Bennett Selby Investments LP has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $299 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $41.3M, Apple Inc. with a value of $40.1M, Meta Platforms, Inc. with a value of $21.6M, Booking Holdings Inc. with a value of $19.2M, and Visa Inc. with a value of $19.1M.

Examining the 13F form we can see an decrease of $2.5M in the current position value, from $302M to 299M.

Below you can find more details about Bennett Selby Investments LP portfolio as well as his latest detailed transactions.

Portfolio value $299 Million
Technology: $70.4 Million
Communication Services: $70 Million
Financial Services: $60.6 Million
Consumer Cyclical: $58.1 Million
Healthcare: $11.7 Million
ETFs: $11.6 Million
Industrials: $9.89 Million
Consumer Defensive: $6.9 Million
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $299 Million
  • Prior Value $302 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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