Sponsored

The Analysis of BENNETT SELBY INVESTMENTS LP's Holdings & P&L

Currently, BENNETT SELBY INVESTMENTS LP holds 85 types of securities in its portfolio with a total value $312.9M. In the most recent quarter, they have increased their positions in BKNG (+99.6K shares, valued at $17.7M), NVDA (+8.2K shares, valued at $1.6M), KLAC (+3.4K shares, valued at $1.0M); decreased their positions in BKLN (-41.0K shares, valued at $836.1K), NKE (-20.4K shares, valued at $835.6K), MMC (-2.4K shares, valued at $398.2K); initiated new positions in MELI (+218 shares, valued at $370.0K), ADP (+1.3K shares, valued at $281.5K), AMD (+418 shares, valued at $242.8K).

1M P&L

-6.0M-2.43%

3M P&L

+1.1M+0.46%

HY P&L

+16.5M+7.42%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Content & Information51.8M

21.9%

2Consumer Electronics43.5M

18.4%

3Travel Services18.5M

7.8%

Top Industries by Stock Count

1N/A15 stocks

22.1%

2Drug Manufacturers - General4 stocks

5.9%

3Semiconductors3 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOG ALPHABET INC145.2K shares0.22%2026-06-302026-07-24

AAPL APPLE INC150.3K shares0.07%2026-06-302026-07-24

VISA INC VISA INC61.4K shares1.32%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC36.1K shares1.69%2026-06-302026-07-24

BKNG BOOKING HOLDINGS INC103.7K shares2433.09%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL25.2K shares1.93%2026-06-302026-07-24

NVDA NVIDIA CORPORATION62.9K shares15.03%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED21.4K shares5.21%2026-06-302026-07-24

Sponsored

AMZN AMAZON COM INC38.1K shares3.29%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC104.4K shares4.17%2026-06-302026-07-24

FND FLOOR & DECOR HLDGS INC126.6K shares3.59%2026-06-302026-07-24

MSFT MICROSOFT CORP19.4K shares1.01%2026-06-302026-07-24

MMC MARSH & MCLENNAN COS INC35.9K shares-6.24%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.0K shares1.66%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON18.2K shares-0.17%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.61.8K shares1.02%2026-06-302026-07-24

Sponsored

DOMINOS PIZZA INC DOMINOS PIZZA INC11.0K shares-7.32%2026-06-302026-07-24

TREX TREX INC59.4K shares-3.01%2026-06-302026-07-24

LLY ELI LILLY & CO2.5K shares1.61%2026-06-302026-07-24

SBUX STARBUCKS CORP28.7K shares-10.69%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.8K shares0.45%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC5.8K shares2.20%2026-06-302026-07-24

WFC WELLS FARGO & CO33.3K shares0.30%2026-06-302026-07-24

GGG GRACO INC33.2K shares-7.66%2026-06-302026-07-24

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.4K shares1.68%2026-06-302026-07-24

KNSL KINSALE CAP GROUP INC6.5K shares22.54%2026-06-302026-07-24

UNP UNION PAC CORP7.5K shares0.45%2026-06-302026-07-24

RACE FERRARI N V5.2K shares40.74%2026-06-302026-07-24

QSR RESTAURANT BRANDS INTL INC24.8K shares0.00%2026-06-302026-07-24

NVO NOVO-NORDISK A S35.0K shares-2.04%2026-06-302026-07-24

CELH CELSIUS HLDGS INC49.6K shares-12.41%2026-06-302026-07-24

MSCI MSCI INC2.6K shares0.04%2026-06-302026-07-24

Sponsored

QQQ INVESCO QQQ TR1.9K shares13.50%2026-06-302026-07-24

MCD MCDONALDS CORP5.1K shares-0.84%2026-06-302026-07-24

ONON ON HLDG AG37.6K shares2.98%2026-06-302026-07-24

NVR NVR INC180 shares1.69%2026-06-302026-07-24

TJX TJX COS INC NEW8.0K shares0.00%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares0.00%2026-06-302026-07-24

KLAC KLA CORP3.8K shares905.56%2026-06-302026-07-24

VRSN VERISIGN INC4.5K shares-2.16%2026-06-302026-07-24

Sponsored

KO COCA COLA CO13.5K shares0.00%2026-06-302026-07-24

ISHARES TR ISHARES TR1.4K shares0.00%2026-06-302026-07-24

BAC BANK OF AMER CORP18.4K shares0.51%2026-06-302026-07-24

BROADCOM INC BROADCOM INC2.7K shares2.50%2026-06-302026-07-24

MNST MONSTER BEVERAGE CORP NEW10.0K shares0.00%2026-06-302026-07-24

HD HOME DEPOT INC2.6K shares2.68%2026-06-302026-07-24

TDG TRANSDIGM GROUP INC686 shares2.85%2026-06-302026-07-24

NKE NIKE INC21.3K shares-48.89%2026-06-302026-07-24

Sponsored

IUSG ISHARES TR4.6K shares0.00%2026-06-302026-07-24

LOW LOWES COS INC3.8K shares-1.31%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR27.7K shares13.99%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR24.0K shares0.00%2026-06-302026-07-24

CL COLGATE PALMOLIVE CO7.4K shares0.00%2026-06-302026-07-24

TD TORONTO DOMINION BK ONT5.5K shares0.00%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR21.8K shares0.01%2026-06-302026-07-24

ADOBE INC ADOBE INC2.7K shares-6.00%2026-06-302026-07-24

Sponsored

ARCH CAP GROUP LTD ARCH CAP GROUP LTD5.5K shares-6.50%2026-06-302026-07-24

GOOGL ALPHABET INC1.4K shares8.61%2026-06-302026-07-24

BA BOEING CO2.3K shares-6.28%2026-06-302026-07-24

CNI CANADIAN NATL RY CO4.1K shares1.86%2026-06-302026-07-24

IDEXX LABS INC IDEXX LABS INC880 shares0.00%2026-06-302026-07-24

IWF ISHARES TR3.5K shares303.74%2026-06-302026-07-24

BKLN INVESCO EXCH TRADED FD TR II21.0K shares-66.18%2026-06-302026-07-24

SCHJ SCHWAB STRATEGIC TR15.6K shares-3.91%2026-06-302026-07-24

Sponsored

MELI MERCADOLIBRE INC218 sharesnew addition2026-06-302026-07-24

MTD METTLER TOLEDO INTERNATIONAL282 shares-3.42%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC2.9K shares0.00%2026-06-302026-07-24

TSCO TRACTOR SUPPLY CO9.4K shares-37.06%2026-06-302026-07-24

SCYB SCHWAB STRATEGIC TR11.3K shares0.72%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING IN1.3K sharesnew addition2026-06-302026-07-24

PAYC PAYCOM SOFTWARE INC2.1K shares-25.63%2026-06-302026-07-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares-0.30%2026-06-302026-07-24

Sponsored

AMD ADVANCED MICRO DEVICES INC418 sharesnew addition2026-06-302026-07-24

VB VANGUARD INDEX FDS794 shares0.25%2026-06-302026-07-24

VRSK VERISK ANALYTICS INC1.3K shares0.00%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS997 sharesnew addition2026-06-302026-07-24

AMGN AMGEN INC645 shares1.26%2026-06-302026-07-24

ORLY OREILLY AUTOMOTIVE INC2.5K shares0.00%2026-06-302026-07-24

IWB ISHARES TR561 shares0.00%2026-06-302026-07-24

IWM ISHARES TR730 sharesnew addition2026-06-302026-07-24

Sponsored

AXP AMERICAN EXPRESS CO648 sharesnew addition2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED600 sharesnew addition2026-06-302026-07-24

ROST ROSS STORES INC950 shares0.00%2026-06-302026-07-24

IJK ISHARES TR1.7K sharesnew addition2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR5.9K sharesnew addition2026-06-302026-07-24

GOOG

ALPHABET INC

0.22%

Shares145.2K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

0.07%

Shares150.3K

Event2026-06-30

Filed2026-07-24

VISA INC

1.32%

Shares61.4K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

1.69%

Shares36.1K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC

2433.09%

Shares103.7K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.93%

Shares25.2K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

15.03%

Shares62.9K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

5.21%

Shares21.4K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

3.29%

Shares38.1K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

4.17%

Shares104.4K

Event2026-06-30

Filed2026-07-24

FND

FLOOR & DECOR HLDGS INC

3.59%

Shares126.6K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

1.01%

Shares19.4K

Event2026-06-30

Filed2026-07-24

MMC

MARSH & MCLENNAN COS INC

-6.24%

Shares35.9K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

1.66%

Shares7.0K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-0.17%

Shares18.2K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

1.02%

Shares61.8K

Event2026-06-30

Filed2026-07-24

DOMINOS PIZZA INC

-7.32%

Shares11.0K

Event2026-06-30

Filed2026-07-24

TREX

TREX INC

-3.01%

Shares59.4K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

1.61%

Shares2.5K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

-10.69%

Shares28.7K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

0.45%

Shares8.8K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.20%

Shares5.8K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

0.30%

Shares33.3K

Event2026-06-30

Filed2026-07-24

GGG

GRACO INC

-7.66%

Shares33.2K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

1.68%

Shares2.4K

Event2026-06-30

Filed2026-07-24

KNSL

KINSALE CAP GROUP INC

22.54%

Shares6.5K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

0.45%

Shares7.5K

Event2026-06-30

Filed2026-07-24

RACE

FERRARI N V

40.74%

Shares5.2K

Event2026-06-30

Filed2026-07-24

QSR

RESTAURANT BRANDS INTL INC

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-24

NVO

NOVO-NORDISK A S

-2.04%

Shares35.0K

Event2026-06-30

Filed2026-07-24

CELH

CELSIUS HLDGS INC

-12.41%

Shares49.6K

Event2026-06-30

Filed2026-07-24

MSCI

MSCI INC

0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

13.50%

Shares1.9K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-0.84%

Shares5.1K

Event2026-06-30

Filed2026-07-24

ONON

ON HLDG AG

2.98%

Shares37.6K

Event2026-06-30

Filed2026-07-24

NVR

NVR INC

1.69%

Shares180

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

905.56%

Shares3.8K

Event2026-06-30

Filed2026-07-24

VRSN

VERISIGN INC

-2.16%

Shares4.5K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

0.51%

Shares18.4K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

2.50%

Shares2.7K

Event2026-06-30

Filed2026-07-24

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

2.68%

Shares2.6K

Event2026-06-30

Filed2026-07-24

TDG

TRANSDIGM GROUP INC

2.85%

Shares686

Event2026-06-30

Filed2026-07-24

NKE

NIKE INC

-48.89%

Shares21.3K

Event2026-06-30

Filed2026-07-24

IUSG

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-1.31%

Shares3.8K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

13.99%

Shares27.7K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares24.0K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-24

TORONTO DOMINION BK ONT

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

0.01%

Shares21.8K

Event2026-06-30

Filed2026-07-24

ADOBE INC

-6.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

ARCH CAP GROUP LTD

-6.50%

Shares5.5K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

8.61%

Shares1.4K

Event2026-06-30

Filed2026-07-24

BOEING CO

-6.28%

Shares2.3K

Event2026-06-30

Filed2026-07-24

CNI

CANADIAN NATL RY CO

1.86%

Shares4.1K

Event2026-06-30

Filed2026-07-24

IDEXX LABS INC

0.00%

Shares880

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

303.74%

Shares3.5K

Event2026-06-30

Filed2026-07-24

BKLN

INVESCO EXCH TRADED FD TR II

-66.18%

Shares21.0K

Event2026-06-30

Filed2026-07-24

SCHJ

SCHWAB STRATEGIC TR

-3.91%

Shares15.6K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC

New

Shares218

Event2026-06-30

Filed2026-07-24

MTD

METTLER TOLEDO INTERNATIONAL

-3.42%

Shares282

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

TSCO

TRACTOR SUPPLY CO

-37.06%

Shares9.4K

Event2026-06-30

Filed2026-07-24

SCYB

SCHWAB STRATEGIC TR

0.72%

Shares11.3K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

PAYC

PAYCOM SOFTWARE INC

-25.63%

Shares2.1K

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC IRELAND

-0.30%

Shares2.0K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

New

Shares418

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.25%

Shares794

Event2026-06-30

Filed2026-07-24

VRSK

VERISK ANALYTICS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares997

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

1.26%

Shares645

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

0.00%

Shares561

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

New

Shares730

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

New

Shares648

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

New

Shares600

Event2026-06-30

Filed2026-07-24

ROST

ROSS STORES INC

0.00%

Shares950

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available