Scott & Selber, Inc. Portfolio Holdings

Scott & Selber, Inc.

  • $374 Million
  • Q4 2025

Scott & Selber, Inc. has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $374 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.2M, Apple Inc. with a value of $29.4M, Microsoft Corp with a value of $23.1M, Broadcom Inc. with a value of $22.5M, and Alphabet Inc. with a value of $19.9M.

Examining the 13F form we can see an decrease of $4.6M in the current position value, from $379M to 374M.

Below you can find more details about Scott & Selber, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $374 Million
Technology: $140 Million
Financial Services: $42.4 Million
ETFs: $39.1 Million
Consumer Cyclical: $38 Million
Communication Services: $30.2 Million
Energy: $27.5 Million
Healthcare: $26.1 Million
Industrials: $17.2 Million
Other: $13.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$32.2 Million 8.61% of portfolio
172,686
Q4 2025 Reduced 3.69%
$4.3T
$29.4 Million 7.85% of portfolio
109,885
Q4 2025 Reduced 2.84%
$3.78T
$23.1 Million 6.18% of portfolio
45,568
Q4 2025 Reduced 3.33%
$139B
$22.5 Million 6.01% of portfolio
65,610
Q4 2025 Reduced 3.45%
$1.74T
$19.9 Million 5.31% of portfolio
69,577
Q4 2025 Reduced 3.36%
$2.39T
$14.1 Million 3.78% of portfolio
60,226
Q4 2025 Reduced 3.28%
$268B
$10.8 Million 2.89% of portfolio
43,773
Q4 2025 Reduced 3.46%
$0
$8.24 Million 2.2% of portfolio
17,048
Q4 2025 Added 0.19%
$190B
$7.65 Million 2.04% of portfolio
77,863
Q4 2025 Reduced 3.42%
$1.37T
$7.47 Million 2.0% of portfolio
12,261
Q4 2025 Reduced 0.83%
$881B
$7.46 Million 1.99% of portfolio
24,830
Q4 2025 Reduced 2.57%
$61.6B
$7.01 Million 1.87% of portfolio
255,772
Q4 2025 Reduced 3.52%
$74.3B
$5.93 Million 1.58% of portfolio
97,169
Q4 2025 Reduced 3.53%
$258B
$5.83 Million 1.56% of portfolio
33,222
Q4 2025 Reduced 3.33%
$662B
$5.64 Million 1.51% of portfolio
11,083
Q4 2025 Reduced 3.61%
$413B
$5.27 Million 1.41% of portfolio
102,340
Q4 2025 Reduced 3.28%
$0
$5.19 Million 1.39% of portfolio
28,479
Q4 2025 Added 0.09%
$319B
$5.15 Million 1.37% of portfolio
66,151
Q4 2025 Reduced 3.63%
$0
$5.04 Million 1.35% of portfolio
67,232
Q4 2025 Added 0.58%
$197B
$4.96 Million 1.33% of portfolio
21,706
Q4 2025 Reduced 3.43%
$265B
$4.94 Million 1.32% of portfolio
6,375
Q4 2025 Reduced 3.5%
$490B
$4.91 Million 1.31% of portfolio
41,722
Q4 2025 Reduced 3.31%
$29B
$4.71 Million 1.26% of portfolio
181,004
Q4 2025 Reduced 3.37%
$1.29T
$4.65 Million 1.24% of portfolio
11,376
Q4 2025 Reduced 3.41%
$414B
$4.01 Million 1.07% of portfolio
17,146
Q4 2025 Reduced 4.09%
$593B
$3.9 Million 1.04% of portfolio
17,754
Q4 2025 Reduced 3.34%
$9.65B
$3.84 Million 1.03% of portfolio
25,393
Q4 2025 Added 14.09%
$132B
$3.85 Million 1.03% of portfolio
19,622
Q4 2025 Reduced 3.45%
$193B
$3.55 Million 0.95% of portfolio
6,491
Q4 2025 Reduced 3.71%
$222B
$3.34 Million 0.89% of portfolio
5,895
Q4 2025 Reduced 3.58%
$533B
$3.29 Million 0.88% of portfolio
10,102
Q4 2025 Reduced 3.24%
$85.9B
$3.18 Million 0.85% of portfolio
15,213
Q4 2025 Reduced 3.5%
$73.2B
$3.13 Million 0.84% of portfolio
811
Q4 2025 Reduced 3.57%
$24.8B
$3.02 Million 0.81% of portfolio
110,482
Q4 2025 Reduced 3.41%
$0
$3.01 Million 0.8% of portfolio
29,950
Q4 2025 Added 4.32%
$0
$2.96 Million 0.79% of portfolio
11,858
Q4 2025 Added 0.58%
$0
$2.96 Million 0.79% of portfolio
10,325
Q4 2025 Added 0.57%
$522B
$2.97 Million 0.79% of portfolio
14,861
Q4 2025 Reduced 4.04%
$15.6B
$2.83 Million 0.76% of portfolio
106,468
Q4 2025 Added 53.82%
$167B
$2.84 Million 0.76% of portfolio
30,912
Q4 2025 Reduced 3.58%
$875M
$2.74 Million 0.73% of portfolio
86,885
Q4 2025 Added 148.18%
$0
$2.75 Million 0.73% of portfolio
100,825
Q4 2025 Reduced 2.86%
$512B
$2.69 Million 0.72% of portfolio
5,019
Q4 2025 Reduced 3.28%
$55.6B
$2.65 Million 0.71% of portfolio
22,341
Q4 2025 Added 95.0%
$23.5B
$2.64 Million 0.71% of portfolio
73,677
Q4 2025 Reduced 3.41%
$182B
$2.59 Million 0.69% of portfolio
4,013
Q4 2025 Reduced 3.42%
$317B
$2.42 Million 0.65% of portfolio
28,981
Q4 2025 Reduced 3.21%
$388B
$2.41 Million 0.64% of portfolio
10,007
Q4 2025 Reduced 3.15%
$0
$2.34 Million 0.62% of portfolio
26,095
Q4 2025 Added 0.58%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $374 Million
  • Prior Value $379 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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