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 Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NVDA Nvidia Corp Technology	$456B	$28.7 Million 7.99% of portfolio	181,458	Q2 2025 Reduced 6.16%
MSFT Microsoft Corp Technology	$3.95T	$23.8 Million 6.63% of portfolio	47,798	Q2 2025 Added 0.49%
AAPL Apple Inc. Technology	$3.69T	$23.5 Million 6.55% of portfolio	114,474	Q2 2025 Added 0.35%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$13.4 Million 3.74% of portfolio	61,131	Q2 2025 Added 0.74%
GOOG Alphabet Inc. Communication Services	$1.24T	$13 Million 3.61% of portfolio	73,101	Q2 2025 Added 0.61%
META Meta Platforms, Inc. Communication Services	$1.78T	$9.29 Million 2.59% of portfolio	12,579	Q2 2025 Added 1.08%
JPM Jpmorgan Chase & CO Financial Services	$859B	$7.5 Million 2.09% of portfolio	25,879	Q2 2025 Added 0.08%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$5.69 Million 1.59% of portfolio	11,722	Q2 2025 Added 0.68%
HD Home Depot, Inc. Consumer Cyclical	$405B	$5.69 Million 1.59% of portfolio	15,522	Q2 2025 Added 0.58%
RTX Raytheon Technologies Corp Industrials	$229B	$5.11 Million 1.42% of portfolio	35,013	Q2 2025 Added 0.3%
BAC Bank Of America Corp Financial Services	$381B	$5.07 Million 1.41% of portfolio	107,219	Q2 2025 Added 0.48%
XOM Exxon Mobil Corp Energy	$442B	$4.79 Million 1.34% of portfolio	44,464	Q2 2025 Added 0.57%
CSCO Cisco Systems, Inc. Technology	$293B	$4.81 Million 1.34% of portfolio	69,316	Q2 2025 Added 0.83%
GS Goldman Sachs Group Inc Financial Services	$254B	$4.76 Million 1.33% of portfolio	6,721	Q2 2025 Added 0.57%
ORCL Oracle Corp Technology	$684B	$4.07 Million 1.13% of portfolio	18,593	Q2 2025 Added 0.46%
TSLA Tesla, Inc. Consumer Cyclical	$1.08T	$3.79 Million 1.06% of portfolio	11,917	Q2 2025 Added 0.24%
V Visa Inc. Financial Services	$551B	$3.77 Million 1.05% of portfolio	10,608	Q2 2025 Added 0.52%
ABBV Abb Vie Inc. Healthcare	$351B	$3.36 Million 0.94% of portfolio	18,098	Q2 2025 Added 1.11%
INTU Intuit Inc Technology	$201B	$3.34 Million 0.93% of portfolio	4,240	Q2 2025 Added 0.66%
MA Mastercard Inc Financial Services	$548B	$2.97 Million 0.83% of portfolio	5,278	Q2 2025 Added 0.61%
PG Procter & Gamble CO Consumer Defensive	$368B	$2.48 Million 0.69% of portfolio	15,543	Q2 2025 Reduced 1.25%
WFC Wells Fargo & Company Financial Services	$302B	$2.44 Million 0.68% of portfolio	30,412	Q2 2025 Added 0.56%
JNJ Johnson & Johnson Healthcare	$452B	$2.39 Million 0.67% of portfolio	15,645	Q2 2025 Added 0.6%
COST Costco Wholesale Corp Consumer Defensive	$439B	$2.41 Million 0.67% of portfolio	2,436	Q2 2025 Added 0.54%
ABT Abbott Laboratories Healthcare	$229B	$2.08 Million 0.58% of portfolio	15,289	Q2 2025 Added 0.68%
CVX Chevron Corp Energy	$302B	$1.91 Million 0.53% of portfolio	13,326	Q2 2025 Added 0.58%
KO Coca Cola CO Consumer Defensive	$306B	$1.76 Million 0.49% of portfolio	24,913	Q2 2025 Added 0.99%
LLY Eli Lilly & CO Healthcare	$608B	$1.67 Million 0.46% of portfolio	2,138	Q2 2025 Added 0.85%
UNH Unitedhealth Group Inc Healthcare	$245B	$1.6 Million 0.45% of portfolio	5,123	Q2 2025 Reduced 36.65%
CRM Salesforce, Inc. Technology	$232B	$1.6 Million 0.44% of portfolio	5,850	Q2 2025 Added 0.67%
AMD Advanced Micro Devices Inc Technology	$282B	$1.49 Million 0.41% of portfolio	10,465	Q2 2025 Added 0.7%
MRK Merck & Co., Inc. Healthcare	$203B	$1.24 Million 0.34% of portfolio	15,626	Q2 2025 Added 0.91%
WMT Walmart Inc. Consumer Defensive	$281B	$291,000 0.08% of portfolio	2,975	Q2 2025 Added 1.88%
PEP Pepsico Inc Consumer Defensive	$202B	$258,000 0.07% of portfolio	1,950	Q2 2025 Reduced 83.26%
CAT Caterpillar Inc Industrials	$218B	$214,000 0.06% of portfolio	550	Q2 2025 New
MCD Mcdonalds Corp Consumer Cyclical	$222B	$233,000 0.06% of portfolio	799	Q4 2024 New

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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