Scott & Selber, Inc.

13F filer · CIK 0001315269

Reported Jul 8, 2026

Net seller this quarter

13F portfolio value$474MU.S. long equity reported on 13F

Positions752 new · 3 closed

Net flow last quarter-$5.1MBuys minus sells

Top 10 positions weight51.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 202675 positions
MUMicron Technology Inc	$50.4M	10.64%	0.00%	-0.5%	Q4 2019
NVDANvidia Corp	$34.5M	7.29%	0.00%	0.0%	Q2 2018
AAPLApple Inc.	$31.7M	6.69%	0.00%	0.0%	Q2 2013
AVGOBroadcom Inc.	$24.7M	5.21%	0.00%	-0.2%	Q1 2018
GOOGAlphabet Inc.	$24.5M	5.18%	Not reported	0.0%	Q3 2015
LRCXLam Research Corp	$19.9M	4.20%	0.00%	0.0%	Q2 2020
MSFTMicrosoft Corp	$17M	3.58%	0.00%	-0.1%	Q1 2014
AMATApplied Materials Inc	$15.7M	3.31%	0.00%	-0.1%	Q4 2022
AMZNAmazon Com Inc	$14.3M	3.03%	0.00%	0.0%	Q1 2014
CCitigroup Inc	$10.9M	2.30%	0.00%	0.0%	Q4 2013
KMIKinder Morgan, Inc.	$8.16M	1.72%	0.01%	0.0%	Q2 2013
JPMJPMorgan Chase & Co	$8.08M	1.71%	0.00%	0.0%	Q4 2013
CSCOCisco Systems, Inc.	$7.73M	1.63%	0.00%	0.0%	Q2 2013
GNRCGenerac Holdings Inc.	$7.42M	1.57%	0.04%	-0.1%	Q1 2025
WMBWilliams Companies, Inc.	$7.21M	1.52%	0.01%	0.0%	Q1 2021
METAMeta Platforms, Inc.	$6.89M	1.45%	Not reported	0.0%	Q3 2013
GSGoldman Sachs Group Inc	$6.42M	1.36%	0.00%	-0.1%	Q4 2014
RTXRTX Corp	$6.24M	1.32%	0.00%	0.0%	Q2 2020
AMDAdvanced Micro Devices Inc	$5.8M	1.23%	0.00%	-0.1%	Q2 2020
BACBank of America Corp	$5.8M	1.22%	0.00%	-0.1%	Q4 2013
XOMExxonMobil Holdings Corp	$5.68M	1.20%	0.00%	0.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$5.57M	1.17%	Not reported	-0.1%	Q3 2015
HDHome Depot, Inc.	$5.17M	1.09%	0.00%	0.0%	Q2 2013
CCLCarnival Corp Ltd.	$5.16M	1.09%	0.01%	0.0%	Q4 2015
TSLATesla, Inc.	$4.84M	1.02%	0.00%	0.0%	Q2 2022
ABBVAbbVie Inc.	$4.3M	0.91%	0.00%	0.0%	Q1 2014
HALHalliburton Co	$3.74M	0.79%	0.01%	0.0%	Q4 2016
JNJJohnson & Johnson	$3.73M	0.79%	0.00%	0.0%	Q2 2013
VVisa Inc.	$3.44M	0.73%	0.00%	-0.3%	Q2 2016
WMWaste Management Inc	$3.36M	0.71%	0.00%	0.0%	Q2 2016
ABNBAirbnb, Inc.	$3.18M	0.67%	Not reported	0.0%	Q2 2025
DVNDevon Energy Corp	$3.04M	0.64%	0.01%	0.0%	Q2 2025
ADIAnalog Devices Inc	$3.03M	0.64%	0.00%	-0.1%	Q4 2016
CMGChipotle Mexican Grill Inc	$2.95M	0.62%	0.01%	0.0%	Q2 2020
TMOThermo Fisher Scientific Inc.	$2.94M	0.62%	0.00%	-0.1%	Q2 2013
SCHWSchwab Charles Corp	$2.82M	0.60%	0.00%	0.0%	Q1 2018
LLYELI LILLY & Co	$2.67M	0.56%	0.00%	-0.5%	Q4 2021
ORCLOracle Corp	$2.59M	0.55%	0.00%	0.0%	Q2 2013
AZOAutozone Inc	$2.57M	0.54%	0.00%	-0.4%	Q4 2020
MAMastercard Inc	$2.55M	0.54%	0.00%	-0.1%	Q2 2019
ISRGIntuitive Surgical Inc	$2.55M	0.54%	0.00%	-0.1%	Q3 2016
CARTMaplebear Inc.	$2.46M	0.52%	0.02%	-0.3%	Q2 2025
WFCWells Fargo & Company	$2.38M	0.50%	0.00%	-0.1%	Q2 2013
SMGScotts Miracle-Gro Co	$2.36M	0.50%	0.06%	-0.2%	Q1 2025
COPConocophillips	$2.32M	0.49%	0.00%	0.0%	Q4 2014
VIKViking Holdings Ltd	$2.23M	0.47%	Not reported	0.0%	Q1 2026
HONHoneywell International Inc	$2.17M	0.46%	0.00%	0.0%	Q3 2013
COSTCostco Wholesale Corp	$2.15M	0.45%	0.00%	-0.1%	Q2 2013
PGPROCTER & GAMBLE Co	$2.14M	0.45%	0.00%	-0.3%	Q4 2014
HONAHoneywell Aerospace Inc.	$2.13M	0.45%	Not reported	-0.4%	Q2 2026

Q1 2026Reported Apr 16, 202675 positions
NVDANvidia Corp	$30.1M	7.77%	0.00%	0.0%	Q2 2018
AAPLApple Inc.	$27.8M	7.18%	0.00%	-0.2%	Q2 2013
AVGOBroadcom Inc.	$20.3M	5.24%	0.00%	-0.1%	Q1 2018
GOOGAlphabet Inc.	$19.9M	5.15%	Not reported	-0.1%	Q3 2015
MSFTMicrosoft Corp	$16.8M	4.35%	0.00%	-0.1%	Q1 2014
MUMicron Technology Inc	$14.8M	3.83%	0.00%	+0.2%	Q4 2019
AMZNAmazon Com Inc	$12.5M	3.23%	0.00%	-0.1%	Q1 2014
LRCXLam Research Corp	$9.8M	2.53%	0.00%	0.0%	Q2 2020
CCitigroup Inc	$8.82M	2.28%	0.00%	-0.1%	Q4 2013
KMIKinder Morgan, Inc.	$8.56M	2.21%	0.01%	-0.2%	Q2 2013
AMATApplied Materials Inc	$7.42M	1.91%	0.00%	0.0%	Q4 2022
JPMJPMorgan Chase & Co	$7.27M	1.88%	0.00%	-0.5%	Q4 2013
WMBWilliams Companies, Inc.	$7.06M	1.82%	0.01%	-0.2%	Q1 2021
XOMExxonMobil Holdings Corp	$7.05M	1.82%	0.00%	-0.4%	Q2 2013
METAMeta Platforms, Inc.	$7M	1.81%	Not reported	-0.2%	Q3 2013
RTXRTX Corp	$6.35M	1.64%	0.00%	-0.9%	Q2 2020
GSGoldman Sachs Group Inc	$5.38M	1.39%	0.00%	-0.3%	Q4 2014
BRK.BBerkshire Hathaway Inc	$5.33M	1.38%	Not reported	+0.5%	Q3 2015
CSCOCisco Systems, Inc.	$5.1M	1.32%	0.00%	-0.5%	Q2 2013
BACBank of America Corp	$4.97M	1.28%	0.00%	-0.5%	Q4 2013
GNRCGenerac Holdings Inc.	$4.96M	1.28%	0.04%	-0.1%	Q1 2025
HDHome Depot, Inc.	$4.83M	1.25%	0.00%	-0.4%	Q2 2013
CCLCarnival Corp Ltd.	$4.67M	1.21%	0.01%	-0.2%	Q4 2015
HONHoneywell International Inc	$4.38M	1.13%	0.00%	-1.3%	Q3 2013
HALHalliburton Co	$4.3M	1.11%	0.01%	-0.3%	Q4 2016
TSLATesla, Inc.	$4.28M	1.10%	0.00%	+1.1%	Q2 2022
ABBVAbbVie Inc.	$3.71M	0.96%	0.00%	-0.4%	Q1 2014
DVNDevon Energy Corp	$3.7M	0.96%	0.01%	-0.2%	Q2 2025
JNJJohnson & Johnson	$3.59M	0.93%	0.00%	-1.3%	Q2 2013
WMWaste Management Inc	$3.47M	0.90%	0.00%	-0.8%	Q2 2016
VVisa Inc.	$3.04M	0.78%	0.00%	-0.5%	Q2 2016
ISRGIntuitive Surgical Inc	$2.96M	0.76%	0.00%	-1.0%	Q3 2016
COPConocophillips	$2.95M	0.76%	0.00%	-0.4%	Q4 2014
TMOThermo Fisher Scientific Inc.	$2.89M	0.75%	0.00%	-0.3%	Q2 2013
SCHWSchwab Charles Corp	$2.87M	0.74%	0.00%	-1.1%	Q1 2018
ABNBAirbnb, Inc.	$2.81M	0.73%	Not reported	+25.0%	Q2 2025
CMGChipotle Mexican Grill Inc	$2.78M	0.72%	0.01%	+0.1%	Q2 2020
AZOAutozone Inc	$2.73M	0.70%	0.00%	-0.4%	Q4 2020
CVXChevron Corp	$2.65M	0.68%	0.00%	-0.4%	Q2 2013
ZTSZoetis Inc.	$2.64M	0.68%	0.01%	0.0%	Q3 2013
ORCLOracle Corp	$2.6M	0.67%	0.00%	-0.4%	Q2 2013
CLXClorox Co	$2.57M	0.66%	0.02%	+47.2%	Q4 2025
MAMastercard Inc	$2.49M	0.64%	0.00%	-0.8%	Q2 2019
ADIAnalog Devices Inc	$2.43M	0.63%	0.00%	0.0%	Q4 2016
WFCWells Fargo & Company	$2.3M	0.59%	0.00%	-0.5%	Q2 2013
COSTCostco Wholesale Corp	$2.29M	0.59%	0.00%	-0.6%	Q2 2013
PGPROCTER & GAMBLE Co	$2.11M	0.55%	0.00%	-1.5%	Q4 2014
SMGScotts Miracle-Gro Co	$2.11M	0.54%	0.06%	-0.5%	Q1 2025
BLKBlackRock, Inc.	$2.07M	0.53%	0.00%	-1.3%	Q2 2014
LLYELI LILLY & Co	$2.05M	0.53%	0.00%	-0.4%	Q4 2021

Q4 2025Reported Jan 9, 202677 positions
NVDANvidia Corp	$32.2M	8.08%	0.00%	-3.7%	Q2 2018
AAPLApple Inc.	$29.9M	7.49%	0.00%	-2.8%	Q2 2013
AVGOBroadcom Inc.	$22.7M	5.69%	0.00%	-3.5%	Q1 2018
MSFTMicrosoft Corp	$22M	5.53%	0.00%	-3.3%	Q1 2014
GOOGAlphabet Inc.	$21.8M	5.48%	Not reported	-3.4%	Q3 2015
AMZNAmazon Com Inc	$13.9M	3.49%	0.00%	-3.3%	Q1 2014
MUMicron Technology Inc	$12.5M	3.13%	0.00%	-3.5%	Q4 2019
CCitigroup Inc	$9.09M	2.28%	0.00%	-3.4%	Q4 2013
METAMeta Platforms, Inc.	$8.09M	2.03%	Not reported	-0.8%	Q3 2013
JPMJPMorgan Chase & Co	$8M	2.01%	0.00%	-2.6%	Q4 2013
LRCXLam Research Corp	$7.86M	1.97%	0.00%	-3.5%	Q2 2020
KMIKinder Morgan, Inc.	$7.03M	1.76%	0.01%	-3.5%	Q2 2013
RTXRTX Corp	$6.09M	1.53%	0.00%	-3.3%	Q2 2020
WMBWilliams Companies, Inc.	$5.84M	1.46%	0.01%	-3.5%	Q1 2021
BACBank of America Corp	$5.63M	1.41%	0.00%	-3.3%	Q4 2013
GSGoldman Sachs Group Inc	$5.6M	1.41%	0.00%	-3.5%	Q4 2014
AMATApplied Materials Inc	$5.58M	1.40%	0.00%	-3.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$5.57M	1.40%	Not reported	-3.6%	Q3 2015
CCLCarnival Corp Ltd.	$5.53M	1.39%	0.02%	-3.4%	Q4 2015
TSLATesla, Inc.	$5.12M	1.28%	0.00%	-3.4%	Q2 2022
CSCOCisco Systems, Inc.	$5.1M	1.28%	0.00%	-3.6%	Q2 2013
HDHome Depot, Inc.	$5.07M	1.27%	0.00%	-3.5%	Q2 2013
XOMExxonMobil Holdings Corp	$5.02M	1.26%	0.00%	-3.3%	Q2 2013
ABBVAbbVie Inc.	$3.92M	0.98%	0.00%	-4.1%	Q1 2014
HONHoneywell International Inc	$3.83M	0.96%	0.00%	-3.5%	Q3 2013
ISRGIntuitive Surgical Inc	$3.68M	0.92%	0.00%	-3.7%	Q3 2016
VVisa Inc.	$3.54M	0.89%	0.00%	-3.2%	Q2 2016
GNRCGenerac Holdings Inc.	$3.46M	0.87%	0.04%	+14.1%	Q1 2025
ORCLOracle Corp	$3.46M	0.87%	0.00%	-3.3%	Q2 2013
TMOThermo Fisher Scientific Inc.	$3.42M	0.86%	0.00%	-3.6%	Q2 2013
WMWaste Management Inc	$3.34M	0.84%	0.00%	-3.5%	Q2 2016
CMGChipotle Mexican Grill Inc	$3.21M	0.81%	0.01%	+148.2%	Q2 2020
HALHalliburton Co	$3.12M	0.78%	0.01%	-3.4%	Q4 2016
SCHWSchwab Charles Corp	$3.09M	0.77%	0.00%	-3.6%	Q1 2018
JNJJohnson & Johnson	$3.08M	0.77%	0.00%	-4.0%	Q2 2013
MAMastercard Inc	$2.87M	0.72%	0.00%	-3.3%	Q2 2019
ZTSZoetis Inc.	$2.81M	0.70%	0.01%	+95.0%	Q3 2013
PINSPinterest, Inc.	$2.76M	0.69%	0.08%	+53.8%	Q2 2025
AZOAutozone Inc	$2.75M	0.69%	0.00%	-3.6%	Q4 2020
WFCWells Fargo & Company	$2.7M	0.68%	0.00%	-3.2%	Q2 2013
DVNDevon Energy Corp	$2.7M	0.68%	0.01%	-3.4%	Q2 2025
INTUIntuit Inc.	$2.66M	0.67%	0.00%	-3.4%	Q2 2018
ABNBAirbnb, Inc.	$2.42M	0.61%	Not reported	-3.3%	Q2 2025
LLYELI LILLY & Co	$2.41M	0.60%	0.00%	+4.1%	Q4 2021
CARTMaplebear Inc.	$2.36M	0.59%	0.02%	-3.4%	Q2 2025
BLKBlackRock, Inc.	$2.33M	0.58%	0.00%	-3.8%	Q2 2014
AMDAdvanced Micro Devices Inc	$2.14M	0.54%	0.00%	-3.2%	Q2 2020
PGPROCTER & GAMBLE Co	$2.13M	0.53%	0.00%	-2.7%	Q4 2014
COPConocophillips	$2.1M	0.53%	0.00%	-3.3%	Q4 2014
ADIAnalog Devices Inc	$2.07M	0.52%	0.00%	-3.4%	Q4 2016

Q3 2025Reported Oct 29, 202578 positions
NVDANvidia Corp	$33.5M	8.52%	0.00%	-1.2%	Q2 2018
AAPLApple Inc.	$28.8M	7.34%	0.00%	-1.2%	Q2 2013
MSFTMicrosoft Corp	$24.4M	6.22%	0.00%	-1.4%	Q1 2014
AVGOBroadcom Inc.	$22.4M	5.71%	0.00%	-1.6%	Q1 2018
GOOGAlphabet Inc.	$17.5M	4.47%	Not reported	-1.5%	Q3 2015
AMZNAmazon Com Inc	$13.7M	3.48%	0.00%	+1.9%	Q1 2014
METAMeta Platforms, Inc.	$9.08M	2.31%	Not reported	-1.7%	Q3 2013
CCitigroup Inc	$8.18M	2.08%	0.00%	-1.1%	Q4 2013
JPMJPMorgan Chase & Co	$8.04M	2.05%	0.00%	-1.5%	Q4 2013
MUMicron Technology Inc	$7.59M	1.93%	0.00%	-1.2%	Q4 2019
KMIKinder Morgan, Inc.	$7.5M	1.91%	0.01%	-1.0%	Q2 2013
WMBWilliams Companies, Inc.	$6.38M	1.63%	0.01%	-1.4%	Q1 2021
LRCXLam Research Corp	$6.37M	1.62%	0.00%	-1.4%	Q2 2020
HDHome Depot, Inc.	$6.18M	1.57%	0.00%	-1.7%	Q2 2013
BRK.BBerkshire Hathaway Inc	$5.78M	1.47%	Not reported	-1.9%	Q3 2015
RTXRTX Corp	$5.75M	1.46%	0.00%	-1.8%	Q2 2020
BACBank of America Corp	$5.46M	1.39%	0.00%	-1.3%	Q4 2013
CCLCarnival Corp Ltd.	$5.42M	1.38%	0.02%	-1.1%	Q4 2015
GSGoldman Sachs Group Inc	$5.26M	1.34%	0.00%	-1.7%	Q4 2014
TSLATesla, Inc.	$5.24M	1.33%	0.00%	-1.2%	Q2 2022
ORCLOracle Corp	$5.17M	1.32%	0.00%	-1.2%	Q2 2013
XOMExxonMobil Holdings Corp	$4.87M	1.24%	0.00%	-3.0%	Q2 2013
CSCOCisco Systems, Inc.	$4.7M	1.20%	0.00%	-1.0%	Q2 2013
AMATApplied Materials Inc	$4.6M	1.17%	0.00%	-1.4%	Q4 2022
HONHoneywell International Inc	$4.28M	1.09%	0.00%	-2.1%	Q3 2013
ABBVAbbVie Inc.	$4.14M	1.05%	0.00%	-1.2%	Q1 2014
GNRCGenerac Holdings Inc.	$3.73M	0.95%	0.04%	-1.3%	Q1 2025
AZOAutozone Inc	$3.61M	0.92%	0.01%	-1.9%	Q4 2020
VVisa Inc.	$3.56M	0.91%	0.00%	-1.6%	Q2 2016
WMWaste Management Inc	$3.48M	0.89%	0.00%	-1.7%	Q2 2016
SCHWSchwab Charles Corp	$3.06M	0.78%	0.00%	-1.1%	Q1 2018
ISRGIntuitive Surgical Inc	$3.01M	0.77%	0.00%	-0.7%	Q3 2016
TMOThermo Fisher Scientific Inc.	$2.97M	0.76%	0.00%	-1.5%	Q2 2013
MAMastercard Inc	$2.95M	0.75%	0.00%	-1.7%	Q2 2019
JNJJohnson & Johnson	$2.87M	0.73%	0.00%	-1.0%	Q2 2013
ADBEAdobe Inc.	$2.85M	0.73%	0.00%	-1.5%	Q1 2020
INTUIntuit Inc.	$2.84M	0.72%	0.00%	-2.0%	Q2 2018
HALHalliburton Co	$2.81M	0.72%	0.01%	-1.1%	Q4 2016
DVNDevon Energy Corp	$2.67M	0.68%	0.01%	-1.2%	Q2 2025
BLKBlackRock, Inc.	$2.64M	0.67%	0.00%	-2.0%	Q2 2014
WFCWells Fargo & Company	$2.51M	0.64%	0.00%	-1.6%	Q2 2013
PGPROCTER & GAMBLE Co	$2.34M	0.60%	0.00%	-1.9%	Q4 2014
ABNBAirbnb, Inc.	$2.24M	0.57%	Not reported	-1.3%	Q2 2025
PINSPinterest, Inc.	$2.23M	0.57%	0.05%	-1.1%	Q2 2025
COSTCostco Wholesale Corp	$2.21M	0.56%	0.00%	-1.9%	Q2 2013
UNPUnion Pacific Corp	$2.19M	0.56%	0.00%	-1.7%	Q3 2018
COPConocophillips	$2.19M	0.56%	0.00%	-1.6%	Q4 2014
CVXChevron Corp	$2.08M	0.53%	0.00%	+0.5%	Q2 2013
SBUXStarbucks Corp	$2.08M	0.53%	0.00%	-1.2%	Q1 2015
SMGScotts Miracle-Gro Co	$2.06M	0.53%	0.06%	-1.4%	Q1 2025

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