The Analysis of BENNETT SELBY INVESTMENTS LP's Holdings


Currently, BENNETT SELBY INVESTMENTS LP holds 84 types of securities in its portfolio with a total value $310.5M. In the most recent quarter, they have increased their positions in NFLX (+54.7K shares, valued at $5.1M), UBER (+25.9K shares, valued at $2.1M), NVDA (+6.9K shares, valued at $1.3M); decreased their positions in PDI (-61.4K shares, valued at $1.1M), POOL (-3.5K shares, valued at $803.2K), SCYB (-17.8K shares, valued at $471.4K); initiated new positions in BA (+3.0K shares, valued at $640.9K), SCHB (+21.7K shares, valued at $570.2K), N/A (+1.7K shares, valued at $212.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC144.8K shares0.04%2025-12-312026-01-08history
AAPL APPLE INC150.0K shares0.16%2025-12-312026-01-08history
META META PLATFORMS INC35.5K shares0.53%2025-12-312026-01-08history
BKNG BOOKING HOLDINGS INC4.0K shares0.05%2025-12-312026-01-08history
V VISA INC58.6K shares0.47%2025-12-312026-01-08history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.6K shares0.16%2025-12-312026-01-08history
MA MASTERCARD INCORPORATED19.9K shares0.17%2025-12-312026-01-08history
MSFT MICROSOFT CORP19.0K shares0.23%2025-12-312026-01-08history
Sponsored
NVDA NVIDIA CORPORATION45.3K shares18.03%2025-12-312026-01-08history
AMZN AMAZON COM INC36.5K shares0.13%2025-12-312026-01-08history
FND FLOOR & DECOR HLDGS INC120.6K shares-0.96%2025-12-312026-01-08history
MMC MARSH & MCLENNAN COS INC37.2K shares0.83%2025-12-312026-01-08history
DPZ DOMINOS PIZZA INC13.9K shares-0.11%2025-12-312026-01-08history
NFLX NETFLIX INC60.6K shares923.43%2025-12-312026-01-08history
UBER UBER TECHNOLOGIES INC61.9K shares72.13%2025-12-312026-01-08history
SPY SPDR S&P 500 ETF TR6.8K shares2.19%2025-12-312026-01-08history
Sponsored
JNJ JOHNSON & JOHNSON18.2K shares0.66%2025-12-312026-01-08history
WFC WELLS FARGO CO NEW33.2K shares0.02%2025-12-312026-01-08history
NKE NIKE INC47.5K shares-2.08%2025-12-312026-01-08history
NVO NOVO-NORDISK A S58.4K shares4.90%2025-12-312026-01-08history
GGG GRACO INC35.9K shares-0.46%2025-12-312026-01-08history
JPM JPMORGAN CHASE & CO.8.8K shares0.01%2025-12-312026-01-08history
SBUX STARBUCKS CORP33.3K shares-7.73%2025-12-312026-01-08history
LLY ELI LILLY & CO2.4K shares2.82%2025-12-312026-01-08history
Sponsored
CELH CELSIUS HLDGS INC56.6K shares0.00%2025-12-312026-01-08history
TREX TREX CO INC67.0K shares-0.43%2025-12-312026-01-08history
COST COSTCO WHSL CORP NEW2.4K shares6.14%2025-12-312026-01-08history
KNSL KINSALE CAP GROUP INC4.9K shares18.18%2025-12-312026-01-08history
UNP UNION PAC CORP7.5K shares0.01%2025-12-312026-01-08history
QSR RESTAURANT BRANDS INTL INC24.8K shares-2.48%2025-12-312026-01-08history
ONON ON HLDG AG35.6K shares4.67%2025-12-312026-01-08history
TSM TAIWAN SEMICONDUCTOR MFG LTD5.3K shares3.08%2025-12-312026-01-08history
Sponsored
MCD MCDONALDS CORP5.1K shares0.02%2025-12-312026-01-08history
MSCI MSCI INC2.5K shares0.04%2025-12-312026-01-08history
BKLN INVESCO EXCH TRADED FD TR II62.1K shares385.72%2025-12-312026-01-08history
ZTS ZOETIS INC10.3K shares-17.34%2025-12-312026-01-08history
NVR NVR INC176 shares15.03%2025-12-312026-01-08history
TJX TJX COS INC NEW8.0K shares0.00%2025-12-312026-01-08history
VRSN VERISIGN INC4.7K shares0.02%2025-12-312026-01-08history
RACE FERRARI N V2.9K shares19.70%2025-12-312026-01-08history
Sponsored
VTI VANGUARD INDEX FDS3.1K shares0.00%2025-12-312026-01-08history
INVESCO QQQ TR INVESCO QQQ TR1.7K shares0.00%2025-12-312026-01-08history
BAC BANK AMERICA CORP18.3K shares6.38%2025-12-312026-01-08history
IVV ISHARES TR1.4K shares0.00%2025-12-312026-01-08history
KO COCA COLA CO13.5K shares1.16%2025-12-312026-01-08history
LOW LOWES COS INC3.8K shares-5.71%2025-12-312026-01-08history
BROADCOM INC BROADCOM INC2.6K shares0.00%2025-12-312026-01-08history
TDG TRANSDIGM GROUP INC666 shares0.60%2025-12-312026-01-08history
Sponsored
HD HOME DEPOT INC2.6K shares-0.77%2025-12-312026-01-08history
PAYC PAYCOM SOFTWARE INC5.5K shares-11.54%2025-12-312026-01-08history
IUSG ISHARES TR4.7K shares0.00%2025-12-312026-01-08history
MNST MONSTER BEVERAGE CORP NEW10.0K shares0.00%2025-12-312026-01-08history
TSCO TRACTOR SUPPLY CO14.9K shares0.01%2025-12-312026-01-08history
SCHX SCHWAB STRATEGIC TR24.0K shares90.00%2025-12-312026-01-08history
BA BOEING CO3.0K sharesnew addition2025-12-312026-01-08history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.4K shares-1.04%2025-12-312026-01-08history
Sponsored
IDXX IDEXX LABS INC880 shares0.00%2025-12-312026-01-08history
CL COLGATE PALMOLIVE CO7.4K shares-3.55%2025-12-312026-01-08history
ACGL ARCH CAP GROUP LTD6.0K shares-24.85%2025-12-312026-01-08history
SCHB SCHWAB STRATEGIC TR21.7K sharesnew addition2025-12-312026-01-08history
PDI PIMCO DYNAMIC INCOME FD29.3K shares-67.68%2025-12-312026-01-08history
TD TORONTO DOMINION BK ONT5.5K shares0.00%2025-12-312026-01-08history
DOCU DOCUSIGN INC7.3K shares-6.42%2025-12-312026-01-08history
KLAC KLA CORP378 shares0.00%2025-12-312026-01-08history
Sponsored
MTD METTLER TOLEDO INTERNATIONAL309 shares-0.32%2025-12-312026-01-08history
ALPHABET INC ALPHABET INC1.3K shares0.00%2025-12-312026-01-08history
SCHJ SCHWAB STRATEGIC TR15.7K shares16.18%2025-12-312026-01-08history
CNI CANADIAN NATL RY CO3.7K shares-23.57%2025-12-312026-01-08history
POOL POOL CORP1.6K shares-69.28%2025-12-312026-01-08history
BLDR BUILDERS FIRSTSOURCE INC2.9K shares-11.96%2025-12-312026-01-08history
VRSK VERISK ANALYTICS INC1.3K shares9.52%2025-12-312026-01-08history
SCYB SCHWAB STRATEGIC TR11.1K shares-61.70%2025-12-312026-01-08history
Sponsored
ISRG INTUITIVE SURGICAL INC482 shares0.00%2025-12-312026-01-08history
CMG CHIPOTLE MEXICAN GRILL INC7.4K shares-16.80%2025-12-312026-01-08history
ADBE ADOBE INC777 shares-37.49%2025-12-312026-01-08history
ORLY OREILLY AUTOMOTIVE INC2.5K shares0.00%2025-12-312026-01-08history
CSCO CISCO SYS INC3.0K shares0.00%2025-12-312026-01-08history
OTIS OTIS WORLDWIDE CORP2.6K shares-0.04%2025-12-312026-01-08history
ADP AUTOMATIC DATA PROCESSING IN882 shares0.00%2025-12-312026-01-08history
BLACKSTONE INC BLACKSTONE INC1.4K shares0.00%2025-12-312026-01-08history
Sponsored
KKR & CO INC KKR & CO INC1.7K sharesnew addition2025-12-312026-01-08history
IWB ISHARES TR561 shares0.00%2025-12-312026-01-08history
AMGN AMGEN INC637 sharesnew addition2025-12-312026-01-08history
VB VANGUARD INDEX FDS789 sharesnew addition2025-12-312026-01-08history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available