Investor
Scott & Selber, Inc.
CIK 0001315269 · filed 2026-04-16 · SEC filing
13F book
$387.3M
Positions
91
2 new · 4 sold
Largest name
7.8%
Nvidia Corp · NVDA
Est. mark
−$8.78M
Price effect on 89 names still held. Flow −$2.65M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 172.6K | $30.1M | 7.8% | −$2.09M | Cut−$2.1M |
| Apple Inc. | AAPL | 109.6K | $27.8M | 7.2% | −$1.98M | Cut−$2.05M |
| Broadcom Inc. | AVGO | 65.5K | $20.3M | 5.2% | −$2.4M | Cut−$2.43M |
| Alphabet Inc | — | 69.5K | $19.9M | 5.1% | −$1.87M | Cut−$1.9M |
| Microsoft Corp | MSFT | 45.5K | $16.8M | 4.3% | −$5.16M | Cut−$5.19M |
| Micron Technology Inc | MU | 43.9K | $14.8M | 3.8% | $2.3M | Added$2.33M |
| Amazon Com Inc | AMZN | 60.2K | $12.5M | 3.2% | −$1.36M | Cut−$1.37M |
| Lam Research Corp | LRCX | 45.9K | $9.8M | 2.5% | $1.95M | Cut$1.95M |
| Citigroup Inc | — | 77.8K | $8.82M | 2.3% | −$255.2K | Cut−$265.7K |
| Kinder Morgan Inc Del | — | 255.3K | $8.56M | 2.2% | $1.54M | Cut$1.53M |
| Applied Matls Inc | — | 21.7K | $7.42M | 1.9% | $1.84M | Cut$1.84M |
| Vanguard Growth Etf | — | 16.7K | $7.28M | 1.9% | −$851.4K | Cut−$1.04M |
| Jpmorgan Chase & Co. | — | 24.7K | $7.27M | 1.9% | −$693.4K | Cut−$733.7K |
| Williams Cos Inc | — | 97K | $7.06M | 1.8% | $1.23M | Cut$1.22M |
| Exxon Mobil Corp | — | 41.6K | $7.05M | 1.8% | $2.05M | Cut$2.03M |
| Meta Platforms, Inc. | META | 12.2K | $7M | 1.8% | −$1.08M | Cut−$1.09M |
| RTX Corp | RTX | 32.9K | $6.35M | 1.6% | $312.7K | Cut$257.3K |
| Vanguard Specialized Funds | — | 27.1K | $5.83M | 1.5% | −$128.1K | Cut−$425.2K |
| Goldman Sachs Group Inc | — | 6.35K | $5.38M | 1.4% | −$209.6K | Cut−$228K |
| Vanguard Star Fds | — | 69.4K | $5.35M | 1.4% | $112.3K | Added$282.2K |
| Berkshire Hathaway Inc Del | — | 11.1K | $5.33M | 1.4% | −$259.9K | Added−$235.9K |
| Cisco Sys Inc | — | 65.8K | $5.1M | 1.3% | $36.8K | Cut$9.35K |
| Bank America Corp | — | 101.9K | $4.97M | 1.3% | −$636.7K | Cut−$662.6K |
| Generac Hldgs Inc | — | 25.4K | $4.96M | 1.3% | $1.5M | Cut$1.49M |
| Home Depot, Inc. | HD | 14.7K | $4.83M | 1.2% | −$223.3K | Cut−$241.9K |
| Carnival Corp Ltd. | CCL | 180.6K | $4.67M | 1.2% | −$841.7K | Cut−$853.5K |
| Honeywell Intl Inc | — | 19.4K | $4.38M | 1.1% | $599.4K | Cut$551.2K |
| Halliburton Co | HAL | 110.2K | $4.3M | 1.1% | $1.18M | Cut$1.17M |
| Tesla, Inc. | TSLA | 11.5K | $4.28M | 1.1% | −$887K | Added−$838.7K |
| AbbVie Inc. | ABBV | 17.1K | $3.71M | 1.0% | −$187.9K | Cut−$203.2K |
| Devon Energy Corp New | — | 73.5K | $3.7M | 1.0% | $1.01M | Cut$1M |
| Johnson & Johnson | JNJ | 14.7K | $3.59M | 0.9% | $549.9K | Cut$510.3K |
| Waste Mgmt Inc Del | — | 15.1K | $3.47M | 0.9% | $152.2K | Cut$126.1K |
| Vanguard Index Fds | — | 12.2K | $3.21M | 0.8% | $47.1K | Added$148.4K |
| Vanguard Index Fds | — | 10.7K | $3.06M | 0.8% | −$31.4K | Added$65.4K |
| Visa Inc. | V | 10K | $3.04M | 0.8% | −$487.1K | Cut−$505.6K |
| Schwab Strategic Tr | — | 96.6K | $2.96M | 0.8% | $314K | Cut$198.8K |
| Intuitive Surgical Inc | ISRG | 6.42K | $2.96M | 0.8% | −$677K | Cut−$714.4K |
| Conocophillips | COP | 22.3K | $2.95M | 0.8% | $857K | Cut$848.2K |
| Thermo Fisher Scientific Inc. | TMO | 5.88K | $2.89M | 0.7% | −$517K | Cut−$525.7K |
| Schwab Charles Corp | — | 30.6K | $2.87M | 0.7% | −$181.2K | Cut−$215.1K |
| Ishares 0-3 Month | — | 28.2K | $2.84M | 0.7% | $7.93K | Cut−$170.4K |
| Airbnb, Inc. | ABNB | 22.3K | $2.81M | 0.7% | −$168.1K | Added$393.9K |
| Chipotle Mexican Grill Inc | CMG | 86.9K | $2.78M | 0.7% | −$433.6K | Added−$432.2K |
| Autozone Inc | AZO | 808 | $2.73M | 0.7% | −$11.1K | Cut−$21.3K |
| Chevron Corp New | CVX | 12.8K | $2.65M | 0.7% | $698.6K | Cut$690.9K |
| Zoetis Inc. | ZTS | 22.3K | $2.64M | 0.7% | −$169.9K | Added−$169.1K |
| Oracle Corp | — | 17.7K | $2.6M | 0.7% | −$845.4K | Cut−$858.4K |
| Clorox Co Del | — | 24.8K | $2.57M | 0.7% | $47.3K | Added$872.6K |
| Mastercard Inc | MA | 4.98K | $2.49M | 0.6% | −$354.7K | Cut−$376.9K |
| Analog Devices Inc | ADI | 7.63K | $2.43M | 0.6% | $358.2K | Cut$357.7K |
| Vanguard Index Fds | — | 26.9K | $2.39M | 0.6% | $5.48K | Added$81.1K |
| Wells Fargo Co New | — | 28.8K | $2.3M | 0.6% | −$391.8K | Cut−$405.9K |
| Costco Whsl Corp New | — | 2.3K | $2.29M | 0.6% | $307.9K | Cut$296.7K |
| Procter And Gamble Co | PG | 14.6K | $2.11M | 0.5% | $16.5K | Cut−$14.5K |
| Scotts Miracle-Gro Co | SMG | 34.7K | $2.11M | 0.5% | $85.4K | Cut$75.8K |
| BlackRock, Inc. | BLK | 2.15K | $2.07M | 0.5% | −$233.4K | Cut−$263.4K |
| Eli Lilly & Co | LLY | 2.23K | $2.05M | 0.5% | −$346K | Cut−$355.7K |
| Advanced Micro Devices Inc | AMD | 10K | $2.03M | 0.5% | −$107.3K | Cut−$109.6K |
| Vanguard Index Fds | — | 6.69K | $2M | 0.5% | −$106.2K | Added−$102K |
| Maplebear Inc. | CART | 52K | $1.95M | 0.5% | −$391.3K | Cut−$406.9K |
| Coca Cola Co | KO | 23.9K | $1.81M | 0.5% | $146.5K | Cut$135.7K |
| Merck & Co., Inc. | MRK | 14.8K | $1.78M | 0.5% | $222.3K | Cut$180.8K |
| Intuit Inc. | INTU | 3.98K | $1.72M | 0.4% | −$915.6K | Cut−$937.4K |
| Viking Holdings Ltd | VIK | 21.3K | $1.56M | 0.4% | — | New |
| Abbott Labs | ABT | 14.3K | $1.47M | 0.4% | −$324.3K | Cut−$350.6K |
| Gilead Sciences, Inc. | GILD | 10.4K | $1.45M | 0.4% | $173.2K | Cut$169.1K |
| Sprouts Fmrs Mkt Inc | — | 18.7K | $1.44M | 0.4% | −$47.5K | Cut−$54.9K |
| Unitedhealth Group Inc | UNH | 4.85K | $1.31M | 0.3% | −$289.1K | Cut−$294K |
| Amgen Inc | AMGN | 3.38K | $1.19M | 0.3% | $83.1K | Cut$65.7K |
| Mccormick & Co Inc | — | 20.4K | $1.03M | 0.3% | −$359.7K | Added−$359.3K |
| Invesco Qqq Tr | — | 1.51K | $870.4K | 0.2% | −$56K | Held |
| Schwab Strategic Tr | — | 27.1K | $679.5K | 0.2% | −$30.6K | Cut−$40.4K |
| Vanguard Whitehall Fds | — | 4.24K | $628.2K | 0.2% | $19.5K | Added$19.8K |
| Yum Brands Inc | YUM | 4K | $621.9K | 0.2% | $16.8K | Held |
| Ishares Tr | — | 8.24K | $578.2K | 0.1% | $6.25K | Added$6.39K |
| Vanguard Bd Index Fds | — | 6.69K | $492.8K | 0.1% | −$2.76K | Added$19.5K |
| Jones Lang Lasalle Inc | JLL | 1.57K | $477.8K | 0.1% | −$50.5K | Held |
| Walmart Inc. | WMT | 3.38K | $420.4K | 0.1% | $38.3K | Added$89K |
| Vanguard Index Fds | — | 2.07K | $406.2K | 0.1% | $10.9K | Cut$10.1K |
| Caterpillar Inc | CAT | 550 | $389.7K | 0.1% | $74.6K | Held |
| Vanguard Index Fds | — | 589 | $352K | 0.1% | −$15.9K | Added$14.6K |
| Ishares Tr | — | 2.65K | $313.6K | 0.1% | −$28.2K | Held |
| Pepsico Inc | PEP | 1.95K | $302.9K | 0.1% | $23K | Held |
| Royal Caribbean Group | — | 1.07K | $293.3K | 0.1% | −$3.99K | Held |
| Mcdonalds Corp | MCD | 799 | $248.3K | 0.1% | $4.12K | Held |
| Hilton Worldwide Hldgs Inc | — | 765 | $232.6K | 0.1% | $12.9K | Held |
| Altria Group, Inc. | MO | 3.2K | $211.4K | 0.1% | — | New |
| Ishares Tr | — | 2.16K | $200.4K | 0.1% | −$3.05K | Added−$2.95K |
| Aercap Holdings Nv | — | 1.46K | $200K | 0.1% | −$9.59K | Held |
| Standard Lithium Ltd. | SLI | 10.7K | $36.4K | 0.0% | −$11.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.