Scott & Selber, Inc. Portfolio Holdings by Sector
Scott & Selber, Inc.
- $359 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO MU ADI AMD 5 stocks |
$56,747
16.04% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
VUG VXUS VIG VO VB SCHD VNQ VV 16 stocks |
$33,416
9.45% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE 3 stocks |
$31,009
8.77% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META PINS 3 stocks |
$24,762
7.0% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$23,487
6.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C BAC WFC 4 stocks |
$21,951
6.2% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI WMB 2 stocks |
$14,287
4.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$13,412
3.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ LLY MRK GILD AMGN 6 stocks |
$10,893
3.08% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
LRCX AMAT 2 stocks |
$8,864
2.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL ABNB 2 stocks |
$7,797
2.2% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW 2 stocks |
$7,714
2.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$6,732
1.9% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$6,701
1.89% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5,694
1.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$5,691
1.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$5,113
1.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX CMG YUM MCD 4 stocks |
$5,110
1.44% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CRM 2 stocks |
$4,935
1.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$4,832
1.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$4,809
1.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DVN COP 2 stocks |
$4,569
1.29% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,786
1.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$3,689
1.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$3,671
1.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GNRC 1 stocks |
$3,228
0.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$3,181
0.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$2,703
0.76% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$2,518
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$2,476
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Asset Management | Financial Services
BLK 1 stocks |
$2,423
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
SMG 1 stocks |
$2,421
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
HAL 1 stocks |
$2,357
0.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$2,171
0.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$2,079
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
TAP 1 stocks |
$2,036
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$2,021
0.57% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$1,817
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,598
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL 1 stocks |
$402
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$225
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$214
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$204
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SLI 1 stocks |
$21
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|