Scott & Selber, Inc.
CIK: 0001315269SEC EDGAR →
Portfolio Value
$398.7M
Holdings
93
As of
Q4 2025
New Positions
93
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 172,686 | $32.2M | 8.08% |
| 2 | APPLE INC | 109,885 | $29.9M | 7.49% |
| 3 | BROADCOM INC | 65,610 | $22.7M | 5.69% |
| 4 | MICROSOFT CORP | 45,568 | $22.0M | 5.53% |
| 5 | ALPHABET INC | 69,577 | $21.8M | 5.48% |
| 6 | AMAZON COM INC | 60,226 | $13.9M | 3.49% |
| 7 | MICRON TECHNOLOGY INC | 43,773 | $12.5M | 3.13% |
| 8 | CITIGROUP INC | 77,863 | $9.1M | 2.28% |
| 9 | VANGUARD INDEX FDS | 17,048 | $8.3M | 2.09% |
| 10 | META PLATFORMS INC | 12,261 | $8.1M | 2.03% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (93)
$32.2M · 173K shares
$29.9M · 110K shares
$22.7M · 66K shares
$22.0M · 46K shares
$21.8M · 70K shares
$13.9M · 60K shares
$12.5M · 44K shares
$9.1M · 78K shares
$8.3M · 17K shares
$8.1M · 12K shares
$8.0M · 25K shares
$7.9M · 46K shares
$7.0M · 256K shares
$6.3M · 28K shares
$6.1M · 33K shares
$5.8M · 97K shares
$5.6M · 102K shares
$5.6M · 6K shares
$5.6M · 22K shares
$5.6M · 11K shares
$5.5M · 181K shares
$5.1M · 11K shares
$5.1M · 66K shares
$5.1M · 67K shares
$5.1M · 15K shares
$5.0M · 42K shares
$3.9M · 17K shares
$3.8M · 20K shares
$3.7M · 6K shares
$3.5M · 10K shares
$3.5M · 25K shares
$3.5M · 18K shares
$3.4M · 6K shares
$3.3M · 15K shares
$3.2M · 87K shares
$3.1M · 110K shares
$3.1M · 31K shares
$3.1M · 15K shares
$3.1M · 12K shares
$3.0M · 30K shares
$3.0M · 10K shares
$2.9M · 5K shares
$2.8M · 22K shares
$2.8M · 101K shares
$2.8M · 106K shares
$2.8M · 811 shares
$2.7M · 29K shares
$2.7M · 74K shares
$2.7M · 4K shares
$2.4M · 18K shares
$2.4M · 2K shares
$2.4M · 52K shares
$2.3M · 2K shares
$2.3M · 26K shares
$2.1M · 10K shares
$2.1M · 15K shares
$2.1M · 7K shares
$2.1M · 22K shares
$2.1M · 8K shares
$2.0M · 35K shares
$2.0M · 2K shares
$2.0M · 13K shares
$1.8M · 15K shares
$1.7M · 17K shares
$1.7M · 24K shares
$1.6M · 5K shares
$1.6M · 15K shares
$1.5M · 19K shares
$1.5M · 6K shares
$1.4M · 20K shares
$1.3M · 10K shares
$1.1M · 3K shares
$926K · 2K shares
$719K · 27K shares
$608K · 4K shares
$605K · 4K shares
$571K · 8K shares
$528K · 2K shares
$473K · 6K shares
$396K · 2K shares
$341K · 3K shares
$337K · 538 shares
$331K · 3K shares
$315K · 550 shares
$297K · 1K shares
$279K · 2K shares
$244K · 799 shares
$234K · 5K shares
$219K · 765 shares
$209K · 1K shares
$205K · 1K shares
$203K · 2K shares
$47K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 13 | $149.6M | 37.5% |
| Financial Services | 27 | $74.9M | 18.8% |
| Consumer Cyclical | 12 | $41.7M | 10.5% |
| Communication Services | 3 | $32.7M | 8.2% |
| Energy | 7 | $27.8M | 7.0% |
| Healthcare | 11 | $26.7M | 6.7% |
| Industrials | 6 | $17.2M | 4.3% |
| Unknown | 3 | $15.6M | 3.9% |
| Consumer Defensive | 7 | $9.6M | 2.4% |
| Basic Materials | 3 | $2.3M | 0.6% |
| Real Estate | 1 | $528K | 0.1% |