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

Currently, BENNETT SELBY INVESTMENTS LP holds 81 types of securities in its portfolio with a total value $284.7M. In the most recent quarter, they have increased their positions in UBER (+38.4K shares, valued at $2.8M), NVDA (+9.4K shares, valued at $1.6M), V (+2.0K shares, valued at $607.5K); decreased their positions in NVO (-22.7K shares, valued at $834.3K), DPZ (-2.1K shares, valued at $744.1K), PAYC (-2.7K shares, valued at $323.2K); initiated new positions in SCHF (+24.3K shares, valued at $601.0K), IWF (+855 shares, valued at $364.6K), ROST (+950 shares, valued at $205.8K).

1M P&L

+1.9M+0.77%

3M P&L

+2.1M+0.87%

HY P&L

+1.0M+0.42%

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

1Consumer Electronics38.1M

16.7%

2Credit Services28.5M

12.5%

3Internet Content & Information20.3M

8.9%

Top Industries by Stock Count

1N/A14 stocks

18.7%

2Restaurants5 stocks

6.7%

3Banks - Diversified4 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC144.9K shares0.07%2026-03-312026-04-21

AAPL APPLE INC150.2K shares0.14%2026-03-312026-04-21

META META PLATFORMS INC35.5K shares0.00%2026-03-312026-04-21

V VISA INC60.6K shares3.43%2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC4.1K shares2.35%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.7K shares0.30%2026-03-312026-04-21

MA MASTERCARD INCORPORATED20.4K shares2.19%2026-03-312026-04-21

NVDA NVIDIA CORPORATION54.7K shares20.80%2026-03-312026-04-21

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AMZN AMAZON COM INC36.9K shares1.02%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC100.2K shares61.97%2026-03-312026-04-21

MSFT MICROSOFT CORP19.2K shares0.71%2026-03-312026-04-21

MMC MARSH & MCLENNAN COS INC38.3K shares2.99%2026-03-312026-04-21

FND FLOOR & DECOR HLDGS INC122.2K shares1.29%2026-03-312026-04-21

NFLX NETFLIX INC.61.2K shares0.96%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T6.9K shares1.71%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON18.2K shares0.02%2026-03-312026-04-21

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DPZ DOMINOS PIZZA INC11.9K shares-14.88%2026-03-312026-04-21

GGG GRACO INC35.9K shares0.01%2026-03-312026-04-21

SBUX STARBUCKS CORP32.1K shares-3.63%2026-03-312026-04-21

WFC WELLS FARGO & CO33.2K shares0.02%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO8.8K shares0.00%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION2.4K shares-2.18%2026-03-312026-04-21

TREX TREX INC61.2K shares-8.62%2026-03-312026-04-21

LLY ELI LILLY & CO2.4K shares0.25%2026-03-312026-04-21

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NKE NIKE INC41.6K shares-12.30%2026-03-312026-04-21

CELH CELSIUS HLDGS INC56.6K shares0.00%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC5.7K shares6.65%2026-03-312026-04-21

QSR RESTAURANT BRANDS INTL INC24.8K shares-0.10%2026-03-312026-04-21

UNP UNION PAC CORP7.5K shares0.03%2026-03-312026-04-21

KNSL KINSALE CAP GROUP INC5.3K shares9.46%2026-03-312026-04-21

MCD MCDONALDS CORP5.1K shares-0.20%2026-03-312026-04-21

MSCI MSCI INC2.6K shares0.39%2026-03-312026-04-21

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NVO NOVO-NORDISK A S35.7K shares-38.85%2026-03-312026-04-21

TJX TJX COS INC NEW8.0K shares0.00%2026-03-312026-04-21

BKLN INVESCO EXCH TRADED FD TR II62.0K shares-0.11%2026-03-312026-04-21

RACE FERRARI N V3.7K shares25.18%2026-03-312026-04-21

ONON ON HLDG AG36.5K shares2.52%2026-03-312026-04-21

NVR NVR INC177 shares0.57%2026-03-312026-04-21

VRSN VERISIGN INC4.6K shares-2.24%2026-03-312026-04-21

KO COCA COLA CO13.5K shares-0.07%2026-03-312026-04-21

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ZTS ZOETIS INC8.7K shares-16.28%2026-03-312026-04-21

VTI VANGUARD INDEX FDS3.1K shares-0.13%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR1.7K shares0.06%2026-03-312026-04-21

IVV ISHARES TR1.4K shares0.00%2026-03-312026-04-21

LOW LOWES COS INC3.8K shares-0.05%2026-03-312026-04-21

BAC BANK AMERICA CORP18.3K shares0.00%2026-03-312026-04-21

HD HOME DEPOT INC2.6K shares0.16%2026-03-312026-04-21

BROADCOM INC BROADCOM INC2.6K shares0.00%2026-03-312026-04-21

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TDG TRANSDIGM GROUP INC667 shares0.15%2026-03-312026-04-21

MNST MONSTER BEVERAGE CORP NEW10.0K shares0.00%2026-03-312026-04-21

IUSG ISHARES TR4.6K shares-1.40%2026-03-312026-04-21

ADBE ADOBE INC2.9K shares275.16%2026-03-312026-04-21

TSCO TRACTOR SUPPLY CO14.9K shares-0.15%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO7.4K shares0.00%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR24.0K shares0.00%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR24.3K sharesnew addition2026-03-312026-04-21

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ACGL ARCH CAP GROUP LTD5.9K shares-1.05%2026-03-312026-04-21

KLAC KLA CORP378 shares0.00%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR21.8K shares0.17%2026-03-312026-04-21

TD TORONTO DOMINION BK ONT5.5K shares0.00%2026-03-312026-04-21

IDXX IDEXX LABS INC880 shares0.00%2026-03-312026-04-21

BA BOEING CO2.4K shares-17.99%2026-03-312026-04-21

CNI CANADIAN NATL RY CO4.0K shares8.43%2026-03-312026-04-21

SCHJ SCHWAB STRATEGIC TR16.3K shares3.85%2026-03-312026-04-21

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ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares-15.50%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.3K shares0.00%2026-03-312026-04-21

MTD METTLER TOLEDO INTERNATIONAL292 shares-5.50%2026-03-312026-04-21

IWF ISHARES TR855 sharesnew addition2026-03-312026-04-21

PDI PIMCO DYNAMIC INCOME FD20.3K shares-30.90%2026-03-312026-04-21

PAYC PAYCOM SOFTWARE INC2.8K shares-48.66%2026-03-312026-04-21

SCYB SCHWAB STRATEGIC TR11.2K shares0.97%2026-03-312026-04-21

VRSK VERISK ANALYTICS INC1.3K shares0.00%2026-03-312026-04-21

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ORLY OREILLY AUTOMOTIVE INC2.5K shares0.00%2026-03-312026-04-21

CMG CHIPOTLE MEXICAN GRILL INC7.2K shares-2.02%2026-03-312026-04-21

CSCO CISCO SYS INC2.9K shares-0.51%2026-03-312026-04-21

BLDR BUILDERS FIRSTSOURCE INC2.8K shares-5.49%2026-03-312026-04-21

AMGN AMGEN INC637 shares0.00%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC482 shares0.00%2026-03-312026-04-21

VB VANGUARD INDEX FDS792 shares0.38%2026-03-312026-04-21

ROST ROSS STORES INC950 sharesnew addition2026-03-312026-04-21

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IWB ISHARES TR561 shares0.00%2026-03-312026-04-21

ALPHABET INC

0.07%

Shares144.9K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

0.14%

Shares150.2K

Event2026-03-31

Filed2026-04-21