Scott & Selber, Inc. Top Holdings and 13F Report (2026) About Scott & Selber, Inc.Investment ActivityScott & Selber, Inc. has $473.72 million in total holdings as of June 30, 2026.Scott & Selber, Inc. owns shares of 91 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 4.15% of the portfolio was purchased this quarter.About 3.45% of the portfolio was sold this quarter.This quarter, Scott & Selber, Inc. has purchased 91 new stocks and bought additional shares in 8 stocks.Scott & Selber, Inc. sold shares of 61 stocks and completely divested from 5 stocks this quarter.Largest Holdings Micron Technology $50,385,641NVIDIA $34,528,422Apple $31,710,640Broadcom $24,702,664Alphabet $24,542,190 Largest New Holdings this Quarter G2004J103 - CARNIVAL CORP LTD $5,158,486 Holding438516205 - HONEYWELL INTL INC $2,168,379 Holding43849R105 - HONEYWELL AEROSPACE INC $2,134,306 Holding571903202 - Marriott International $222,354 Holding448579102 - Hyatt Hotels $202,563 Holding Largest Purchases this Quarter Vanguard Growth ETF 83,446 shares (about $7.19M)CARNIVAL CORP LTD 180,556 shares (about $5.16M)Vanguard Mid-Cap ETF 31,986 shares (about $2.58M)HONEYWELL INTL INC 9,685 shares (about $2.17M)HONEYWELL AEROSPACE INC 9,654 shares (about $2.13M) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 1,345 shares (about $318.25K)Micron Technology 212 shares (about $244.71K)iShares 0-3 Month Treasury Bond ETF 916 shares (about $92.22K)Broadcom 134 shares (about $50.62K)Schwab US Broad Market ETF 1,624 shares (about $47.03K) 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 PortfolioSectorMUMicron Technology$50,385,641$244,708 â–¼-0.5%43,65110.6%Computer and TechnologyNVDANVIDIA$34,528,422$12,406 â–¼0.0%172,5647.3%Computer and TechnologyAAPLApple$31,710,640$8,681 â–¼0.0%109,5896.7%Computer and TechnologyAVGOBroadcom$24,702,664$50,619 â–¼-0.2%65,3945.2%Computer and TechnologyGOOGAlphabet$24,542,190$8,480 â–¼0.0%69,4605.2%Computer and TechnologyLAM RESEARCH CORP$19,875,664$8,233 â–¼0.0%45,8674.2%COM NEWMSFTMicrosoft$16,955,541$20,889 â–¼-0.1%45,4553.6%Computer and TechnologyAMATApplied Materials$15,679,928$7,230 â–¼0.0%21,6873.3%Computer and TechnologyAMZNAmazon.com$14,331,868$4,767 â–¼0.0%60,1323.0%Retail/WholesaleCCitigroup$10,881,440$3,639 â–¼0.0%77,7472.3%Financial ServicesVUGVanguard Growth ETF$8,623,930$7,188,058 â–²500.6%100,1151.8%ETFKMIKinder Morgan$8,160,151$2,462 â–¼0.0%255,2441.7%EnergyJPMJPMorgan Chase & Co.$8,084,459$2,291 â–¼0.0%24,6981.7%FinanceCSCOCisco Systems$7,725,417$2,702 â–¼0.0%65,7711.6%Computer and TechnologyGNRCGenerac$7,422,441$8,784 â–¼-0.1%25,3491.6%IndustrialsWMBWilliams Companies$7,208,079$2,230 â–¼0.0%96,9611.5%EnergyMETAMeta Platforms$6,890,965$2,253 â–¼0.0%12,2331.5%Computer and TechnologyGSThe Goldman Sachs Group$6,422,178$4,045 â–¼-0.1%6,3501.4%FinanceRTXRTX$6,243,898$2,087 â–¼0.0%32,9091.3%AerospaceVIGVanguard Dividend Appreciation ETF$6,100,539$318,254 â–¼-5.0%25,7821.3%ETFVXUSVanguard Total International Stock ETF$5,935,9980.0%69,4351.3%ETFAMDAdvanced Micro Devices$5,803,872$2,905 â–¼-0.1%9,9911.2%Computer and TechnologyBACBank of America$5,798,764$5,755 â–¼-0.1%101,7681.2%FinanceXOMExxonMobil$5,682,966$1,641 â–¼0.0%41,5661.2%EnergyBRK.BBerkshire Hathaway$5,565,846$5,004 â–¼-0.1%11,1231.2%FinanceHDHome Depot$5,172,782$1,763 â–¼0.0%14,6671.1%Retail/WholesaleCARNIVAL CORP LTD$5,158,486$5,158,486 â–²New Holding180,5561.1%COMMON SHARESTSLATesla$4,838,162$1,262 â–¼0.0%11,5031.0%Auto/Tires/TrucksABBVAbbVie$4,296,998$755 â–¼0.0%17,0760.9%MedicalHALHalliburton$3,739,478$1,324 â–¼0.0%110,1470.8%EnergyJNJJohnson & Johnson$3,726,076$254 â–²0.0%14,6710.8%MedicalVBVanguard Small-Cap ETF$3,711,7040.0%12,2450.8%ETFVVisa$3,437,614$9,949 â–¼-0.3%10,0200.7%Business ServicesVOVanguard Mid-Cap ETF$3,436,149$2,577,112 â–²300.0%42,6480.7%ETFWMWaste Management$3,363,216$892 â–¼0.0%15,0900.7%Business ServicesABNBAirbnb$3,184,404$1,431 â–¼0.0%22,2530.7%Consumer DiscretionaryDVNDevon Energy$3,037,309$1,074 â–¼0.0%73,5070.6%EnergySCHDSchwab US Dividend Equity ETF$3,031,820$32,090 â–¼-1.0%95,6110.6%ETFADIAnalog Devices$3,029,613$1,589 â–¼-0.1%7,6280.6%Computer and TechnologyCMGChipotle Mexican Grill$2,954,294$1,190 â–¼0.0%86,8910.6%Retail/WholesaleTMOThermo Fisher Scientific$2,944,557$3,510 â–¼-0.1%5,8730.6%MedicalSCHWCharles Schwab$2,819,950$1,015 â–¼0.0%30,5620.6%FinanceSGOViShares 0-3 Month Treasury Bond ETF$2,744,007$92,215 â–¼-3.3%27,2570.6%ETFLLYEli Lilly and Company$2,667,835$11,996 â–¼-0.4%2,2240.6%MedicalVNQVanguard Real Estate ETF$2,598,5960.0%26,9480.5%ETFORCLOracle$2,591,289$733 â–¼0.0%17,6820.5%Computer and TechnologyAZOAutoZone$2,572,732$9,588 â–¼-0.4%8050.5%Retail/WholesaleMAMastercard$2,554,292$3,595 â–¼-0.1%4,9730.5%Business ServicesISRGIntuitive Surgical$2,553,503$1,591 â–¼-0.1%6,4210.5%MedicalMAPLEBEAR INC$2,455,855$7,765 â–¼-0.3%51,8660.5%COMWFCWells Fargo & Company$2,380,511$1,983 â–¼-0.1%28,8060.5%FinanceSMGScotts Miracle-Gro$2,358,581$4,495 â–¼-0.2%34,6290.5%Consumer StaplesCOPConocoPhillips$2,320,032$624 â–¼0.0%22,3170.5%EnergyVVVanguard Large-Cap ETF$2,305,520$5,159 â–²0.2%6,7040.5%ETFVIKING HOLDINGS LTD$2,228,110$942 â–¼0.0%21,2870.5%ORD SHSHONEYWELL INTL INC$2,168,379$2,168,379 â–²New Holding9,6850.5%COMCOSTCostco Wholesale$2,145,154$2,807 â–¼-0.1%2,2930.5%Retail/WholesalePGProcter & Gamble$2,140,283$5,573 â–¼-0.3%14,5950.5%Consumer StaplesHONEYWELL AEROSPACE INC$2,134,306$2,134,306 â–²New Holding9,6540.5%COMCVXChevron$2,124,743$829 â–¼0.0%12,8180.4%EnergyBLACKROCK INC$2,063,876$2,885 â–¼-0.1%2,1460.4%COMUNHUnitedHealth Group$2,016,259$1,247 â–¼-0.1%4,8510.4%MedicalKOCocaCola$1,937,951$488 â–¼0.0%23,8460.4%Consumer StaplesMRKMerck & Co., Inc.$1,898,259$2,570 â–¼-0.1%14,7720.4%MedicalSFMSprouts Farmers Market$1,572,765$9,050 â–¼-0.6%18,5950.3%Retail/WholesaleGILDGilead Sciences$1,313,546$2,148 â–¼-0.2%10,3970.3%MedicalABTAbbott Laboratories$1,297,095$3,992 â–¼-0.3%14,2950.3%MedicalAMGNAmgen$1,224,334$1,086 â–¼-0.1%3,3810.3%MedicalQQQInvesco QQQ$1,110,4910.0%1,5080.2%FinanceINTUIntuit$1,035,441$3,393 â–¼-0.3%3,9670.2%Computer and TechnologySCHBSchwab US Broad Market ETF$736,980$47,031 â–¼-6.0%25,4480.2%ETFVYMVanguard High Dividend Yield ETF$670,761$474 â–²0.1%4,2450.1%Financial ServicesYUMYum! Brands$639,4400.0%4,0000.1%Retail/WholesaleDGROiShares Core Dividend Growth ETF$624,585$152 â–²0.0%8,2410.1%ETFCATCaterpillar$585,6950.0%5500.1%IndustrialsJLLJones Lang LaSalle$486,6220.0%1,5700.1%FinanceBNDVanguard Total Bond Market ETF$470,705$20,555 â–¼-4.2%6,4120.1%ETFVTVVanguard Value ETF$452,451$1,308 â–²0.3%2,0760.1%ETFIGMiShares Expanded Tech Sector ETF$432,8330.0%2,6460.1%ETFVOOVanguard S&P 500 ETF$404,5310.0%5890.1%ETFWALMART INC$383,1590.0%3,3830.1%COMRCLRoyal Caribbean Cruises$338,4870.0%1,0660.1%Consumer DiscretionaryPEPPepsiCo$264,0930.0%1,9500.1%Consumer StaplesHLTHilton Worldwide$252,8020.0%7650.1%Consumer DiscretionaryMOAltria Group$230,4560.0%3,2030.0%Consumer StaplesMARMarriott International$222,354$222,354 â–²New Holding6000.0%Consumer DiscretionaryMCDMcDonald's$215,9780.0%7990.0%Retail/WholesaleAERAercap$212,5470.0%1,4580.0%TransportationUSMViShares MSCI USA Min Vol Factor ETF$208,575$96 â–²0.0%2,1620.0%ETFHHyatt Hotels$202,563$202,563 â–²New Holding1,0450.0%Consumer DiscretionarySLIStandard Lithium$29,3400.0%10,6690.0%EnergyCCLCarnival$0$4,674,317 â–¼-100.0%00.0%Consumer DiscretionaryHONHoneywell International$0$4,379,247 â–¼-100.0%00.0%Multi-Sector ConglomeratesZTSZoetis$0$2,641,793 â–¼-100.0%00.0%MedicalCLXClorox$0$2,574,066 â–¼-100.0%00.0%Consumer StaplesMKCMcCormick & Company, Incorporated$0$1,027,261 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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