Scott & Selber, Inc.
- SEC CIK
- 0001315269
- Latest filing
- Jul 8, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 4, 2021. Long positions only.
- Positions
- 113
- No 13F data for Q4 2020
- Portfolio value
- $244.4M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 128,708 | $15.7M | 6.4% | – | – | History |
| MSFTMicrosoft Corp | Stock | 54,169 | $12.8M | 5.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 3,700 | $11.4M | 4.7% | – | – | History |
| GOOGAlphabet Inc. | Stock | 3,497 | $7.23M | 3.0% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 38,203 | $5.62M | 2.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 16,847 | $5.14M | 2.1% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 19,709 | $5.07M | 2.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 9,409 | $5.02M | 2.1% | – | – | History |
| HONHoneywell International Inc | COM | 23,075 | $5.01M | 2.0% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 27,201 | $4.14M | 1.7% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 13,452 | $3.96M | 1.6% | – | – | History |
| AVGOBroadcom Inc. | Stock | 8,496 | $3.94M | 1.6% | – | – | History |
| MUMicron Technology Inc | Stock | 44,270 | $3.90M | 1.6% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 8,119 | $3.71M | 1.5% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,190 | $3.63M | 1.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 8,761 | $3.26M | 1.3% | – | – | History |
| RTXRTX Corp | Stock | 38,927 | $3.01M | 1.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 17,566 | $2.89M | 1.2% | – | – | History |
| DGXQuest Diagnostics Inc | COM | 21,774 | $2.79M | 1.1% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 13,477 | $2.73M | 1.1% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 37,186 | $2.71M | 1.1% | – | – | – |
| KKRKKR & Co. Inc. | COM | 55,226 | $2.70M | 1.1% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 14,776 | $2.70M | 1.1% | – | – | History |
| DISWalt Disney Co | Stock | 14,355 | $2.65M | 1.1% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 8,751 | $2.54M | 1.0% | – | – | History |
| VVisa Inc. | Stock | 11,175 | $2.37M | 1.0% | – | – | History |
| PGProcter & Gamble Co | Stock | 17,098 | $2.32M | 0.9% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 7,019 | $2.29M | 0.9% | – | – | History |
| UNPUnion Pacific Corp | Stock | 10,403 | $2.29M | 0.9% | – | – | History |
| BACBank of America Corp | Stock | 58,931 | $2.28M | 0.9% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 1,566 | $2.23M | 0.9% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 4,529 | $2.22M | 0.9% | – | – | History |
| WMWaste Management Inc | Stock | 17,042 | $2.20M | 0.9% | – | – | History |
| LENLennar Corp | CL A | 21,325 | $2.16M | 0.9% | – | – | History |
| MDTMedtronic plc | COMM | 18,171 | $2.15M | 0.9% | – | – | History |
| VZVerizon Communications Inc | Stock | 36,683 | $2.13M | 0.9% | – | – | History |
| D.R.Horton23331AS10 | COMM | 23,794 | $2.12M | 0.9% | – | – | – |
| MAMastercard Inc | Stock | 5,694 | $2.03M | 0.8% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 8,313 | $2.02M | 0.8% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 10,796 | $2.00M | 0.8% | – | – | – |
| ZTSZoetis Inc. | Stock | 12,607 | $1.99M | 0.8% | – | – | History |
| LRCXLam Research Corp | COM | 3,321 | $1.98M | 0.8% | – | – | History |
| ABTAbbott Laboratories | Stock | 16,433 | $1.97M | 0.8% | – | – | History |
| AZOAutoZone Inc | COM | 1,398 | $1.96M | 0.8% | – | – | History |
| CERNCERNER Corp | COM | 27,200 | $1.96M | 0.8% | – | – | History |
| LUVSouthwest Airlines Co | COM | 31,495 | $1.92M | 0.8% | – | – | History |
| BLKBlackRock, Inc. | COM | 2,525 | $1.90M | 0.8% | – | – | History |
| CALYCallaway Golf Co | COM | 69,802 | $1.87M | 0.8% | – | – | History |
| ADBEAdobe Inc. | Stock | 3,846 | $1.83M | 0.7% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,426 | $1.79M | 0.7% | – | – | History |
| CCitigroup Inc | Stock | 24,506 | $1.78M | 0.7% | – | – | History |
| INTUIntuit Inc. | Stock | 4,635 | $1.77M | 0.7% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 22,542 | $1.77M | 0.7% | – | – | History |
| SBUXStarbucks Corp | Stock | 15,789 | $1.73M | 0.7% | – | – | History |
| ABBVAbbVie Inc. | Stock | 15,702 | $1.70M | 0.7% | – | – | History |
| HUMHumana Inc | Stock | 3,654 | $1.53M | 0.6% | – | – | History |
| Anheuser-Busch InBev SA/NV0352A1085 | COMM | 24,044 | $1.51M | 0.6% | – | – | – |
| CVXChevron Corp | Stock | 14,322 | $1.50M | 0.6% | – | – | History |
| EOGEOG Resources Inc | Stock | 20,211 | $1.47M | 0.6% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 5,831 | $1.42M | 0.6% | – | – | History |
| TAT&T Inc. | Stock | 45,591 | $1.38M | 0.6% | – | – | History |
| DOWDow Inc. | Stock | 21,190 | $1.35M | 0.6% | – | – | History |
| FTNTFortinet, Inc. | Stock | 7,156 | $1.32M | 0.5% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 7,482 | $1.31M | 0.5% | – | – | History |
| FLFoot Locker, Inc. | COM | 23,188 | $1.30M | 0.5% | – | – | History |
| SYYSysco Corp | Stock | 15,941 | $1.25M | 0.5% | – | – | History |
| WFCWells Fargo & Company | Stock | 32,111 | $1.25M | 0.5% | – | – | History |
| COPConocoPhillips | Stock | 23,630 | $1.25M | 0.5% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 52,791 | $1.25M | 0.5% | – | – | History |
| PFEPfizer Inc | Stock | 34,191 | $1.24M | 0.5% | – | – | History |
| USBUS Bancorp DE | COM NEW | 22,223 | $1.23M | 0.5% | – | – | History |
| CPTCamden Property Trust | REIT | 11,026 | $1.21M | 0.5% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 23,190 | $1.20M | 0.5% | – | – | History |
| SLBSLB Limited | Stock | 43,989 | $1.20M | 0.5% | – | – | History |
| NRGNRG Energy, Inc. | Stock | 31,616 | $1.19M | 0.5% | – | – | History |
| CVSCVS Health Corp | Stock | 15,629 | $1.18M | 0.5% | – | – | History |
| CCICrown Castle Inc. | REIT | 6,800 | $1.17M | 0.5% | – | – | History |
| ENBEnbridge Inc | Stock | 31,848 | $1.16M | 0.5% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 68,629 | $1.14M | 0.5% | – | – | History |
| CIENCiena Corp | COM NEW | 20,779 | $1.14M | 0.5% | – | – | History |
| NEENextera Energy Inc | Stock | 14,914 | $1.13M | 0.5% | – | – | History |
| VMCVulcan Materials CO | COM | 6,674 | $1.13M | 0.5% | – | – | History |
| CATCaterpillar Inc | Stock | 4,809 | $1.11M | 0.5% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 17,648 | $1.11M | 0.5% | – | – | History |
| CMECME Group Inc. | COM | 5,446 | $1.11M | 0.5% | – | – | History |
| INTCIntel Corp | Stock | 17,175 | $1.10M | 0.4% | – | – | History |
| CRICarters Inc | COM | 12,228 | $1.09M | 0.4% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 3,821 | $1.07M | 0.4% | – | – | History |
| ANETArista Networks, Inc. | COM | 3,535 | $1.07M | 0.4% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 7,626 | $1.06M | 0.4% | – | – | History |
| CNPCenterpoint Energy Inc | COM | 45,320 | $1.03M | 0.4% | – | – | History |
| PCGPG&E Corp | Stock | 87,183 | $1.02M | 0.4% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 3,259 | $1.01M | 0.4% | – | – | History |
| ADIAnalog Devices Inc | Stock | 6,475 | $1.00M | 0.4% | – | – | History |
| PRLBProto Labs Inc | COM | 8,116 | $988.0K | 0.4% | – | – | History |
| LITELumentum Holdings Inc. | COM | 10,801 | $987.0K | 0.4% | – | – | History |
| GEGeneral Electric Co | COM | 74,885 | $983.0K | 0.4% | – | – | History |
| ECLEcolab Inc. | Stock | 4,478 | $959.0K | 0.4% | – | – | History |
| CLColgate Palmolive Co | Stock | 12,064 | $951.0K | 0.4% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 9,243 | $934.0K | 0.4% | – | – | – |