Scott & Selber, Inc.

Scott & Selber, Inc. reported 91 holdings worth US$474M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 8, 2026

Scott & Selber, Inc. reported 91 holdings worth US$474M as of Jun 30, 2026. Largest: Micron Technology, Inc., Nvidia Corporation and Apple Inc. Filed Jul 8, 2026 (Form 13F).

Holdings
91
Value as reported
US$474M

The filing in full

CompanySharesValue as reported% of portfolio
Micron Technology, Inc.43,651US$50.4M10.6%
Nvidia Corporation173KUS$34.5M7.3%
Apple Inc110KUS$31.7M6.7%
Broadcom Inc.65,394US$24.7M5.2%
Alphabet Inc (google) Class C68,675US$24.5M5.2%
Lam Research Corporation45,867US$19.9M4.2%
Microsoft Corp.45,455US$17M3.6%
Applied Materials, Inc.21,687US$15.7M3.3%
Amazon.com, Inc.60,132US$14.3M3.0%
Citigroup, Inc.77,747US$10.9M2.3%
Kinder Morgan, Inc.255KUS$8.16M1.7%
Jp Morgan Chase & Co.24,698US$8.08M1.7%
Cisco Systems, Inc.65,771US$7.73M1.6%
Generac Holdings Inc.25,349US$7.42M1.6%
Williams Companies, Inc. (the)96,961US$7.21M1.5%
Meta Platforms, Inc.12,233US$6.89M1.5%
Goldman Sachs Group, Inc. (the)6,350US$6.42M1.4%
Rtx Corporation32,909US$6.24M1.3%
Advanced Micro Devices Inc9,991US$5.8M1.2%
Bank Of America Corporation102KUS$5.8M1.2%
Exxon Mobil Corporation41,566US$5.68M1.2%
Berkshire Hathaway Inc.11,123US$5.57M1.2%
Home Depot, Inc. (the)14,667US$5.17M1.1%
Carnival Corporation Ltd.181KUS$5.16M1.1%
Tesla, Inc.11,503US$4.84M1.0%
Abbvie Inc.17,076US$4.3M0.91%
Halliburton Company110KUS$3.74M0.79%
Johnson & Johnson14,671US$3.73M0.79%
Visa Inc.10,020US$3.44M0.73%
Waste Management, Inc.15,090US$3.36M0.71%
Airbnb, Inc.22,253US$3.18M0.67%
Devon Energy Corporation73,507US$3.04M0.64%
Analog Devices, Inc.7,628US$3.03M0.64%
Chipotle Mexican Grill, Inc.86,891US$2.95M0.62%
Thermo Fisher Scientific Inc5,873US$2.94M0.62%
Charles Schwab Corporation (the)30,562US$2.82M0.60%
Eli Lilly And Company2,224US$2.67M0.56%
Oracle Corporation17,682US$2.59M0.55%
Autozone, Inc.805US$2.57M0.54%
Mastercard Incorporated4,973US$2.55M0.54%
Intuitive Surgical, Inc.6,421US$2.55M0.54%
Maplebear Inc.51,866US$2.46M0.52%
Wells Fargo & Company28,806US$2.38M0.50%
Scotts Miracle-gro Company (the)34,629US$2.36M0.50%
Conocophillips22,317US$2.32M0.49%
Viking Holdings Ltd21,287US$2.23M0.47%
Costco Wholesale Corporation2,293US$2.15M0.45%
Procter & Gamble Company (the)14,595US$2.14M0.45%
Chevron Corporation12,818US$2.12M0.45%
Blackrock, Inc.2,146US$2.06M0.44%
Unitedhealth Group Incorporated4,851US$2.02M0.43%
Coca-cola Company (the)23,846US$1.94M0.41%
Merck & Company, Inc.14,772US$1.9M0.40%
Sprouts Farmers Market, Inc.18,595US$1.57M0.33%
Gilead Sciences, Inc.10,397US$1.31M0.28%
Abbott Laboratories14,295US$1.3M0.27%
Amgen Inc.3,381US$1.22M0.26%
Intuit Inc.3,967US$1.04M0.22%
Yum! Brands, Inc.4,000US$639K0.13%
Caterpillar, Inc.550US$586K0.12%
Jones Lang Lasalle Incorporated1,570US$487K0.10%
Walmart Inc.3,383US$383K0.08%
Pepsico, Inc.1,950US$264K0.06%
Hilton Worldwide Holdings Inc.765US$253K0.05%
Altria Group, Inc.3,203US$230K0.05%
Marriott International600US$222K0.05%
Mcdonald's Corporation799US$216K0.05%
Hyatt Hotels Corporation1,045US$203K0.04%
Standard Lithium Ltd.10,669US$29,340<0.01%
Clorox Company (the)0US$00.00%
Honeywell International Inc.0US$00.00%
Mccormick & Company, Incorporated0US$00.00%
Zoetis Inc.0US$00.00%

Source

View original at SEC

Related