Scott & Selber, Inc. 13F Holdings · Q2 2026
Scott & Selber, Inc. reported 91 securities worth $473.72M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MU (10.64%), NVDA (7.29%), AAPL (6.69%). Among its top 25 positions this quarter: 1 added, 23 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $50.4M | 10.64% | 43,651 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $34.5M | 7.29% | 172,564 | Trimmed |
| 3 | AAPL | APPLE INC | $31.7M | 6.69% | 109,589 | Trimmed |
| 4 | AVGO | BROADCOM INC | $24.7M | 5.21% | 65,394 | Trimmed |
| 5 | GOOG | ALPHABET INC | $24.5M | 5.18% | 69,460 | Trimmed |
| 6 | LRCX | LAM RESEARCH CORP | $19.9M | 4.20% | 45,867 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $17.0M | 3.58% | 45,455 | Trimmed |
| 8 | AMAT | APPLIED MATLS INC | $15.7M | 3.31% | 21,687 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $14.3M | 3.03% | 60,132 | Trimmed |
| 10 | C | CITIGROUP INC | $10.9M | 2.30% | 77,747 | Trimmed |
| 11 | VUG | VANGUARD INDEX FDS | $8.6M | 1.82% | 100,115 | Added |
| 12 | KMI | KINDER MORGAN INC DEL | $8.2M | 1.72% | 255,244 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $8.1M | 1.71% | 24,698 | Trimmed |
| 14 | CSCO | CISCO SYS INC | $7.7M | 1.63% | 65,771 | Trimmed |
| 15 | GNRC | GENERAC HLDGS INC | $7.4M | 1.57% | 25,349 | Trimmed |
| 16 | WMB | WILLIAMS COS INC | $7.2M | 1.52% | 96,961 | Trimmed |
| 17 | META | META PLATFORMS INC | $6.9M | 1.45% | 12,233 | Trimmed |
| 18 | GS | GOLDMAN SACHS GROUP INC | $6.4M | 1.36% | 6,350 | Trimmed |
| 19 | RTX | RTX CORPORATION | $6.2M | 1.32% | 32,909 | Trimmed |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $6.1M | 1.29% | 25,782 | Trimmed |
| 21 | VXUS | VANGUARD STAR FDS | $5.9M | 1.25% | 69,435 | Hold |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $5.8M | 1.23% | 9,991 | Trimmed |
| 23 | BAC | BANK OF AMER CORP | $5.8M | 1.22% | 101,768 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $5.7M | 1.20% | 41,566 | Trimmed |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.6M | 1.17% | 11,123 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR