StockDriftsStockDriftsTop 50 Scott & Selber, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 10.64% | 43.7K | $50.4M | -0.48%(-212) | $74.91(+1254.75%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.29% | 172.6K | $34.5M | -0.04%(-62) | $7.90(+2762.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.69% | 109.6K | $31.7M | -0.03%(-30) | $45.84(+566.21%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.21% | 65.4K | $24.7M | -0.20%(-134) | $9.80(+3919.90%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.18% | 69.5K | $24.5M | -0.03%(-24) | $56.10(+510.81%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 4.2% | 45.9K | $19.9M | -0.04%(-19) | $65.57(+414.57%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.58% | 45.5K | $17.0M | -0.12%(-56) | $83.40(+482.83%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.31% | 21.7K | $15.7M | -0.05%(-10) | $119.62(+344.58%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.03% | 60.1K | $14.3M | -0.03%(-20) | $30.58(+758.63%) | 2026-06-30 | |
| C | CITIGROUP INC | 2.3% | 77.7K | $10.9M | -0.03%(-26) | $55.75(+151.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +35.58% | +149.21% | +22.41% | +174.88% |
| Top 20 Holdings Unweighted | +32.76% | +133.98% | +21.72% | +167.13% |
Scott & Selber, Inc. reports $473.72M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are MU (10.6%), NVDA (7.3%) and AAPL (6.7%). The top 20 holdings account for 66.82% of reported assets. Its disclosed equity book has returned +149.21% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Scott & Selber, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1315269). View Scott & Selber, Inc.’s 13F filings on SEC