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Scott & Selber, Inc. Portfolio
$476M across 92 positions as of 2026-09-30, with 51% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+27.0%
+12.5% a year vs the S&P 500
3 years
+28.5%
+7.2% a year vs the S&P 500
5 years
+16.5%
+4.3% a year vs the S&P 500
Quarters ahead
14 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +25.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +5.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +9.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +12.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -5.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +4.7% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MUMicron Technology Inc | $46.5M | 9.8% | 43,658 |
| NVDANVIDIA Corp | $39.4M | 8.3% | 172,484 |
| AAPLApple Inc | $36.5M | 7.7% | 109,469 |
| GOOGAlphabet Inc | $23.6M | 5.0% | 69,371 |
| MSFTMicrosoft Corp | $23.3M | 4.9% | 45,406 |
| AVGOBroadcom Inc | $22.9M | 4.8% | 65,312 |
| LRCXLam Research Corp | $15.1M | 3.2% | 45,874 |
| AMZNAmazon.com Inc | $15M | 3.1% | 60,009 |
| AMATApplied Materials Inc | $11.1M | 2.3% | 21,703 |
| CCitigroup Inc | $10.1M | 2.1% | 77,724 |
| VUGVanguard Growth ETF | $9M | 1.9% | 100,213 |
| METAMeta Platforms Inc | $8.9M | 1.9% | 12,277 |
| JPMJPMorgan Chase & Co | $8.2M | 1.7% | 24,660 |
| KMIKinder Morgan Inc | $7.7M | 1.6% | 255,184 |
| CSCOCisco Systems Inc | $7.1M | 1.5% | 65,755 |
| XOMExxonmobil Holdings Corp | $6.8M | 1.4% | 41,529 |
| WMBWilliams Companies Inc | $6.6M | 1.4% | 96,897 |
| AMDAdvanced Micro Devices Inc | $6.1M | 1.3% | 9,986 |
| RTXRTX Corp | $6.1M | 1.3% | 32,861 |
| VIGVanguard Div Appreciation ETF | $6M | 1.3% | 25,547 |
| GSGoldman Sachs Group Inc | $5.7M | 1.2% | 6,339 |
| BRK.BBerkshire Hathaway Inc | $5.5M | 1.2% | 11,126 |
| BACBank of America Corp | $5.5M | 1.2% | 101,669 |
| VXUSVanguard Total International Stock ETF | $5.4M | 1.1% | 63,298 |
| GNRCGenerac Holdings Inc | $5.3M | 1.1% | 25,406 |
| ABBVAbbVie Inc | $4.5M | 0.9% | 17,124 |
| CARNIVAL CORP LTD | $4.4M | 0.9% | 181,195 |
| HDHome Depot Inc | $4.2M | 0.9% | 14,661 |
| TSLATesla Inc | $4M | 0.8% | 11,364 |
| TMOThermo Fisher Scientific Inc | $4M | 0.8% | 5,867 |
| JNJJohnson & Johnson | $3.9M | 0.8% | 14,678 |
| VVisa Inc | $3.6M | 0.8% | 10,009 |
| ABNBAirbnb Inc | $3.6M | 0.8% | 22,231 |
| HALHalliburton Co | $3.5M | 0.7% | 110,210 |
| VBVanguard Small-Cap ETF | $3.5M | 0.7% | 12,245 |
| DVNDevon Energy Corp | $3.4M | 0.7% | 73,484 |
| VOVanguard Mid-Cap ETF | $3.3M | 0.7% | 42,648 |
| SGOViShares 0-3 Month Treasury Bond ETF | $3.3M | 0.7% | 32,613 |
| SCHDSchwab US Dividend Equity ETF | $3.1M | 0.7% | 96,045 |
| WMWaste Management Inc | $3.1M | 0.6% | 15,062 |
| ADIAnalog Devices Inc | $3M | 0.6% | 7,625 |
| SCHWCharles Schwab Corp | $3M | 0.6% | 30,566 |
| COPConocoPhillips | $2.8M | 0.6% | 22,284 |
| CMGChipotle Mexican Grill Inc | $2.8M | 0.6% | 86,812 |
| MAMastercard Inc | $2.7M | 0.6% | 4,966 |
| CVXChevron Corp | $2.6M | 0.5% | 12,812 |
| ISRGIntuitive Surgical Inc | $2.6M | 0.5% | 6,413 |
| LLYEli Lilly and Co | $2.6M | 0.5% | 2,225 |
| VIKING HOLDINGS LTD | $2.4M | 0.5% | 31,022 |
| ORCLOracle Corp | $2.4M | 0.5% | 17,669 |
| VNQVanguard Real Estate ETF | $2.4M | 0.5% | 26,948 |
| DASHDoorDash Inc | $2.4M | 0.5% | 13,096 |
| VVVanguard Large-Cap ETF | $2.4M | 0.5% | 6,717 |
| WFCWells Fargo & Co | $2.3M | 0.5% | 28,773 |
| AZOAutozone Inc | $2.3M | 0.5% | 803 |
| BLKBlackRock Inc | $2.3M | 0.5% | 2,139 |
| CARTMaplebear Inc | $2.2M | 0.5% | 51,863 |
| DECKDeckers Outdoor Corp | $2.2M | 0.5% | 27,825 |
| MRKMerck & Co Inc | $2.1M | 0.5% | 14,769 |
| PGProcter & Gamble Co | $2.1M | 0.4% | 14,380 |
| COSTCostco Wholesale Corp | $2.1M | 0.4% | 2,288 |
| KOCoca-Cola Co | $2.1M | 0.4% | 23,832 |
| HONHoneywell International Inc | $2M | 0.4% | 9,641 |
| KLACKLA Corp | $1.8M | 0.4% | 9,196 |
| UNHUnitedHealth Group Inc | $1.8M | 0.4% | 4,849 |
| VANGUARD BD INDEX FDS | $1.6M | 0.3% | 32,400 |
| GILDGilead Sciences, Inc | $1.6M | 0.3% | 10,416 |
| HONAHoneywell Aerospace Inc | $1.5M | 0.3% | 9,633 |
| AMGNAmgen Inc | $1.4M | 0.3% | 3,386 |
| ABTAbbott Laboratories | $1.4M | 0.3% | 14,303 |
| SFMSprouts Farmers Market Inc | $1.2M | 0.3% | 18,128 |
| QQQInvesco QQQ Trust, Series 1 | $1.1M | 0.2% | 1,508 |
| INTUIntuit Inc | $1.1M | 0.2% | 3,933 |
| SCHBSchwab U.S. Broad Market ETF | $736.3K | 0.2% | 25,123 |
| VYMVanguard High Dividend Yield ETF | $659.1K | 0.1% | 4,247 |
| DGROiShares Core Dividend Growth ETF | $621.4K | 0.1% | 8,243 |
| YUMYum! Brands Inc | $545.4K | 0.1% | 4,000 |
| JLLJones Lang LaSalle Inc | $479.7K | 0.1% | 1,570 |
| BNDVanguard Total Bond Market ETF | $449.8K | 0.1% | 6,412 |
| VTVVanguard Value ETF | $449.8K | 0.1% | 2,082 |
| IGMiShares Expanded Tech Sector ETF | $447.3K | 0.1% | 2,646 |
| CATCaterpillar Inc | $445.9K | 0.1% | 550 |
| VOOVanguard S&P 500 ETF | $412.8K | 0.1% | 589 |
| WMTWalmart Inc | $351.6K | 0.1% | 3,383 |
| ROYAL CARIBBEAN GROUP | $283.4K | 0.1% | 1,066 |
| PEPPepsiCo Inc | $247.2K | 0.1% | 1,950 |
| HLTHilton Worldwide Holdings Inc | $243.4K | 0.1% | 765 |
| MOAltria Group Inc | $215.7K | 0.0% | 3,203 |
| MARMarriott International Inc | $213.4K | 0.0% | 600 |
| USMViShares MSCI USA Min Vol Factor ETF | $210.8K | 0.0% | 2,163 |
| AERCAP HOLDINGS NV | $209.3K | 0.0% | 1,458 |
| STANDARD LITHIUM CORP | $19.5K | 0.0% | 10,669 |
Quarter ending 2026-09-30.
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