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CIK: 0001315269
Total reported value
$473.7M
$473.7M
89 檔
21.1%
As reported in its official Q3 2024 Form 13F filing, Scott & Selber, Inc.'s tracked investment portfolio stood at $473.7M with 89 total positions.
In Q3 2024, Scott & Selber, Inc. adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 21.1% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.47% | -0.49% | -0.41% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.00% | -0.48% | -0.76% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.47% | -0.77% | -0.75% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.18% | -0.03% | +891.93% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.86% | +0.03% | -0.60% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.57% | -0.20% | -0.51% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.27% | -0.36% | -0.61% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.03% | -0.06% | +0.23% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.99% | -0.16% | -0.49% | |
| 10 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.86% | -0.49% | -0.42% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | -0.17% | -0.38% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.21% | -0.42% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.64% | -0.62% | -0.51% | |
| 14 | C | Citigroup Inc | Stock-Financials | 1.59% | +0.02% | -0.42% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.58% | -0.06% | -0.48% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.54% | -0.22% | -0.00% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.50% | +0.09% | -0.47% | |
| 18 | WMB | Williams Cos Inc | Stock-Energy | 1.47% | -0.30% | -0.44% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.37% | -1.13% | EXIT | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.35% | -0.32% | -0.46% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.34% | -0.06% | -0.41% | |
| 22 | AZO | Autozone Inc | Stock-Consumer Disc | 1.29% | -0.16% | -0.38% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.22% | -0.13% | -0.39% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.15% | +0.31% | +0.18% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.12% | -0.05% | -24.90% | |
| 26 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 1.08% | -1.21% | EXIT | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 1.05% | -0.19% | -0.45% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.05% | -0.22% | -0.46% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.05% | -0.03% | -0.42% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.03% | -0.08% | +80.33% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 1.00% | -0.12% | -0.33% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | -0.05% | -0.49% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.89% | +6.81% | -0.78% | |
| 34 | MMM | 3m Co | Stock-Industrials | 0.89% | — | -0.39% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.88% | -0.13% | -3.16% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.10% | -0.43% | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.83% | -0.22% | -0.44% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.82% | -0.10% | -0.45% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.81% | +1.40% | -0.50% | |
| 40 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.79% | — | -0.79% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.14% | -0.68% | |
| 42 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.78% | — | +41.97% | |
| 43 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.77% | — | -0.73% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.76% | — | -0.77% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.76% | -0.27% | -0.47% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.75% | — | -0.48% | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.72% | -0.68% | EXIT | |
| 48 | TXN | Texas Instruments Inc | Stock-Tech | 0.71% | — | -0.44% | |
| 49 | BLKCHF | Blackrock Inc | Stock-Other | 0.69% | — | -0.55% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.14% | -0.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.6% | +80.33% | Add |
| 2 | AAPL | Apple Inc | +0.6% | -0.41% | Trim |
| 3 | TAP | Molson Coors Beverage Co - B | +0.4% | NEW | New buy |
| 4 | HAL | Halliburton Co | +0.4% | NEW | New buy |
| 5 | HD | Home Depot Inc | +0.2% | -0.49% | Trim |
| 6 | ULTA | Ulta Beauty Inc | +0.2% | +41.97% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | -0.61% | Trim |
| 8 | RTX | Rtx CORP | +0.2% | -0.46% | Trim |
| 9 | MMM | 3m Co | +0.2% | -0.39% | Trim |
| 10 | AVGO | Broadcom Inc | +0.2% | +891.93% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.42% | Trim |
| 12 | UNH | Unitedhealth Group Inc | +0.2% | -0.47% | Trim |
| 13 | ORCL | Oracle CORP | +0.2% | -0.33% | Trim |
| 14 | KVUE | Kenvue Inc | +0.2% | -0.73% | Trim |
| 15 | KMI | Kinder Morgan, Inc. | +0.1% | -0.42% | Trim |
| 16 | SBUX | Starbucks CORP | +0.1% | -0.77% | Trim |
| 17 | LMT | Lockheed Martin CORP | +0.1% | -0.49% | Trim |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +0.18% | Add |
| 19 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.39% | Trim |
| 20 | BLKCHF | Blackrock Inc | +0.1% | -0.55% | Trim |
| 21 | VIG | Vanguard Dividend Apprec ETF | +0.1% | -0.00% | Trim |
| 22 | ISRG | Intuitive Surgical Inc | +0.1% | -0.46% | Trim |
| 23 | NKE | Nike Inc -cl B | +0.1% | -0.89% | Trim |
| 24 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 25 | ✓ | D.R.Horton | +0.1% | NEW | New buy |
| 26 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 27 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | NEW | New buy |
| 28 | WMB | Williams Cos Inc | +0.1% | -0.44% | Trim |
| 29 | GS | Goldman Sachs Group Inc | +0.1% | -0.42% | Trim |
| 30 | MA | Mastercard Inc - A | +0.1% | -0.45% | Trim |
| 31 | ZTS | Zoetis Inc | +0.1% | -0.47% | Trim |
| 32 | JNJ | Johnson & Johnson | +0.1% | -0.68% | Trim |
| 33 | AZO | Autozone Inc | 0% | -0.38% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | 0% | -0.38% | Trim |
| 35 | QCOM | Qualcomm Inc | -0.1% | -0.47% | Trim |
| 36 | CMG | Chipotle Mexican Grill Inc | -0.1% | -0.76% | Trim |
| 37 | COP | Conocophillips | -0.1% | -0.47% | Trim |
| 38 | SCHW | Schwab (charles) CORP | -0.1% | -0.42% | Trim |
| 39 | AMAT | Applied Materials Inc | -0.2% | -0.50% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.2% | -0.48% | Trim |
| 41 | ABBV | Abbvie Inc | -0.2% | -24.90% | Trim |
| 42 | AMZN | Amazon.com Inc | -0.3% | -0.51% | Trim |
| 43 | LRCXEUR | Lam Research CORP | -0.3% | -0.79% | Trim |
| 44 | MU | Micron Technology Inc | -0.3% | -0.78% | Trim |
| 45 | OLN | Olin CORP | -0.3% | EXIT | Sold out |
| 46 | NVDA | Nvidia CORP | -0.4% | -0.76% | Trim |
| 47 | MSFT | Microsoft CORP | -0.5% | -0.75% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | -0.5% | -0.60% | Trim |
| 49 | BA | Boeing Co/the | -0.8% | EXIT | Sold out |
| 50 | BMY | Bristol-myers Squibb Co | -0.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Scott & Selber, Inc. reported a total U.S. public equity portfolio value of $473.7M across 89 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
TAP
市值: $1.4M
Top Position Liquidated / Trimmed
BMY
前期市值: $2.4M
During Q3 2024, Scott & Selber, Inc.'s top holdings by market value included AAPL (8.5%)、NVDA (8.0%)、MSFT (6.5%). The largest single position, AAPL, represented 8.5% of total portfolio value.
In Q3 2024, Scott & Selber, Inc. made 50 total portfolio adjustments, initiating 6 new buys, adding to 4 positions, trimming 37 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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