Bennett Selby Investments Lp Top Holdings and 13F Report (2025) About Bennett Selby Investments LpInvestment ActivityBennett Selby Investments Lp has $302.45 million in total holdings as of September 30, 2025.Bennett Selby Investments Lp owns shares of 80 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.45% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Bennett Selby Investments Lp has purchased 76 new stocks and bought additional shares in 39 stocks.Bennett Selby Investments Lp sold shares of 24 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $38,126,094Alphabet $35,245,916Meta Platforms $25,912,144Booking $21,577,544Visa $19,916,030 Largest New Holdings this Quarter 72201Y101 - PIMCO Dynamic Income Fund $1,795,048 Holding808524631 - SCHWAB STRATEGIC TR $772,978 Holding808524714 - Schwab 1-5 Year Corporate Bond ETF $336,009 Holding46138G508 - Invesco Senior Loan ETF $267,548 Holding90384S303 - Ulta Beauty $212,686 Holding Largest Purchases this Quarter PIMCO Dynamic Income Fund 90,659 shares (about $1.80M)Uber Technologies 9,654 shares (about $945.80K)SCHWAB STRATEGIC TR 28,918 shares (about $772.98K)Eli Lilly and Company 722 shares (about $550.95K)Costco Wholesale 370 shares (about $342.44K) Largest Sales this Quarter Starbucks 2,830 shares (about $239.42K)Pool 544 shares (about $168.69K)Adobe 363 shares (about $128.05K)Booking 13 shares (about $70.20K)NIKE 765 shares (about $53.34K) 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$38,126,094$44,560 ▼-0.1%149,73112.6%Computer and TechnologyGOOGAlphabet$35,245,916$44,570 ▲0.1%144,71711.7%Computer and TechnologyMETAMeta Platforms$25,912,144$30,844 ▲0.1%35,2848.6%Computer and TechnologyBKNGBooking$21,577,544$70,197 ▼-0.3%3,9967.1%Retail/WholesaleVVisa$19,916,030$157,376 ▲0.8%58,3406.6%Business ServicesBRK.BBerkshire Hathaway$12,357,349$10,055 ▼-0.1%24,5804.1%FinanceMAMastercard$11,321,832$22,184 ▲0.2%19,9043.7%Business ServicesMSFTMicrosoft$9,833,387$4,662 ▲0.0%18,9853.3%Computer and TechnologyFNDFloor & Decor$8,977,397$35,302 ▲0.4%121,8103.0%Retail/WholesaleAMZNAmazon.com$8,001,350$220 ▼0.0%36,4412.6%Retail/WholesaleMMCMarsh & McLennan Companies$7,431,825$11,286 ▼-0.2%36,8772.5%FinanceNVDANVIDIA$7,155,533$72,766 ▲1.0%38,3512.4%Computer and TechnologyNFLXNetflix$7,096,407$41,962 ▲0.6%5,9192.3%Consumer DiscretionaryDOMINOS PIZZA INC$6,024,790$10,361 ▼-0.2%13,9562.0%OMSPYSPDR S&P 500 ETF Trust$4,414,961$1,999 ▲0.0%6,6271.5%FinanceUBERUber Technologies$3,522,413$945,802 ▲36.7%35,9541.2%Computer and TechnologyTREXTrex$3,476,719$66,396 ▲1.9%67,2871.1%ConstructionNKENIKE$3,380,895$53,343 ▼-1.6%48,4861.1%Consumer DiscretionaryJNJJohnson & Johnson$3,354,657$6,119 ▼-0.2%18,0921.1%MedicalCELHCelsius$3,254,106$575 ▲0.0%56,6031.1%Consumer StaplesNVONovo Nordisk A/S$3,090,550$247,761 ▲8.7%55,6961.0%MedicalGGGGraco$3,064,926$4,843 ▲0.2%36,0751.0%IndustrialsSBUXStarbucks$3,053,480$239,419 ▼-7.3%36,0931.0%Retail/WholesaleWFCWells Fargo & Company$2,780,717$587 ▲0.0%33,1750.9%FinanceJPMJPMorgan Chase & Co.$2,763,317$49,525 ▼-1.8%8,7600.9%FinanceCOSTCostco Wholesale$2,124,054$342,440 ▲19.2%2,2950.7%Retail/WholesaleZTSZoetis$1,829,888$3,658 ▼-0.2%12,5060.6%MedicalPDIPIMCO Dynamic Income Fund$1,795,048$1,795,048 ▲New Holding90,6590.6%Financial ServicesLLYEli Lilly and Company$1,788,665$550,945 ▲44.5%2,3440.6%MedicalUNPUnion Pacific$1,772,944$4,254 ▲0.2%7,5010.6%TransportationKNSLKinsale Capital Group$1,749,957$303,638 ▲21.0%4,1150.6%FinanceQSRRestaurant Brands International$1,633,906$11,289 ▼-0.7%25,4740.5%Retail/WholesalePOOLPool$1,571,552$168,691 ▼-9.7%5,0680.5%Consumer DiscretionaryMCDMcDonald's$1,558,113$2,431 ▼-0.2%5,1270.5%Retail/WholesaleMSCIMSCI$1,443,678$85,123 ▲6.3%2,5440.5%FinanceTSMTaiwan Semiconductor Manufacturing$1,441,974$3,351 ▲0.2%5,1630.5%Computer and TechnologyONONON$1,440,535$134,165 ▲10.3%34,0150.5%Retail/WholesaleVRSNVeriSign$1,324,9980.0%4,7390.4%Computer and TechnologyPAYCPaycom Software$1,285,751$833 ▼-0.1%6,1770.4%Computer and TechnologyNVRNVR$1,229,303$32,139 ▲2.7%1530.4%ConstructionRACEFerrari$1,194,612$72,783 ▲6.5%2,4620.4%Auto/Tires/TrucksTJXTJX Companies$1,154,528$145 ▲0.0%7,9880.4%Retail/WholesaleHDHome Depot$1,047,819$405 ▼0.0%2,5860.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,025,708$328 ▼0.0%3,1260.3%ETFQQQInvesco QQQ$1,022,3230.0%1,7030.3%FinanceLOWLowe's Companies$1,021,476$11,057 ▼-1.1%4,0650.3%Retail/WholesaleIVViShares Core S&P 500 ETF$942,3740.0%1,4080.3%ETFBACBank of America$889,610$18,572 ▼-2.0%17,2440.3%FinanceKOCocaCola$887,288$21,753 ▲2.5%13,3790.3%Consumer StaplesTDGTransdigm Group$872,529$7,908 ▲0.9%6620.3%AerospaceAVGOBroadcom$870,9620.0%2,6400.3%Computer and TechnologyTSCOTractor Supply$849,341$171 ▲0.0%14,9350.3%Retail/WholesaleSCHWAB STRATEGIC TR$772,978$772,978 ▲New Holding28,9180.3%IGH YIELD BD ETIUSGiShares Core S&P U.S. Growth ETF$765,111$4,607 ▼-0.6%4,6500.3%ManufacturingACGLArch Capital Group$722,574$153,334 ▲26.9%7,9640.2%FinanceMNSTMonster Beverage$673,235$8,616 ▲1.3%10,0020.2%Consumer StaplesCLColgate-Palmolive$615,038$149,003 ▲32.0%7,6940.2%Consumer StaplesACNAccenture$591,593$13,070 ▼-2.2%2,3990.2%Computer and TechnologyIDXXIDEXX Laboratories$562,223$2,556 ▲0.5%8800.2%MedicalDOCUDocusign$561,581$51,544 ▲10.1%7,7900.2%Computer and TechnologyCNICanadian National Railway$457,988$5,752 ▲1.3%4,8570.2%TransportationADBEAdobe$438,468$128,048 ▼-22.6%1,2430.1%Computer and TechnologyTDToronto Dominion Bank$437,6830.0%5,4740.1%FinanceKLACKLA$407,7110.0%3780.1%Computer and TechnologyBLDRBuilders FirstSource$401,580$88,391 ▲28.2%3,3120.1%Retail/WholesaleMTDMettler-Toledo International$380,559$7,366 ▼-1.9%3100.1%MedicalCMGChipotle Mexican Grill$347,498$57,805 ▲20.0%8,8670.1%Retail/WholesaleSCHJSchwab 1-5 Year Corporate Bond ETF$336,009$336,009 ▲New Holding13,4700.1%ETFSCHXSchwab US Large-Cap ETF$332,2000.0%12,6120.1%ETFGOOGLAlphabet$319,190$2,674 ▲0.8%1,3130.1%Computer and TechnologyVRSKVerisk Analytics$303,7750.0%1,2080.1%Business ServicesORLYO'Reilly Automotive$271,6810.0%2,5200.1%Retail/WholesaleBKLNInvesco Senior Loan ETF$267,548$267,548 ▲New Holding12,7830.1%ETFADPAutomatic Data Processing$258,8270.0%8820.1%Computer and TechnologyBXBlackstone$243,8030.0%1,4270.1%FinanceOTISOtis Worldwide$238,267$27,886 ▲13.3%2,6060.1%IndustrialsISRGIntuitive Surgical$215,565$22,362 ▲11.6%4820.1%MedicalULTAUlta Beauty$212,686$212,686 ▲New Holding3890.1%Retail/WholesaleIWBiShares Russell 1000 ETF$205,034$205,034 ▲New Holding5610.1%ETFCSCOCisco Systems$202,598$23,879 ▼-10.5%2,9610.1%Computer and TechnologyFDSFactSet Research Systems$0$278,805 ▼-100.0%00.0%Business ServicesIJKiShares S&P Mid-Cap 400 Growth ETF$0$201,066 ▼-100.0%00.0%ETFShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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