BENNETT SELBY INVESTMENTS LP
CIK: 0001840740SEC EDGAR →
Portfolio Value
$310.5M
Holdings
84
As of
Q4 2025
New Positions
6
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 144,779 | $45.4M | 14.63% |
| 2 | APPLE INC | 149,971 | $40.8M | 13.13% |
| 3 | META PLATFORMS INC | 35,472 | $23.4M | 7.54% |
| 4 | BOOKING HOLDINGS INC | 3,998 | $21.4M | 6.89% |
| 5 | VISA INC | 58,617 | $20.6M | 6.62% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 24,619 | $12.4M | 3.98% |
| 7 | MASTERCARD INCORPORATED | 19,938 | $11.4M | 3.67% |
| 8 | MICROSOFT CORP | 19,029 | $9.2M | 2.96% |
| 9 | NVIDIA CORPORATION | 45,264 | $8.4M | 2.72% |
| 10 | AMAZON COM INC | 36,488 | $8.4M | 2.71% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 4 | $74.9M | 24.1% |
| Technology | 14 | $70.6M | 22.7% |
| Financial Services | 23 | $61.7M | 19.9% |
| Consumer Cyclical | 17 | $60.4M | 19.4% |
| Unknown | 3 | $14.3M | 4.6% |
| Healthcare | 8 | $12.1M | 3.9% |
| Industrials | 9 | $9.1M | 2.9% |
| Consumer Defensive | 5 | $7.0M | 2.3% |
| Energy | 1 | $366K | 0.1% |