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Bennett Selby Investments LP

All holdings · as of Dec 31, 2025

84 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.—$45.43M144,77914.6%
Apple Inc.—$40.77M149,97113.1%
Meta Platforms Inc—$23.41M35,4727.5%
Booking Holdings Inc—$21.41M3,9986.9%
Visa Inc—$20.56M58,6176.6%
Warren E. Buffett—$12.37M24,6194.0%
Mastercard Inc—$11.38M19,9383.7%
MICROSOFT CORP—$9.20M19,0293.0%
NVIDIA Corp—$8.44M45,2642.7%
Amazon.com Inc—$8.42M36,4882.7%
FLOOR & DECOR HOLDINGS INC—$7.35M120,6362.4%
MARSH & MCLENNAN COMPANIES, INC.—$6.90M37,1822.2%
Domino's Pizza Inc.—$5.81M13,9411.9%
Netflix Inc—$5.68M60,5771.8%
Uber Technologies, Inc—$5.06M61,8861.6%
SPDR S&P 500 ETF TR—$4.62M6,7721.5%
JOHNSON & JOHNSON—$3.77M18,2111.2%
WELLS FARGO & COMPANY/MN—$3.09M33,1801.0%
NIKE, Inc.—$3.02M47,4791.0%
NOVO-NORDISK A S—$2.97M58,4271.0%
GRACO INC—$2.94M35,9100.9%
JPMORGAN CHASE & CO—$2.82M8,7610.9%
STARBUCKS CORP—$2.80M33,3040.9%
ELI LILLY & Co—$2.59M2,4100.8%
Celsius Holdings, Inc.—$2.59M56,6030.8%
Trex Co Inc—$2.35M67,0010.8%
COSTCO WHOLESALE CORP /NEW—$2.10M2,4360.7%
Kinsale Capital Group, Inc.—$1.90M4,8630.6%
Union Pacific Corp—$1.74M7,5020.6%
Restaurant Brands International Inc.QSRCommon Stock$1.69M24,8420.5%
ON HLDG AG—$1.65M35,6040.5%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$1.62M5,3220.5%
MCDONALD'S CORP—$1.57M5,1280.5%
MSCI Inc.—$1.46M2,5450.5%
INVESCO EXCH TRADED FD TR II—$1.30M62,0900.4%
Zoetis Inc.—$1.30M10,3370.4%
NVR INC—$1.28M1760.4%
TJX Cos Inc/The—$1.23M7,9880.4%
VeriSign Inc—$1.15M4,7400.4%
FERRARI N V—$1.09M2,9470.4%
VANGUARD INDEX FDS—$1.05M3,1260.3%
INVESCO QQQ TR—$1.05M1,7030.3%
BANK OF AMERICA CORP /DE—$1.01M18,3450.3%
ISHARES TR—$964.4K1,4080.3%
COCA COLA CO—$946.2K13,5340.3%
LOWES COMPANIES INC—$924.3K3,8330.3%
Broadcom Inc.—$913.7K2,6400.3%
TransDigm Group Inc.—$885.7K6660.3%
HOME DEPOT, INC.—$883.0K2,5660.3%
Paycom Software, Inc.—$870.6K5,4640.3%
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