Scott & Selber, Inc.

CIK: 1315269SEC EDGAR →

Portfolio Value

$77.2B

Holdings

91

As of

Q2 2026

New Positions

2

Closed Positions

5

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

100,115$8.6B
11.17%
2

KINDER MORGAN INC DEL

255,244$8.2B
10.57%
3

WILLIAMS COS INC

96,961$7.2B
9.34%
4

VANGUARD STAR FDS

69,435$5.9B
7.69%
5

BANK OF AMER CORP

101,768$5.8B
7.51%
6

CARNIVAL CORP LTD

180,556$5.2B
6.68%
7

HALLIBURTON CO

110,147$3.7B
4.84%
8

VANGUARD INDEX FDS

42,648$3.4B
4.45%
9

DEVON ENERGY CORP NEW

73,507$3.0B
3.93%
10

SCHWAB STRATEGIC TR

95,611$3.0B
3.93%

Quarterly Changes

Top Buys

VUG↑ Increased
$8.6B
CARNIVAL CORP LTDNEW
$5.2B
VO↑ Increased
$3.4B
DGRO↑ Increased
$46.4M
USMV↑ Increased
$8.1M

Top Sells

CSCO↓ Decreased
$5.1B
CCLCLOSED
$4.7B
VIK↓ Decreased
$1.6B
ABT↓ Decreased
$1.3B
MCXCLOSED
$1.0B

New Positions (5)

CARNIVAL CORP LTD
$5.2B · 181K shares
HONEYWELL INTL INC
$2.2M · 10K shares
HONEYWELL AEROSPACE INC
$2.1M · 10K shares
$222K · 600 shares
$203K · 1K shares

Closed Positions (5)

$4.7B · 181K shares
$1.0B · 20K shares
$4.4M · 19K shares
$2.6M · 22K shares
$2.6M · 25K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services25$36.7B47.5%
Energy7$22.2B28.7%
Unknown6$5.2B6.7%
Consumer Defensive7$3.7B4.9%
Consumer Cyclical13$3.0B3.9%
Technology13$2.7B3.5%
Basic Materials2$2.4B3.1%
Healthcare10$1.3B1.7%
Communication Services2$31.4M0.0%
Industrials5$17.8M0.0%
Real Estate1$487K0.0%