB | WILLIAMS COMPANIES, INC. | $7.2M | 1.5% | -0% | 64.3 |
| 17 |  $META | Meta Platforms, Inc. | $6.9M | 1.4% | -0% | 79.6 |
| 18 |  $GS | GOLDMAN SACHS GROUP INC | $6.4M | 1.4% | -0% | 73.5 |
| 19 |  $RTX | RTX Corp | $6.2M | 1.3% | -0% | 73.2 |
| 20 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $6.1M | 1.3% | -5% | — |
| 21 | — | VANGUARD STAR FDS - VG TL INTL STK F | $5.9M | 1.3% | +0% | — |
| 22 |  $AMD | ADVANCED MICRO DEVICES INC | $5.8M | 1.2% | -0% | 79.8 |
| 23 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.8M | 1.2% | -0% | 67.6 |
| 24 |  $XOM.R34088 | EXXON MOBIL CORP | $5.7M | 1.2% | -0% | 57.9 |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.6M | 1.2% | -0% | 73.8 |
| 26 |  $HD | HOME DEPOT, INC. | $5.2M | 1.1% | -0% | 60.3 |
| 27 |  $CCL | Carnival Corp Ltd. | $5.2M | 1.1% | -0% | — |
| 28 |  $TSLA | Tesla, Inc. | $4.8M | 1.0% | -0% | 53.9 |
| 29 |  $ABBV | AbbVie Inc. | $4.3M | 0.9% | -0% | 72.6 |
| 30 |  $HAL | HALLIBURTON CO | $3.7M | 0.8% | -0% | 53.2 |
| 31 |  $JNJ | JOHNSON & JOHNSON | $3.7M | 0.8% | +0% | 69 |
| 32 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.7M | 0.8% | +0% | — |
| 33 |  $V | VISA INC. | $3.4M | 0.7% | -0% | 82.9 |
| 34 | — | VANGUARD INDEX FDS - MID CAP ETF | $3.4M | 0.7% | +300% | — |
| 35 |  $WM | WASTE MANAGEMENT INC | $3.4M | 0.7% | -0% | 67.6 |
| 36 |  $ABNB | Airbnb, Inc. | $3.2M | 0.7% | -0% | 71 |
| 37 |  $DVN | DEVON ENERGY CORP/DE | $3.0M | 0.6% | -0% | 74.8 |
| 38 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $3.0M | 0.6% | -1% | — |
| 39 |  $ADI | ANALOG DEVICES INC | $3.0M | 0.6% | -0% | 79.2 |
| 40 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $3.0M | 0.6% | -0% | 65.1 |
| 41 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.9M | 0.6% | -0% | 65.1 |
| 42 |  $SCHW | SCHWAB CHARLES CORP | $2.8M | 0.6% | -0% | 79.4 |
| 43 | — | ISHARES TR - 0-3 MTH TREASURY | $2.7M | 0.6% | -3% | — |
| 44 |  $LLY | ELI LILLY & Co | $2.7M | 0.6% | -0% | 87.5 |
| 45 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $2.6M | 0.6% | +0% | — |
| 46 |  $ORCL | ORACLE CORP | $2.6M | 0.6% | -0% | 67.9 |
| 47 |  $AZO | AUTOZONE INC | $2.6M | 0.5% | -0% | 66.2 |
| 48 |  $MA | Mastercard Inc | $2.6M | 0.5% | -0% | 85.1 |
| 49 |  $ISRG | INTUITIVE SURGICAL INC | $2.6M | 0.5% | -0% | 79.9 |
| 50 |  $CART | Maplebear Inc. | $2.5M | 0.5% | -0% | 70.6 |
| 51 |  $WFC | WELLS FARGO & COMPANY/MN | $2.4M | 0.5% | -0% | 61.8 |
| 52 |  $SMG | SCOTTS MIRACLE-GRO CO | $2.4M | 0.5% | -0% | 45.8 |
| 53 |  $COP | CONOCOPHILLIPS | $2.3M | 0.5% | -0% | 70.2 |
| 54 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $2.3M | 0.5% | +0% | — |
| 55 |  $VIK | Viking Holdings Ltd | $2.2M | 0.5% | -0% | — |
| 56 |  $HON | HONEYWELL INTERNATIONAL INC | $2.2M | 0.5% | -50% | 65 |
| 57 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.1M | 0.5% | -0% | 66.2 |
| 58 |  $PG | PROCTER & GAMBLE Co | $2.1M | 0.5% | -0% | 64.6 |
| 59 |  $HONA | Honeywell Aerospace Inc. | $2.1M | 0.5% | NEW | — |
| 60 |  $CVX | CHEVRON CORP | $2.1M | 0.5% | -0% | 62.8 |
| 61 |  $BLK | BlackRock, Inc. | $2.1M | 0.4% | -0% | 70 |
| 62 |  $UNH | UNITEDHEALTH GROUP INC | $2.0M | 0.4% | -0% | 62.7 |
| 63 |  $KO | COCA COLA CO | $1.9M | 0.4% | -0% | 69.5 |
| 64 |  $MRK | Merck & Co., Inc. | $1.9M | 0.4% | -0% | 59.9 |
| 65 |  $SFM | Sprouts Farmers Market, Inc. | $1.6M | 0.3% | -1% | 64.8 |
| 66 |  $GILD | GILEAD SCIENCES, INC. | $1.3M | 0.3% | -0% | 57.4 |
| 67 |  $ABT | ABBOTT LABORATORIES | $1.3M | 0.3% | -0% | 65.5 |
| 68 |  $AMGN | AMGEN INC | $1.2M | 0.3% | -0% | 79.2 |
| 69 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.2% | +0% | — |
| 70 |  $INTU | INTUIT INC. | $1.0M | 0.2% | -0% | 79.3 |
| 71 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $736,980 | 0.2% | -6% | — |
| 72 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $670,761 | 0.1% | +0% | — |
| 73 |  $YUM | YUM BRANDS INC | $639,440 | 0.1% | +0% | 73.7 |
| 74 | — | ISHARES TR - CORE DIV GRWTH | $624,585 | 0.1% | +0% | — |
| 75 |  $CAT | CATERPILLAR INC | $585,695 | 0.1% | +0% | 66.5 |
| 76 |  $JLL | JONES LANG LASALLE INC | $486,622 | 0.1% | +0% | 64.2 |
| 77 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $470,705 | 0.1% | -4% | — |
| 78 | — | VANGUARD INDEX FDS - VALUE ETF | $452,451 | 0.1% | +0% | — |
| 79 | — | ISHARES TR - EXPND TEC SC ETF | $432,833 | 0.1% | +0% | — |
| 80 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $404,531 | 0.1% | +0% | — |
| 81 |  $WMT | Walmart Inc. | $383,159 | 0.1% | +0% | 60.2 |
| 82 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $338,487 | 0.1% | +0% | — |
| 83 |  $PEP | PEPSICO INC | $264,093 | 0.1% | +0% | 63.4 |
| 84 |  $HLT | Hilton Worldwide Holdings Inc. | $252,802 | 0.1% | +0% | 63.3 |
| 85 |  $MO | ALTRIA GROUP, INC. | $230,456 | 0.1% | +0% | 67.4 |
| 86 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $222,354 | 0.1% | NEW | 61.7 |
| 87 |  $MCD | MCDONALDS CORP | $215,978 | 0.1% | +0% | 69 |
| 88 |  $AER | AerCap Holdings N.V. | $212,547 | 0.0% | +0% | — |
| 89 | — | ISHARES TR - MSCI USA MIN ETF | $208,575 | 0.0% | +0% | — |
| 90 |  $H | Hyatt Hotels Corp | $202,563 | 0.0% | NEW | 47.9 |
| 91 |  $SLI | STANDARD LITHIUM LTD. | $29,340 | 0.0% | +0% | — |
New Positions (3)
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