Scott & Selber, Inc. — 13F Holdings & Portfolio
CIK 1315269 · latest 13F-HR filed 2026-04-16
Scott & Selber, Inc. manages $387.3M in 13F-reported U.S. long-equity assets across 91 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (7.77%), AAPL (7.18%), AVGO (5.24%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 4, added to 27, and trimmed 37.
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.
$387.3M
Long-equity book
91
Distinct positions
2026-03-31
Filed 2026-04-16
+2 / −4 / ↑27 / ↓37
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$2.3M +18.6%
- EXXON MOBIL CORP$2.0M +40.5%
- LAM RESEARCH CORP$1.9M +24.8%
- APPLIED MATLS INC$1.8M +32.9%
- KINDER MORGAN INC DEL$1.5M +21.8%
Top Trims
- MICROSOFT CORP-$5.2M -23.6%
- BROADCOM INC-$2.4M -10.7%
- NVIDIA CORPORATION-$2.1M -6.5%
- APPLE INC-$2.1M -6.9%
- ALPHABET INC-$1.9M -8.7%
Exited Positions
- PINTEREST INC$2.8M
- SALESFORCE INC$1.5M
- SOLSTICE ADVANCED MATLS INC$234.4K
- BLACKSTONE INC$205.0K
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 | NVIDIA CORPORATION | NVDA | 67066G104 | $30.1M | 7.77% | 172,626 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $27.8M | 7.18% | 109,619 | SH |
| 3 | BROADCOM INC | AVGO | 11135F101 | $20.3M | 5.24% | 65,528 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $19.9M | 5.15% | 69,484 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $16.8M | 4.35% | 45,511 | SH |
| 6 | MICRON TECHNOLOGY INC | MU | 595112103 | $14.8M | 3.83% | 43,863 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $12.5M | 3.23% | 60,152 | SH |
| 8 | LAM RESEARCH CORP | LRCX | 512807306 | $9.8M | 2.53% | 45,886 | SH |
| 9 | CITIGROUP INC | C | 172967424 | $8.8M | 2.28% | 77,773 | SH |
| 10 | KINDER MORGAN INC DEL | KMI | 49456B101 | $8.6M | 2.21% | 255,321 | SH |
| 11 | APPLIED MATLS INC | AMAT | 038222105 | $7.4M | 1.91% | 21,697 | SH |
| 12 | VANGUARD INDEX FDS | VUG | 922908736 | $7.3M | 1.88% | 16,669 | SH |
| 13 | JPMORGAN CHASE & CO | JPM | 46625H100 | $7.3M | 1.88% | 24,705 | SH |
| 14 | WILLIAMS COS INC | WMB | 969457100 | $7.1M | 1.82% | 96,991 | SH |
| 15 | EXXON MOBIL CORP | XOM | 30231G102 | $7.1M | 1.82% | 41,578 | SH |
| 16 | META PLATFORMS INC | META | 30303M102 | $7.0M | 1.81% | 12,237 | SH |
| 17 | RTX CORPORATION | RTX | 75513E101 | $6.4M | 1.64% | 32,920 | SH |
| 18 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $5.8M | 1.51% | 27,127 | SH |
| 19 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $5.4M | 1.39% | 6,354 | SH |
| 20 | VANGUARD STAR FDS | VXUS | 921909768 | $5.4M | 1.38% | 69,435 | SH |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $5.3M | 1.38% | 11,133 | SH |
| 22 | CISCO SYS INC | CSCO | 17275R102 | $5.1M | 1.32% | 65,794 | SH |
| 23 | BANK AMERICA CORP | BAC | 060505104 | $5.0M | 1.28% | 101,869 | SH |
| 24 | GENERAC HLDGS INC | GNRC | 368736104 | $5.0M | 1.28% | 25,379 | SH |
| 25 | HOME DEPOT INC | HD | 437076102 | $4.8M | 1.25% | 14,672 | SH |
| 26 | CARNIVAL CORP | CCL | 143658300 | $4.7M | 1.21% | 180,615 | SH |
| 27 | HONEYWELL INTL INC | HON | 438516106 | $4.4M | 1.13% | 19,375 | SH |
| 28 | HALLIBURTON CO | HAL | 406216101 | $4.3M | 1.11% | 110,186 | SH |
| 29 | TESLA INC | TSLA | 88160R101 | $4.3M | 1.10% | 11,506 | SH |
| 30 | ABBVIE INC | ABBV | 00287Y109 | $3.7M | 0.96% | 17,079 | SH |
| 31 | DEVON ENERGY CORP NEW | DVN | 25179M103 | $3.7M | 0.96% | 73,533 | SH |
| 32 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.6M | 0.93% | 14,670 | SH |
| 33 | WASTE MGMT INC DEL | WM | 94106L109 | $3.5M | 0.90% | 15,094 | SH |
| 34 | VANGUARD INDEX FDS | VB | 922908751 | $3.2M | 0.83% | 12,245 | SH |
| 35 | VANGUARD INDEX FDS | VO | 922908629 | $3.1M | 0.79% | 10,662 | SH |
| 36 | VISA INC | V | 92826C839 | $3.0M | 0.78% | 10,049 | SH |
| 37 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $3.0M | 0.77% | 96,623 | SH |
| 38 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $3.0M | 0.76% | 6,425 | SH |
| 39 | CONOCOPHILLIPS | COP | 20825C104 | $2.9M | 0.76% | 22,323 | SH |
| 40 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $2.9M | 0.75% | 5,880 | SH |
| 41 | SCHWAB CHARLES CORP | SCHW | 808513105 | $2.9M | 0.74% | 30,573 | SH |
| 42 | ISHARES TR | SGOV | 46436E718 | $2.8M | 0.73% | 28,173 | SH |
| 43 | AIRBNB INC | ABNB | 009066101 | $2.8M | 0.73% | 22,263 | SH |
| 44 | CHIPOTLE MEXICAN GRILL INC | CMG | 169656105 | $2.8M | 0.72% | 86,926 | SH |
| 45 | AUTOZONE INC | AZO | 053332102 | $2.7M | 0.70% | 808 | SH |
| 46 | CHEVRON CORPORATION | CVX | 166764100 | $2.7M | 0.68% | 12,823 | SH |
| 47 | ZOETIS INC | ZTS | 98978V103 | $2.6M | 0.68% | 22,348 | SH |
| 48 | ORACLE CORP | ORCL | 68389X105 | $2.6M | 0.67% | 17,687 | SH |
| 49 | CLOROX CO DEL | CLX | 189054109 | $2.6M | 0.66% | 24,839 | SH |
| 50 | MASTERCARD INCORPORATED | MA | 57636Q104 | $2.5M | 0.64% | 4,980 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $387.3M | 91 | 0001315269-26-000002 |
| 2025-12-31 | 2026-01-09 | $398.7M | 93 | 0001315269-26-000001 |