Scott & Selber, Inc. Top Holdings and 13F Report (2026) About Scott & Selber, Inc.Investment ActivityScott & Selber, Inc. has $476.04 million in total holdings as of September 30, 2026.Scott & Selber, Inc. owns shares of 92 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 3.40% of the portfolio was purchased this quarter.About 1.99% of the portfolio was sold this quarter.This quarter, Scott & Selber, Inc. has purchased 91 new stocks and bought additional shares in 24 stocks.Scott & Selber, Inc. sold shares of 45 stocks and completely divested from 4 stocks this quarter.Largest Holdings Micron Technology $46,500,354NVIDIA $39,391,992Apple $36,455,463Alphabet $23,637,430Microsoft $23,288,833 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $6,758,817 Holding25809K105 - DOORDASH INC $2,403,771 Holding243537107 - Deckers Outdoor $2,174,246 Holding482480100 - KLA $1,792,576 Holding92203C303 - Vanguard Ultra-Short Bond ETF $1,605,420 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 41,529 shares (about $6.76M)DOORDASH INC 13,096 shares (about $2.40M)Deckers Outdoor 27,825 shares (about $2.17M)KLA 9,196 shares (about $1.79M)Vanguard Ultra-Short Bond ETF 32,400 shares (about $1.61M) Largest Sales this Quarter Vanguard Total International Stock ETF 6,137 shares (about $521.40K)Vanguard Dividend Appreciation ETF 235 shares (about $54.83K)Tesla 139 shares (about $49.32K)Apple 120 shares (about $39.96K)Procter & Gamble 215 shares (about $31.24K) 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$46,500,354$7,456 ▲0.0%43,6589.8%TechnologyNVDANVIDIA$39,391,992$18,270 ▼0.0%172,4848.3%TechnologyAAPLApple$36,455,463$39,963 ▼-0.1%109,4697.7%TechnologyGOOGAlphabet$23,637,430$30,326 ▼-0.1%69,3715.0%Communication ServicesMSFTMicrosoft$23,288,833$25,132 ▼-0.1%45,4064.9%TechnologyAVGOBroadcom$22,936,878$28,798 ▼-0.1%65,3124.8%TechnologyLAM RESEARCH CORP$15,070,223$2,300 ▲0.0%45,8743.2%COM NEWAMZNAmazon.com$14,951,242$30,645 ▼-0.2%60,0093.1%Consumer DiscretionaryAMATApplied Materials$11,098,706$8,182 ▲0.1%21,7032.3%TechnologyCCitigroup$10,063,700$2,978 ▼0.0%77,7242.1%FinanceVUGVanguard Growth ETF$9,030,182$8,831 ▲0.1%100,2131.9%ETFMETAMeta Platforms$8,903,376$31,909 ▲0.4%12,2771.9%Communication ServicesJPMJPMorgan Chase & Co.$8,158,117$12,571 ▼-0.2%24,6601.7%FinanceKMIKinder Morgan$7,693,802$1,809 ▼0.0%255,1841.6%EnergyCSCOCisco Systems$7,077,202$1,722 ▼0.0%65,7551.5%TechnologyEXXONMOBIL HOLDINGS CORP$6,758,817$6,758,817 ▲New Holding41,5291.4%COM SHSWMBWilliams Companies$6,586,100$4,350 ▼-0.1%96,8971.4%EnergyAMDAdvanced Micro Devices$6,109,035$3,059 ▼-0.1%9,9861.3%TechnologyRTXRTX$6,100,651$8,911 ▼-0.1%32,8611.3%IndustrialsVIGVanguard Dividend Appreciation ETF$5,960,369$54,828 ▼-0.9%25,5471.3%ETFGSThe Goldman Sachs Group$5,707,531$9,904 ▼-0.2%6,3391.2%FinanceBRK.BBerkshire Hathaway$5,540,192$1,494 ▲0.0%11,1261.2%FinanceBACBank of America$5,533,870$5,389 ▼-0.1%101,6691.2%FinanceVXUSVanguard Total International Stock ETF$5,377,798$521,400 ▼-8.8%63,2981.1%ETFGNRCGenerac$5,257,772$11,796 ▲0.2%25,4061.1%IndustrialsABBVAbbVie$4,479,401$12,556 ▲0.3%17,1240.9%HealthcareCARNIVAL CORP LTD$4,446,526$15,681 ▲0.4%181,1950.9%COMMON SHARESHDHome Depot$4,170,819$1,707 ▼0.0%14,6610.9%Consumer DiscretionaryTSLATesla$4,032,061$49,319 ▼-1.2%11,3640.8%Consumer DiscretionaryTMOThermo Fisher Scientific$3,960,632$4,050 ▼-0.1%5,8670.8%HealthcareJNJJohnson & Johnson$3,885,786$1,853 ▲0.0%14,6780.8%HealthcareVVisa$3,596,412$3,952 ▼-0.1%10,0090.8%FinanceABNBAirbnb$3,571,410$3,534 ▼-0.1%22,2310.8%Consumer DiscretionaryHALHalliburton$3,504,666$2,003 ▲0.1%110,2100.7%EnergyVBVanguard Small-Cap ETF$3,483,5800.0%12,2450.7%ETFDVNDevon Energy$3,383,203$1,059 ▼0.0%73,4840.7%EnergyVOVanguard Mid-Cap ETF$3,344,4560.0%42,6480.7%ETFISHARES TR$3,283,460$539,239 ▲19.6%32,6130.7%0-3 MTH TREASURYSCHDSchwab US Dividend Equity ETF$3,124,353$14,118 ▲0.5%96,0450.7%ETFWMWaste Management$3,071,476$5,710 ▼-0.2%15,0620.6%IndustrialsADIAnalog Devices$3,024,914$1,190 ▼0.0%7,6250.6%TechnologySCHWCharles Schwab$2,987,566$391 ▲0.0%30,5660.6%FinanceCOPConocoPhillips$2,788,883$4,130 ▼-0.1%22,2840.6%EnergyCMGChipotle Mexican Grill$2,773,643$2,524 ▼-0.1%86,8120.6%Consumer DiscretionaryMAMastercard$2,738,793$3,861 ▼-0.1%4,9660.6%FinanceCVXChevron$2,616,289$1,225 ▼0.0%12,8120.5%EnergyISRGIntuitive Surgical$2,607,718$3,253 ▼-0.1%6,4130.5%HealthcareLLYEli Lilly and Company$2,574,843$1,157 ▲0.0%2,2250.5%HealthcareVIKING HOLDINGS LTD$2,429,953$762,542 ▲45.7%31,0220.5%ORD SHSORCLOracle$2,425,998$1,785 ▼-0.1%17,6690.5%TechnologyVNQVanguard Real Estate ETF$2,415,3490.0%26,9480.5%ETFDOORDASH INC$2,403,771$2,403,771 ▲New Holding13,0960.5%CL AVVVanguard Large-Cap ETF$2,363,287$4,574 ▲0.2%6,7170.5%ETFWFCWells Fargo & Company$2,303,251$2,642 ▼-0.1%28,7730.5%FinanceAZOAutoZone$2,272,506$5,660 ▼-0.2%8030.5%Consumer DiscretionaryBLACKROCK INC$2,264,157$7,410 ▼-0.3%2,1390.5%COMMAPLEBEAR INC$2,236,333$129 ▼0.0%51,8630.5%COMDECKDeckers Outdoor$2,174,246$2,174,246 ▲New Holding27,8250.5%Consumer DiscretionaryMRKMerck & Co., Inc.$2,146,081$436 ▼0.0%14,7690.5%HealthcarePGProcter & Gamble$2,089,141$31,235 ▼-1.5%14,3800.4%Consumer StaplesCOSTCostco Wholesale$2,082,993$4,552 ▼-0.2%2,2880.4%Consumer StaplesKOCoca-Cola$2,051,419$1,205 ▼-0.1%23,8320.4%Consumer StaplesHONEYWELL INTL INC$2,033,708$9,282 ▼-0.5%9,6410.4%COMKLACKLA$1,792,576$1,792,576 ▲New Holding9,1960.4%TechnologyUNHUnitedHealth Group$1,780,068$734 ▼0.0%4,8490.4%HealthcareVUSBVanguard Ultra-Short Bond ETF$1,605,420$1,605,420 ▲New Holding32,4000.3%ETFGILDGilead Sciences$1,552,552$2,832 ▲0.2%10,4160.3%HealthcareHONEYWELL AEROSPACE INC$1,492,826$3,254 ▼-0.2%9,6330.3%COMAMGNAmgen$1,427,305$2,108 ▲0.1%3,3860.3%HealthcareABTAbbott Laboratories$1,413,576$791 ▲0.1%14,3030.3%HealthcareSFMSprouts Farmers Market$1,202,793$30,985 ▼-2.5%18,1280.3%Consumer StaplesQQQInvesco QQQ$1,115,5730.0%1,5080.2%ETFINTUIntuit$1,084,447$9,375 ▼-0.9%3,9330.2%TechnologySCHBSchwab US Broad Market ETF$736,348$9,526 ▼-1.3%25,1230.2%ETFVYMVanguard High Dividend Yield ETF$659,109$310 ▲0.0%4,2470.1%ETFDGROiShares Core Dividend Growth ETF$621,436$151 ▲0.0%8,2430.1%ETFYUMYum! Brands$545,3600.0%4,0000.1%Consumer DiscretionaryJLLJones Lang LaSalle$479,6660.0%1,5700.1%Real EstateBNDVanguard Total Bond Market ETF$449,8020.0%6,4120.1%ETFVTVVanguard Value ETF$449,798$1,296 ▲0.3%2,0820.1%ETFIGMiShares Expanded Tech Sector ETF$447,2800.0%2,6460.1%ETFCATCaterpillar$445,9350.0%5500.1%IndustrialsVOOVanguard S&P 500 ETF$412,8070.0%5890.1%ETFWALMART INC$351,5610.0%3,3830.1%COMRCLRoyal Caribbean Cruises$283,4070.0%1,0660.1%Consumer DiscretionaryPEPPepsiCo$247,1640.0%1,9500.1%Consumer StaplesHLTHilton Worldwide$243,3620.0%7650.1%Consumer DiscretionaryMOAltria Group$215,6900.0%3,2030.0%Consumer StaplesMARMarriott International$213,4020.0%6000.0%Consumer DiscretionaryUSMViShares MSCI USA Min Vol Factor ETF$210,789$97 ▲0.0%2,1630.0%ETFAERAerCap$209,2520.0%1,4580.0%IndustrialsSLIStandard Lithium$19,5240.0%10,6690.0%MaterialsXOMExxonMobil$0$5,682,966 ▼-100.0%00.0%EnergySMGScotts Miracle-Gro$0$2,358,581 ▼-100.0%00.0%MaterialsMCDMcDonald's$0$215,978 ▼-100.0%00.0%Consumer DiscretionaryHHyatt Hotels$0$202,563 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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