Sponsored

The Analysis of Scott & Selber, Inc.'s Holdings & P&L

Currently, Scott & Selber, Inc. holds 91 types of securities in its portfolio with a total value $473.7M. In the most recent quarter, they have increased their positions in VUG (+83.4K shares, valued at $7.2M), CCL (+180.6K shares, valued at $5.2M), VO (+32.0K shares, valued at $2.6M); decreased their positions in VIG (-1.3K shares, valued at $318.3K), MU (-212 shares, valued at $244.7K), SGOV (-916 shares, valued at $92.2K); initiated new positions in CCL (+180.6K shares, valued at $5.2M), N/A (+9.7K shares, valued at $2.2M), N/A (+9.7K shares, valued at $2.1M).

1M P&L

-577.6K-0.16%

3M P&L

+32.5M+9.81%

HY P&L

-125.2K-0.03%

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

1Semiconductors93.7M

25.1%

2N/A43.6M

11.7%

3Consumer Electronics31.7M

8.5%

Top Industries by Stock Count

1N/A18 stocks

24.3%

2Drug Manufacturers - General5 stocks

6.8%

3Semiconductors4 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MU MICRON TECHNOLOGY INC43.7K shares-0.48%2026-06-302026-07-08

NVDA NVIDIA CORPORATION172.6K shares-0.04%2026-06-302026-07-08

AAPL APPLE INC109.6K shares-0.03%2026-06-302026-07-08

BROADCOM INC BROADCOM INC65.4K shares-0.20%2026-06-302026-07-08

GOOG ALPHABET INC69.5K shares-0.03%2026-06-302026-07-08

LRCX LAM RESEARCH CORP45.9K shares-0.04%2026-06-302026-07-08

MSFT MICROSOFT CORP45.5K shares-0.12%2026-06-302026-07-08

APPLIED MATLS INC APPLIED MATLS INC21.7K shares-0.05%2026-06-302026-07-08

Sponsored

AMZN AMAZON COM INC60.1K shares-0.03%2026-06-302026-07-08

C CITIGROUP INC77.7K shares-0.03%2026-06-302026-07-08

VUG VANGUARD INDEX FDS100.1K shares500.61%2026-06-302026-07-08

KMI KINDER MORGAN INC DEL255.2K shares-0.03%2026-06-302026-07-08

JPMORGAN CHASE & CO JPMORGAN CHASE & CO24.7K shares-0.03%2026-06-302026-07-08

CISCO SYS INC CISCO SYS INC65.8K shares-0.03%2026-06-302026-07-08

GNRC GENERAC HLDGS INC25.3K shares-0.12%2026-06-302026-07-08

WMB WILLIAMS COS INC97.0K shares-0.03%2026-06-302026-07-08

Sponsored

META PLATFORMS INC META PLATFORMS INC12.2K shares-0.03%2026-06-302026-07-08

GS GOLDMAN SACHS GROUP INC6.3K shares-0.06%2026-06-302026-07-08

RTX CORPORATION RTX CORPORATION32.9K shares-0.03%2026-06-302026-07-08

VIG VANGUARD SPECIALIZED FUNDS25.8K shares-4.96%2026-06-302026-07-08

VXUS VANGUARD STAR FDS69.4K shares0.00%2026-06-302026-07-08

AMD ADVANCED MICRO DEVICES INC10.0K shares-0.05%2026-06-302026-07-08

BAC BANK OF AMER CORP101.8K shares-0.10%2026-06-302026-07-08

EXXON MOBIL CORP EXXON MOBIL CORP41.6K shares-0.03%2026-06-302026-07-08

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL11.1K shares-0.09%2026-06-302026-07-08

HD HOME DEPOT INC14.7K shares-0.03%2026-06-302026-07-08

CCL CARNIVAL CORP LTD180.6K sharesnew addition2026-06-302026-07-08

TSLA TESLA INC11.5K shares-0.03%2026-06-302026-07-08

ABBVIE INC ABBVIE INC17.1K shares-0.02%2026-06-302026-07-08

HAL HALLIBURTON CO110.1K shares-0.04%2026-06-302026-07-08

JNJ JOHNSON & JOHNSON14.7K shares0.01%2026-06-302026-07-08

VB VANGUARD INDEX FDS12.2K shares0.00%2026-06-302026-07-08

Sponsored

VISA INC VISA INC10.0K shares-0.29%2026-06-302026-07-08

VO VANGUARD INDEX FDS42.6K shares300.00%2026-06-302026-07-08

WASTE MGMT INC DEL WASTE MGMT INC DEL15.1K shares-0.03%2026-06-302026-07-08

ABNB AIRBNB INC22.3K shares-0.04%2026-06-302026-07-08

DVN DEVON ENERGY CORP NEW73.5K shares-0.04%2026-06-302026-07-08

SCHD SCHWAB STRATEGIC TR95.6K shares-1.05%2026-06-302026-07-08

ADI ANALOG DEVICES INC7.6K shares-0.05%2026-06-302026-07-08

CMG CHIPOTLE MEXICAN GRILL INC86.9K shares-0.04%2026-06-302026-07-08

Sponsored

TMO THERMO FISHER SCIENTIFIC INC5.9K shares-0.12%2026-06-302026-07-08

SCHW SCHWAB CHARLES CORP30.6K shares-0.04%2026-06-302026-07-08

SGOV ISHARES TR27.3K shares-3.25%2026-06-302026-07-08

LLY ELI LILLY & CO2.2K shares-0.45%2026-06-302026-07-08

VNQ VANGUARD INDEX FDS26.9K shares0.00%2026-06-302026-07-08

ORACLE CORP ORACLE CORP17.7K shares-0.03%2026-06-302026-07-08

AZO AUTOZONE INC805 shares-0.37%2026-06-302026-07-08

MASTERCARD INCORPORATED MASTERCARD INCORPORATED5.0K shares-0.14%2026-06-302026-07-08

Sponsored

ISRG INTUITIVE SURGICAL INC6.4K shares-0.06%2026-06-302026-07-08

CART MAPLEBEAR INC51.9K shares-0.32%2026-06-302026-07-08

WFC WELLS FARGO & CO28.8K shares-0.08%2026-06-302026-07-08

SMG SCOTTS MIRACLE-GRO CO34.6K shares-0.19%2026-06-302026-07-08

COP CONOCOPHILLIPS22.3K shares-0.03%2026-06-302026-07-08

VV VANGUARD INDEX FDS6.7K shares0.22%2026-06-302026-07-08

VIK VIKING HOLDINGS LTD21.3K shares-0.04%2026-06-302026-07-08

HONEYWELL INTL INC HONEYWELL INTL INC9.7K sharesnew addition2026-06-302026-07-08

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.3K shares-0.13%2026-06-302026-07-08

PG PROCTER & GAMBLE CO14.6K shares-0.26%2026-06-302026-07-08

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC9.7K sharesnew addition2026-06-302026-07-08

CVX CHEVRON CORPORATION12.8K shares-0.04%2026-06-302026-07-08

BLK BLACKROCK INC2.1K shares-0.14%2026-06-302026-07-08

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.9K shares-0.06%2026-06-302026-07-08

KO COCA COLA CO23.8K shares-0.03%2026-06-302026-07-08

MRK MERCK & CO INC14.8K shares-0.14%2026-06-302026-07-08

Sponsored

SFM SPROUTS FMRS MKT INC18.6K shares-0.57%2026-06-302026-07-08

GILD GILEAD SCIENCES INC10.4K shares-0.16%2026-06-302026-07-08

ABT ABBOTT LABORATORIES14.3K shares-0.31%2026-06-302026-07-08

AMGN AMGEN INC3.4K shares-0.09%2026-06-302026-07-08

QQQ INVESCO QQQ TR1.5K shares0.00%2026-06-302026-07-08

INTU INTUIT4.0K shares-0.33%2026-06-302026-07-08

SCHB SCHWAB STRATEGIC TR25.4K shares-6.00%2026-06-302026-07-08

VYM VANGUARD WHITEHALL FDS4.2K shares0.07%2026-06-302026-07-08

Sponsored

YUM YUM BRANDS INC4.0K shares0.00%2026-06-302026-07-08

DGRO ISHARES TR8.2K shares0.02%2026-06-302026-07-08

CAT CATERPILLAR INC550 shares0.00%2026-06-302026-07-08

JLL JONES LANG LASALLE INC1.6K shares0.00%2026-06-302026-07-08

BND VANGUARD BD INDEX FDS6.4K shares-4.18%2026-06-302026-07-08

VTV VANGUARD INDEX FDS2.1K shares0.29%2026-06-302026-07-08

IGM ISHARES TR2.6K shares0.00%2026-06-302026-07-08

VOO VANGUARD INDEX FDS589 shares0.00%2026-06-302026-07-08

Sponsored

WMT WALMART INC3.4K shares0.00%2026-06-302026-07-08

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.1K shares0.00%2026-06-302026-07-08

PEP PEPSICO INC1.9K shares0.00%2026-06-302026-07-08

HLT HILTON WORLDWIDE HLDGS INC765 shares0.00%2026-06-302026-07-08

MO ALTRIA GROUP INC3.2K shares0.00%2026-06-302026-07-08

MAR MARRIOTT INTL INC NEW600 sharesnew addition2026-06-302026-07-08

MCD MCDONALDS CORP799 shares0.00%2026-06-302026-07-08

AER AERCAP HOLDINGS NV1.5K shares0.00%2026-06-302026-07-08

Sponsored

USMV ISHARES TR2.2K shares0.05%2026-06-302026-07-08

H HYATT HOTELS CORP1.0K sharesnew addition2026-06-302026-07-08

SLI STANDARD LITHIUM CORP10.7K shares0.00%2026-06-302026-07-08

MICRON TECHNOLOGY INC

-0.48%

Shares43.7K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

-0.04%

Shares172.6K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

-0.03%

Shares109.6K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

-0.20%

Shares65.4K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

-0.03%

Shares69.5K

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESEARCH CORP

-0.04%

Shares45.9K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

-0.12%

Shares45.5K

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

-0.05%

Shares21.7K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

-0.03%

Shares60.1K

Event2026-06-30

Filed2026-07-08

CITIGROUP INC

-0.03%

Shares77.7K

Event2026-06-30

Filed2026-07-08

VUG

VANGUARD INDEX FDS

500.61%

Shares100.1K

Event2026-06-30

Filed2026-07-08

KMI

KINDER MORGAN INC DEL

-0.03%

Shares255.2K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

-0.03%

Shares24.7K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

-0.03%

Shares65.8K

Event2026-06-30

Filed2026-07-08

GNRC

GENERAC HLDGS INC

-0.12%

Shares25.3K

Event2026-06-30

Filed2026-07-08

WMB

WILLIAMS COS INC

-0.03%

Shares97.0K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

-0.03%

Shares12.2K

Event2026-06-30

Filed2026-07-08

GOLDMAN SACHS GROUP INC

-0.06%

Shares6.3K

Event2026-06-30

Filed2026-07-08

RTX CORPORATION

-0.03%

Shares32.9K

Event2026-06-30

Filed2026-07-08

VIG

VANGUARD SPECIALIZED FUNDS

-4.96%

Shares25.8K

Event2026-06-30

Filed2026-07-08

VXUS

VANGUARD STAR FDS

0.00%

Shares69.4K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

-0.05%

Shares10.0K

Event2026-06-30

Filed2026-07-08

BAC

BANK OF AMER CORP

-0.10%

Shares101.8K

Event2026-06-30

Filed2026-07-08

EXXON MOBIL CORP

-0.03%

Shares41.6K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.09%

Shares11.1K

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

-0.03%

Shares14.7K

Event2026-06-30

Filed2026-07-08

CCL

CARNIVAL CORP LTD

New

Shares180.6K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

-0.03%

Shares11.5K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

-0.02%

Shares17.1K

Event2026-06-30

Filed2026-07-08

HAL

HALLIBURTON CO

-0.04%

Shares110.1K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

0.01%

Shares14.7K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-08

VISA INC

-0.29%

Shares10.0K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

300.00%

Shares42.6K

Event2026-06-30

Filed2026-07-08

WASTE MGMT INC DEL

-0.03%

Shares15.1K

Event2026-06-30

Filed2026-07-08

ABNB

AIRBNB INC

-0.04%

Shares22.3K

Event2026-06-30

Filed2026-07-08

DVN

DEVON ENERGY CORP NEW

-0.04%

Shares73.5K

Event2026-06-30

Filed2026-07-08

SCHD

SCHWAB STRATEGIC TR

-1.05%

Shares95.6K

Event2026-06-30

Filed2026-07-08

ADI

ANALOG DEVICES INC

-0.05%

Shares7.6K

Event2026-06-30

Filed2026-07-08

CMG

CHIPOTLE MEXICAN GRILL INC

-0.04%

Shares86.9K

Event2026-06-30

Filed2026-07-08

TMO

THERMO FISHER SCIENTIFIC INC

-0.12%

Shares5.9K

Event2026-06-30

Filed2026-07-08

SCHW

SCHWAB CHARLES CORP

-0.04%

Shares30.6K

Event2026-06-30

Filed2026-07-08

SGOV

ISHARES TR

-3.25%

Shares27.3K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

-0.45%

Shares2.2K

Event2026-06-30

Filed2026-07-08

VNQ

VANGUARD INDEX FDS

0.00%

Shares26.9K

Event2026-06-30

Filed2026-07-08

ORACLE CORP

-0.03%

Shares17.7K

Event2026-06-30

Filed2026-07-08

AZO

AUTOZONE INC

-0.37%

Shares805

Event2026-06-30

Filed2026-07-08

MASTERCARD INCORPORATED

-0.14%

Shares5.0K

Event2026-06-30

Filed2026-07-08

ISRG

INTUITIVE SURGICAL INC

-0.06%

Shares6.4K

Event2026-06-30

Filed2026-07-08

CART

MAPLEBEAR INC

-0.32%

Shares51.9K

Event2026-06-30

Filed2026-07-08

WFC

WELLS FARGO & CO

-0.08%

Shares28.8K

Event2026-06-30

Filed2026-07-08

SMG

SCOTTS MIRACLE-GRO CO

-0.19%

Shares34.6K

Event2026-06-30

Filed2026-07-08

COP

CONOCOPHILLIPS

-0.03%

Shares22.3K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

0.22%

Shares6.7K

Event2026-06-30

Filed2026-07-08

VIK

VIKING HOLDINGS LTD

-0.04%

Shares21.3K

Event2026-06-30

Filed2026-07-08

HONEYWELL INTL INC

New

Shares9.7K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

-0.13%

Shares2.3K

Event2026-06-30

Filed2026-07-08

PROCTER & GAMBLE CO

-0.26%

Shares14.6K

Event2026-06-30

Filed2026-07-08

HONEYWELL AEROSPACE INC

New

Shares9.7K

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

-0.04%

Shares12.8K

Event2026-06-30

Filed2026-07-08

BLK

BLACKROCK INC

-0.14%

Shares2.1K

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP INC

-0.06%

Shares4.9K

Event2026-06-30

Filed2026-07-08

COCA COLA CO

-0.03%

Shares23.8K

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC

-0.14%

Shares14.8K

Event2026-06-30

Filed2026-07-08

SFM

SPROUTS FMRS MKT INC

-0.57%

Shares18.6K

Event2026-06-30

Filed2026-07-08

GILD

GILEAD SCIENCES INC

-0.16%

Shares10.4K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES

-0.31%

Shares14.3K

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

-0.09%

Shares3.4K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

INTU

INTUIT

-0.33%

Shares4.0K

Event2026-06-30

Filed2026-07-08

SCHB

SCHWAB STRATEGIC TR

-6.00%

Shares25.4K

Event2026-06-30

Filed2026-07-08

VYM

VANGUARD WHITEHALL FDS

0.07%

Shares4.2K

Event2026-06-30

Filed2026-07-08

YUM

YUM BRANDS INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-08

DGRO

ISHARES TR

0.02%

Shares8.2K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

0.00%

Shares550

Event2026-06-30

Filed2026-07-08

JLL

JONES LANG LASALLE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-08

BND

VANGUARD BD INDEX FDS

-4.18%

Shares6.4K

Event2026-06-30

Filed2026-07-08

VTV

VANGUARD INDEX FDS

0.29%

Shares2.1K

Event2026-06-30

Filed2026-07-08

IGM

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

0.00%

Shares589

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-08

ROYAL CARIBBEAN GROUP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

PEP

PEPSICO INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-08

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares765

Event2026-06-30

Filed2026-07-08

ALTRIA GROUP INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-08

MAR

MARRIOTT INTL INC NEW

New

Shares600

Event2026-06-30

Filed2026-07-08

MCD

MCDONALDS CORP

0.00%

Shares799

Event2026-06-30

Filed2026-07-08

AER

AERCAP HOLDINGS NV

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

USMV

ISHARES TR

0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-08

HYATT HOTELS CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-08

SLI

STANDARD LITHIUM CORP

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available