Scott & Selber, Inc.

CIK

1315269

Location

HOUSTON, TX

Portfolio Value

Small $396,705,703

Diversification

Diversified

Filing Date

Global Rank

#3,165 / 8,517 ▲ 46

Top Industry

Semiconductors 29.9%

3Y Alpha vs SPY

+52.1%

Period ended 46 days ago

Filed Jul 8, 2026 · 38d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+416.7%

SPY

+75.3%

Annualised alpha

+52.3%

Max drawdown

−20.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

70 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.7%

+4.4 pts

Top 5

40.6%

+9.0 pts

Top 10

57.3%

+10.6 pts

HHI

472

Diversified+152

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	54.0%	$214,023,998	12
Financial Services	12.6%	$50,008,524	10
Consumer Cyclical	11.3%	$44,768,276	15
Energy	6.7%	$26,589,815	6
Healthcare	6.0%	$23,937,953	10
Industrials	4.5%	$17,827,765	5
Consumer Defensive	2.2%	$8,673,614	7
Communication Services	1.7%	$6,890,726	1
Basic Materials	0.6%	$2,387,920	2
Unclassified	0.3%	$1,110,491	1
Real Estate	0.1%	$486,621	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
JNJ	Johnson & Johnson	+1	14,671	$3,725,993
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MU	Micron Technology Inc	−212	43,651	$50,385,912
CART	Maplebear Inc.	−164	51,866	$2,455,855
AVGO	Broadcom Inc.	−134	65,394	$24,702,583
SFM	Sprouts Farmers Market, Inc.	−107	18,595	$1,572,765
BAC	Bank Of America Corp /De/	−101	101,768	$5,798,740
KMI	Kinder Morgan, Inc.	−77	255,244	$8,160,150
SMG	Scotts Miracle-Gro Co	−66	34,629	$2,358,581
NVDA	Nvidia Corp	−62	172,564	$34,528,330
CCL	Carnival Corp Ltd.	−59	180,556	$5,158,484
MSFT	Microsoft Corp	−56	45,455	$16,955,624
ABT	Abbott Laboratories	−44	14,295	$1,297,128
HAL	Halliburton Co	−39	110,147	$3,739,490
PG	PROCTER & GAMBLE Co	−38	14,595	$2,140,210
CMG	Chipotle Mexican Grill Inc	−35	86,891	$2,954,294
WMB	Williams Companies, Inc.	−30	96,961	$7,208,080
GNRC	Generac Holdings Inc.	−30	25,349	$7,422,440
AAPL	Apple Inc.	−30	109,589	$31,710,673
V	Visa Inc.	−29	10,020	$3,437,761
DVN	Devon Energy Corp/De	−26	73,507	$3,037,309
C	Citigroup Inc	−26	77,747	$10,881,470
WFC	Wells Fargo & Company/Mn	−24	28,806	$2,380,527
CSCO	Cisco Systems, Inc.	−23	65,771	$7,725,461
MRK	Merck & Co., Inc.	−20	14,772	$1,898,202
AMZN	Amazon Com Inc	−20	60,132	$14,331,860
LRCX	Lam Research Corp	−19	45,867	$19,875,547
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MAR	Marriott International Inc /Md/	600	$222,354
H	Hyatt Hotels Corp	1,045	$202,562
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	69,484	$19,932,180
XOM	ExxonMobil Holdings Corp	41,578	$7,054,123
VIG	Vanguard Dividend Appreciation ETF	27,127	$5,833,932
VXUS	Vanguard Total International Stock ETF	69,435	$5,354,132
HON	Honeywell International Inc	19,375	$4,379,331
VB	Vanguard Morningstar Small-Cap ETF	12,245	$3,207,210
ZTS	Zoetis Inc.	22,348	$2,641,757
CLX	Clorox Co /De/	24,839	$2,574,065
MKC	Mccormick & Co Inc	20,366	$1,027,261
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 tracked positions · $396,705,703 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MU	Micron Technology Inc Technology	Reduced	43,651	-212	$50,385,912	+240.0%	12.70%
NVDA	Nvidia Corp Technology	Reduced	172,564	-62	$34,528,330	+14.7%	8.70%
AAPL	Apple Inc. Technology	Reduced	109,589	-30	$31,710,673	+14.0%	7.99%
AVGO	Broadcom Inc. Technology	Reduced	65,394	-134	$24,702,583	+21.8%	6.23%
LRCX	Lam Research Corp Technology	Reduced	45,867	-19	$19,875,547	+102.7%	5.01%
MSFT	Microsoft Corp Technology	Reduced	45,455	-56	$16,955,624	+0.6%	4.27%
AMAT	Applied Materials Inc /De Technology	Reduced	21,687	-10	$15,679,701	+111.4%	3.95%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	60,132	-20	$14,331,860	+14.4%	3.61%
C	Citigroup Inc Financial Services	Reduced	77,747	-26	$10,881,470	+23.4%	2.74%
KMI	Kinder Morgan, Inc. Energy	Reduced	255,244	-77	$8,160,150	−4.7%	2.06%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	24,698	-7	$8,084,396	+11.2%	2.04%
CSCO	Cisco Systems, Inc. Technology	Reduced	65,771	-23	$7,725,461	+51.3%	1.95%
GNRC	Generac Holdings Inc. Industrials	Reduced	25,349	-30	$7,422,440	+49.7%	1.87%
WMB	Williams Companies, Inc. Energy	Reduced	96,961	-30	$7,208,080	+2.1%	1.82%
META	Meta Platforms, Inc. Communication Services	Reduced	12,233	-4	$6,890,726	−1.6%	1.74%
GS	Goldman Sachs Group Inc Financial Services	Reduced	6,350	-4	$6,422,199	+19.5%	1.62%
RTX	RTX Corp Industrials	Reduced	32,909	-11	$6,243,824	−1.7%	1.57%
AMD	Advanced Micro Devices Inc Technology	Reduced	9,991	-5	$5,803,871	+185.4%	1.46%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	101,768	-101	$5,798,740	+16.8%	1.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	11,123	-10	$5,565,837	+4.3%	1.40%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	14,667	-5	$5,172,757	+7.2%	1.30%
CCL	Carnival Corp Ltd. Consumer Cyclical	Reduced	180,556	-59	$5,158,484	+10.4%	1.30%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	11,503	-3	$4,838,161	+13.1%	1.22%
ABBV	AbbVie Inc. Healthcare	Reduced	17,076	-3	$4,297,004	+15.7%	1.08%
HAL	Halliburton Co Energy	Reduced	110,147	-39	$3,739,490	−13.0%	0.94%
JNJ	Johnson & Johnson Healthcare	Added	14,671	+1	$3,725,993	+3.9%	0.94%
V	Visa Inc. Financial Services	Reduced	10,020	-29	$3,437,761	+13.2%	0.87%
WM	Waste Management Inc Industrials	Reduced	15,090	-4	$3,363,259	−3.0%	0.85%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	22,253	-10	$3,184,404	+13.3%	0.80%
DVN	Devon Energy Corp/De Energy	Reduced	73,507	-26	$3,037,309	−17.9%	0.77%
ADI	Analog Devices Inc Technology	Reduced	7,628	-4	$3,029,612	+24.8%	0.76%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Reduced	86,891	-35	$2,954,294	+6.2%	0.74%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	5,873	-7	$2,944,487	+1.9%	0.74%
SCHW	Schwab Charles Corp Financial Services	Reduced	30,562	-11	$2,819,955	−1.9%	0.71%
LLY	ELI LILLY & Co Healthcare	Reduced	2,224	-10	$2,667,532	+29.8%	0.67%
ORCL	Oracle Corp Technology	Reduced	17,682	-5	$2,591,297	−0.4%	0.65%
AZO	Autozone Inc Consumer Cyclical	Reduced	805	-3	$2,572,731	−5.7%	0.65%
MA	Mastercard Inc Financial Services	Reduced	4,973	-7	$2,554,132	+2.6%	0.64%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	6,421	-4	$2,553,503	−13.8%	0.64%
CART	Maplebear Inc. Consumer Cyclical	Reduced	51,866	-164	$2,455,855	+26.0%	0.62%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	28,806	-24	$2,380,527	+3.7%	0.60%
SMG	Scotts Miracle-Gro Co Basic Materials	Reduced	34,629	-66	$2,358,581	+11.8%	0.59%
COP	Conocophillips Energy	Reduced	22,317	-6	$2,320,075	−21.3%	0.58%
VIK	Viking Holdings Ltd Consumer Cyclical	Reduced	21,287	-9	$2,228,110	+42.4%	0.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,293	-3	$2,145,032	−6.2%	0.54%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	14,595	-38	$2,140,210	+1.3%	0.54%
CVX	Chevron Corp Energy	Reduced	12,818	-5	$2,124,711	−19.9%	0.54%
BLK	BlackRock, Inc. Financial Services	Reduced	2,146	-3	$2,063,507	−0.2%	0.52%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,851	-3	$2,016,221	+53.5%	0.51%
KO	Coca Cola Co Consumer Defensive	Reduced	23,846	-6	$1,937,964	+6.8%	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.