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Bennett Selby Investments Lp Top Holdings and 13F Report (2026)

About Bennett Selby Investments Lp

Investment Activity

  • Bennett Selby Investments Lp has $284.71 million in total holdings as of March 31, 2026.
  • Bennett Selby Investments Lp owns shares of 81 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 3.02% of the portfolio was purchased this quarter.
  • About 1.74% of the portfolio was sold this quarter.
  • This quarter, Bennett Selby Investments Lp has purchased 84 new stocks and bought additional shares in 36 stocks.
  • Bennett Selby Investments Lp sold shares of 25 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Alphabet
$41,559,994
Apple
$38,112,739
Meta Platforms
$20,295,126
Visa
$18,323,823
Booking
$17,227,306

Largest New Holdings this Quarter

808524805 - Schwab International Equity ETF
$601,037 Holding
464287614 - iShares Russell 1000 Growth ETF
$364,572 Holding
778296103 - Ross Stores
$205,799 Holding

Largest Purchases this Quarter

Uber Technologies
38,350 shares (about $2.76M)
NVIDIA
9,417 shares (about $1.64M)
Visa
2,010 shares (about $607.50K)
Schwab International Equity ETF
24,284 shares (about $601.04K)
Adobe
2,138 shares (about $519.70K)

Largest Sales this Quarter

Novo Nordisk A/S
22,701 shares (about $834.25K)
DOMINOS PIZZA INC
2,074 shares (about $744.13K)
Paycom Software
2,659 shares (about $323.23K)
NIKE
5,842 shares (about $308.57K)
Trex
5,777 shares (about $210.40K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBennett Selby Investments Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alphabet Inc. stock logo
GOOG
Alphabet
$41,559,994$28,686 0.1%144,87914.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$38,112,739$51,519 0.1%150,17413.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$20,295,126$572 0.0%35,4737.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$18,323,823$607,500 3.4%60,6276.4%Business Services
Booking Holdings Inc. stock logo
BKNG
Booking
$17,227,306$395,740 2.4%4,0926.1%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$11,833,365$35,940 0.3%24,6944.2%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$10,180,015$217,851 2.2%20,3743.6%Business Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$9,536,373$1,642,326 20.8%54,6813.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,676,624$77,268 1.0%36,8592.7%Retail/Wholesale
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$7,209,975$2,758,515 62.0%100,2362.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$7,094,215$50,342 0.7%19,1652.5%Computer and Technology
MARSH & MCLENNAN COS INC
$6,641,750$192,530 3.0%38,2922.3%COM
Floor & Decor Holdings, Inc. stock logo
FND
Floor & Decor
$6,207,455$79,146 1.3%122,1942.2%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$5,880,342$55,863 1.0%61,1582.1%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,479,270$75,435 1.7%6,8881.6%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,452,427$978 0.0%18,2151.6%Medical
DOMINOS PIZZA INC
$4,257,757$744,130 -14.9%11,8671.5%COM
Graco Inc. stock logo
GGG
Graco
$3,040,191$423 0.0%35,9151.1%Industrials
Starbucks Corporation stock logo
SBUX
Starbucks
$2,875,280$108,403 -3.6%32,0941.0%Retail/Wholesale
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$2,641,898$478 0.0%33,1860.9%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,577,0250.0%8,7610.9%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,374,284$52,806 -2.2%2,3830.8%Retail/Wholesale
Trex Company, Inc. stock logo
TREX
Trex
$2,229,778$210,398 -8.6%61,2240.8%Construction
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,222,418$5,519 0.2%2,4160.8%Medical
NIKE, Inc. stock logo
NKE
NIKE
$2,199,243$308,571 -12.3%41,6370.8%Consumer Discretionary
Celsius Holdings Inc. stock logo
CELH
Celsius
$2,008,310$35 0.0%56,6040.7%Consumer Staples
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,918,204$119,634 6.7%5,6760.7%Computer and Technology
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
$1,833,980$1,848 -0.1%24,8170.6%Retail/Wholesale
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,820,556$485 0.0%7,5040.6%Transportation
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$1,818,665$157,164 9.5%5,3230.6%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$1,590,541$3,108 -0.2%5,1180.6%Retail/Wholesale
MSCI Inc stock logo
MSCI
MSCI
$1,377,342$5,391 0.4%2,5550.5%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,312,916$834,253 -38.9%35,7260.5%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,275,6220.0%7,9880.4%Retail/Wholesale
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$1,265,892$1,367 -0.1%62,0230.4%ETF
Ferrari N.V. stock logo
RACE
Ferrari
$1,248,542$251,130 25.2%3,6890.4%Auto/Tires/Trucks
On Holding AG stock logo
ONON
ON
$1,241,832$30,584 2.5%36,5030.4%Retail/Wholesale
NVR, Inc. stock logo
NVR
NVR
$1,166,400$6,590 0.6%1770.4%Construction
VeriSign, Inc. stock logo
VRSN
VeriSign
$1,150,877$26,326 -2.2%4,6340.4%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$1,028,521$761 -0.1%13,5240.4%Consumer Staples
Zoetis Inc. stock logo
ZTS
Zoetis
$1,022,940$198,938 -16.3%8,6540.4%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,001,421$1,283 -0.1%3,1220.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$983,288$577 0.1%1,7040.3%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$919,7200.0%1,4080.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$905,143$473 -0.1%3,8310.3%Retail/Wholesale
Bank of America Corporation stock logo
BAC
Bank of America
$894,3410.0%18,3450.3%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$845,279$1,316 0.2%2,5700.3%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$817,1060.0%2,6400.3%Computer and Technology
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$773,026$1,159 0.2%6670.3%Aerospace
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$724,7450.0%10,0020.3%Consumer Staples
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$711,179$10,082 -1.4%4,5850.2%Manufacturing
Adobe Inc. stock logo
ADBE
Adobe
$708,578$519,705 275.2%2,9150.2%Computer and Technology
Tractor Supply Company stock logo
TSCO
Tractor Supply
$675,661$997 -0.1%14,9150.2%Retail/Wholesale
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$632,4790.0%7,4210.2%Consumer Staples
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$614,4040.0%23,9630.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$601,037$601,037 New Holding24,2840.2%ETF
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$568,453$6,047 -1.1%5,9220.2%Finance
KLA Corporation stock logo
KLAC
KLA
$556,5710.0%3780.2%Computer and Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$546,589$929 0.2%21,7760.2%ETF
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$510,8220.0%5,4740.2%Finance
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$494,4630.0%8800.2%Medical
The Boeing Company stock logo
BA
Boeing
$481,852$105,685 -18.0%2,4210.2%Aerospace
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$413,620$32,165 8.4%4,0250.1%Transportation
Schwab 1-5 Year Corporate Bond ETF stock logo
SCHJ
Schwab 1-5 Year Corporate Bond ETF
$401,855$14,909 3.9%16,2530.1%ETF
Accenture PLC stock logo
ACN
Accenture
$397,770$72,971 -15.5%2,0060.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$377,5660.0%1,3130.1%Computer and Technology
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$368,270$21,440 -5.5%2920.1%Medical
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$364,572$364,572 New Holding8550.1%ETF
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$346,478$154,931 -30.9%20,2500.1%Financial Services
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$340,980$323,232 -48.7%2,8050.1%Computer and Technology
SCHWAB STRATEGIC TR
$290,768$2,782 1.0%11,1830.1%HIGH YIELD BD ET
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$251,0710.0%1,3230.1%Business Services
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$232,6210.0%2,5200.1%Retail/Wholesale
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$231,368$4,769 -2.0%7,2280.1%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$228,587$1,164 -0.5%2,9460.1%Computer and Technology
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$226,901$13,173 -5.5%2,7560.1%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$224,1280.0%6370.1%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$222,1970.0%4820.1%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$207,448$786 0.4%7920.1%ETF
Ross Stores, Inc. stock logo
ROST
Ross Stores
$205,799$205,799 New Holding9500.1%Retail/Wholesale
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$200,0300.0%5610.1%ETF
Docusign Inc. stock logo
DOCU
Docusign
$0$498,636 -100.0%00.0%Computer and Technology
Pool Corporation stock logo
POOL
Pool
$0$356,175 -100.0%00.0%Consumer Discretionary
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$0$227,547 -100.0%00.0%Industrials
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$0$226,857 -100.0%00.0%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$0$219,958 -100.0%00.0%Finance
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$0$212,391 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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