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CIK: 0001315269
Total reported value
$473.7M
$473.7M
87 檔
17.2%
According to the latest 13F quarterly dataset, Scott & Selber, Inc. managed an equity portfolio of $473.7M at the end of Q1 2024, spanning 87 distinct U.S. exchange-listed positions.
During Q1 2024, Scott & Selber, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.88% | -0.77% | +0.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.78% | -0.49% | +0.11% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.49% | -0.48% | -6.75% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.81% | +0.03% | +0.24% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.75% | -0.20% | +0.16% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.50% | -0.03% | +0.01% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.08% | -0.36% | +0.36% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.04% | -0.16% | +0.14% | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.99% | -0.06% | +0.18% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.99% | -0.06% | -0.08% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | -0.17% | +0.10% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.76% | -0.62% | +0.09% | |
| 13 | C | Citigroup Inc | Stock-Financials | 1.74% | +0.02% | +15.53% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.70% | -0.22% | -0.66% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | -0.21% | +0.32% | |
| 16 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.67% | -0.49% | +15.60% | |
| 17 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.54% | — | -1.73% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.50% | -0.05% | -0.72% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.47% | -1.13% | EXIT | |
| 20 | AZO | Autozone Inc | Stock-Consumer Disc | 1.40% | -0.16% | +0.38% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.38% | -0.06% | -0.05% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.38% | +0.09% | +0.16% | |
| 23 | WMB | Williams Cos Inc | Stock-Energy | 1.36% | -0.30% | +0.11% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.24% | -0.13% | +0.14% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.17% | -0.32% | +0.21% | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 1.17% | -0.19% | +0.12% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 1.16% | +0.31% | +23.93% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 1.10% | +6.81% | -0.04% | |
| 29 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 1.03% | -1.21% | EXIT | |
| 30 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.03% | — | +0.36% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | -0.05% | +0.29% | |
| 32 | COP | Conocophillips | Stock-Energy | 1.00% | -0.27% | +0.28% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.96% | -0.03% | +0.19% | |
| 34 | INTU | Intuit Inc | Stock-Tech | 0.94% | -0.22% | +0.28% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.93% | -0.22% | +0.22% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.91% | -0.13% | -6.72% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.89% | +1.40% | +0.31% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | -0.10% | -0.37% | |
| 39 | SYY | Sysco CORP | Stock-Consumer Staples | 0.87% | — | -0.32% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | -0.10% | +0.28% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.86% | — | -0.83% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.14% | -0.89% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.81% | — | +0.14% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.12% | +0.20% | |
| 45 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.80% | -0.14% | — | |
| 46 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.79% | — | +0.16% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-Other | 0.78% | -0.03% | +0.18% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.78% | — | +80.02% | |
| 49 | MMM | 3m Co | Stock-Industrials | 0.75% | — | -0.44% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.02% | -0.38% |
According to official SEC Form 13F filings, Scott & Selber, Inc. reported a total U.S. public equity portfolio value of $473.7M across 87 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 17.2% of total reported equity market value during Q1 2024.
During Q1 2024, Scott & Selber, Inc.'s top holdings by market value included MSFT (6.9%)、AAPL (6.8%)、NVDA (6.5%). The largest single position, MSFT, represented 6.9% of total portfolio value.
In Q1 2024, Scott & Selber, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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