Scott & Selber, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Scott & Selber, Inc. disclosed 91 stock positions valued at approximately $473.72M as of quarter-end June 30, 2026. The largest holdings include MICRON TECHNOLOGY INC, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 91
- Portfolio Value
- $473.72M
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 |