Scott & Selber, Inc. Top Holdings and 13F Report (2025) About Scott & Selber, Inc.Investment ActivityScott & 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 $28,669Microsoft $23,775Apple $23,487Broadcom $19,030Amazon.com $13,412 Largest New Holdings this Quarter 72352L106 - Pinterest $2,510 Holding565394103 - Maplebear Inc $2,483 Holding009066101 - Airbnb $2,470 Holding25179M103 - Devon Energy $2,455 Holding032654105 - 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 TimeMap of 500 Largest Holdings ofScott & Selber, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$28,669$1,882 ▼-6.2%181,4588.0%Computer and TechnologyMSFTMicrosoft$23,775$117 ▲0.5%47,7986.6%Computer and TechnologyAAPLApple$23,487$81 ▲0.3%114,4746.5%Computer and TechnologyAVGOBroadcom$19,030$1,947 ▼-9.3%69,0365.3%Computer and TechnologyAMZNAmazon.com$13,412$99 ▲0.7%61,1313.7%Retail/WholesaleGOOGAlphabet$12,967$79 ▲0.6%73,1013.6%Computer and TechnologyMETAMeta Platforms$9,285$100 ▲1.1%12,5792.6%Computer and TechnologyKMIKinder Morgan$7,872$66 ▲0.8%267,7552.2%EnergyJPMJPMorgan Chase & Co.$7,503$6 ▲0.1%25,8792.1%FinanceVUGVanguard Growth ETF$7,451$7 ▼-0.1%16,9962.1%ETFCCitigroup$6,937$74 ▲1.1%81,4931.9%Financial ServicesWMBWilliams Companies$6,415$44 ▲0.7%102,1381.8%EnergyBRK.BBerkshire Hathaway$5,694$38 ▲0.7%11,7221.6%FinanceHDHome Depot$5,691$33 ▲0.6%15,5221.6%Retail/WholesaleMUMicron Technology$5,659$2,279 ▲67.4%45,9131.6%Computer and TechnologyCCLCarnival$5,327$74 ▲1.4%189,4471.5%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$5,2190.0%75,5411.5%ETFRTXRTX$5,113$15 ▲0.3%35,0131.4%AerospaceBACBank of America$5,074$24 ▲0.5%107,2191.4%FinanceVIGVanguard Dividend Appreciation ETF$4,8890.0%23,8861.4%ETFHONHoneywell International$4,832$9 ▲0.2%20,7511.3%Multi-Sector ConglomeratesCSCOCisco Systems$4,809$40 ▲0.8%69,3161.3%Computer and TechnologyXOMExxon Mobil$4,793$27 ▲0.6%44,4641.3%EnergyGSThe Goldman Sachs Group$4,757$27 ▲0.6%6,7211.3%FinanceLRCXLam Research$4,692$1,731 ▲58.5%48,2061.3%Computer and TechnologyAMATApplied Materials$4,172$63 ▲1.5%22,7901.2%Computer and TechnologyORCLOracle$4,065$19 ▲0.5%18,5931.1%Computer and TechnologyTSLATesla$3,786$9 ▲0.2%11,9171.1%Auto/Tires/TrucksVVisa$3,766$20 ▲0.5%10,6081.0%Business ServicesISRGIntuitive Surgical$3,689$22 ▲0.6%6,7881.0%MedicalWMWaste Management$3,671$20 ▲0.5%16,0431.0%Business ServicesABBVAbbVie$3,359$37 ▲1.1%18,0980.9%MedicalINTUIntuit$3,340$22 ▲0.7%4,2400.9%Computer and TechnologyGNRCGenerac$3,228$1,691 ▲110.0%22,5390.9%IndustrialsAZOAutoZone$3,181$1,615 ▼-33.7%8570.9%Retail/WholesaleADBEAdobe$3,169$1,817 ▲134.4%8,1920.9%Computer and TechnologyMAMastercard$2,966$18 ▲0.6%5,2780.8%Business ServicesSCHWCharles Schwab$2,957$27 ▲0.9%32,4100.8%FinanceVOVanguard Mid-Cap ETF$2,9040.0%10,3780.8%ETFVBVanguard Small-Cap ETF$2,7140.0%11,4520.8%ETFSCHDSchwab US Dividend Equity ETF$2,576$30 ▼-1.1%97,2240.7%ETFTMOThermo Fisher Scientific$2,518$15 ▲0.6%6,2090.7%MedicalPINSPinterest$2,510$2,510 ▲New Holding70,0060.7%Computer and TechnologyMaplebear Inc$2,483$2,483 ▲New Holding54,8810.7%COMMPGProcter & Gamble$2,476$31 ▼-1.2%15,5430.7%Consumer StaplesABNBAirbnb$2,470$2,470 ▲New Holding18,6620.7%Consumer DiscretionaryDVNDevon Energy$2,455$2,455 ▲New Holding77,1800.7%EnergyWFCWells Fargo & Company$2,437$14 ▲0.6%30,4120.7%FinanceBLKBlackRock$2,423$14 ▲0.6%2,3090.7%FinanceSMGScotts Miracle-Gro$2,421$898 ▲58.9%36,7080.7%Consumer StaplesCOSTCostco Wholesale$2,412$13 ▲0.5%2,4360.7%Retail/WholesaleJNJJohnson & Johnson$2,390$14 ▲0.6%15,6450.7%MedicalHALHalliburton$2,357$41 ▲1.8%115,6650.7%EnergySBUXStarbucks$2,279$20 ▲0.9%24,8670.6%Retail/WholesaleKVUEKenvue$2,251$20 ▲0.9%107,5660.6%Consumer StaplesVNQVanguard Real Estate ETF$2,2180.0%24,9020.6%ETFUNPUnion Pacific$2,171$13 ▲0.6%9,4380.6%TransportationCOPConocoPhillips$2,114$11 ▲0.5%23,5580.6%EnergyABTAbbott Laboratories$2,079$14 ▲0.7%15,2890.6%MedicalTAPMolson Coors Beverage$2,036$32 ▲1.6%42,3370.6%Consumer StaplesCMGChipotle Mexican Grill$2,005$14 ▲0.7%35,7030.6%Retail/WholesaleCVXChevron$1,908$11 ▲0.6%13,3260.5%EnergyADIAnalog Devices$1,904$1,904 ▲New Holding7,9990.5%Computer and TechnologyVVVanguard Large-Cap ETF$1,8720.0%6,5630.5%ETFZTSZoetis$1,817$10 ▲0.6%11,6520.5%MedicalKOCocaCola$1,763$17 ▲1.0%24,9130.5%Consumer StaplesLLYEli Lilly and Company$1,667$14 ▲0.8%2,1380.5%MedicalUNHUnitedHealth Group$1,598$925 ▼-36.7%5,1230.4%MedicalCRMSalesforce$1,595$11 ▲0.7%5,8500.4%Computer and TechnologyAMDAdvanced Micro Devices$1,485$10 ▲0.7%10,4650.4%Computer and TechnologyMRKMerck & Co., Inc.$1,237$11 ▲0.9%15,6260.3%MedicalGILDGilead Sciences$1,227$10 ▲0.8%11,0670.3%MedicalAMGNAmgen$1,013$8 ▲0.8%3,6290.3%MedicalQQQInvesco QQQ$832$44 ▼-5.0%1,5080.2%FinanceYUMYum! Brands$5930.0%4,0000.2%Retail/WholesaleSCHBSchwab US Broad Market ETF$591$0 ▲0.1%24,7900.2%ETFDGROiShares Core Dividend Growth ETF$526$0 ▲0.0%8,2330.1%ETFVYMVanguard High Dividend Yield ETF$511$11 ▼-2.2%3,8340.1%ETFJLLJones Lang LaSalle$4020.0%1,5700.1%FinanceBNDVanguard Total Bond Market ETF$367$22 ▲6.4%4,9840.1%ETFRoyal Caribbean Cruises Ltd.$3340.0%1,0660.1%COMMIGMiShares Expanded Tech Sector ETF$2970.0%2,6460.1%ETFWMTWalmart$291$5 ▲1.9%2,9750.1%Retail/WholesalePEPPepsiCo$258$1,283 ▼-83.3%1,9500.1%Consumer StaplesVOOVanguard S&P 500 ETF$2460.0%4330.1%ETFMCDMcDonald's$2330.0%7990.1%Retail/WholesaleADPAutomatic Data Processing$2250.0%7300.1%Computer and TechnologyCATCaterpillar$214$214 ▲New Holding5500.1%IndustrialsHLTHilton Worldwide$204$204 ▲New Holding7650.1%Consumer DiscretionaryUSMViShares MSCI USA Min Vol Factor ETF$203$0 ▲0.0%2,1580.1%ETFSLIStandard Lithium$21$21 ▲New Holding10,6690.0%EnergyULTAUlta Beauty$0$2,312 ▼-100.0%00.0%Retail/WholesaleTXNTexas Instruments$0$1,962 ▼-100.0%00.0%Computer and TechnologyMMM3M$0$1,540 ▼-100.0%00.0%Multi-Sector ConglomeratesYUMCYum China$0$208 ▼-100.0%00.0%Retail/WholesaleDSXDiana Shipping$0$16 ▼-100.0%00.0%TransportationShowing largest 100 holdings. 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