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Scott & Selber, Inc.

Portfolio Manager
Scott & Selber, Inc.
Performance
-4.04% (2026 Q1)
AUM (13F)
$387.32M
# of Holdings
91
Performance Rank
Allocation (Top 20)
60.81%

Scott & Selber, Inc. Holdings Map

Top 50 Scott & Selber, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
7.77%172.6K$30.1M
-0.03%(-60)
2025-Q1: 193.4K shares2025-Q2: 181.5K shares2025-Q3: 179.3K shares2025-Q4: 172.7K shares2026-Q1: 172.6K shares
$7.90(+2759.98%)
2026-03-31
AAPL
APPLE INC
7.18%109.6K$27.8M
-0.24%(-266)
2025-Q1: 114.1K shares2025-Q2: 114.5K shares2025-Q3: 113.1K shares2025-Q4: 109.9K shares2026-Q1: 109.6K shares
$45.84(+552.01%)
2026-03-31
AVGO
BROADCOM INC
5.24%65.5K$20.3M
-0.12%(-82)
2025-Q1: 76.1K shares2025-Q2: 69.0K shares2025-Q3: 68.0K shares2025-Q4: 65.6K shares2026-Q1: 65.5K shares
$9.80(+4155.12%)
2026-03-31
GOOG
ALPHABET INC
5.15%69.5K$19.9M
-0.13%(-93)
2025-Q1: 72.7K shares2025-Q2: 73.1K shares2025-Q3: 72.0K shares2025-Q4: 69.6K shares2026-Q1: 69.5K shares
$56.10(+611.33%)
2026-03-31
MSFT
MICROSOFT CORP
4.35%45.5K$16.8M
-0.13%(-57)
2025-Q1: 47.6K shares2025-Q2: 47.8K shares2025-Q3: 47.1K shares2025-Q4: 45.6K shares2026-Q1: 45.5K shares
$83.40(+385.87%)
2026-03-31
MU
MICRON TECHNOLOGY INC
3.83%43.9K$14.8M
+0.21%(+90)
2025-Q1: 27.4K shares2025-Q2: 45.9K shares2025-Q3: 45.3K shares2025-Q4: 43.8K shares2026-Q1: 43.9K shares
$74.91(+1053.46%)
2026-03-31
AMZN
AMAZON COM INC
3.23%60.2K$12.5M
-0.12%(-74)
2025-Q1: 60.7K shares2025-Q2: 61.1K shares2025-Q3: 62.3K shares2025-Q4: 60.2K shares2026-Q1: 60.2K shares
$30.58(+783.47%)
2026-03-31
LRCX
LAM RESEARCH CORP
2.53%45.9K$9.8M
-0.03%(-13)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 47.6K shares2025-Q4: 45.9K shares2026-Q1: 45.9K shares
$65.57(+350.57%)
2026-03-31
C
CITIGROUP INC
2.28%77.8K$8.8M
-0.12%(-90)
2025-Q1: 80.6K shares2025-Q2: 81.5K shares2025-Q3: 80.6K shares2025-Q4: 77.9K shares2026-Q1: 77.8K shares
$55.75(+122.59%)
2026-03-31
KMI
KINDER MORGAN INC DEL
2.21%255.3K$8.6M
-0.18%(-451)
2025-Q1: 265.5K shares2025-Q2: 267.8K shares2025-Q3: 265.1K shares2025-Q4: 255.8K shares2026-Q1: 255.3K shares
$18.44(+77.97%)
2026-03-31

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