Scott & Selber Inc Portfolio Analysis: Q2 2026 Holdings Changes Revealed
Insights into Scott & Selber Inc's investment activities during the quarter ending June 30, 2026. The firm maintained a concentrated portfolio in Technology stocks while showing interest in specific consumer cyclical companies and ETFs.
Scott & Selber Inc managed a substantial portfolio valued at $462 million as of June 30, 2026. This quarter's filing details changes across their holdings, revealing both additions and adjustments to their investment strategy.
The investor appears focused on specific opportunities rather than broad market exposure this period. Among the most notable actions were purchases in several Vanguard exchange-traded funds (ETFs), including VUG and VO. These additions, alongside buying back shares in specific companies like MAR, suggest targeted growth investing.
Purchasing ETFs: The filing shows Scott & Selber Inc significantly increased their position in several Vanguard funds. Notably, they boosted holdings of VUG, an ETF focused on growth stocks within the consumer cyclical sector, by over 500% during this quarter. Similarly, there was a substantial increase (300%) in their position for VO. These moves indicate confidence in specific sectors and investment styles.
Purchasing Specific Stocks: Beyond ETFs, the investor demonstrated interest in individual stocks. They notably purchased shares of MARRIOTT INTL INC NEW, increasing their stake by 100%. Similarly, they added significantly to their position in HYATT HOTELS CORP (H), boosting holdings by another 100% during the quarter.
Selling Activity Limited: While there was selling activity, it appeared less pronounced than buying. The investor reduced their position in SCHWAB STRATEGIC TR (SCHB) by 6% and decreased holdings of the similar Schwab fund SCHWAB STRATEGIC TR (SCHD) slightly, down about 1%. No other significant selling was disclosed in this filing.
In summary, Scott & Selber Inc's portfolio changes for the quarter ending June 30, 2026 reflect a targeted approach. They significantly increased exposure to specific consumer cyclical companies and Vanguard ETFs like VUG and VO during Q2 2026. For more detailed analysis of their investment strategy or to view holdings data directly, you can explore Scott & Selber Inc on Insiderset.