Bennett Selby Investments Lp Top Holdings and 13F Report (2026) About Bennett Selby Investments LpInvestment ActivityBennett Selby Investments Lp has $312.92 million in total holdings as of June 30, 2026.Bennett Selby Investments Lp owns shares of 85 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 8.66% of the portfolio was purchased this quarter.About 1.83% of the portfolio was sold this quarter.This quarter, Bennett Selby Investments Lp has purchased 81 new stocks and bought additional shares in 39 stocks.Bennett Selby Investments Lp sold shares of 21 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alphabet $51,304,083Apple $43,486,570Visa $21,075,843Meta Platforms $20,318,873Booking $18,475,245 Largest New Holdings this Quarter 58733R102 - MercadoLibre $370,031 Holding053015103 - Automatic Data Processing $281,526 Holding007903107 - Advanced Micro Devices $242,820 Holding921908844 - Vanguard Dividend Appreciation ETF $236,015 Holding464287655 - iShares Russell 2000 ETF $219,329 Holding Largest Purchases this Quarter Booking 99,562 shares (about $17.75M)NVIDIA 8,218 shares (about $1.64M)KLA 3,423 shares (about $1.03M)Ferrari 1,503 shares (about $559.55K)Mastercard 1,061 shares (about $544.94K) Largest Sales this Quarter Invesco Senior Loan ETF 41,044 shares (about $836.07K)NIKE 20,355 shares (about $835.58K)MARSH & MCLENNAN COS INC 2,389 shares (about $398.17K)Starbucks 3,431 shares (about $350.61K)DOMINOS PIZZA INC 869 shares (about $257.25K) 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$51,304,083$114,125 â–²0.2%145,20216.4%Communication ServicesAAPLApple$43,486,570$32,119 â–²0.1%150,28513.9%TechnologyVVisa$21,075,843$275,160 â–²1.3%61,4296.7%FinanceMETAMeta Platforms$20,318,873$337,409 â–²1.7%36,0726.5%Communication ServicesBKNGBooking$18,475,245$17,745,889 â–²2,433.1%103,6545.9%Consumer DiscretionaryBRK.BBerkshire Hathaway$12,594,816$238,186 â–²1.9%25,1704.0%FinanceNVDANVIDIA$12,585,528$1,644,348 â–²15.0%62,8994.0%TechnologyMAMastercard$11,009,212$544,939 â–²5.2%21,4353.5%FinanceAMZNAmazon.com$9,073,604$288,630 â–²3.3%38,0702.9%Consumer DiscretionaryUBERUber Technologies$7,534,514$301,484 â–²4.2%104,4142.4%IndustrialsFNDFloor & Decor$7,514,145$260,709 â–²3.6%126,5862.4%Consumer DiscretionaryMSFTMicrosoft$7,221,157$72,365 â–²1.0%19,3592.3%TechnologyMARSH & MCLENNAN COS INC$5,983,956$398,175 â–¼-6.2%35,9031.9%COMSPYSPDR S&P 500 ETF Trust$5,228,874$85,132 â–²1.7%7,0021.7%ETFJNJJohnson & Johnson$4,618,224$7,873 â–¼-0.2%18,1841.5%HealthcareNFLXNetflix$4,411,092$44,411 â–²1.0%61,7801.4%Communication ServicesDOMINOS PIZZA INC$3,255,753$257,251 â–¼-7.3%10,9981.0%COMTREXTrex$2,971,325$92,324 â–¼-3.0%59,3790.9%IndustrialsLLYEli Lilly and Company$2,944,945$46,783 â–²1.6%2,4550.9%HealthcareSBUXStarbucks$2,929,066$350,613 â–¼-10.7%28,6630.9%Consumer DiscretionaryJPMJPMorgan Chase & Co.$2,880,405$12,765 â–²0.4%8,8000.9%FinanceTSMTaiwan Semiconductor Manufacturing$2,770,384$59,696 â–²2.2%5,8010.9%TechnologyWFCWells Fargo & Company$2,750,600$8,099 â–²0.3%33,2840.9%FinanceGGGGraco$2,507,634$207,930 â–¼-7.7%33,1650.8%IndustrialsCOSTCostco Wholesale$2,266,487$37,416 â–²1.7%2,4230.7%Consumer StaplesKNSLKinsale Capital Group$2,151,360$395,774 â–²22.5%6,5230.7%FinanceUNPUnion Pacific$2,050,352$9,248 â–²0.5%7,5380.7%IndustrialsRACEFerrari$1,932,930$559,552 â–²40.7%5,1920.6%Consumer DiscretionaryQSRRestaurant Brands International$1,799,4840.0%24,8170.6%Consumer DiscretionaryNVONovo Nordisk A/S$1,677,738$34,948 â–¼-2.0%34,9970.5%HealthcareCELHCelsius$1,451,702$205,663 â–¼-12.4%49,5800.5%Consumer StaplesMSCIMSCI$1,431,283$560 â–²0.0%2,5560.5%FinanceQQQInvesco QQQ$1,423,909$169,338 â–²13.5%1,9340.5%ETFMCDMcDonald's$1,371,891$11,624 â–¼-0.8%5,0750.4%Consumer DiscretionaryONONON$1,331,402$38,466 â–²3.0%37,5890.4%Consumer DiscretionaryNVRNVR$1,226,412$20,440 â–²1.7%1800.4%Consumer DiscretionaryTJXTJX Companies$1,210,1240.0%7,9880.4%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$1,155,0950.0%3,1220.4%ETFKLACKLA$1,146,800$1,032,754 â–²905.6%3,8010.4%TechnologyVRSNVeriSign$1,140,599$25,157 â–¼-2.2%4,5340.4%TechnologyKOCocaCola$1,099,1330.0%13,5240.4%Consumer StaplesIVViShares Core S&P 500 ETF$1,054,4370.0%1,4080.3%ETFBACBank of America$1,050,624$5,299 â–²0.5%18,4380.3%FinanceAVGOBroadcom$1,022,192$24,932 â–²2.5%2,7060.3%TechnologyMNSTMonster Beverage$961,3920.0%10,0020.3%Consumer StaplesHDHome Depot$930,774$24,336 â–²2.7%2,6390.3%Consumer DiscretionaryTDGTransdigm Group$913,779$25,309 â–²2.8%6860.3%IndustrialsNKENIKE$873,632$835,578 â–¼-48.9%21,2820.3%Consumer DiscretionaryIUSGiShares Core S&P U.S. Growth ETF$862,3930.0%4,5850.3%ETFLOWLowe's Companies$833,659$11,024 â–¼-1.3%3,7810.3%Consumer DiscretionarySCHFSchwab International Equity ETF$766,750$94,095 â–²14.0%27,6810.2%ETFSCHXSchwab US Large-Cap ETF$705,2220.0%23,9630.2%ETFCLColgate-Palmolive$680,3490.0%7,4210.2%Consumer StaplesTDToronto Dominion Bank$664,7640.0%5,4740.2%FinanceSCHBSchwab US Broad Market ETF$630,733$87 â–²0.0%21,7790.2%ETFADBEAdobe$561,755$35,879 â–¼-6.0%2,7400.2%TechnologyACGLArch Capital Group$537,421$37,368 â–¼-6.5%5,5370.2%FinanceGOOGLAlphabet$509,621$40,384 â–²8.6%1,4260.2%Communication ServicesBABoeing$491,170$32,903 â–¼-6.3%2,2690.2%IndustrialsCNICanadian National Railway$488,850$8,942 â–²1.9%4,1000.2%IndustrialsIDXXIDEXX Laboratories$463,2670.0%8800.1%HealthcareIWFiShares Russell 1000 Growth ETF$428,635$322,470 â–²303.7%3,4520.1%ETFBKLNInvesco Senior Loan ETF$427,343$836,068 â–¼-66.2%20,9790.1%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$385,140$15,659 â–¼-3.9%15,6180.1%ETFMELIMercadoLibre$370,031$370,031 â–²New Holding2180.1%Consumer DiscretionaryMTDMettler-Toledo International$360,258$12,775 â–¼-3.4%2820.1%HealthcareCSCOCisco Systems$346,0470.0%2,9460.1%TechnologyTSCOTractor Supply$296,758$174,710 â–¼-37.1%9,3880.1%Consumer DiscretionarySCHWAB STRATEGIC TR$294,878$2,094 â–²0.7%11,2630.1%HIGH YIEL BD ETFADPAutomatic Data Processing$281,526$281,526 â–²New Holding1,2570.1%IndustrialsPAYCPaycom Software$262,115$90,345 â–¼-25.6%2,0860.1%TechnologyACNAccenture$248,880$747 â–¼-0.3%2,0000.1%TechnologyAMDAdvanced Micro Devices$242,820$242,820 â–²New Holding4180.1%TechnologyVBVanguard Small-Cap ETF$240,786$607 â–²0.3%7940.1%ETFVRSKVerisk Analytics$237,5870.0%1,3230.1%IndustrialsVIGVanguard Dividend Appreciation ETF$236,015$236,015 â–²New Holding9970.1%ETFAMGNAmgen$233,567$2,897 â–²1.3%6450.1%HealthcareORLYO'Reilly Automotive$232,0670.0%2,5200.1%Consumer DiscretionaryIWBiShares Russell 1000 ETF$229,7300.0%5610.1%ETFIWMiShares Russell 2000 ETF$219,329$219,329 â–²New Holding7300.1%ETFAXPAmerican Express$219,186$219,186 â–²New Holding6480.1%FinanceCBChubb$204,444$204,444 â–²New Holding6000.1%FinanceROSTRoss Stores$202,2080.0%9500.1%Consumer DiscretionaryIJKiShares S&P Mid-Cap 400 Growth ETF$202,100$202,100 â–²New Holding1,7200.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$200,482$200,482 â–²New Holding5,9240.1%ETFZTSZoetis$0$1,022,940 â–¼-100.0%00.0%HealthcarePDIPIMCO Dynamic Income Fund$0$346,478 â–¼-100.0%00.0%FinanceCMGChipotle Mexican Grill$0$231,368 â–¼-100.0%00.0%Consumer DiscretionaryBLDRBuilders FirstSource$0$226,901 â–¼-100.0%00.0%IndustrialsISRGIntuitive Surgical$0$222,197 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
