Scott & Selber, Inc. Portfolio Stock Holdings
Scott & Selber, Inc. disclosed 91 stock positions valued at approximately $473.7 million in its latest SEC 13F filing. The largest holdings include MICRON TECHNOLOGY INC, NVIDIA CORPORATION, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 8, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 91
- Portfolio Value
- $473.7M
Holdings by Sector
Scott & Selber, Inc. Portfolio Holdings in Q2 2026
87 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | MU | Technology | 10.64% | 43,651 | -212 | -0.48% | $50,385,641 |
| NVIDIA CORPORATION | NVDA | Technology | 7.29% | 172,564 | -62 | -0.04% | $34,528,422 |
| APPLE INC | AAPL | Technology | 6.69% | 109,589 | -30 | -0.03% | $31,710,640 |
| BROADCOM INC | AVGO | Technology | 5.21% | 65,394 | -134 | -0.20% | $24,702,664 |
| ALPHABET INC | GOOG | Communication Services | 5.18% | 69,460 | -24 | -0.03% | $24,542,190 |
| LAM RESEARCH CORP | LRCX | Other | 4.20% | 45,867 | -19 | -0.04% | $19,875,664 |
| MICROSOFT CORP | MSFT | Technology | 3.58% | 45,455 | -56 | -0.12% | $16,955,541 |
| APPLIED MATLS INC | AMAT | Technology | 3.31% | 21,687 | -10 | -0.05% | $15,679,928 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.03% | 60,132 | -20 | -0.03% | $14,331,868 |
| CITIGROUP INC | C | Financial Services | 2.30% | 77,747 | -26 | -0.03% | $10,881,440 |
| VANGUARD INDEX FDS | VUG | Other | 1.82% | 100,115 | +83,446 | +500.61% | $8,623,930 |
| KINDER MORGAN INC DEL | KMI | Energy | 1.72% | 255,244 | -77 | -0.03% | $8,160,151 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.71% | 24,698 | -7 | -0.03% | $8,084,459 |
| CISCO SYS INC | CSCO | Technology | 1.63% | 65,771 | -23 | -0.03% | $7,725,417 |
| GENERAC HLDGS INC | GNRC | Industrials | 1.57% | 25,349 | -30 | -0.12% | $7,422,441 |
| WILLIAMS COS INC | WMB | Energy | 1.52% | 96,961 | -30 | -0.03% | $7,208,079 |
| META PLATFORMS INC | META | Communication Services | 1.45% | 12,233 | -4 | -0.03% | $6,890,965 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.36% | 6,350 | -4 | -0.06% | $6,422,178 |
| RTX CORPORATION | RTX | Industrials | 1.32% | 32,909 | -11 | -0.03% | $6,243,898 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.29% | 25,782 | -1,345 | -4.96% | $6,100,539 |
| VANGUARD STAR FDS | VXUS | Other | 1.25% | 69,435 | - | - | $5,935,998 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.23% | 9,991 | -5 | -0.05% | $5,803,872 |
| BANK OF AMER CORP | BAC | Financial Services | 1.22% | 101,768 | -101 | -0.10% | $5,798,764 |
| EXXON MOBIL CORP | XOM | Energy | 1.20% | 41,566 | -12 | -0.03% | $5,682,966 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.17% | 11,123 | -10 | -0.09% | $5,565,846 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.09% | 14,667 | -5 | -0.03% | $5,172,782 |
| TESLA INC | TSLA | Consumer Cyclical | 1.02% | 11,503 | -3 | -0.03% | $4,838,162 |
| ABBVIE INC | ABBV | Healthcare | 0.91% | 17,076 | -3 | -0.02% | $4,296,998 |
| HALLIBURTON CO | HAL | Energy | 0.79% | 110,147 | -39 | -0.04% | $3,739,478 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.79% | 14,671 | +1 | +0.01% | $3,726,076 |
| VANGUARD INDEX FDS | VB | Other | 0.78% | 12,245 | - | - | $3,711,704 |
| VISA INC | V | Financial Services | 0.73% | 10,020 | -29 | -0.29% | $3,437,614 |
| VANGUARD INDEX FDS | VO | Other | 0.73% | 42,648 | +31,986 | +300.00% | $3,436,149 |
| WASTE MGMT INC DEL | WM | Industrials | 0.71% | 15,090 | -4 | -0.03% | $3,363,216 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.67% | 22,253 | -10 | -0.04% | $3,184,404 |
| DEVON ENERGY CORP NEW | DVN | Energy | 0.64% | 73,507 | -26 | -0.04% | $3,037,309 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.64% | 95,611 | -1,012 | -1.05% | $3,031,820 |
| ANALOG DEVICES INC | ADI | Technology | 0.64% | 7,628 | -4 | -0.05% | $3,029,613 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 0.62% | 86,891 | -35 | -0.04% | $2,954,294 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.62% | 5,873 | -7 | -0.12% | $2,944,557 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.60% | 30,562 | -11 | -0.04% | $2,819,950 |
| ISHARES TR | SGOV | Other | 0.58% | 27,257 | -916 | -3.25% | $2,744,007 |
| ELI LILLY & CO | LLY | Healthcare | 0.56% | 2,224 | -10 | -0.45% | $2,667,835 |
| VANGUARD INDEX FDS | VNQ | Other | 0.55% | 26,948 | - | - | $2,598,596 |
| ORACLE CORP | ORCL | Technology | 0.55% | 17,682 | -5 | -0.03% | $2,591,289 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.54% | 805 | -3 | -0.37% | $2,572,732 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.54% | 4,973 | -7 | -0.14% | $2,554,292 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.54% | 6,421 | -4 | -0.06% | $2,553,503 |
| MAPLEBEAR INC | CART | Consumer Cyclical | 0.52% | 51,866 | -164 | -0.32% | $2,455,855 |
| WELLS FARGO & CO | WFC | Financial Services | 0.50% | 28,806 | -24 | -0.08% | $2,380,511 |
| SCOTTS MIRACLE-GRO CO | SMG | Basic Materials | 0.50% | 34,629 | -66 | -0.19% | $2,358,581 |
| CONOCOPHILLIPS | COP | Energy | 0.49% | 22,317 | -6 | -0.03% | $2,320,032 |
| VANGUARD INDEX FDS | VV | Other | 0.49% | 6,704 | +15 | +0.22% | $2,305,520 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.45% | 2,293 | -3 | -0.13% | $2,145,154 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.45% | 14,595 | -38 | -0.26% | $2,140,283 |
| CHEVRON CORPORATION | CVX | Energy | 0.45% | 12,818 | -5 | -0.04% | $2,124,743 |
| BLACKROCK INC | BLK | Other | 0.44% | 2,146 | -3 | -0.14% | $2,063,876 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.43% | 4,851 | -3 | -0.06% | $2,016,259 |
| COCA COLA CO | KO | Consumer Defensive | 0.41% | 23,846 | -6 | -0.03% | $1,937,951 |
| MERCK & CO INC | MRK | Healthcare | 0.40% | 14,772 | -20 | -0.14% | $1,898,259 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 0.33% | 18,595 | -107 | -0.57% | $1,572,765 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.28% | 10,397 | -17 | -0.16% | $1,313,546 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.27% | 14,295 | -44 | -0.31% | $1,297,095 |
| AMGEN INC | AMGN | Healthcare | 0.26% | 3,381 | -3 | -0.09% | $1,224,334 |
| INVESCO QQQ TR | QQQ | Other | 0.23% | 1,508 | - | - | $1,110,491 |
| INTUIT | INTU | Technology | 0.22% | 3,967 | -13 | -0.33% | $1,035,441 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.16% | 25,448 | -1,624 | -6.00% | $736,980 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.14% | 4,245 | +3 | +0.07% | $670,761 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.13% | 4,000 | - | - | $639,440 |
| ISHARES TR | DGRO | Other | 0.13% | 8,241 | +2 | +0.02% | $624,585 |
| CATERPILLAR INC | CAT | Industrials | 0.12% | 550 | - | - | $585,695 |
| JONES LANG LASALLE INC | JLL | Real Estate | 0.10% | 1,570 | - | - | $486,622 |
| VANGUARD BD INDEX FDS | BND | Other | 0.10% | 6,412 | -280 | -4.18% | $470,705 |
| VANGUARD INDEX FDS | VTV | Other | 0.10% | 2,076 | +6 | +0.29% | $452,451 |
| ISHARES TR | IGM | Other | 0.09% | 2,646 | - | - | $432,833 |
| VANGUARD INDEX FDS | VOO | Other | 0.09% | 589 | - | - | $404,531 |
| WALMART INC | WMT | Consumer Defensive | 0.08% | 3,383 | - | - | $383,159 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 0.07% | 1,066 | - | - | $338,487 |
| PEPSICO INC | PEP | Consumer Defensive | 0.06% | 1,950 | - | - | $264,093 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.05% | 765 | - | - | $252,802 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.05% | 3,203 | - | - | $230,456 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.05% | 600 | +600 | +100.00% | $222,354 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.05% | 799 | - | - | $215,978 |
| AERCAP HOLDINGS NV | AER | Other | 0.04% | 1,458 | - | - | $212,547 |
| ISHARES TR | USMV | Other | 0.04% | 2,162 | +1 | +0.05% | $208,575 |
| HYATT HOTELS CORP | H | Consumer Cyclical | 0.04% | 1,045 | +1,045 | +100.00% | $202,563 |
| STANDARD LITHIUM CORP | SLI | Basic Materials | 0.01% | 10,669 | - | - | $29,340 |