Scott & Selber, Inc. Portfolio Holdings

Scott & Selber, Inc.

  • $359 Million
  • Q2 2025

Scott & Selber, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $359 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $28.7M, Microsoft Corp with a value of $23.8M, Apple Inc. with a value of $23.5M, Broadcom Inc. with a value of $19M, and Amazon Com Inc with a value of $13.4M.

Examining the 13F form we can see an increase of $46.5M in the current position value, from $312M to 359M.

Below you can find more details about Scott & Selber, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $359 Million
Technology: $130 Million
Financial Services: $44.5 Million
Consumer Cyclical: $39.2 Million
ETFs: $33.4 Million
Energy: $27.9 Million
Communication Services: $24.8 Million
Healthcare: $22.6 Million
Industrials: $19.5 Million
Other: $12.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$28.7 Million 7.99% of portfolio
181,458
Q2 2025 Reduced 6.16%
$3.8T
$23.8 Million 6.63% of portfolio
47,798
Q2 2025 Added 0.49%
$3.76T
$23.5 Million 6.55% of portfolio
114,474
Q2 2025 Added 0.35%
$146B
$19 Million 5.3% of portfolio
69,036
Q2 2025 Reduced 9.28%
$2.32T
$13.4 Million 3.74% of portfolio
61,131
Q2 2025 Added 0.74%
$1.47T
$13 Million 3.61% of portfolio
73,101
Q2 2025 Added 0.61%
$1.69T
$9.29 Million 2.59% of portfolio
12,579
Q2 2025 Added 1.08%
$62B
$7.87 Million 2.19% of portfolio
267,755
Q2 2025 Added 0.85%
$900B
$7.5 Million 2.09% of portfolio
25,879
Q2 2025 Added 0.08%
$0
$7.45 Million 2.08% of portfolio
16,996
Q2 2025 Reduced 0.09%
$193B
$6.94 Million 1.93% of portfolio
81,493
Q2 2025 Added 1.08%
$71.7B
$6.42 Million 1.79% of portfolio
102,138
Q2 2025 Added 0.69%
$644B
$5.69 Million 1.59% of portfolio
11,722
Q2 2025 Added 0.68%
$433B
$5.69 Million 1.59% of portfolio
15,522
Q2 2025 Added 0.58%
$171B
$5.66 Million 1.58% of portfolio
45,913
Q2 2025 Added 67.44%
$35.1B
$5.33 Million 1.48% of portfolio
189,447
Q2 2025 Added 1.41%
$229B
$5.11 Million 1.42% of portfolio
35,013
Q2 2025 Added 0.3%
$406B
$5.07 Million 1.41% of portfolio
107,219
Q2 2025 Added 0.48%
$0
$4.89 Million 1.36% of portfolio
23,886
Q1 2025 Reduced 3.08%
$142B
$4.83 Million 1.35% of portfolio
20,751
Q2 2025 Added 0.18%
$467B
$4.79 Million 1.34% of portfolio
44,464
Q2 2025 Added 0.57%
$273B
$4.81 Million 1.34% of portfolio
69,316
Q2 2025 Added 0.83%
$266B
$4.76 Million 1.33% of portfolio
6,721
Q2 2025 Added 0.57%
$16B
$4.69 Million 1.31% of portfolio
48,206
Q2 2025 Added 58.47%
$144B
$4.17 Million 1.16% of portfolio
22,790
Q2 2025 Added 1.53%
$788B
$4.07 Million 1.13% of portfolio
18,593
Q2 2025 Added 0.46%
$1.25T
$3.79 Million 1.06% of portfolio
11,917
Q2 2025 Added 0.24%
$555B
$3.77 Million 1.05% of portfolio
10,608
Q2 2025 Added 0.52%
$159B
$3.69 Million 1.03% of portfolio
6,788
Q2 2025 Added 0.59%
$89.5B
$3.67 Million 1.02% of portfolio
16,043
Q2 2025 Added 0.54%
$386B
$3.36 Million 0.94% of portfolio
18,098
Q2 2025 Added 1.11%
$182B
$3.34 Million 0.93% of portfolio
4,240
Q2 2025 Added 0.66%
$11.8B
$3.23 Million 0.9% of portfolio
22,539
Q2 2025 Added 110.0%
$82B
$3.18 Million 0.89% of portfolio
857
Q2 2025 Reduced 33.67%
$162B
$3.17 Million 0.88% of portfolio
8,192
Q2 2025 Added 134.39%
$554B
$2.97 Million 0.83% of portfolio
5,278
Q2 2025 Added 0.61%
$170B
$2.96 Million 0.82% of portfolio
32,410
Q2 2025 Added 0.91%
$0
$2.9 Million 0.81% of portfolio
10,378
Q1 2025 Added 2.73%
$0
$2.71 Million 0.76% of portfolio
11,452
Q1 2025 Added 2.73%
$0
$2.58 Million 0.72% of portfolio
97,224
Q2 2025 Reduced 1.14%
$188B
$2.52 Million 0.7% of portfolio
6,209
Q2 2025 Added 0.6%
$20.6B
$2.51 Million 0.7% of portfolio
70,006
Q2 2025 New
$48.9B
$2.47 Million 0.69% of portfolio
18,662
Q2 2025 New
Maplebear Inc
-
$2.48 Million 0.69% of portfolio
-
Q2 2025 New
$374B
$2.48 Million 0.69% of portfolio
15,543
Q2 2025 Reduced 1.25%
$309B
$2.44 Million 0.68% of portfolio
30,412
Q2 2025 Added 0.56%
$169B
$2.42 Million 0.68% of portfolio
2,309
Q2 2025 Added 0.57%
$22.8B
$2.46 Million 0.68% of portfolio
77,180
Q2 2025 New
$3.37B
$2.42 Million 0.67% of portfolio
36,708
Q2 2025 Added 58.94%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $359 Million
  • Prior Value $312 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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