Scott & Selber, Inc.
CIK: 1315269SEC EDGAR →
Portfolio Value
$69.4B
Holdings
91
As of
Q1 2026
New Positions
91
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | KINDER MORGAN INC DEL | 255,321 | $8.6B | 12.33% |
| 2 | WILLIAMS COS INC | 96,991 | $7.1B | 10.16% |
| 3 | VANGUARD STAR FDS | 69,435 | $5.4B | 7.71% |
| 4 | CISCO SYS INC | 65,794 | $5.1B | 7.35% |
| 5 | BANK AMERICA CORP | 101,869 | $5.0B | 7.15% |
| 6 | CARNIVAL CORP | 180,615 | $4.7B | 6.73% |
| 7 | HALLIBURTON CO | 110,186 | $4.3B | 6.19% |
| 8 | DEVON ENERGY CORP NEW | 73,533 | $3.7B | 5.33% |
| 9 | SCHWAB STRATEGIC TR | 96,623 | $3.0B | 4.27% |
| 10 | SCHWAB CHARLES CORP | 30,573 | $2.9B | 4.14% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $23.9B | 34.4% |
| Energy | 7 | $23.6B | 34.0% |
| Consumer Cyclical | 13 | $11.0B | 15.8% |
| Technology | 12 | $5.2B | 7.5% |
| Consumer Defensive | 8 | $3.5B | 5.0% |
| Basic Materials | 2 | $2.1B | 3.1% |
| Communication Services | 2 | $26.9M | 0.0% |
| Healthcare | 11 | $25.1M | 0.0% |
| Industrials | 6 | $19.7M | 0.0% |
| Unknown | 3 | $15.0M | 0.0% |
| Real Estate | 1 | $478K | 0.0% |