Q3 2026 13F · SEC CIK 1315269

Scott & Selber, Inc.

Investment managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $476.0M
Reported positions: 92
Top holdings a year, 3 yrs: +33.9%
Average holding period: 7.7 yrs

Scott & Selber, Inc. is an investment manager that reported 92 positions worth $476.0M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Micron Technology Inc (MU, 9.8%), Nvidia Corporation (NVDA, 8.3%), Apple Inc (AAPL, 7.7%). A portfolio copying its top holdings returned 33.9% a year over the last 3 years, against 20.4% for the S&P 500.

Scott & Selber, Inc. holdings largest 50 of 92 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Scott & Selber, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MUMicron Technology Inc	9.8%	10.6%	43,658	+0.0%	$46.5M
NVDANvidia Corporation	8.3%	7.3%	172,484	-0.0%	$39.4M
AAPLApple Inc	7.7%	6.7%	109,469	-0.1%	$36.5M
GOOGAlphabet Inc	5.0%	5.2%	69,371	-0.1%	$23.6M
MSFTMicrosoft Corp	4.9%	3.6%	45,406	-0.1%	$23.3M
AVGOBroadcom Inc	4.8%	5.2%	65,312	-0.1%	$22.9M
LRCXLam Research Corp	3.2%	4.2%	45,874	+0.0%	$15.1M
AMZNAmazon Com Inc	3.1%	3.0%	60,009	-0.2%	$15.0M
AMATApplied Matls Inc	2.3%	3.3%	21,703	+0.1%	$11.1M
CCitigroup Inc	2.1%	2.3%	77,724	-0.0%	$10.1M
VUGVanguard Index Fds	1.9%	1.8%	100,213	+0.1%	$9.0M
METAMeta Platforms Inc	1.9%	1.5%	12,277	+0.4%	$8.9M
JPMJpmorgan Chase & Co	1.7%	1.7%	24,660	-0.2%	$8.2M
KMIKinder Morgan Inc Del	1.6%	1.7%	255,184	-0.0%	$7.7M
CSCOCisco Sys Inc	1.5%	1.6%	65,755	-0.0%	$7.1M
XOMExxonmobil Holdings Corp	1.4%	—	41,529	—	$6.8M
WMBWilliams Cos	1.4%	1.5%	96,897	-0.1%	$6.6M
AMDAdvanced Micro Devices Inc	1.3%	1.2%	9,986	-0.1%	$6.1M
RTXRtx Corporation	1.3%	1.3%	32,861	-0.1%	$6.1M
VIGVanguard Specialized Funds	1.3%	1.3%	25,547	-0.9%	$6.0M
GSGoldman Sachs Group Inc	1.2%	1.4%	6,339	-0.2%	$5.7M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.2%	11,126	+0.0%	$5.5M
BACBank of Amer Corp	1.2%	1.2%	101,669	-0.1%	$5.5M
VXUSVanguard Star Fds	1.1%	1.3%	63,298	-8.8%	$5.4M
GNRCGenerac Hldgs Inc	1.1%	1.6%	25,406	+0.2%	$5.3M
ABBVAbbvie Inc	0.9%	0.9%	17,124	+0.3%	$4.5M
CCLCarnival Corp Ltd	0.9%	1.1%	181,195	+0.4%	$4.4M
HDHome Depot Inc	0.9%	1.1%	14,661	-0.0%	$4.2M
TSLATesla Inc	0.8%	1.0%	11,364	-1.2%	$4.0M
TMOThermo Fisher Scientific Inc	0.8%	0.6%	5,867	-0.1%	$4.0M
JNJJohnson & Johnson	0.8%	0.8%	14,678	+0.0%	$3.9M
VVisa Inc	0.8%	0.7%	10,009	-0.1%	$3.6M
ABNBAirbnb Inc	0.8%	0.7%	22,231	-0.1%	$3.6M
HALHalliburton Co	0.7%	0.8%	110,210	+0.1%	$3.5M
VBVanguard Index Fds	0.7%	0.8%	12,245	+0.0%	$3.5M
DVNDevon Energy Corp New	0.7%	0.6%	73,484	-0.0%	$3.4M
VOVanguard Index Fds	0.7%	0.7%	42,648	+0.0%	$3.3M
SGOVIshares Tr	0.7%	0.6%	32,613	+19.6%	$3.3M
SCHDSchwab Strategic Tr	0.7%	0.6%	96,045	+0.5%	$3.1M
WMWaste Mgmt Inc Del	0.6%	0.7%	15,062	-0.2%	$3.1M
ADIAnalog Devices Inc	0.6%	0.6%	7,625	-0.0%	$3.0M
SCHWCharles Schwab Corp (the)	0.6%	0.6%	30,566	+0.0%	$3.0M
COPConocophillips	0.6%	—	22,284	—	$2.8M
CMGChipotle Mexican Grill Inc	0.6%	0.6%	86,812	-0.1%	$2.8M
MAMastercard Incorporated	0.6%	0.5%	4,966	-0.1%	$2.7M
CVXChevron Corporation	0.6%	—	12,812	—	$2.6M
ISRGIntuitive Surgical Inc	0.5%	0.5%	6,413	-0.1%	$2.6M
LLYEli Lilly & Co	0.5%	0.6%	2,225	+0.0%	$2.6M
VIKViking Hldgs Ltd	0.5%	—	31,022	—	$2.4M
ORCLOracle Corp	0.5%	0.5%	17,669	-0.1%	$2.4M

What Scott & Selber, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SGOV Ishares Tr+19.6% shares

Reduced

VXUS Vanguard Star Fds-8.8% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +39.8% /yr; S&P 500 +20.1%
3 years: +33.9% /yr; S&P 500 +20.4%
5 years: +21.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$476.0M	92
Q2 2026	$473.7M	91
Q1 2026	$387.3M	91
Q4 2025	$398.7M	93
Q3 2025	$392.6M	94
Q2 2025	$358.8M	91
Q1 2025	$312.3M	88
Q4 2024	$332.3M	87
Q3 2024	$322.1M	89
Q2 2024	$313.5M	86
Q1 2024	$293.9M	87
Q4 2023	$266.6M	94

Questions about Scott & Selber, Inc.'s portfolio

What stocks does Scott & Selber, Inc. own?

Scott & Selber, Inc.'s latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 92 positions worth $476.0M. The largest are Micron Technology Inc (MU) at 9.8%, Nvidia Corporation (NVDA) at 8.3%, Apple Inc (AAPL) at 7.7%, Alphabet Inc (GOOG) at 5.0% and Microsoft Corp (MSFT) at 4.9%.

What did Scott & Selber, Inc. buy last quarter?

In Q3 2026, Scott & Selber, Inc. added Ishares Tr (SGOV) (+19.6% shares), compared with its Q2 2026 filing.

What did Scott & Selber, Inc. sell last quarter?

In Q3 2026, Scott & Selber, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vanguard Index Fds (VNQ), cut from its top 50 Autozone Inc (AZO), cut from its top 50 Maplebear Inc (CART) and Vanguard Star Fds (VXUS) (-8.8% shares), compared with its Q2 2026 filing.

How has Scott & Selber, Inc.'s portfolio performed?

A portfolio copying Scott & Selber, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +33.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +39.8% against +20.1%. Over 5 years: +21.1% a year against +11.6%.

When is Scott & Selber, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Scott & Selber, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.