Scott & Selber, Inc.
- SEC CIK
- 0001315269
- Latest filing
- Jul 8, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 17, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 91
- +3 vs. Q1 2025
- Portfolio value
- $358.8M
- +$46.5M (+14.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 181,458 | $28.7M | 8.0% | −11,913−6.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 47,798 | $23.8M | 6.6% | +235+0.5% | Added | History |
| AAPLApple Inc. | Stock | 114,474 | $23.5M | 6.5% | +394+0.3% | Added | History |
| AVGOBroadcom Inc. | Stock | 69,036 | $19.0M | 5.3% | −7,062−9.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 61,131 | $13.4M | 3.7% | +449+0.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 73,101 | $13.0M | 3.6% | +444+0.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 12,579 | $9.29M | 2.6% | +135+1.1% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 267,755 | $7.87M | 2.2% | +2,256+0.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 25,879 | $7.50M | 2.1% | +21+0.1% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,996 | $7.45M | 2.1% | −16−0.1% | Reduced | – |
| CCitigroup Inc | Stock | 81,493 | $6.94M | 1.9% | +869+1.1% | Added | History |
| WMBWilliams Companies, Inc. | COM | 102,138 | $6.42M | 1.8% | +701+0.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 11,722 | $5.69M | 1.6% | +79+0.7% | Added | History |
| HDHome Depot, Inc. | Stock | 15,522 | $5.69M | 1.6% | +89+0.6% | Added | History |
| MUMicron Technology Inc | Stock | 45,913 | $5.66M | 1.6% | +18,492+67.4% | Added | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 189,447 | $5.33M | 1.5% | +2,631+1.4% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 75,541 | $5.22M | 1.5% | 00.0% | Unchanged | – |
| RTXRTX Corp | Stock | 35,013 | $5.11M | 1.4% | +103+0.3% | Added | History |
| BACBank of America Corp | Stock | 107,219 | $5.07M | 1.4% | +509+0.5% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,886 | $4.89M | 1.4% | 00.0% | Unchanged | – |
| HONHoneywell International Inc | COM | 20,751 | $4.83M | 1.3% | +37+0.2% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 69,316 | $4.81M | 1.3% | +570+0.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 44,464 | $4.79M | 1.3% | +251+0.6% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 6,721 | $4.76M | 1.3% | +38+0.6% | Added | History |
| LRCXLam Research Corp | COM | 48,206 | $4.69M | 1.3% | +17,786+58.5% | Added | History |
| AMATApplied Materials Inc | Stock | 22,790 | $4.17M | 1.2% | +344+1.5% | Added | History |
| ORCLOracle Corp | Stock | 18,593 | $4.07M | 1.1% | +85+0.5% | Added | History |
| TSLATesla, Inc. | Stock | 11,917 | $3.79M | 1.1% | +28+0.2% | Added | History |
| VVisa Inc. | Stock | 10,608 | $3.77M | 1.0% | +55+0.5% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 6,788 | $3.69M | 1.0% | +40+0.6% | Added | History |
| WMWaste Management Inc | Stock | 16,043 | $3.67M | 1.0% | +86+0.5% | Added | History |
| ABBVAbbVie Inc. | Stock | 18,098 | $3.36M | 0.9% | +199+1.1% | Added | History |
| INTUIntuit Inc. | Stock | 4,240 | $3.34M | 0.9% | +28+0.7% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 22,539 | $3.23M | 0.9% | +11,806+110.0% | Added | History |
| AZOAutoZone Inc | COM | 857 | $3.18M | 0.9% | −435−33.7% | Reduced | History |
| ADBEAdobe Inc. | Stock | 8,192 | $3.17M | 0.9% | +4,697+134.4% | Added | History |
| MAMastercard Inc | Stock | 5,278 | $2.97M | 0.8% | +32+0.6% | Added | History |
| SCHWSchwab Charles Corp | Stock | 32,410 | $2.96M | 0.8% | +292+0.9% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,378 | $2.90M | 0.8% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,452 | $2.71M | 0.8% | 00.0% | Unchanged | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 97,224 | $2.58M | 0.7% | −1,117−1.1% | Reduced | – |
| TMOThermo Fisher Scientific Inc. | Stock | 6,209 | $2.52M | 0.7% | +37+0.6% | Added | History |
| PINSPinterest, Inc. | CL A | 70,006 | $2.51M | 0.7% | +70,006 | New | History |
| CARTMaplebear Inc. | COM | 54,881 | $2.48M | 0.7% | +54,881 | New | History |
| PGProcter & Gamble Co | Stock | 15,543 | $2.48M | 0.7% | −196−1.2% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 18,662 | $2.47M | 0.7% | +18,662 | New | History |
| DVNDevon Energy Corp | Stock | 77,180 | $2.46M | 0.7% | +77,180 | New | History |
| WFCWells Fargo & Company | Stock | 30,412 | $2.44M | 0.7% | +170+0.6% | Added | History |
| BLKBlackRock, Inc. | COM | 2,309 | $2.42M | 0.7% | +13+0.6% | Added | History |
| SMGScotts Miracle-Gro Co | Stock | 36,708 | $2.42M | 0.7% | +13,613+58.9% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,436 | $2.41M | 0.7% | +13+0.5% | Added | History |
| JNJJohnson & Johnson | Stock | 15,645 | $2.39M | 0.7% | +93+0.6% | Added | History |
| HALHalliburton Co | Stock | 115,665 | $2.36M | 0.7% | +2,002+1.8% | Added | History |
| SBUXStarbucks Corp | Stock | 24,867 | $2.28M | 0.6% | +215+0.9% | Added | History |
| KVUEKenvue Inc. | Stock | 107,566 | $2.25M | 0.6% | +945+0.9% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 24,902 | $2.22M | 0.6% | 00.0% | Unchanged | – |
| UNPUnion Pacific Corp | Stock | 9,438 | $2.17M | 0.6% | +57+0.6% | Added | History |
| COPConocoPhillips | Stock | 23,558 | $2.11M | 0.6% | +126+0.5% | Added | History |
| ABTAbbott Laboratories | Stock | 15,289 | $2.08M | 0.6% | +103+0.7% | Added | History |
| TAPMolson Coors Beverage Co | CL B | 42,337 | $2.04M | 0.6% | +660+1.6% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 35,703 | $2.00M | 0.6% | +258+0.7% | Added | History |
| CVXChevron Corp | Stock | 13,326 | $1.91M | 0.5% | +77+0.6% | Added | History |
| ADIAnalog Devices Inc | Stock | 7,999 | $1.90M | 0.5% | +7,999 | New | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,563 | $1.87M | 0.5% | 00.0% | Unchanged | – |
| ZTSZoetis Inc. | Stock | 11,652 | $1.82M | 0.5% | +67+0.6% | Added | History |
| KOCoca Cola Co | Stock | 24,913 | $1.76M | 0.5% | +243+1.0% | Added | History |
| LLYEli Lilly & Co | Stock | 2,138 | $1.67M | 0.5% | +18+0.8% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 5,123 | $1.60M | 0.4% | −2,964−36.7% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 5,850 | $1.59M | 0.4% | +39+0.7% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 10,465 | $1.49M | 0.4% | +73+0.7% | Added | History |
| MRKMerck & Co., Inc. | Stock | 15,626 | $1.24M | 0.3% | +141+0.9% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 11,067 | $1.23M | 0.3% | +90+0.8% | Added | History |
| AMGNAmgen Inc | Stock | 3,629 | $1.01M | 0.3% | +28+0.8% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,508 | $832.0K | 0.2% | −79−5.0% | Reduced | – |
| YUMYum Brands Inc | Stock | 4,000 | $593.0K | 0.2% | 00.0% | Unchanged | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 24,790 | $591.0K | 0.2% | +16+0.1% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,233 | $526.0K | 0.1% | +20.0% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,834 | $511.0K | 0.1% | −86−2.2% | Reduced | – |
| JLLJones Lang Lasalle Inc | COM | 1,570 | $402.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,984 | $367.0K | 0.1% | +300+6.4% | Added | – |
| RCLRoyal Caribbean Cruises Ltd | Equity | 1,066 | $334.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287549 | EXPND TEC SC ETF | 2,646 | $297.0K | 0.1% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 2,975 | $291.0K | 0.1% | +55+1.9% | Added | History |
| PEPPepsiCo Inc | Stock | 1,950 | $258.0K | 0.1% | −9,696−83.3% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 433 | $246.0K | 0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 799 | $233.0K | 0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 730 | $225.0K | 0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 550 | $214.0K | 0.1% | +550 | New | History |
| HLTHilton Worldwide Holdings Inc. | COM | 765 | $204.0K | 0.1% | +765 | New | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,158 | $203.0K | 0.1% | +10.0% | Added | – |
| SLIStandard Lithium Ltd. | COM | 10,669 | $21.0K | <0.1% | +10,669 | New | History |
Sold out since Q1 2025 (5)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| ULTAUlta Beauty, Inc. | Stock | 6,307 | $2.31M | 0.7% | History |
| TXNTexas Instruments Inc | Stock | 10,917 | $1.96M | 0.6% | History |
| MMM3M Co | Stock | 10,487 | $1.54M | 0.5% | History |
| YUMCYum China Holdings, Inc. | COM | 4,000 | $208.0K | 0.1% | History |
| DSXDiana Shipping Inc. | COM | 10,446 | $16.0K | <0.1% | History |