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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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