Scott & Selber, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), Scott & Selber, Inc. reported 91 stock positions worth $473.7 million. Its top holding was Micron Technology (MU) at 10.6% of the portfolio, followed by Nvidia (NVDA, 7.3%) and Apple (AAPL, 6.7%). Compared with Q1 2026, it opened 2 new positions, sold out of 3, added to 7 and reduced 62. The biggest buy was a new position in Marriott International Class A (MAR) and the biggest sale Microsoft (MSFT, shares −0%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001315269
Portfolio Value
$473.7M (Q2 2026)
SEC Filing
0001315269-26-000003 ↗ filed Jul 8, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $293.9M Q1 2024 Q2 2024: $313.5M Q2 2024 Q3 2024: $322.1M Q3 2024 Q4 2024: $332.3M Q4 2024 Q1 2025: $312.3M Q1 2025 Q2 2025: $358.8M Q2 2025 Q3 2025: $392.6M Q3 2025 Q4 2025: $398.7M Q4 2025 Q1 2026: $387.3M Q1 2026 Q2 2026: $473.7M $473.7M Q2 2026

Holdings 91 stocks · $473.7M
MU Micron Technology Inc. 10.64% 43,651 $50.4M Reduce -0.5%
NVDA Nvidia Corp. 7.29% 172,564 $34.5M Reduce -0.0%
AAPL Apple Inc. 6.69% 109,589 $31.7M Reduce -0.0%
AVGO Broadcom Inc. 5.21% 65,394 $24.7M Reduce -0.2%
GOOG Alphabet Inc. Class C 5.18% 69,460 $24.5M Reduce -0.0%
LRCX Lam Research Corp. 4.20% 45,867 $19.9M Reduce -0.0%
MSFT Microsoft Corp. 3.58% 45,455 $17.0M Reduce -0.1%
AMAT Applied Materials Inc. 3.31% 21,687 $15.7M Reduce -0.1%
AMZN Amazon.com Inc. 3.03% 60,132 $14.3M Reduce -0.0%
C Citigroup Inc. 2.30% 77,747 $10.9M Reduce -0.0%
VUG Vanguard Mrngstar GR ETF-Sui 1.82% 100,115 $8.6M Add +0.1%
KMI Kinder Morgan Inc. 1.72% 255,244 $8.2M Reduce -0.0%
JPM JPMorgan Chase & Co. 1.71% 24,698 $8.1M Reduce -0.0%
CSCO Cisco Systems Inc. 1.63% 65,771 $7.7M Reduce -0.0%
GNRC Generac Holdings Inc. 1.57% 25,349 $7.4M Reduce -0.1%
WMB Williams Cos Inc. 1.52% 96,961 $7.2M Reduce -0.0%
META Meta Platforms Inc. Class A 1.45% 12,233 $6.9M Reduce -0.0%
GS Goldman Sachs Group Inc. 1.36% 6,350 $6.4M Reduce -0.1%
RTX RTX Corp. 1.32% 32,909 $6.2M Reduce -0.0%
VIG Vanguard Dividend Apprec ETF 1.29% 25,782 $6.1M Reduce -5.0%
VXUS Vanguard Total Intl Stock 1.25% 69,435 $5.9M No change
AMD Advanced Micro Devices 1.23% 9,991 $5.8M Reduce -0.1%
BAC Bank of America Corp. 1.22% 101,768 $5.8M Reduce -0.1%
XOM Exxon Mobil Corp. 1.20% 41,566 $5.7M Reduce -0.0%
BRK.B Berkshire Hathaway Inc. Class B 1.17% 11,123 $5.6M Reduce -0.1%
HD Home Depot Inc. 1.09% 14,667 $5.2M Reduce -0.0%
CCL Carnival Corp. Ltd. 1.09% 180,556 $5.2M No change
TSLA Tesla Inc. 1.02% 11,503 $4.8M Reduce -0.0%
ABBV Abbvie Inc. 0.91% 17,076 $4.3M Reduce -0.0%
HAL Halliburton Co. 0.79% 110,147 $3.7M Reduce -0.0%
JNJ Johnson & Johnson 0.79% 14,671 $3.7M Add +0.0%
VB Vanguard Most SM-Cap ETF-Usd 0.78% 12,245 $3.7M No change
V Visa Inc. Class A 0.73% 10,020 $3.4M Reduce -0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.73% 42,648 $3.4M No change
WM Waste Management Inc. 0.71% 15,090 $3.4M Reduce -0.0%
ABNB Airbnb Inc. Class A 0.67% 22,253 $3.2M Reduce -0.0%
DVN Devon Energy Corp. 0.64% 73,507 $3.0M Reduce -0.0%
SCHD Schwab US DVD Equity ETF 0.64% 95,611 $3.0M Reduce -1.1%
ADI Analog Devices Inc. 0.64% 7,628 $3.0M Reduce -0.1%
CMG Chipotle Mexican Grill Inc. 0.62% 86,891 $3.0M Reduce -0.0%
TMO Thermo Fisher Scientific Inc. 0.62% 5,873 $2.9M Reduce -0.1%
SCHW Schwab (charles) Corp. 0.60% 30,562 $2.8M Reduce -0.0%
SGOV iShares 0-3 Month Treasury B 0.58% 27,257 $2.7M Reduce -3.3%
LLY Eli Lilly & Co. 0.56% 2,224 $2.7M Reduce -0.5%
VNQ Vanguard Real Estate ETF 0.55% 26,948 $2.6M No change
ORCL Oracle Corp. 0.55% 17,682 $2.6M Reduce -0.0%
AZO AutoZone Inc. 0.54% 805 $2.6M Reduce -0.4%
MA Mastercard Inc. Class A 0.54% 4,973 $2.6M Reduce -0.1%
ISRG Intuitive Surgical Inc. 0.54% 6,421 $2.6M Reduce -0.1%
CART Maplebear Inc. 0.52% 51,866 $2.5M Reduce -0.3%
WFC Wells Fargo & Co. 0.50% 28,806 $2.4M Reduce -0.1%
SMG Scotts Miracle-Gro Co. 0.50% 34,629 $2.4M Reduce -0.2%
COP Conocophillips 0.49% 22,317 $2.3M Reduce -0.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.49% 6,704 $2.3M Add +0.2%
VIK Viking Holdings Ltd. 0.47% 21,287 $2.2M Reduce -0.0%
HON Honeywell International Inc. 0.46% 9,685 $2.2M No change
COST Costco Wholesale Corp. 0.45% 2,293 $2.1M Reduce -0.1%
PG The Procter & Gamble Co. 0.45% 14,595 $2.1M Reduce -0.3%
HONA Honeywell Aerospace Inc. 0.45% 9,654 $2.1M Reduce -0.3%
CVX Chevron Corp. 0.45% 12,818 $2.1M Reduce -0.0%
BLK BlackRock Inc. 0.44% 2,146 $2.1M Reduce -0.1%
UNH Unitedhealth Group Inc. 0.43% 4,851 $2.0M Reduce -0.1%
KO The Coca-Cola Co. 0.41% 23,846 $1.9M Reduce -0.0%
MRK Merck & Co. Inc. 0.40% 14,772 $1.9M Reduce -0.1%
SFM Sprouts Farmers Market Inc. 0.33% 18,595 $1.6M Reduce -0.6%
GILD Gilead Sciences Inc. 0.28% 10,397 $1.3M Reduce -0.2%
ABT Abbott Laboratories 0.27% 14,295 $1.3M Reduce -0.3%
AMGN Amgen Inc. 0.26% 3,381 $1.2M Reduce -0.1%
QQQ Invesco QQQ Trust Series 1 0.23% 1,508 $1.1M No change
INTU Intuit Inc. 0.22% 3,967 $1.0M Reduce -0.3%
SCHB Schwab US Broad Market ETF 0.16% 25,448 $737K Reduce -6.0%
VYM Vanguard High DVD Yield ETF 0.14% 4,245 $671K Add +0.1%
YUM Yum! Brands Inc. 0.14% 4,000 $639K No change
DGRO iShares Core Dividend Growth 0.13% 8,241 $625K Add +0.0%
CAT Caterpillar Inc. 0.12% 550 $586K No change
JLL Jones Lang Lasalle Inc. 0.10% 1,570 $487K No change
BND Vanguard Total Bond Market 0.10% 6,412 $471K Reduce -4.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 2,076 $452K Add +0.3%
IGM iShares Expanded Tech Sector 0.09% 2,646 $433K No change
VOO Vanguard S&P 500 ETF 0.09% 589 $405K No change
WMT Walmart Inc. 0.08% 3,383 $383K No change
RCL Royal Caribbean Cruises Ltd. 0.07% 1,066 $338K No change
PEP Pepsico Inc. 0.06% 1,950 $264K No change
HLT Hilton Worldwide Holdings Inc. 0.05% 765 $253K No change
MO Altria Group Inc. 0.05% 3,203 $230K No change
MAR Marriott International Class A 0.05% 600 $222K New
MCD McDonald's Corp. 0.05% 799 $216K No change
AER Aercap Holdings NV 0.04% 1,458 $213K No change
USMV iShares MSCI USA Min Vol Fac 0.04% 2,162 $209K Add +0.1%
H Hyatt Hotels Corp. Class A 0.04% 1,045 $203K New
SLI Standard Lithium Ltd. 0.01% 10,669 $29K No change

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -0.1% 3.58% −0.77
ZTS Zoetis Inc. Sold out 0.00% −0.68
CLX Clorox Company Sold out 0.00% −0.66
XOM Exxon Mobil Corp. Reduce -0.0% 1.20% −0.62
AAPL Apple Inc. Reduce -0.0% 6.69% −0.49
KMI Kinder Morgan Inc. Reduce -0.0% 1.72% −0.49
NVDA Nvidia Corp. Reduce -0.0% 7.29% −0.48
META Meta Platforms Inc. Class A Reduce -0.0% 1.45% −0.35
RTX RTX Corp. Reduce -0.0% 1.32% −0.32
HAL Halliburton Co. Reduce -0.0% 0.79% −0.32
DVN Devon Energy Corp. Reduce -0.0% 0.64% −0.31
WMB Williams Cos Inc. Reduce -0.0% 1.52% −0.30
COP Conocophillips Reduce -0.0% 0.49% −0.27
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.27
CVX Chevron Corp. Reduce -0.0% 0.45% −0.24
INTU Intuit Inc. Reduce -0.3% 0.22% −0.23
ISRG Intuitive Surgical Inc. Reduce -0.1% 0.54% −0.23
VIG Vanguard Dividend Apprec ETF Reduce -5.0% 1.29% −0.22
AMZN Amazon.com Inc. Reduce -0.0% 3.03% −0.21
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 1.17% −0.20
WM Waste Management Inc. Reduce -0.0% 0.71% −0.19
JPM JPMorgan Chase & Co. Reduce -0.0% 1.71% −0.17
AZO AutoZone Inc. Reduce -0.4% 0.54% −0.16
HD Home Depot Inc. Reduce -0.0% 1.09% −0.15
SGOV iShares 0-3 Month Treasury B Reduce -3.3% 0.58% −0.15
SCHW Schwab (charles) Corp. Reduce -0.0% 0.60% −0.15
COST Costco Wholesale Corp. Reduce -0.1% 0.45% −0.14
SCHD Schwab US DVD Equity ETF Reduce -1.1% 0.64% −0.13
ORCL Oracle Corp. Reduce -0.0% 0.55% −0.12
TMO Thermo Fisher Scientific Inc. Reduce -0.1% 0.62% −0.12
ABT Abbott Laboratories Reduce -0.3% 0.27% −0.11
MA Mastercard Inc. Class A Reduce -0.1% 0.54% −0.10
HONA Honeywell Aerospace Inc. Reduce -0.3% 0.45% −0.10
BLK BlackRock Inc. Reduce -0.1% 0.44% −0.10
GILD Gilead Sciences Inc. Reduce -0.2% 0.28% −0.10
CMG Chipotle Mexican Grill Inc. Reduce -0.0% 0.62% −0.09
PG The Procter & Gamble Co. Reduce -0.3% 0.45% −0.09
WFC Wells Fargo & Co. Reduce -0.1% 0.50% −0.09
TSLA Tesla Inc. Reduce -0.0% 1.02% −0.08
KO The Coca-Cola Co. Reduce -0.0% 0.41% −0.06
MRK Merck & Co. Inc. Reduce -0.1% 0.40% −0.06
V Visa Inc. Class A Reduce -0.3% 0.73% −0.06
BAC Bank of America Corp. Reduce -0.1% 1.22% −0.06
ABNB Airbnb Inc. Class A Reduce -0.0% 0.67% −0.05
ABBV Abbvie Inc. Reduce -0.0% 0.91% −0.05
AMGN Amgen Inc. Reduce -0.1% 0.26% −0.05
SMG Scotts Miracle-Gro Co. Reduce -0.2% 0.50% −0.05
SFM Sprouts Farmers Market Inc. Reduce -0.6% 0.33% −0.04
GS Goldman Sachs Group Inc. Reduce -0.1% 1.36% −0.03
BND Vanguard Total Bond Market Reduce -4.2% 0.10% −0.03

Portfolio Buys Q1 2026 → Q2 2026
MAR Marriott International Class A New 0.05% +0.05
H Hyatt Hotels Corp. Class A New 0.04% +0.04
USMV iShares MSCI USA Min Vol Fac Add +0.1% 0.04% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +0.3% 0.10% −0.01
DGRO iShares Core Dividend Growth Add +0.0% 0.13% −0.02
VYM Vanguard High DVD Yield ETF Add +0.1% 0.14% −0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.2% 0.49% −0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +0.1% 1.82% −0.06
JNJ Johnson & Johnson Add +0.0% 0.79% −0.14

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 91$473.7MMU, NVDA, AAPL, AVGO, GOOG
Q1 2026 91$387.3MNVDA, AAPL, AVGO, GOOG, MSFT
Q4 2025 93$398.7MNVDA, AAPL, AVGO, MSFT, GOOG
Q3 2025Amended 94$392.6MNVDA, AAPL, MSFT, AVGO, GOOG
Q2 2025 91$358.8MNVDA, MSFT, AAPL, AVGO, AMZN
Q1 2025 88$312.3MAAPL, NVDA, MSFT, AVGO, AMZN
Q4 2024 87$332.3MAAPL, NVDA, MSFT, AVGO, GOOG
Q3 2024 89$322.1MAAPL, NVDA, MSFT, AVGO, GOOG
Q2 2024 86$313.5MNVDA, AAPL, MSFT, GOOG, AVGO
Q1 2024 87$293.9MMSFT, AAPL, NVDA, GOOG, AMZN