Scott & Selber, Inc. Portfolio Holdings

Scott & Selber, Inc.

$379 Million
Q3 2025

Scott & Selber, Inc. has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $379 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $33.5M, Apple Inc. with a value of $28.8M, Microsoft Corp with a value of $24.4M, Broadcom Inc. with a value of $22.4M, and Alphabet Inc. with a value of $17.5M.

Examining the 13F form we can see an decrease of $27K in the current position value, from $379M to 379M.

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

Portfolio value $379 Million

Technology: $142 Million

Financial Services: $45 Million

Consumer Cyclical: $41 Million

ETFs: $38.7 Million

Communication Services: $28.8 Million

Energy: $28.5 Million

Healthcare: $23.6 Million

Industrials: $19.9 Million

Other: $11.4 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VUG Vanguard Growth ETF ETFs	$0	$8.16 Million 2.15% of portfolio	17,015	Q3 2025 Reduced 0.1%
VIG Vanguard Dividend Appreciation ETFs	$0	$5.18 Million 1.37% of portfolio	28,452	Q3 2025 Reduced 0.22%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$4.91 Million 1.3% of portfolio	66,845	Q3 2025 Reduced 11.51%
VO Vanguard Mid Cap ETF ETFs	$0	$3.02 Million 0.8% of portfolio	10,266	Q3 2025 Reduced 1.08%
VB Vanguard Small Cap ETF ETFs	$0	$3 Million 0.79% of portfolio	11,790	Q3 2025 Added 2.95%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$2.89 Million 0.76% of portfolio	28,709	Q3 2025 Reduced 1.38%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$2.83 Million 0.75% of portfolio	103,796	Q3 2025 Added 3.16%
VNQ Vanguard Specialized Funds Van ETFs	$0	$2.37 Million 0.63% of portfolio	25,945	Q3 2025 Added 4.19%
VV Vanguard Large Cap ETF ETFs	$0	$2.03 Million 0.53% of portfolio	6,581	Q3 2025 Reduced 1.2%

QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$905,000 0.24% of portfolio	1,508	Q2 2025 Reduced 4.98%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$705,000 0.19% of portfolio	27,431	Q3 2025 Added 10.65%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$597,000 0.16% of portfolio	4,237	Q3 2025 Added 10.51%
DGRO Ishares Core Dividend Growth E ETFs	$0	$560,000 0.15% of portfolio	8,235	Q3 2025 Added 0.02%
VTV Vanguard Value ETF ETFs	$0	$384,000 0.1% of portfolio	2,062	Q3 2025 Reduced 0.29%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$391,000 0.1% of portfolio	5,259	Q3 2025 Reduced 0.02%
IGM Ishares Expanded Tech Sector E ETFs	$0	$333,000 0.09% of portfolio	2,646	Q1 2024 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$265,000 0.07% of portfolio	434	Q3 2025 Added 0.23%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$205,000 0.05% of portfolio	2,159	Q3 2025 Added 0.05%

Summary

Portfolio
No. of Stocks 94
Current Value $379 Million
Prior Value $379 Million
Filing
Period Q3 2025
Filing Date October 29, 2025
Form Type 13F-HR/A
Activity in Q3 2025
New Purchases 0 stocks
Additional Purchases 65 stocks
Sold out of 0 stocks
Reduced holdings in 6 stocks

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