Scott & Selber, Inc. Top Holdings and 13F Report (2026)

About Scott & Selber, Inc.

Investment Activity

Scott & Selber, Inc. has $387.32 million in total holdings as of March 31, 2026.
Scott & Selber, Inc. owns shares of 91 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 0.99% of the portfolio was purchased this quarter.
About 1.66% of the portfolio was sold this quarter.
This quarter, Scott & Selber, Inc. has purchased 93 new stocks and bought additional shares in 19 stocks.
Scott & Selber, Inc. sold shares of 59 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

NVIDIA: $30,106,016
Apple: $27,820,313
Broadcom: $20,281,431
Alphabet: $19,932,315
Microsoft: $16,846,890

Largest New Holdings this Quarter

G93A5A101 - VIKING HOLDINGS LTD: $1,564,830 Holding
02209S103 - Altria Group: $211,366 Holding

Largest Purchases this Quarter

VIKING HOLDINGS LTD: 21,296 shares (about $1.56M)
Clorox: 7,964 shares (about $825.31K)
Airbnb: 4,451 shares (about $562.07K)
Altria Group: 3,203 shares (about $211.37K)
Vanguard Total International Stock ETF: 2,203 shares (about $169.87K)

Largest Sales this Quarter

Vanguard Dividend Appreciation ETF: 1,352 shares (about $290.76K)
iShares 0-3 Month Treasury Bond ETF: 1,777 shares (about $178.88K)
Vanguard Growth ETF: 379 shares (about $165.54K)
Schwab US Dividend Equity ETF: 4,202 shares (about $128.92K)
Apple: 266 shares (about $67.51K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$30,106,016	$10,464 â–¼	0.0%	172,626	7.8%	Computer and Technology
AAPL Apple	$27,820,313	$67,508 â–¼	-0.2%	109,619	7.2%	Computer and Technology
AVGO Broadcom	$20,281,431	$25,380 â–¼	-0.1%	65,528	5.2%	Computer and Technology
GOOG Alphabet	$19,932,315	$26,678 â–¼	-0.1%	69,484	5.1%	Computer and Technology
MSFT Microsoft	$16,846,890	$21,100 â–¼	-0.1%	45,511	4.3%	Computer and Technology
MU Micron Technology	$14,818,567	$30,405 â–²	0.2%	43,863	3.8%	Computer and Technology
AMZN Amazon.com	$12,527,857	$15,412 â–¼	-0.1%	60,152	3.2%	Retail/Wholesale
LAM RESEARCH CORP	$9,804,002	$2,778 â–¼	0.0%	45,886	2.5%	COM NEW
C Citigroup	$8,820,203	$10,207 â–¼	-0.1%	77,773	2.3%	Financial Services
KMI Kinder Morgan	$8,560,921	$15,122 â–¼	-0.2%	255,321	2.2%	Energy
AMAT Applied Materials	$7,415,880	$3,076 â–¼	0.0%	21,697	1.9%	Computer and Technology
VUG Vanguard Growth ETF	$7,280,772	$165,542 â–¼	-2.2%	16,669	1.9%	ETF
JPM JPMorgan Chase & Co.	$7,267,149	$36,770 â–¼	-0.5%	24,705	1.9%	Finance
WMB Williams Companies	$7,059,016	$12,955 â–¼	-0.2%	96,991	1.8%	Energy
XOM ExxonMobil	$7,054,120	$24,431 â–¼	-0.3%	41,578	1.8%	Energy
META Meta Platforms	$7,001,344	$13,731 â–¼	-0.2%	12,237	1.8%	Computer and Technology
RTX RTX	$6,350,205	$58,255 â–¼	-0.9%	32,920	1.6%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$5,833,967	$290,763 â–¼	-4.7%	27,127	1.5%	ETF
GS The Goldman Sachs Group	$5,375,277	$17,765 â–¼	-0.3%	6,354	1.4%	Finance
VXUS Vanguard Total International Stock ETF	$5,354,133	$169,873 â–²	3.3%	69,435	1.4%	ETF
BRK.B Berkshire Hathaway	$5,334,934	$23,960 â–²	0.5%	11,133	1.4%	Finance
CSCO Cisco Systems	$5,104,945	$27,700 â–¼	-0.5%	65,794	1.3%	Computer and Technology
BAC Bank of America	$4,966,105	$22,961 â–¼	-0.5%	101,869	1.3%	Finance
GNRC Generac	$4,957,280	$2,735 â–¼	-0.1%	25,379	1.3%	Industrials
HD Home Depot	$4,825,314	$17,759 â–¼	-0.4%	14,672	1.2%	Retail/Wholesale
CCL Carnival	$4,674,317	$10,067 â–¼	-0.2%	180,615	1.2%	Consumer Discretionary
HON Honeywell International	$4,379,247	$55,828 â–¼	-1.3%	19,375	1.1%	Multi-Sector Conglomerates
HAL Halliburton	$4,296,166	$11,541 â–¼	-0.3%	110,186	1.1%	Energy
TSLA Tesla	$4,277,356	$48,328 â–²	1.1%	11,506	1.1%	Auto/Tires/Trucks
ABBV AbbVie	$3,714,509	$14,572 â–¼	-0.4%	17,079	1.0%	Medical
DVN Devon Energy	$3,700,181	$7,246 â–¼	-0.2%	73,533	1.0%	Energy
JNJ Johnson & Johnson	$3,585,898	$46,688 â–¼	-1.3%	14,670	0.9%	Medical
WM Waste Management	$3,468,556	$27,346 â–¼	-0.8%	15,094	0.9%	Business Services
VB Vanguard Small-Cap ETF	$3,207,210	$101,363 â–²	3.3%	12,245	0.8%	ETF
VO Vanguard Mid-Cap ETF	$3,061,913	$96,780 â–²	3.3%	10,662	0.8%	ETF
V Visa	$3,037,350	$16,019 â–¼	-0.5%	10,049	0.8%	Business Services
SCHD Schwab US Dividend Equity ETF	$2,964,392	$128,917 â–¼	-4.2%	96,623	0.8%	ETF
ISRG Intuitive Surgical	$2,961,861	$30,425 â–¼	-1.0%	6,425	0.8%	Medical
COP ConocoPhillips	$2,946,601	$12,408 â–¼	-0.4%	22,323	0.8%	Energy
TMO Thermo Fisher Scientific	$2,890,251	$7,373 â–¼	-0.3%	5,880	0.7%	Medical
SCHW Charles Schwab	$2,873,280	$31,860 â–¼	-1.1%	30,573	0.7%	Finance
SGOV iShares 0-3 Month Treasury Bond ETF	$2,835,941	$178,876 â–¼	-5.9%	28,173	0.7%	ETF
ABNB Airbnb	$2,811,372	$562,072 â–²	25.0%	22,263	0.7%	Consumer Discretionary
CMG Chipotle Mexican Grill	$2,782,501	$1,312 â–²	0.0%	86,926	0.7%	Retail/Wholesale
AZO AutoZone	$2,729,246	$10,133 â–¼	-0.4%	808	0.7%	Retail/Wholesale
CVX Chevron	$2,652,987	$10,552 â–¼	-0.4%	12,823	0.7%	Energy
ZTS Zoetis	$2,641,793	$827 â–²	0.0%	22,348	0.7%	Medical
ORCL Oracle	$2,601,892	$9,856 â–¼	-0.4%	17,687	0.7%	Computer and Technology
CLX Clorox	$2,574,066	$825,309 â–²	47.2%	24,839	0.7%	Consumer Staples
MA Mastercard	$2,488,440	$19,488 â–¼	-0.8%	4,980	0.6%	Business Services
ADI Analog Devices	$2,428,044	$636 â–¼	0.0%	7,632	0.6%	Computer and Technology
VNQ Vanguard Real Estate ETF	$2,390,288	$75,661 â–²	3.3%	26,948	0.6%	ETF
WFC Wells Fargo & Company	$2,295,151	$12,021 â–¼	-0.5%	28,830	0.6%	Finance
COST Costco Wholesale	$2,287,915	$12,954 â–¼	-0.6%	2,296	0.6%	Retail/Wholesale
PG Procter & Gamble	$2,113,573	$31,199 â–¼	-1.5%	14,633	0.5%	Consumer Staples
SMG Scotts Miracle-Gro	$2,109,803	$9,912 â–¼	-0.5%	34,695	0.5%	Consumer Staples
BLACKROCK INC	$2,067,018	$26,932 â–¼	-1.3%	2,149	0.5%	COM
LLY Eli Lilly and Company	$2,054,961	$8,279 â–¼	-0.4%	2,234	0.5%	Medical
AMD Advanced Micro Devices	$2,033,486	$2,238 â–¼	-0.1%	9,996	0.5%	Computer and Technology
VV Vanguard Large-Cap ETF	$1,999,154	$4,184 â–²	0.2%	6,689	0.5%	ETF
MAPLEBEAR INC	$1,949,044	$13,036 â–¼	-0.7%	52,030	0.5%	COM
KO CocaCola	$1,813,951	$11,712 â–¼	-0.6%	23,852	0.5%	Consumer Staples
MRK Merck & Co., Inc.	$1,779,314	$47,394 â–¼	-2.6%	14,792	0.5%	Medical
INTU Intuit	$1,720,935	$14,269 â–¼	-0.8%	3,980	0.4%	Computer and Technology
VIKING HOLDINGS LTD	$1,564,830	$1,564,830 â–²	New Holding	21,296	0.4%	ORD SHS
ABT Abbott Laboratories	$1,472,185	$21,561 â–¼	-1.4%	14,339	0.4%	Medical
GILD Gilead Sciences	$1,451,460	$4,739 â–¼	-0.3%	10,414	0.4%	Medical
SFM Sprouts Farmers Market	$1,442,485	$7,173 â–¼	-0.5%	18,702	0.4%	Retail/Wholesale
UNH UnitedHealth Group	$1,313,426	$4,059 â–¼	-0.3%	4,854	0.3%	Medical
AMGN Amgen	$1,190,610	$18,647 â–¼	-1.5%	3,384	0.3%	Medical
MKC McCormick & Company, Incorporated	$1,027,261	$454 â–²	0.0%	20,366	0.3%	Consumer Staples
QQQ Invesco QQQ	$870,387		0.0%	1,508	0.2%	Finance
SCHB Schwab US Broad Market ETF	$679,514	$9,413 â–¼	-1.4%	27,072	0.2%	ETF
VYM Vanguard High Dividend Yield ETF	$628,233	$296 â–²	0.0%	4,242	0.2%	Financial Services
YUM Yum! Brands	$621,920		0.0%	4,000	0.2%	Retail/Wholesale
DGRO iShares Core Dividend Growth ETF	$578,233	$140 â–²	0.0%	8,239	0.1%	ETF
BND Vanguard Total Bond Market ETF	$492,811	$22,240 â–²	4.7%	6,692	0.1%	ETF
JLL Jones Lang LaSalle	$477,782		0.0%	1,570	0.1%	Finance
WALMART INC	$420,439	$50,706 â–²	13.7%	3,383	0.1%	COM
VTV Vanguard Value ETF	$406,200	$785 â–¼	-0.2%	2,070	0.1%	ETF
CAT Caterpillar	$389,653		0.0%	550	0.1%	Industrials
VOO Vanguard S&P 500 ETF	$351,957	$30,475 â–²	9.5%	589	0.1%	ETF
IGM iShares Expanded Tech Sector ETF	$313,577		0.0%	2,646	0.1%	ETF
PEP PepsiCo	$302,887		0.0%	1,950	0.1%	Consumer Staples
RCL Royal Caribbean Cruises	$293,342		0.0%	1,066	0.1%	Consumer Discretionary
MCD McDonald's	$248,321		0.0%	799	0.1%	Retail/Wholesale
HLT Hilton Worldwide	$232,621		0.0%	765	0.1%	Consumer Discretionary
MO Altria Group	$211,366	$211,366 â–²	New Holding	3,203	0.1%	Consumer Staples
USMV iShares MSCI USA Min Vol Factor ETF	$200,445	$93 â–²	0.0%	2,161	0.1%	ETF
AER Aercap	$200,008		0.0%	1,458	0.1%	Transportation
SLI Standard Lithium	$36,381		0.0%	10,669	0.0%	Energy
PINS Pinterest	$0	$2,756,457 â–¼	-100.0%	0	0.0%	Computer and Technology
CRM Salesforce	$0	$1,473,997 â–¼	-100.0%	0	0.0%	Computer and Technology
SOLSTICE ADVANCED MATLS INC	$0	$234,447 â–¼	-100.0%	0	0.0%	COM SHS
BX Blackstone	$0	$205,006 â–¼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Scott & Selber, Inc. Top Holdings and 13F Report (2026)

About Scott & Selber, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Scott & Selber, Inc. Top Holdings and 13F Report (2026)

About Scott & Selber, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofScott & Selber, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools