Scott & Selber, Inc. — 13F Holdings & Portfolio
CIK 1315269 · latest 13F-HR filed 2026-07-08
Scott & Selber, Inc. manages $473.7M in 13F-reported U.S. long-equity assets across 91 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MU (10.64%), NVDA (7.29%), AAPL (6.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 5, added to 48, and trimmed 15.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
HOUSTON, TX 77057
$473.7M
Long-equity book
91
Distinct positions
2026-06-30
Filed 2026-07-08
+5 / −5 / ↑48 / ↓15
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$35.6M +240.0%
- LAM RESEARCH CORP$10.1M +102.7%
- APPLIED MATLS INC$8.3M +111.4%
- ALPHABET INC$4.6M +23.1%
- NVIDIA CORPORATION$4.4M +14.7%
Top Trims
- EXXON MOBIL CORP-$1.4M -19.4%
- INTUIT-$685.5K -39.8%
- DEVON ENERGY CORP NEW-$662.9K -17.9%
- CONOCOPHILLIPS-$626.6K -21.3%
- HALLIBURTON CO-$556.7K -13.0%
New Positions
- CARNIVAL CORP LTD$5.2M
- HONEYWELL INTL INC$2.2M
- HONEYWELL AEROSPACE INC$2.1M
- MARRIOTT INTL INC NEW$222.4K
- HYATT HOTELS CORP$202.6K
Exited Positions
- CARNIVAL CORP$4.7M
- HONEYWELL INTL INC$4.4M
- ZOETIS INC$2.6M
- CLOROX CO DEL$2.6M
- MCCORMICK & CO INC$1.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | MU | 595112103 | $50.4M | 10.64% | 43,651 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $34.5M | 7.29% | 172,564 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $31.7M | 6.69% | 109,589 | SH |
| 4 | BROADCOM INC | AVGO | 11135F101 | $24.7M | 5.21% | 65,394 | SH |
| 5 | ALPHABET INC | GOOG | 02079K107 | $24.5M | 5.18% | 69,460 | SH |
| 6 | LAM RESEARCH CORP | LRCX | 512807306 | $19.9M | 4.20% | 45,867 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $17.0M | 3.58% | 45,455 | SH |
| 8 | APPLIED MATLS INC | AMAT | 038222105 | $15.7M | 3.31% | 21,687 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $14.3M | 3.03% | 60,132 | SH |
| 10 | CITIGROUP INC | C | 172967424 | $10.9M | 2.30% | 77,747 | SH |
| 11 | VANGUARD INDEX FDS | VUG | 922908736 | $8.6M | 1.82% | 100,115 | SH |
| 12 | KINDER MORGAN INC DEL | KMI | 49456B101 | $8.2M | 1.72% | 255,244 | SH |
| 13 | JPMORGAN CHASE & CO | JPM | 46625H100 | $8.1M | 1.71% | 24,698 | SH |
| 14 | CISCO SYS INC | CSCO | 17275R102 | $7.7M | 1.63% | 65,771 | SH |
| 15 | GENERAC HLDGS INC | GNRC | 368736104 | $7.4M | 1.57% | 25,349 | SH |
| 16 | WILLIAMS COS INC | WMB | 969457100 | $7.2M | 1.52% | 96,961 | SH |
| 17 | META PLATFORMS INC | META | 30303M102 | $6.9M | 1.45% | 12,233 | SH |
| 18 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $6.4M | 1.36% | 6,350 | SH |
| 19 | RTX CORPORATION | RTX | 75513E101 | $6.2M | 1.32% | 32,909 | SH |
| 20 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $6.1M | 1.29% | 25,782 | SH |
| 21 | VANGUARD STAR FDS | VXUS | 921909768 | $5.9M | 1.25% | 69,435 | SH |
| 22 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $5.8M | 1.23% | 9,991 | SH |
| 23 | BANK OF AMER CORP | BAC | 060505104 | $5.8M | 1.22% | 101,768 | SH |
| 24 | EXXON MOBIL CORP | XOM | 30231G102 | $5.7M | 1.20% | 41,566 | SH |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $5.6M | 1.17% | 11,123 | SH |
| 26 | HOME DEPOT INC | HD | 437076102 | $5.2M | 1.09% | 14,667 | SH |
| 27 | CARNIVAL CORP LTD | CCL | G2004J103 | $5.2M | 1.09% | 180,556 | SH |
| 28 | TESLA INC | TSLA | 88160R101 | $4.8M | 1.02% | 11,503 | SH |
| 29 | ABBVIE INC | ABBV | 00287Y109 | $4.3M | 0.91% | 17,076 | SH |
| 30 | HALLIBURTON CO | HAL | 406216101 | $3.7M | 0.79% | 110,147 | SH |
| 31 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.7M | 0.79% | 14,671 | SH |
| 32 | VANGUARD INDEX FDS | VB | 922908751 | $3.7M | 0.78% | 12,245 | SH |
| 33 | VISA INC | V | 92826C839 | $3.4M | 0.73% | 10,020 | SH |
| 34 | VANGUARD INDEX FDS | VO | 922908629 | $3.4M | 0.73% | 42,648 | SH |
| 35 | WASTE MGMT INC DEL | WM | 94106L109 | $3.4M | 0.71% | 15,090 | SH |
| 36 | AIRBNB INC | ABNB | 009066101 | $3.2M | 0.67% | 22,253 | SH |
| 37 | DEVON ENERGY CORP NEW | DVN | 25179M103 | $3.0M | 0.64% | 73,507 | SH |
| 38 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $3.0M | 0.64% | 95,611 | SH |
| 39 | ANALOG DEVICES INC | ADI | 032654105 | $3.0M | 0.64% | 7,628 | SH |
| 40 | CHIPOTLE MEXICAN GRILL INC | CMG | 169656105 | $3.0M | 0.62% | 86,891 | SH |
| 41 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $2.9M | 0.62% | 5,873 | SH |
| 42 | SCHWAB CHARLES CORP | SCHW | 808513105 | $2.8M | 0.60% | 30,562 | SH |
| 43 | ISHARES TR | SGOV | 46436E718 | $2.7M | 0.58% | 27,257 | SH |
| 44 | ELI LILLY & CO | LLY | 532457108 | $2.7M | 0.56% | 2,224 | SH |
| 45 | VANGUARD INDEX FDS | VNQ | 922908553 | $2.6M | 0.55% | 26,948 | SH |
| 46 | ORACLE CORP | ORCL | 68389X105 | $2.6M | 0.55% | 17,682 | SH |
| 47 | AUTOZONE INC | AZO | 053332102 | $2.6M | 0.54% | 805 | SH |
| 48 | MASTERCARD INCORPORATED | MA | 57636Q104 | $2.6M | 0.54% | 4,973 | SH |
| 49 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $2.6M | 0.54% | 6,421 | SH |
| 50 | MAPLEBEAR INC | CART | 565394103 | $2.5M | 0.52% | 51,866 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-08 | $473.7M | 91 | 0001315269-26-000003 |
| 2026-03-31 | 2026-04-16 | $387.3M | 91 | 0001315269-26-000002 |
| 2025-12-31 | 2026-01-09 | $398.7M | 93 | 0001315269-26-000001 |