Scott & Selber, Inc.
Top Portfolio Positions
73 positions ·
$328,805,486 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
172,626 | $30,105,974 | 9.16% | |
| AAPL |
Apple Inc.
Technology
|
109,619 | $27,820,206 | 8.46% | |
| AVGO |
Broadcom Inc.
Technology
|
65,528 | $20,281,571 | 6.17% | |
| MSFT |
Microsoft Corp
Technology
|
45,511 | $16,846,806 | 5.12% | |
| MU |
Micron Technology Inc
Technology
|
43,863 | $14,818,675 | 4.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
60,152 | $12,527,857 | 3.81% | |
| LRCX |
Lam Research Corp
Technology
|
45,886 | $9,804,002 | 2.98% | |
| C |
Citigroup Inc
Financial Services
|
77,773 | $8,820,235 | 2.68% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
255,321 | $8,560,913 | 2.60% | |
| AMAT |
Applied Materials Inc /De
Technology
|
21,697 | $7,415,817 | 2.26% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SMG
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,109,802 | 34,695 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,033,964 | 34,858 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,061,419 | 36,197 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,421,259 | 36,708 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,267,684 | 23,095 | Shares | Sole | 2025-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||