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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 $387.3M. In the most recent quarter, they have increased their positions in VIK (+21.3K shares, valued at $1.6M), CLX (+8.0K shares, valued at $825.3K), ABNB (+4.5K shares, valued at $562.1K); decreased their positions in VIG (-1.4K shares, valued at $290.8K), SGOV (-1.8K shares, valued at $178.9K), VUG (-379 shares, valued at $165.5K); initiated new positions in VIK (+21.3K shares, valued at $1.6M), MO (+3.2K shares, valued at $211.4K).

1M P&L

+26.5M+7.70%

3M P&L

-15.9M-4.11%

HY P&L

+10.1M+2.79%

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

1Semiconductors49.4M

15.5%

2N/A38.2M

12.0%

3Consumer Electronics27.8M

8.7%

Top Industries by Stock Count

1N/A16 stocks

19.5%

2Drug Manufacturers - General5 stocks

6.1%

3Semiconductors4 stocks

4.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION172.6K shares-0.03%2026-03-312026-04-16

AAPL APPLE INC109.6K shares-0.24%2026-03-312026-04-16

BROADCOM INC BROADCOM INC65.5K shares-0.12%2026-03-312026-04-16

ALPHABET INC ALPHABET INC69.5K shares-0.13%2026-03-312026-04-16

MSFT MICROSOFT CORP45.5K shares-0.13%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC43.9K shares0.21%2026-03-312026-04-16

AMZN AMAZON COM INC60.2K shares-0.12%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP45.9K shares-0.03%2026-03-312026-04-16

Sponsored

CITIGROUP INC CITIGROUP INC77.8K shares-0.12%2026-03-312026-04-16

KMI KINDER MORGAN INC DEL255.3K shares-0.18%2026-03-312026-04-16

AMAT APPLIED MATLS INC21.7K shares-0.04%2026-03-312026-04-16

VUG VANGUARD INDEX FDS16.7K shares-2.22%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO24.7K shares-0.50%2026-03-312026-04-16

WMB WILLIAMS COS INC97.0K shares-0.18%2026-03-312026-04-16

XOM EXXON MOBIL CORP41.6K shares-0.35%2026-03-312026-04-16

META META PLATFORMS INC12.2K shares-0.20%2026-03-312026-04-16

Sponsored

RTX RTX CORPORATION32.9K shares-0.91%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS27.1K shares-4.75%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC6.4K shares-0.33%2026-03-312026-04-16

VXUS VANGUARD STAR FDS69.4K shares3.28%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.1K shares0.45%2026-03-312026-04-16

CSCO CISCO SYS INC65.8K shares-0.54%2026-03-312026-04-16

BAC BANK AMERICA CORP101.9K shares-0.46%2026-03-312026-04-16

GNRC GENERAC HLDGS INC25.4K shares-0.06%2026-03-312026-04-16

Sponsored

HD HOME DEPOT INC14.7K shares-0.37%2026-03-312026-04-16

CCL CARNIVAL CORP180.6K shares-0.21%2026-03-312026-04-16

HON HONEYWELL INTL INC19.4K shares-1.26%2026-03-312026-04-16

HAL HALLIBURTON CO110.2K shares-0.27%2026-03-312026-04-16

TSLA TESLA INC11.5K shares1.14%2026-03-312026-04-16

ABBV ABBVIE INC17.1K shares-0.39%2026-03-312026-04-16

DVN DEVON ENERGY CORP NEW73.5K shares-0.20%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON14.7K shares-1.29%2026-03-312026-04-16

Sponsored

WM WASTE MGMT INC DEL15.1K shares-0.78%2026-03-312026-04-16

VB VANGUARD INDEX FDS12.2K shares3.26%2026-03-312026-04-16

VO VANGUARD INDEX FDS10.7K shares3.26%2026-03-312026-04-16

V VISA INC10.0K shares-0.52%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR96.6K shares-4.17%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC6.4K shares-1.02%2026-03-312026-04-16

COP CONOCOPHILLIPS22.3K shares-0.42%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC5.9K shares-0.25%2026-03-312026-04-16

Sponsored

SCHW SCHWAB CHARLES CORP30.6K shares-1.10%2026-03-312026-04-16

SGOV ISHARES TR28.2K shares-5.93%2026-03-312026-04-16

ABNB AIRBNB INC22.3K shares24.99%2026-03-312026-04-16

CMG CHIPOTLE MEXICAN GRILL INC86.9K shares0.05%2026-03-312026-04-16

AZO AUTOZONE INC808 shares-0.37%2026-03-312026-04-16

CVX CHEVRON CORPORATION12.8K shares-0.40%2026-03-312026-04-16

ZTS ZOETIS INC22.3K shares0.03%2026-03-312026-04-16

ORCL ORACLE CORP17.7K shares-0.38%2026-03-312026-04-16

Sponsored

CLX CLOROX CO DEL24.8K shares47.19%2026-03-312026-04-16

MA MASTERCARD INCORPORATED5.0K shares-0.78%2026-03-312026-04-16

ADI ANALOG DEVICES INC7.6K shares-0.03%2026-03-312026-04-16

VNQ VANGUARD INDEX FDS26.9K shares3.27%2026-03-312026-04-16

WFC WELLS FARGO & CO28.8K shares-0.52%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION2.3K shares-0.56%2026-03-312026-04-16

PG PROCTER & GAMBLE CO14.6K shares-1.45%2026-03-312026-04-16

SMG SCOTTS MIRACLE-GRO CO34.7K shares-0.47%2026-03-312026-04-16

Sponsored

BLACKROCK INC BLACKROCK INC2.1K shares-1.29%2026-03-312026-04-16

LLY ELI LILLY & CO2.2K shares-0.40%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC10.0K shares-0.11%2026-03-312026-04-16

VV VANGUARD INDEX FDS6.7K shares0.21%2026-03-312026-04-16

CART MAPLEBEAR INC52.0K shares-0.66%2026-03-312026-04-16

KO COCA COLA CO23.9K shares-0.64%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC14.8K shares-2.59%2026-03-312026-04-16

INTU INTUIT4.0K shares-0.82%2026-03-312026-04-16

Sponsored

VIK VIKING HOLDINGS LTD21.3K sharesnew addition2026-03-312026-04-16

ABT ABBOTT LABORATORIES14.3K shares-1.44%2026-03-312026-04-16

GILD GILEAD SCIENCES INC10.4K shares-0.33%2026-03-312026-04-16

SFM SPROUTS FMRS MKT INC18.7K shares-0.49%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC4.9K shares-0.31%2026-03-312026-04-16

AMGN AMGEN INC3.4K shares-1.54%2026-03-312026-04-16

MKC MCCORMICK & CO INC20.4K shares0.04%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR1.5K shares0.00%2026-03-312026-04-16

Sponsored

SCHB SCHWAB STRATEGIC TR27.1K shares-1.37%2026-03-312026-04-16

VYM VANGUARD WHITEHALL FDS4.2K shares0.05%2026-03-312026-04-16

YUM YUM BRANDS INC4.0K shares0.00%2026-03-312026-04-16

DGRO ISHARES TR8.2K shares0.02%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS6.7K shares4.73%2026-03-312026-04-16

JLL JONES LANG LASALLE INC1.6K shares0.00%2026-03-312026-04-16

WMT WALMART INC3.4K shares13.71%2026-03-312026-04-16

VTV VANGUARD INDEX FDS2.1K shares-0.19%2026-03-312026-04-16

Sponsored

CAT CATERPILLAR INC550 shares0.00%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS589 shares9.48%2026-03-312026-04-16

IGM ISHARES TR2.6K shares0.00%2026-03-312026-04-16

PEP PEPSICO INC1.9K shares0.00%2026-03-312026-04-16

RCL ROYAL CARIBBEAN GROUP1.1K shares0.00%2026-03-312026-04-16

MCD MCDONALDS CORP799 shares0.00%2026-03-312026-04-16

HLT HILTON WORLDWIDE HLDGS INC765 shares0.00%2026-03-312026-04-16

MO ALTRIA GROUP INC3.2K sharesnew addition2026-03-312026-04-16

Sponsored

USMV ISHARES TR2.2K shares0.05%2026-03-312026-04-16

AER AERCAP HOLDINGS NV1.5K shares0.00%2026-03-312026-04-16

SLI STANDARD LITHIUM LTD10.7K shares0.00%2026-03-312026-04-16

NVDA

NVIDIA CORPORATION

-0.03%

Shares172.6K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-0.24%

Shares109.6K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

-0.12%

Shares65.5K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-0.13%

Shares69.5K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-0.13%

Shares45.5K

Event2026-03-31

Filed2026-04-16

MICRON TECHNOLOGY INC

0.21%

Shares43.9K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-0.12%

Shares60.2K

Event2026-03-31

Filed2026-04-16

LAM RESEARCH CORP

-0.03%

Shares45.9K

Event2026-03-31

Filed2026-04-16

CITIGROUP INC

-0.12%

Shares77.8K

Event2026-03-31

Filed2026-04-16

KMI

KINDER MORGAN INC DEL

-0.18%

Shares255.3K

Event2026-03-31

Filed2026-04-16

AMAT

APPLIED MATLS INC

-0.04%

Shares21.7K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

-2.22%

Shares16.7K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

-0.50%

Shares24.7K

Event2026-03-31

Filed2026-04-16

WMB

WILLIAMS COS INC

-0.18%

Shares97.0K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

-0.35%

Shares41.6K

Event2026-03-31

Filed2026-04-16