SS
| |
Scott & Selber, Inc.13F | |
| Scott & Selber, Inc. | |
| Last update 2025-07-17 | 90 Stocks (8 new) |
| Value $359.00 Mil | Turnover 6 % |
Scott & Selber, Inc. Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 181,458 | 28,670.0 | -6.16% | 8.000 | -0.41% | 0.000 | +70.47% | +28.85% | 4,219,047.4 | Semiconductors | |
MSFT | Microsoft Corp | 47,798 | 23,780.0 | +0.49% | 6.630 | +0.03% | 0.000 | +39.39% | +21.87% | 3,803,232.7 | Software | |
AAPL | Apple Inc | 114,474 | 23,490.0 | +0.35% | 6.550 | +0.02% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
AVGO | Broadcom Inc | 69,036 | 19,030.0 | -9.28% | 5.310 | -0.38% | 0.000 | +67.92% | +24.22% | 1,347,309.3 | Semiconductors | |
AMZN | Amazon.com Inc | 61,131 | 13,410.0 | +0.74% | 3.740 | +0.03% | 0.000 | +29.70% | +2.05% | 2,376,789.0 | Retail - Cyclical | |
GOOG | Alphabet Inc | 73,101 | 12,970.0 | +0.61% | 3.620 | +0.02% | 0.000 | +20.58% | -2.79% | 2,233,811.7 | Interactive Media | |
META | Meta Platforms Inc | 12,579 | 9,290.0 | +1.08% | 2.590 | +0.03% | 0.000 | +39.98% | +19.99% | 1,763,574.3 | Interactive Media | |
KMI | Kinder Morgan Inc | 267,755 | 7,870.0 | +0.85% | 2.190 | +0.02% | 0.010 | +2.54% | +2.49% | 61,104.1 | Oil & Gas | |
JPM | JPMorgan Chase & Co | 25,879 | 7,500.0 | +0.08% | 2.090 | 0% | 0.000 | +25.58% | +22.90% | 797,130.5 | Banks | |
VUG | Vanguard Growth ETF | 16,996 | 7,450.0 | -0.09% | 2.080 | 0% | 0.000 | +27.39% | +9.44% | 167,011.5 |
Scott & Selber, Inc.'s Historical Top Holdings Breakdowns
Scott & Selber, Inc.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ULTA | Ulta Beauty Inc | 2025-06-30 | Sold Out Sold Out | -0.74% | 328.01 ($412.77) 475.68 | $490.07 | 18.73% | Sold Out | 0 | -6,307 | |
PINS | Pinterest Inc | 2025-06-30 | New Buy New Buy | +0.70% | 24.21 ($30.36) 35.95 | $36.08 | 18.84% | New holding | 70,006 | 70,006 | |
ABNB | Airbnb Inc | 2025-06-30 | New Buy New Buy | +0.69% | 105.69 ($126.56) 140.64 | $139.30 | 10.07% | New holding | 18,662 | 18,662 | |
DVN | Devon Energy Corp | 2025-06-30 | New Buy New Buy | +0.69% | 26.8 ($31.93) 37.92 | $32.78 | 2.66% | New holding | 77,180 | 77,180 | |
CART | Maplebear Inc | 2025-06-30 | New Buy New Buy | +0.69% | 37.12 ($43.43) 47.11 | $48.37 | 11.37% | New holding | 54,881 | 54,881 | |
MU | Micron Technology Inc | 2025-06-30 | Add Add | +0.64% | 64.72 ($93.31) 127.91 | $113.26 | 21.38% | Add 67.44% | 45,913 | 18,492 | |
TXN | Texas Instruments Inc | 2025-06-30 | Sold Out Sold Out | -0.63% | 145.61 ($177.56) 207.62 | $216.59 | 21.98% | Sold Out | 0 | -10,917 | |
ADI | Analog Devices Inc | 2025-06-30 | New Buy New Buy | +0.53% | 164.6 ($208.12) 238.02 | $240.97 | 15.78% | New holding | 7,999 | 7,999 | |
AZO | AutoZone Inc | 2025-06-30 | Reduce Reduce | -0.53% | 3478.38 ($3688.06) 3880.15 | $3,649.42 | -1.05% | Reduce -33.67% | 857 | -435 | |
ADBE | Adobe Inc | 2025-06-30 | Add Add | +0.50% | 340 ($385.29) 420.68 | $366.45 | -4.89% | Add 134.39% | 8,192 | 4,697 |
Scott & Selber, Inc. Total Holding History ($B)
Scott & Selber, Inc.'s Asset Allocation
Scott & Selber, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Scott & Selber, Inc.'s Hypothetical Growth since 2025-06-30
Scott & Selber, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Scott & Selber, Inc.'s Holdings Heat Map
Size field:
Scott & Selber, Inc.'s Holdings Bubble Chart
Scott & Selber, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers