Bennett Selby Investments Lp Top Holdings and 13F Report (2026) About Bennett Selby Investments LpInvestment ActivityBennett Selby Investments Lp has $326.88 million in total holdings as of September 30, 2026.Bennett Selby Investments Lp owns shares of 85 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.38% of the portfolio was purchased this quarter.About 1.42% of the portfolio was sold this quarter.This quarter, Bennett Selby Investments Lp has purchased 85 new stocks and bought additional shares in 36 stocks.Bennett Selby Investments Lp sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings Alphabet $50,406,800Apple $49,312,197Meta Platforms $26,462,853Visa $22,076,231Booking $16,951,480 Largest New Holdings this Quarter 009066101 - Airbnb $717,302 Holding718546104 - Phillips 66 $274,552 Holding808513105 - Charles Schwab $235,977 Holding922042858 - Vanguard FTSE Emerging Markets ETF $201,398 Holding Largest Purchases this Quarter Amazon.com 6,139 shares (about $1.53M)NVIDIA 4,607 shares (about $1.05M)Alphabet 2,731 shares (about $930.56K)Airbnb 4,465 shares (about $717.30K)Monster Beverage 10,072 shares (about $419.20K) Largest Sales this Quarter Celsius 39,916 shares (about $1.09M)Apple 2,209 shares (about $735.64K)Novo Nordisk A/S 9,615 shares (about $364.50K)MARSH & MCLENNAN COS INC 958 shares (about $163.56K)DOMINOS PIZZA INC 543 shares (about $162.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBennett Selby Investments Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$50,406,800$930,563 ▲1.9%147,93315.4%Communication ServicesAAPLApple$49,312,197$735,640 ▼-1.5%148,07615.1%TechnologyMETAMeta Platforms$26,462,853$303,854 ▲1.2%36,4918.1%Communication ServicesVVisa$22,076,231$2,875 ▲0.0%61,4376.8%FinanceBKNGBooking$16,951,480$65,164 ▲0.4%104,0545.2%Consumer DiscretionaryNVDANVIDIA$15,417,096$1,052,152 ▲7.3%67,5064.7%TechnologyBRK.BBerkshire Hathaway$12,614,069$80,668 ▲0.6%25,3323.9%FinanceMAMastercard$11,827,209$6,618 ▲0.1%21,4473.6%FinanceAMZNAmazon.com$11,014,672$1,529,532 ▲16.1%44,2093.4%Consumer DiscretionaryMSFTMicrosoft$9,976,079$46,675 ▲0.5%19,4503.1%TechnologyUBERUber Technologies$7,014,465$138,938 ▼-1.9%102,3862.1%IndustrialsMARSH & MCLENNAN COS INC$5,966,162$163,559 ▼-2.7%34,9451.8%COMFNDFloor & Decor$5,716,630$82,275 ▼-1.4%124,7901.7%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$5,538,581$198,297 ▲3.7%7,2621.7%ETFJNJJohnson & Johnson$4,820,639$6,618 ▲0.1%18,2091.5%HealthcareNFLXNetflix$4,642,099$343,447 ▲8.0%66,7161.4%Communication ServicesLLYEli Lilly and Company$3,145,288$304,345 ▲10.7%2,7181.0%HealthcareDOMINOS PIZZA INC$3,132,473$162,691 ▼-4.9%10,4551.0%COMJPMJPMorgan Chase & Co.$2,917,181$5,955 ▲0.2%8,8180.9%FinanceTSMTaiwan Semiconductor Manufacturing$2,781,390$135,032 ▲5.1%6,0970.9%TechnologySBUXStarbucks$2,668,733$24,429 ▼-0.9%28,4030.8%Consumer DiscretionaryWFCWells Fargo & Company$2,664,924$560 ▲0.0%33,2910.8%FinanceGGGGraco$2,539,239$9,144 ▼-0.4%33,0460.8%IndustrialsTREXTrex$2,496,249$90,300 ▼-3.5%57,3060.8%IndustrialsCOSTCostco Wholesale$2,221,119$15,475 ▲0.7%2,4400.7%Consumer StaplesKNSLKinsale Capital Group$2,164,372$59,064 ▲2.8%6,7060.7%FinanceUNPUnion Pacific$2,051,701$272 ▲0.0%7,5390.6%IndustrialsRACEFerrari$2,031,820$7,857 ▼-0.4%5,1720.6%Consumer DiscretionaryQSRRestaurant Brands International$1,763,9960.0%24,8170.5%Consumer DiscretionaryQQQInvesco QQQ$1,574,859$144,245 ▲10.1%2,1290.5%ETFMSCIMSCI$1,400,628$23,703 ▲1.7%2,6000.4%FinanceVRSNVeriSign$1,278,7200.0%4,5340.4%TechnologyONONON$1,246,255$133,245 ▲12.0%42,0890.4%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$1,168,2050.0%3,1220.4%ETFKOCocaCola$1,166,869$2,754 ▲0.2%13,5560.4%Consumer StaplesMCDMcDonald's$1,149,588$22,401 ▼-1.9%4,9780.4%Consumer DiscretionaryNVRNVR$1,101,636$6,154 ▼-0.6%1790.3%Consumer DiscretionaryIVViShares Core S&P 500 ETF$1,078,3170.0%1,4080.3%ETFTJXTJX Companies$1,056,8420.0%7,9880.3%Consumer DiscretionaryBACBank of America$1,002,681$925 ▼-0.1%18,4210.3%FinanceNVONovo Nordisk A/S$962,217$364,499 ▼-27.5%25,3820.3%HealthcareAVGOBroadcom$956,290$5,970 ▲0.6%2,7230.3%TechnologySCHFSchwab International Equity ETF$908,612$148,226 ▲19.5%33,0770.3%ETFIUSGiShares Core S&P U.S. Growth ETF$888,3440.0%4,5850.3%ETFLOWLowe's Companies$860,466$163,653 ▲23.5%4,6690.3%Consumer DiscretionaryMNSTMonster Beverage$835,480$419,197 ▲100.7%20,0740.3%Consumer StaplesHDHome Depot$788,096$37,271 ▲5.0%2,7700.2%Consumer DiscretionaryTDGTransdigm Group$745,911$3,248 ▲0.4%6890.2%IndustrialsKLACKLA$740,9290.0%3,8010.2%TechnologySCHXSchwab US Large-Cap ETF$718,8810.0%23,9630.2%ETFABNBAirbnb$717,302$717,302 ▲New Holding4,4650.2%Consumer DiscretionaryADBEAdobe$643,999$13,437 ▼-2.0%2,6840.2%TechnologyTDToronto Dominion Bank$643,4140.0%5,4740.2%FinanceSCHBSchwab US Broad Market ETF$638,3560.0%21,7790.2%ETFCLColgate-Palmolive$637,850$4,693 ▲0.7%7,4760.2%Consumer StaplesACGLArch Capital Group$510,843$554 ▼-0.1%5,5310.2%FinanceGOOGLAlphabet$490,6710.0%1,4260.2%Communication ServicesCNICanadian National Railway$487,4560.0%4,1000.1%IndustrialsIDXXIDEXX Laboratories$459,5270.0%8800.1%HealthcarePAYCPaycom Software$452,848$1,088 ▼-0.2%2,0810.1%TechnologyIWFiShares Russell 1000 Growth ETF$432,3980.0%3,4520.1%ETFMTDMettler-Toledo International$426,0880.0%2820.1%HealthcareMELIMercadoLibre$407,933$31,114 ▲8.3%2360.1%Consumer DiscretionaryBKLNInvesco Senior Loan ETF$397,119$31,483 ▼-7.3%19,4380.1%ETFBABoeing$390,147$32,001 ▼-7.6%2,0970.1%IndustrialsACNAccenture$366,7400.0%2,0000.1%TechnologyADPAutomatic Data Processing$324,4260.0%1,2570.1%IndustrialsCSCOCisco Systems$317,0870.0%2,9460.1%TechnologySCHJSchwab 1-5 Year Corporate Bond ETF$304,238$72,155 ▼-19.2%12,6240.1%ETFAXPAmerican Express$287,983$90,926 ▲46.1%9470.1%FinanceAMGNAmgen$275,246$3,372 ▲1.2%6530.1%HealthcarePSXPhillips 66$274,552$274,552 ▲New Holding1,0750.1%EnergyCELHCelsius$264,310$1,091,701 ▼-80.5%9,6640.1%Consumer StaplesSCHWAB STRATEGIC TR$261,308$22,968 ▼-8.1%10,3530.1%HIGH YIEL BD ETFAMDAdvanced Micro Devices$255,7160.0%4180.1%TechnologyIWMiShares Russell 2000 ETF$248,156$45,296 ▲22.3%8930.1%ETFSCHWCharles Schwab$235,977$235,977 ▲New Holding2,4140.1%FinanceIWBiShares Russell 1000 ETF$233,4490.0%5610.1%ETFVIGVanguard Dividend Appreciation ETF$232,7130.0%9970.1%ETFVBVanguard Small-Cap ETF$226,657$853 ▲0.4%7970.1%ETFVRSKVerisk Analytics$222,170$168 ▲0.1%1,3240.1%IndustrialsROSTRoss Stores$221,7300.0%9500.1%Consumer DiscretionaryORLYO'Reilly Automotive$215,2330.0%2,5200.1%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$212,8640.0%5,9240.1%ETFVWOVanguard FTSE Emerging Markets ETF$201,398$201,398 ▲New Holding3,3960.1%ETFNKENIKE$0$873,632 ▼-100.0%00.0%Consumer DiscretionaryTSCOTractor Supply$0$296,758 ▼-100.0%00.0%Consumer DiscretionaryCBChubb$0$204,444 ▼-100.0%00.0%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$0$202,100 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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