Bennett Selby Investments Lp Top Holdings and 13F Report (2024) → Healthcare Takes A Big Step Forward With The Help Of AI (From The Bull Report) (Ad) About Bennett Selby Investments LpInvestment ActivityBennett Selby Investments Lp has $214.30 million in total holdings as of March 31, 2024.Bennett Selby Investments Lp owns shares of 66 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.65% of the portfolio was purchased this quarter.About 0.23% of the portfolio was sold this quarter.This quarter, Bennett Selby Investments Lp has purchased 61 new stocks and bought additional shares in 40 stocks.Bennett Selby Investments Lp sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $25,638,427Alphabet $20,502,875Meta Platforms $16,619,148Visa $15,064,716Floor & Decor $14,499,941 Largest New Holdings this Quarter NVIDIA $826,757 HoldingState Street $423,714 HoldingBroadcom $246,526 HoldingAutomatic Data Processing $211,732 HoldingOtis Worldwide $210,849 Holding Largest Purchases this Quarter Restaurant Brands International 237,072 shares (about $1.88M)NVIDIA 915 shares (about $826.76K)State Street 5,480 shares (about $423.71K)Berkshire Hathaway 722 shares (about $303.62K)Broadcom 186 shares (about $246.53K) Largest Sales this Quarter T. Rowe Price Group 599 shares (about $73.03K)Wells Fargo & Company 1,083 shares (about $62.77K)DocuSign 448 shares (about $26.68K)Marsh & McLennan Companies 104 shares (about $21.42K)Starbucks 180 shares (about $16.45K) 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$25,638,427$154,503 ▲0.6%149,51312.0%Computer and TechnologyGOOGAlphabet$20,502,875$44,460 ▲0.2%134,6579.6%Computer and TechnologyMETAMeta Platforms$16,619,148$47,587 ▲0.3%34,2257.8%Computer and TechnologyVVisa$15,064,716$126,423 ▲0.8%53,9807.0%Business ServicesFNDFloor & Decor$14,499,941$11,795 ▲0.1%111,8656.8%ConstructionBKNGBooking$14,348,265$50,790 ▲0.4%3,9556.7%Retail/WholesaleBRK.BBerkshire Hathaway$9,760,269$303,615 ▲3.2%23,2104.6%FinanceMAMastercard$8,997,239$6,742 ▲0.1%18,6834.2%Business ServicesMSFTMicrosoft$7,764,682$61,845 ▲0.8%18,4563.6%Computer and TechnologyMMCMarsh & McLennan Companies$7,515,972$21,422 ▼-0.3%36,4893.5%FinanceDPZDomino's Pizza$6,954,976$4,969 ▼-0.1%13,9973.2%Retail/WholesaleAMZNAmazon.com$6,381,664$6,313 ▲0.1%35,3793.0%Retail/WholesaleTREXTrex$4,813,935$1,995 ▲0.0%48,2602.2%IndustrialsSBUXStarbucks$3,857,548$16,450 ▼-0.4%42,2101.8%Retail/WholesaleNFLXNetflix$3,437,4880.0%5,6601.6%Consumer DiscretionaryGGGGraco$3,303,101$1,308 ▲0.0%35,3421.5%Industrial ProductsNVONovo Nordisk A/S$2,886,770$60,090 ▲2.1%22,4831.3%MedicalJNJJohnson & Johnson$2,718,891$18,666 ▲0.7%17,1881.3%MedicalSPYSPDR S&P 500 ETF Trust$2,395,396$1,569 ▲0.1%4,5791.1%FinancePOOLPool$2,291,910$404 ▲0.0%5,6801.1%Consumer DiscretionaryQSRRestaurant Brands International$2,093,191$1,883,538 ▲898.4%263,4601.0%Retail/WholesaleUNPUnion Pacific$1,920,524$6,394 ▲0.3%7,8090.9%TransportationWFCWells Fargo & Company$1,899,217$62,770 ▼-3.2%32,7680.9%FinanceJPMJPMorgan Chase & Co.$1,783,904$3,205 ▼-0.2%8,9060.8%FinanceMCDMcDonald's$1,440,293$74,440 ▲5.5%5,1080.7%Retail/WholesaleNKENIKE$1,407,532$39,565 ▲2.9%14,9770.7%Consumer DiscretionaryTROWT. Rowe Price Group$1,375,869$73,030 ▼-5.0%11,2850.6%FinancePAYCPaycom Software$1,316,862$146,672 ▲12.5%6,6170.6%Computer and TechnologyMSCIMSCI$1,256,967$7,285 ▲0.6%2,2430.6%Financial ServicesADBEAdobe$1,252,417$5,046 ▲0.4%2,4820.6%Computer and TechnologyZTSZoetis$1,068,830$338 ▼0.0%6,3170.5%MedicalLOWLowe's Companies$978,862$8,915 ▲0.9%3,8430.5%Retail/WholesaleACNAccenture$917,477$1,386 ▲0.2%2,6470.4%Business ServicesVRSNVeriSign$913,628$1,327 ▼-0.1%4,8210.4%Computer and TechnologyNVDANVIDIA$826,757$826,757 ▲New Holding9150.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$812,5880.0%3,1270.4%ETFTJXTJX Companies$772,423$2,231 ▲0.3%7,6160.4%Retail/WholesaleHDHome Depot$764,185$11,892 ▲1.6%1,9920.4%Retail/WholesaleKOCoca-Cola$758,270$4,038 ▲0.5%12,3940.4%Consumer StaplesTSCOTractor Supply$754,569$262 ▲0.0%2,8830.4%Retail/WholesaleIVViShares Core S&P 500 ETF$740,228$13,669 ▲1.9%1,4080.3%ETFBACBank of America$697,984$379 ▼-0.1%18,4070.3%FinanceCOSTCostco Wholesale$596,793$103,249 ▲20.9%8150.3%Retail/WholesaleIUSGiShares Core S&P U.S. Growth ETF$586,0500.0%5,0000.3%ManufacturingCNICanadian National Railway$580,013$2,634 ▲0.5%4,4040.3%TransportationONONON$573,333$188,363 ▲48.9%16,2050.3%Consumer DiscretionaryOFLXOmega Flex$543,678$3,050 ▼-0.6%7,6650.3%Industrial ProductsQQQInvesco QQQ$449,0320.0%1,0110.2%FinanceMTDMettler-Toledo International$439,326$55,914 ▲14.6%3300.2%Computer and TechnologyDOCUDocuSign$425,961$26,678 ▼-5.9%7,1530.2%Business ServicesSTTState Street$423,714$423,714 ▲New Holding5,4800.2%FinanceTDGTransDigm Group$403,965$2,463 ▲0.6%3280.2%AerospaceLLYEli Lilly and Company$378,879$80,133 ▲26.8%4870.2%MedicalMNSTMonster Beverage$362,201$1,245 ▲0.3%6,1100.2%Consumer StaplesCSCOCisco Systems$306,197$5,340 ▲1.8%6,1350.1%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$292,9130.0%3,2100.1%ETFFDSFactSet Research Systems$280,965$909 ▲0.3%6180.1%Business ServicesVRSKVerisk Analytics$276,2680.0%1,1720.1%Business ServicesKLACKLA$264,059$3,493 ▲1.3%3780.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$260,9000.0%4,2040.1%ETFCLColgate-Palmolive$259,7070.0%2,8840.1%Consumer StaplesAVGOBroadcom$246,526$246,526 ▲New Holding1860.1%Computer and TechnologyINTCIntel$214,1010.0%4,8470.1%Computer and TechnologyADPAutomatic Data Processing$211,732$211,732 ▲New Holding8480.1%Business ServicesOTISOtis Worldwide$210,849$210,849 ▲New Holding2,1240.1%ConstructionOXYOccidental Petroleum$204,979$204,979 ▲New Holding3,1540.1%Oils/EnergyLUVSouthwest Airlines$0$269,046 ▼-100.0%00.0%TransportationShowing largest 100 holdings. 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