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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$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%
$367B
$5.27 Million 1.41% of portfolio
14,726
Q4 2025 Reduced 3.45%
$319B
$5.15 Million 1.37% of portfolio
66,151
Q4 2025 Reduced 3.63%
$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%
$1.29T
$4.65 Million 1.24% of portfolio
11,376
Q4 2025 Reduced 3.41%
$593B
$3.9 Million 1.04% of portfolio
17,754
Q4 2025 Reduced 3.34%
$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%
$522B
$2.97 Million 0.79% of portfolio
14,861
Q4 2025 Reduced 4.04%
$512B
$2.69 Million 0.72% of portfolio
5,019
Q4 2025 Reduced 3.28%
$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%
$971B
$2.29 Million 0.61% of portfolio
2,243
Q4 2025 Added 4.08%
$346B
$2.17 Million 0.58% of portfolio
14,849
Q4 2025 Reduced 2.66%
$404B
$2.11 Million 0.56% of portfolio
2,309
Q4 2025 Reduced 3.39%
$303B
$1.99 Million 0.53% of portfolio
12,874
Q4 2025 Reduced 3.9%
$228B
$1.89 Million 0.51% of portfolio
14,549
Q4 2025 Reduced 3.88%
$306B
$1.7 Million 0.45% of portfolio
24,006
Q4 2025 Reduced 2.79%
$300B
$1.56 Million 0.42% of portfolio
4,869
Q4 2025 Reduced 4.59%
$235B
$1.41 Million 0.38% of portfolio
15,186
Q4 2025 Reduced 3.19%
$237B
$1.32 Million 0.35% of portfolio
5,564
Q4 2025 Reduced 3.45%
$279B
$306,000 0.08% of portfolio
2,975
Q2 2025 Added 1.88%
$204B
$288,000 0.08% of portfolio
1,950
Q2 2025 Reduced 83.26%
$291B
$303,000 0.08% of portfolio
550
Q2 2025 New
$224B
$243,000 0.06% of portfolio
799
Q4 2024 New

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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