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CIK: 0001315269
Total reported value
$473.7M
$473.7M
87 檔
22.3%
According to the latest 13F quarterly dataset, Scott & Selber, Inc. managed an equity portfolio of $473.7M at the end of Q4 2024, spanning 87 distinct U.S. exchange-listed positions.
In Q4 2024, Scott & Selber, Inc. adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.60% | -0.49% | -2.58% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.78% | -0.48% | -9.30% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.00% | -0.77% | -2.28% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 5.31% | -0.03% | -2.52% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.16% | +0.03% | -2.28% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.98% | -0.20% | -2.35% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.19% | -0.36% | -2.99% | |
| 8 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.19% | -0.49% | -2.06% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.10% | -0.06% | +0.12% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | -0.17% | -2.46% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.81% | -0.16% | -2.56% | |
| 12 | C | Citigroup Inc | Stock-Financials | 1.71% | +0.02% | -1.73% | |
| 13 | WMB | Williams Cos Inc | Stock-Energy | 1.65% | -0.30% | -2.32% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.59% | -0.21% | -2.57% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.53% | -0.08% | -0.32% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.45% | -0.22% | -1.71% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.42% | -0.62% | -2.18% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.41% | -0.06% | -1.72% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.41% | -1.13% | EXIT | |
| 20 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 1.39% | -1.21% | EXIT | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.30% | -0.13% | — | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.30% | -0.06% | -2.82% | |
| 23 | AZO | Autozone Inc | Stock-Consumer Disc | 1.24% | -0.16% | -2.20% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.23% | +0.09% | -2.48% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.22% | +0.31% | -1.51% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 1.22% | -0.32% | -2.46% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.15% | -0.03% | -2.35% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.06% | -0.22% | -2.32% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | -0.05% | -2.35% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.98% | -0.05% | -0.25% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.97% | -0.19% | -2.34% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.97% | -0.13% | -2.90% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.93% | -0.12% | -1.77% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | -0.10% | -2.35% | |
| 35 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.82% | — | -2.01% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.81% | -0.05% | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.81% | -0.13% | +192.81% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.80% | -0.06% | — | |
| 39 | INTU | Intuit Inc | Stock-Tech | 0.80% | -0.22% | -2.43% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.10% | -2.82% | |
| 41 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 0.72% | — | +72.48% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.71% | -0.14% | -2.21% | |
| 43 | BLKCHF | Blackrock Inc | Stock-Other | 0.71% | — | -2.59% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.70% | -0.27% | +0.58% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.69% | +6.81% | -1.28% | |
| 46 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.68% | — | -0.64% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.14% | +0.04% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.68% | — | -2.20% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.14% | -2.38% | |
| 50 | HAL | Halliburton Co | Stock-Energy | 0.67% | -0.32% | +109.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +1.3% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +1.1% | -2.52% | Trim |
| 3 | VB | Vanguard Small-cap ETF | +0.8% | NEW | New buy |
| 4 | VO | Vanguard Mid-cap ETF | +0.8% | NEW | New buy |
| 5 | VNQ | Vanguard Real Estate ETF | +0.7% | NEW | New buy |
| 6 | TSLA | Tesla Inc | +0.5% | -0.32% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.4% | -2.35% | Trim |
| 8 | KMI | Kinder Morgan, Inc. | +0.3% | -2.06% | Trim |
| 9 | HAL | Halliburton Co | +0.3% | +109.92% | Add |
| 10 | CCL1EUR | Carnival CORP LTD | +0.3% | -1.29% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.3% | -2.28% | Trim |
| 12 | TAP | Molson Coors Beverage Co - B | +0.3% | +72.48% | Add |
| 13 | WMB | Williams Cos Inc | +0.2% | -2.32% | Trim |
| 14 | AAPL | Apple Inc | +0.1% | -2.58% | Trim |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -2.46% | Trim |
| 16 | C | Citigroup Inc | +0.1% | -1.73% | Trim |
| 17 | WFC | Wells Fargo & Co | +0.1% | -0.62% | Trim |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | -2.35% | Trim |
| 19 | BND | Vanguard Total Bond Market | +0.1% | NEW | New buy |
| 20 | V | Visa Inc-class A Shares | +0.1% | -2.35% | Trim |
| 21 | CRM | Salesforce Inc | +0.1% | -2.16% | Trim |
| 22 | VUG | Vanguard Growth ETF | +0.1% | +0.12% | Add |
| 23 | BAC | Bank Of America CORP | +0.1% | -1.72% | Trim |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -1.51% | Trim |
| 25 | HON | Honeywell International Inc | 0% | -2.78% | Trim |
| 26 | IFF | Intl Flavors & Fragrances | -0.1% | -2.15% | Trim |
| 27 | ADBE | Adobe Inc | -0.1% | -2.40% | Trim |
| 28 | UNP | Union Pacific CORP | -0.1% | -4.61% | Trim |
| 29 | PEP | Pepsico Inc | -0.1% | -5.60% | Trim |
| 30 | LRCXEUR | Lam Research CORP | -0.1% | +871.34% | Add |
| 31 | RTX | Rtx CORP | -0.1% | -2.46% | Trim |
| 32 | ABBV | Abbvie Inc | -0.1% | -0.25% | Trim |
| 33 | AMD | Advanced Micro Devices | -0.2% | -0.75% | Trim |
| 34 | ZTS | Zoetis Inc | -0.2% | -2.43% | Trim |
| 35 | HD | Home Depot Inc | -0.2% | -2.56% | Trim |
| 36 | AMAT | Applied Materials Inc | -0.2% | -1.03% | Trim |
| 37 | MU | Micron Technology Inc | -0.2% | -1.28% | Trim |
| 38 | XOM | Exxon Mobil CORP | -0.2% | -2.18% | Trim |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.3% | -2.90% | Trim |
| 40 | PFE | Pfizer Inc | -0.3% | EXIT | Sold out |
| 41 | UNH | Unitedhealth Group Inc | -0.3% | -2.48% | Trim |
| 42 | MRK | Merck & Co. Inc. | -0.3% | -2.82% | Trim |
| 43 | GD | General Dynamics CORP | -0.3% | EXIT | Sold out |
| 44 | NVS | Novartis Ag-sponsored Adr | -0.4% | EXIT | Sold out |
| 45 | UL | Unilever PLC | -0.4% | EXIT | Sold out |
| 46 | MSFT | Microsoft CORP | -0.5% | -2.28% | Trim |
| 47 | MMM | 3m Co | -0.5% | -50.12% | Trim |
| 48 | DIS | Walt Disney Co/the | -0.5% | EXIT | Sold out |
| 49 | NKE | Nike Inc -cl B | -0.6% | EXIT | Sold out |
| 50 | LMT | Lockheed Martin CORP | -0.7% | 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 87 disclosed positions in Q4 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 22.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
VXUS
市值: $4.3M
Top Position Liquidated / Trimmed
LMT
前期市值: $2.1M
During Q4 2024, Scott & Selber, Inc.'s top holdings by market value included AAPL (8.6%)、NVDA (7.8%)、MSFT (6.0%). The largest single position, AAPL, represented 8.6% of total portfolio value.
In Q4 2024, Scott & Selber, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 4 positions, trimming 34 holdings, and fully liquidating 7 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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