Scott & Selber, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$387.3M
Q ending 2026-03-31
Prior quarter
$398.7M
Q ending 2025-12-31
Change
-2.9% QoQ · +123904.6% YoY
Positions
91
reported holdings
Largest positions
All 91 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $30.1M | 173K |
| Apple Inc | AAPL | Shares | $27.8M | 110K |
| Broadcom Inc | AVGO | Shares | $20.3M | 66K |
| Alphabet Inc | GOOG | Shares | $19.9M | 69K |
| Microsoft Corp | MSFT | Shares | $16.8M | 46K |
| Micron Technology Inc | MU | Shares | $14.8M | 44K |
| Amazon Com Inc | AMZN | Shares | $12.5M | 60K |
| Lam Research Corp | LRCX | Shares | $9.8M | 46K |
| Citigroup Inc | C | Shares | $8.8M | 78K |
| Kinder Morgan Inc Del | KMI | Shares | $8.6M | 255K |
| Applied Matls Inc | AMAT | Shares | $7.4M | 22K |
| Vanguard Index Fds | VUG | Shares | $7.3M | 17K |
| Jpmorgan Chase & Co | JPM | Shares | $7.3M | 25K |
| Williams Cos Inc | WMB | Shares | $7.1M | 97K |
| Exxon Mobil Corp | XOM | Shares | $7.1M | 42K |
| Meta Platforms Inc | META | Shares | $7.0M | 12K |
| Rtx Corporation | RTX | Shares | $6.4M | 33K |
| Vanguard Specialized Funds | VIG | Shares | $5.8M | 27K |
| Goldman Sachs Group Inc | GS | Shares | $5.4M | 6K |
| Vanguard Star Fds | VXUS | Shares | $5.4M | 69K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.3M | 11K |
| Cisco Sys Inc | CSCO | Shares | $5.1M | 66K |
| Bank America Corp | BAC | Shares | $5.0M | 102K |
| Generac Hldgs Inc | GNRC | Shares | $5.0M | 25K |
| Home Depot Inc | HD | Shares | $4.8M | 15K |
| Carnival Corp | CCL1EUR | Shares | $4.7M | 181K |
| Honeywell Intl Inc | HONGBP | Shares | $4.4M | 19K |
| Halliburton Co | HAL | Shares | $4.3M | 110K |
| Tesla Inc | TSLA | Shares | $4.3M | 12K |
| Abbvie Inc | ABBV | Shares | $3.7M | 17K |
| Devon Energy Corp New | DVN | Shares | $3.7M | 74K |
| Johnson & Johnson | JNJ | Shares | $3.6M | 15K |
| Waste Mgmt Inc Del | WM | Shares | $3.5M | 15K |
| Vanguard Index Fds | VB | Shares | $3.2M | 12K |
| Vanguard Index Fds | VO | Shares | $3.1M | 11K |
| Visa Inc | V | Shares | $3.0M | 10K |
| Schwab Strategic Tr | SCHD | Shares | $3.0M | 97K |
| Intuitive Surgical Inc | ISRG | Shares | $3.0M | 6K |
| Conocophillips | COP | Shares | $2.9M | 22K |
| Thermo Fisher Scientific Inc | TMO | Shares | $2.9M | 6K |
| Schwab Charles Corp | SCHW | Shares | $2.9M | 31K |
| Ishares Tr | SGOV | Shares | $2.8M | 28K |
| Airbnb Inc | ABNB | Shares | $2.8M | 22K |
| Chipotle Mexican Grill Inc | CMG | Shares | $2.8M | 87K |
| Autozone Inc | AZO | Shares | $2.7M | 808 |
| Chevron Corporation | CVX | Shares | $2.7M | 13K |
| Zoetis Inc | ZTS | Shares | $2.6M | 22K |
| Oracle Corp | ORCL | Shares | $2.6M | 18K |
| Clorox Co Del | CLX | Shares | $2.6M | 25K |
| Mastercard Incorporated | MA | Shares | $2.5M | 5K |
| Analog Devices Inc | ADI | Shares | $2.4M | 8K |
| Vanguard Index Fds | VNQ | Shares | $2.4M | 27K |
| Wells Fargo & Co | WFC | Shares | $2.3M | 29K |
| Costco Wholesale Corporation | COST | Shares | $2.3M | 2K |
| Procter & Gamble Co | PG | Shares | $2.1M | 15K |
| Scotts Miracle-Gro Co | SMG | Shares | $2.1M | 35K |
| Blackrock Inc | BLK | Shares | $2.1M | 2K |
| Eli Lilly & Co | LLY | Shares | $2.1M | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $2.0M | 10K |
| Vanguard Index Fds | VV | Shares | $2.0M | 7K |
| Maplebear Inc | CART | Shares | $1.9M | 52K |
| Coca Cola Co | KO | Shares | $1.8M | 24K |
| Merck & Co Inc | MRK | Shares | $1.8M | 15K |
| Intuit | INTU | Shares | $1.7M | 4K |
| Viking Holdings Ltd | Shares | $1.6M | 21K | |
| Abbott Laboratories | ABT | Shares | $1.5M | 14K |
| Gilead Sciences Inc | GILD | Shares | $1.5M | 10K |
| Sprouts Fmrs Mkt Inc | SFM | Shares | $1.4M | 19K |
| Unitedhealth Group Inc | UNH | Shares | $1.3M | 5K |
| Amgen Inc | AMGN | Shares | $1.2M | 3K |
| Mccormick & Co Inc | MKC | Shares | $1.0M | 20K |
| Invesco Qqq Tr | QQQ | Shares | $870K | 2K |
| Schwab Strategic Tr | SCHB | Shares | $680K | 27K |
| Vanguard Whitehall Fds | VYM | Shares | $628K | 4K |
| Yum Brands Inc | YUM | Shares | $622K | 4K |
| Ishares Tr | DGRO | Shares | $578K | 8K |
| Vanguard Bd Index Fds | BND | Shares | $493K | 7K |
| Jones Lang Lasalle Inc | JLL | Shares | $478K | 2K |
| Walmart Inc | WMT | Shares | $420K | 3K |
| Vanguard Index Fds | VTV | Shares | $406K | 2K |
| Caterpillar Inc | CAT | Shares | $390K | 550 |
| Vanguard Index Fds | VOO | Shares | $352K | 589 |
| Ishares Tr | IGM | Shares | $314K | 3K |
| Pepsico Inc | PEP | Shares | $303K | 2K |
| Royal Caribbean Group | Shares | $293K | 1K | |
| Mcdonalds Corp | MCD | Shares | $248K | 799 |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $233K | 765 |
| Altria Group Inc | MO | Shares | $211K | 3K |
| Ishares Tr | USMV | Shares | $200K | 2K |
| Aercap Holdings Nv | Shares | $200K | 1K | |
| Standard Lithium Ltd | SLI | Shares | $36K | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.