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Scott & Selber, Inc. Top Holdings and 13F Report (2025)

About Scott & Selber, Inc.

Investment Activity

  • Scott & Selber, Inc. has $358.83 thousand in total holdings as of June 30, 2025.
  • Scott & Selber, Inc. owns shares of 91 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
  • Approximately 6.20% of the portfolio was purchased this quarter.
  • About 3.85% of the portfolio was sold this quarter.
  • This quarter, Scott & Selber, Inc. has purchased 88 new stocks and bought additional shares in 60 stocks.
  • Scott & Selber, Inc. sold shares of 10 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

NVIDIA
$28,669
Microsoft
$23,775
Apple
$23,487
Broadcom
$19,030
Amazon.com
$13,412

Largest New Holdings this Quarter

72352L106 - Pinterest
$2,510 Holding
565394103 - Maplebear Inc
$2,483 Holding
009066101 - Airbnb
$2,470 Holding
25179M103 - Devon Energy
$2,455 Holding
032654105 - Analog Devices
$1,904 Holding

Largest Purchases this Quarter

Pinterest
70,006 shares (about $2.51K)
Maplebear Inc
54,881 shares (about $2.48K)
Airbnb
18,662 shares (about $2.47K)
Devon Energy
77,180 shares (about $2.46K)
Micron Technology
18,492 shares (about $2.28K)

Largest Sales this Quarter

Broadcom
7,062 shares (about $1.95K)
NVIDIA
11,913 shares (about $1.88K)
AutoZone
435 shares (about $1.61K)
PepsiCo
9,696 shares (about $1.28K)
UnitedHealth Group
2,964 shares (about $924.55)

Sector Allocation Over Time

Map of 500 Largest Holdings ofScott & Selber, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$28,669$1,882 -6.2%181,4588.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$23,775$117 0.5%47,7986.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$23,487$81 0.3%114,4746.5%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$19,030$1,947 -9.3%69,0365.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$13,412$99 0.7%61,1313.7%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$12,967$79 0.6%73,1013.6%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$9,285$100 1.1%12,5792.6%Computer and Technology
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$7,872$66 0.8%267,7552.2%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,503$6 0.1%25,8792.1%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$7,451$7 -0.1%16,9962.1%ETF
Citigroup Inc. stock logo
C
Citigroup
$6,937$74 1.1%81,4931.9%Financial Services
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$6,415$44 0.7%102,1381.8%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,694$38 0.7%11,7221.6%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$5,691$33 0.6%15,5221.6%Retail/Wholesale
Micron Technology, Inc. stock logo
MU
Micron Technology
$5,659$2,279 67.4%45,9131.6%Computer and Technology
Carnival Corporation stock logo
CCL
Carnival
$5,327$74 1.4%189,4471.5%Consumer Discretionary
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$5,2190.0%75,5411.5%ETF
RTX Corporation stock logo
RTX
RTX
$5,113$15 0.3%35,0131.4%Aerospace
Bank of America Corporation stock logo
BAC
Bank of America
$5,074$24 0.5%107,2191.4%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,8890.0%23,8861.4%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$4,832$9 0.2%20,7511.3%Multi-Sector Conglomerates
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,809$40 0.8%69,3161.3%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$4,793$27 0.6%44,4641.3%Energy
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,757$27 0.6%6,7211.3%Finance
Lam Research Corporation stock logo
LRCX
Lam Research
$4,692$1,731 58.5%48,2061.3%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$4,172$63 1.5%22,7901.2%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$4,065$19 0.5%18,5931.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$3,786$9 0.2%11,9171.1%Auto/Tires/Trucks
Visa Inc. stock logo
V
Visa
$3,766$20 0.5%10,6081.0%Business Services
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$3,689$22 0.6%6,7881.0%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$3,671$20 0.5%16,0431.0%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$3,359$37 1.1%18,0980.9%Medical
Intuit Inc. stock logo
INTU
Intuit
$3,340$22 0.7%4,2400.9%Computer and Technology
Generac Holdings Inc. stock logo
GNRC
Generac
$3,228$1,691 110.0%22,5390.9%Industrials
AutoZone, Inc. stock logo
AZO
AutoZone
$3,181$1,615 -33.7%8570.9%Retail/Wholesale
Adobe Inc. stock logo
ADBE
Adobe
$3,169$1,817 134.4%8,1920.9%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$2,966$18 0.6%5,2780.8%Business Services
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$2,957$27 0.9%32,4100.8%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,9040.0%10,3780.8%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,7140.0%11,4520.8%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,576$30 -1.1%97,2240.7%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$2,518$15 0.6%6,2090.7%Medical
Pinterest, Inc. stock logo
PINS
Pinterest
$2,510$2,510 New Holding70,0060.7%Computer and Technology
Maplebear Inc
$2,483$2,483 New Holding54,8810.7%COMM
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,476$31 -1.2%15,5430.7%Consumer Staples
Airbnb, Inc. stock logo
ABNB
Airbnb
$2,470$2,470 New Holding18,6620.7%Consumer Discretionary
Devon Energy Corporation stock logo
DVN
Devon Energy
$2,455$2,455 New Holding77,1800.7%Energy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$2,437$14 0.6%30,4120.7%Finance
BlackRock stock logo
BLK
BlackRock
$2,423$14 0.6%2,3090.7%Finance
The Scotts Miracle-Gro Company stock logo
SMG
Scotts Miracle-Gro
$2,421$898 58.9%36,7080.7%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,412$13 0.5%2,4360.7%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,390$14 0.6%15,6450.7%Medical
Halliburton Company stock logo
HAL
Halliburton
$2,357$41 1.8%115,6650.7%Energy
Starbucks Corporation stock logo
SBUX
Starbucks
$2,279$20 0.9%24,8670.6%Retail/Wholesale
Kenvue Inc. stock logo
KVUE
Kenvue
$2,251$20 0.9%107,5660.6%Consumer Staples
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,2180.0%24,9020.6%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$2,171$13 0.6%9,4380.6%Transportation
ConocoPhillips stock logo
COP
ConocoPhillips
$2,114$11 0.5%23,5580.6%Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,079$14 0.7%15,2890.6%Medical
Molson Coors Beverage Company stock logo
TAP
Molson Coors Beverage
$2,036$32 1.6%42,3370.6%Consumer Staples
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$2,005$14 0.7%35,7030.6%Retail/Wholesale
Chevron Corporation stock logo
CVX
Chevron
$1,908$11 0.6%13,3260.5%Energy
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,904$1,904 New Holding7,9990.5%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$1,8720.0%6,5630.5%ETF
Zoetis Inc. stock logo
ZTS
Zoetis
$1,817$10 0.6%11,6520.5%Medical
CocaCola Company (The) stock logo
KO
CocaCola
$1,763$17 1.0%24,9130.5%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,667$14 0.8%2,1380.5%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,598$925 -36.7%5,1230.4%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$1,595$11 0.7%5,8500.4%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,485$10 0.7%10,4650.4%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,237$11 0.9%15,6260.3%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,227$10 0.8%11,0670.3%Medical
Amgen Inc. stock logo
AMGN
Amgen
$1,013$8 0.8%3,6290.3%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$832$44 -5.0%1,5080.2%Finance
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$5930.0%4,0000.2%Retail/Wholesale
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$591$0 0.1%24,7900.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$526$0 0.0%8,2330.1%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$511$11 -2.2%3,8340.1%ETF
Jones Lang LaSalle Incorporated stock logo
JLL
Jones Lang LaSalle
$4020.0%1,5700.1%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$367$22 6.4%4,9840.1%ETF
Royal Caribbean Cruises Ltd.
$3340.0%1,0660.1%COMM
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$2970.0%2,6460.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$291$5 1.9%2,9750.1%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$258$1,283 -83.3%1,9500.1%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2460.0%4330.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$2330.0%7990.1%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2250.0%7300.1%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$214$214 New Holding5500.1%Industrials
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$204$204 New Holding7650.1%Consumer Discretionary
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$203$0 0.0%2,1580.1%ETF
Standard Lithium Ltd. stock logo
SLI
Standard Lithium
$21$21 New Holding10,6690.0%Energy
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$0$2,312 -100.0%00.0%Retail/Wholesale
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$0$1,962 -100.0%00.0%Computer and Technology
3M Company stock logo
MMM
3M
$0$1,540 -100.0%00.0%Multi-Sector Conglomerates
Yum China stock logo
YUMC
Yum China
$0$208 -100.0%00.0%Retail/Wholesale
Diana Shipping inc. stock logo
DSX
Diana Shipping
$0$16 -100.0%00.0%Transportation

Showing largest 100 holdings. View all holdings.
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