Institutions / Scott & Selber, Inc.
Scott & Selber, Inc.
CIK 1315269 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$387.32M
Positions
91
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$387.32M-2.9%Positions
91-2.2%Top holdings
Mar 31, 2026View all 91 โ
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $30.11M | 7.8% |
| Apple Inc. | $27.82M | 7.2% |
| Broadcom Inc. | $20.28M | 5.2% |
| Alphabet Inc. | $19.93M | 5.1% |
| Microsoft Corp | $16.85M | 4.3% |
| Micron Technology Inc | $14.82M | 3.8% |
| Amazon.com Inc | $12.53M | 3.2% |
| Lam Research Corp | $9.80M | 2.5% |
| Citigroup Inc | $8.82M | 2.3% |
| Kinder Morgan, Inc. | $8.56M | 2.2% |
| Applied Materials Inc /De | $7.42M | 1.9% |
| Vanguard Index Fds | $7.28M | 1.9% |
| JPMorgan Chase & Co | $7.27M | 1.9% |
| Williams Cos Inc/The | $7.06M | 1.8% |
| Exxon Mobil Corp | $7.05M | 1.8% |
| Meta Platforms Inc | $7.00M | 1.8% |
| RTX Corp | $6.35M | 1.6% |
| Vanguard Specialized Funds | $5.83M | 1.5% |
| The Goldman Sachs Group, Inc. | $5.38M | 1.4% |
| Vanguard Star Fds | $5.35M | 1.4% |
| Warren E. Buffett | $5.33M | 1.4% |
| Cisco Systems, Inc. | $5.10M | 1.3% |
| Bank of America Corp /De | $4.97M | 1.3% |
| Generac Holdings Inc. | $4.96M | 1.3% |
| Home Depot, Inc. | $4.83M | 1.2% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Pinterest, Inc. Common stock | $-2.76M | -106K -100.00% | 0 | low |
| Q1 2026 as of | New | G93A5A101 Common stock | $1.56M | +21K | 21,296 0.40% of portfolio | low |
| Q1 2026 as of | Exit | Salesforce Inc Common stock | $-1.47M | -6K -100.00% | 0 | low |
| Q1 2026 as of | Add | Clorox Co /De Common stock | $825.3K | +8K +47.19% | 24,839 0.66% of portfolio | low |
| Q1 2026 as of | Add | Airbnb, Inc. Common stock | $562.1K | +4K +24.99% | 22,263 0.73% of portfolio | low |
| Q1 2026 as of | Trim | 921908844 Common stock | $-290.8K | -1K -4.75% | 27,127 1.51% of portfolio | low |
| Q1 2026 as of | Exit | Solstice Advanced Materials Inc. Common stock | $-234.4K | -5K -100.00% | 0 | low |
| Q1 2026 as of | New | Altria Group, Inc. Common stock | $211.4K | +3K | 3,203 0.05% of portfolio | low |
| Q1 2026 as of | Exit | Blackstone Inc Common stock | $-205.0K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 46436E718 Common stock | $-178.9K | -2K -5.93% | 28,173 0.73% of portfolio | low |