Bennett Selby Investments Lp Top Holdings and 13F Report (2025) About Bennett Selby Investments LpInvestment ActivityBennett Selby Investments Lp has $253.00 million in total holdings as of March 31, 2025.Bennett Selby Investments Lp owns shares of 75 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 5.13% of the portfolio was purchased this quarter.About 0.64% of the portfolio was sold this quarter.This quarter, Bennett Selby Investments Lp has purchased 74 new stocks and bought additional shares in 50 stocks.Bennett Selby Investments Lp sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $33,143,816Alphabet $22,449,241Meta Platforms $20,150,147Visa $19,530,036Booking $18,405,162 Largest New Holdings this Quarter 90353T100 - Uber Technologies $377,925 Holding67103H107 - O'Reilly Automotive $240,673 Holding68902V107 - Otis Worldwide $224,047 Holding Largest Purchases this Quarter Novo Nordisk A/S 16,651 shares (about $1.16M)SPDR S&P 500 ETF Trust 1,897 shares (about $1.06M)Alphabet 6,574 shares (about $1.03M)NVIDIA 8,850 shares (about $959.16K)Zoetis 5,646 shares (about $929.60K) Largest Sales this Quarter T. Rowe Price Group 4,660 shares (about $428.09K)Starbucks 871 shares (about $85.44K)Adobe 152 shares (about $58.30K)iShares Core S&P U.S. Growth ETF 320 shares (about $40.67K)iShares S&P Mid-Cap 400 Growth ETF 475 shares (about $39.56K) 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 PortfolioSectorAAPLApple$33,143,816$3,332 ▲0.0%149,20913.1%Computer and TechnologyGOOGAlphabet$22,449,241$1,027,053 ▲4.8%143,6948.9%Computer and TechnologyMETAMeta Platforms$20,150,147$166,568 ▲0.8%34,9618.0%Computer and TechnologyVVisa$19,530,036$333,988 ▲1.7%55,7277.7%Business ServicesBKNGBooking$18,405,162$207,317 ▲1.1%3,9957.3%Retail/WholesaleBRK.BBerkshire Hathaway$12,825,592$261,497 ▲2.1%24,0825.1%FinanceMAMastercard$10,458,883$192,394 ▲1.9%19,0814.1%Business ServicesFNDFloor & Decor$9,468,744$266,356 ▲2.9%117,6683.7%Retail/WholesaleMMCMarsh & McLennan Companies$8,891,683$24,403 ▼-0.3%36,4373.5%FinanceMSFTMicrosoft$7,183,068$102,857 ▲1.5%19,1352.8%Computer and TechnologyAMZNAmazon.com$6,926,796$24,163 ▼-0.3%36,4072.7%Retail/WholesaleDOMINOS PIZZA INC$6,422,926$36,296 ▲0.6%13,9802.5%COMNFLXNetflix$5,464,626$168,788 ▲3.2%5,8602.2%Consumer DiscretionarySBUXStarbucks$3,976,004$85,437 ▼-2.1%40,5341.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$3,627,904$1,061,075 ▲41.3%6,4861.4%FinanceTREXTrex$3,541,369$502,797 ▲16.5%60,9531.4%ConstructionNVDANVIDIA$3,495,797$959,163 ▲37.8%32,2551.4%Computer and TechnologyNKENIKE$3,200,142$890,050 ▲38.5%50,4121.3%Consumer DiscretionaryNVONovo Nordisk A/S$3,116,164$1,156,236 ▲59.0%44,8761.2%MedicalGGGGraco$2,988,411$31,066 ▲1.1%35,7851.2%IndustrialsJNJJohnson & Johnson$2,911,812$24,544 ▲0.9%17,5581.2%MedicalWFCWells Fargo & Company$2,351,826$13,209 ▲0.6%32,7600.9%FinanceJPMJPMorgan Chase & Co.$2,187,269$12,019 ▼-0.5%8,9170.9%FinanceCELHCelsius$2,015,558$175,963 ▲9.6%56,5850.8%Consumer StaplesUNPUnion Pacific$1,807,409$9,213 ▼-0.5%7,6510.7%TransportationZTSZoetis$1,807,008$929,601 ▲105.9%10,9750.7%MedicalPOOLPool$1,806,158$43,292 ▲2.5%5,6740.7%Consumer DiscretionaryQSRRestaurant Brands International$1,733,643$2,066 ▲0.1%26,0150.7%Retail/WholesaleMCDMcDonald's$1,609,359$6,872 ▼-0.4%5,1520.6%Retail/WholesaleKNSLKinsale Capital Group$1,380,310$454,101 ▲49.0%2,8360.5%FinanceMSCIMSCI$1,347,034$68,992 ▲5.4%2,3820.5%FinancePAYCPaycom Software$1,330,815$21,849 ▲1.7%6,0910.5%Computer and TechnologyVRSNVeriSign$1,203,0900.0%4,7390.5%Computer and TechnologyONONON$1,144,423$184,815 ▲19.3%26,0570.5%Retail/WholesaleCOSTCostco Wholesale$1,048,519$156,001 ▲17.5%1,1090.4%Retail/WholesaleTJXTJX Companies$973,964$43,601 ▲4.7%7,9970.4%Retail/WholesaleQQQInvesco QQQ$957,663$435,216 ▲83.3%2,0420.4%FinanceLOWLowe's Companies$955,146$70,907 ▲8.0%4,0950.4%Retail/WholesaleHDHome Depot$940,529$169,339 ▲22.0%2,5660.4%Retail/WholesaleKOCoca-Cola$927,517$26,713 ▲3.0%12,9510.4%Consumer StaplesTDGTransDigm Group$885,306$55,332 ▲6.7%6400.3%AerospaceVTIVanguard Total Stock Market ETF$859,2980.0%3,1270.3%ETFADBEAdobe$855,655$58,297 ▼-6.4%2,2310.3%Computer and TechnologyRACEFerrari$820,246$314,920 ▲62.3%1,9170.3%Auto/Tires/TrucksACNAccenture$816,921$5,305 ▼-0.6%2,6180.3%Computer and TechnologyTSCOTractor Supply$812,216$18,513 ▲2.3%14,7410.3%Retail/WholesaleNVRNVR$804,127$217,332 ▲37.0%1110.3%ConstructionLLYEli Lilly and Company$794,557$298,991 ▲60.3%9620.3%MedicalIVViShares Core S&P 500 ETF$791,1550.0%1,4080.3%ETFTSMTaiwan Semiconductor Manufacturing$763,434$529,042 ▲225.7%4,5990.3%Computer and TechnologyBACBank of America$734,065$1,461 ▼-0.2%17,5910.3%FinanceIUSGiShares Core S&P U.S. Growth ETF$594,480$40,666 ▼-6.4%4,6780.2%ManufacturingMNSTMonster Beverage$577,826$9,948 ▲1.8%9,8740.2%Consumer StaplesTROWT. Rowe Price Group$553,583$428,094 ▼-43.6%6,0260.2%FinanceDOCUDocuSign$487,830$6,349 ▼-1.3%5,9930.2%Computer and TechnologyAVGOBroadcom$464,618$123,898 ▲36.4%2,7750.2%Computer and TechnologyCNICanadian National Railway$457,547$54,574 ▲13.5%4,6950.2%TransportationCLColgate-Palmolive$385,301$113,566 ▲41.8%4,1120.2%Consumer StaplesUBERUber Technologies$377,925$377,925 ▲New Holding5,1870.1%Computer and TechnologyMTDMettler-Toledo International$364,901$3,543 ▲1.0%3090.1%MedicalVRSKVerisk Analytics$359,391$10,710 ▲3.1%1,2080.1%Business ServicesCMGChipotle Mexican Grill$350,114$64,570 ▲22.6%6,9730.1%Retail/WholesaleTDToronto-Dominion Bank$328,139$9,891 ▲3.1%5,4740.1%FinanceOXYOccidental Petroleum$325,930$1,185 ▲0.4%6,6030.1%EnergyIDXXIDEXX Laboratories$322,102$116,326 ▲56.5%7670.1%MedicalFDSFactSet Research Systems$282,9380.0%6220.1%Business ServicesSCHXSchwab US Large-Cap ETF$278,4730.0%12,6120.1%ETFADPAutomatic Data Processing$269,419$4,276 ▲1.6%8820.1%Business ServicesKLACKLA$256,9640.0%3780.1%Computer and TechnologyORLYO'Reilly Automotive$240,673$240,673 ▲New Holding1680.1%Retail/WholesaleOTISOtis Worldwide$224,047$224,047 ▲New Holding2,1710.1%ConstructionISRGIntuitive Surgical$222,3760.0%4490.1%MedicalCSCOCisco Systems$217,292$17,588 ▼-7.5%3,5210.1%Computer and TechnologyGOOGLAlphabet$209,3830.0%1,3540.1%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$209,033$39,558 ▼-15.9%2,5100.1%ETFIUSBiShares Core Total USD Bond Market ETF$0$607,624 ▼-100.0%00.0%ManufacturingBXBlackstone$0$246,043 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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