Scott & Selber, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 29, 2024), Scott & Selber, Inc. reported 86 stock positions worth $313.5 million. Its top holding was Nvidia (NVDA) at 8.4% of the portfolio, followed by Apple (AAPL, 7.9%) and Microsoft (MSFT, 7.0%). Compared with Q1 2024, it opened 3 new positions, sold out of 4, added to 73 and reduced 3. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale an exit from Sysco (SYY).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001315269
Portfolio Value
$313.5M (Q2 2024)
SEC Filing
0001315269-24-000003 ↗ filed Jul 29, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $293.9M Q1 2024 Q2 2024: $313.5M $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 Q2 2026

Holdings 86 stocks · $313.5M
NVDA Nvidia Corp. 8.42% 213,797 $26.4M Add +1.3%
AAPL Apple Inc. 7.90% 117,548 $24.8M Add +1.2%
MSFT Microsoft Corp. 6.95% 48,772 $21.8M Add +1.5%
GOOG Alphabet Inc. Class C 4.37% 74,774 $13.7M Add +1.6%
AVGO Broadcom Inc. 4.03% 7,872 $12.6M Add +1.3%
AMZN Amazon.com Inc. 3.82% 62,014 $12.0M Add +1.6%
META Meta Platforms Inc. Class A 2.07% 12,873 $6.5M Add +2.2%
VUG Vanguard Mrngstar GR ETF-Sui 2.02% 16,957 $6.3M No change
MRK Merck & Co. Inc. 1.78% 45,035 $5.6M Add +1.6%
HD Home Depot Inc. 1.75% 15,909 $5.5M Add +1.6%
JPM JPMorgan Chase & Co. 1.73% 26,775 $5.4M Add +1.4%
KMI Kinder Morgan Inc. 1.72% 271,854 $5.4M Add +1.6%
C Citigroup Inc. 1.67% 82,279 $5.2M Add +1.8%
XOM Exxon Mobil Corp. 1.66% 45,201 $5.2M Add +1.5%
BRK.B Berkshire Hathaway Inc. Class B 1.56% 11,991 $4.9M Add +1.8%
VIG Vanguard Dividend Apprec ETF 1.46% 25,075 $4.6M Reduce -8.6%
HON Honeywell International Inc. 1.46% 21,409 $4.6M Add +1.4%
WMB Williams Cos Inc. 1.41% 104,211 $4.4M Add +1.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.38% 108,918 $4.3M Add +1.7%
UNH Unitedhealth Group Inc. 1.35% 8,329 $4.2M Add +1.6%
ABBV Abbvie Inc. 1.33% 24,352 $4.2M Add +0.7%
AZO AutoZone Inc. 1.25% 1,325 $3.9M Add +1.5%
MU Micron Technology Inc. 1.17% 27,974 $3.7M Add +1.9%
RTX RTX Corp. 1.15% 35,952 $3.6M Add +1.6%
CCL Carnival Corp. 1.13% 188,785 $3.5M Add +1.7%
TMO Thermo Fisher Scientific Inc. 1.12% 6,376 $3.5M Add +1.6%
WM Waste Management Inc. 1.12% 16,408 $3.5M Add +1.6%
LRCX Lam Research Corp. 1.07% 3,155 $3.4M Add +1.6%
CSCO Cisco Systems Inc. 1.05% 69,587 $3.3M Add +1.7%
GS Goldman Sachs Group Inc. 0.99% 6,869 $3.1M Add +1.6%
ISRG Intuitive Surgical Inc. 0.98% 6,935 $3.1M Add +1.5%
AMAT Applied Materials Inc. 0.97% 12,919 $3.0M Add +1.7%
INTU Intuit Inc. 0.91% 4,336 $2.9M Add +1.6%
V Visa Inc. Class A 0.91% 10,855 $2.8M Add +1.5%
SCHD Schwab US DVD Equity ETF 0.86% 34,564 $2.7M Add +4.2%
PG The Procter & Gamble Co. 0.86% 16,256 $2.7M Add +1.6%
COP Conocophillips 0.85% 23,399 $2.7M Add +1.6%
ORCL Oracle Corp. 0.85% 18,894 $2.7M Add +1.2%
BMY Bristol-Myers Squibb Co. 0.78% 58,706 $2.4M Reduce -29.5%
SCHW Schwab (charles) Corp. 0.77% 32,926 $2.4M Add +1.7%
BA The Boeing Co. 0.77% 13,311 $2.4M Add +2.2%
MA Mastercard Inc. Class A 0.76% 5,393 $2.4M Add +1.6%
CMG Chipotle Mexican Grill Inc. 0.73% 36,550 $2.3M Add +1.5%
JNJ Johnson & Johnson 0.73% 15,660 $2.3M Add +0.6%
UNP Union Pacific Corp. 0.71% 9,874 $2.2M Add +1.6%
TXN Texas Instruments Inc. 0.69% 11,192 $2.2M Add +92.2%
MMM 3M Co. 0.69% 21,079 $2.2M Add +1.7%
COST Costco Wholesale Corp. 0.68% 2,494 $2.1M Add +1.6%
CVX Chevron Corp. 0.67% 13,350 $2.1M Add +1.7%
ZTS Zoetis Inc. 0.66% 11,925 $2.1M Add +1.6%
PEP Pepsico Inc. 0.65% 12,372 $2.0M Add +1.4%
ADBE Adobe Inc. 0.64% 3,599 $2.0M Add +1.6%
SBUX Starbucks Corp. 0.63% 25,367 $2.0M Add +1.8%
KVUE Kenvue Inc. 0.62% 107,613 $2.0M Add +111.0%
LLY Eli Lilly & Co. 0.62% 2,134 $1.9M Add +0.7%
BLK BlackRock Finance Inc. 0.60% 2,370 $1.9M Add +1.7%
WFC Wells Fargo & Co. 0.58% 30,549 $1.8M Add +1.6%
NKE Nike Inc. Class B 0.56% 23,228 $1.8M New
ULTA Ulta Beauty Inc. 0.56% 4,527 $1.7M Add +1.7%
LMT Lockheed Martin Corp. 0.54% 3,642 $1.7M Add +1.7%
VMC Vulcan Materials Co. 0.54% 6,794 $1.7M Add +1.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.54% 16,942 $1.7M Add +2.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.52% 6,527 $1.6M Reduce -31.4%
AMD Advanced Micro Devices 0.52% 9,996 $1.6M Add +1.7%
ABT Abbott Laboratories 0.51% 15,296 $1.6M Add +0.6%
CRM Salesforce Inc. 0.49% 5,956 $1.5M Add +1.7%
KO The Coca-Cola Co. 0.48% 23,487 $1.5M Add +1.5%
TSLA Tesla Inc. 0.44% 7,020 $1.4M New
QCOM Qualcomm Inc. 0.44% 6,967 $1.4M Add +1.8%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.40% 13,087 $1.2M Add +1.7%
AMGN Amgen Inc. 0.36% 3,624 $1.1M Add +0.7%
NVS Novartis AG-Sponsored ADR 0.36% 10,561 $1.1M Add +0.7%
UL Unilever PLC 0.34% 19,562 $1.1M Add +1.8%
QQQ Invesco QQQ Trust Series 1 0.34% 2,201 $1.1M No change
GD General Dynamics Corp. 0.30% 3,232 $938K Add +1.7%
OLN Olin Corp. 0.29% 19,206 $906K Add +1.7%
PFE Pfizer Inc. 0.27% 30,619 $857K Add +0.7%
GILD Gilead Sciences Inc. 0.24% 11,058 $759K Add +0.7%
YUM Yum! Brands Inc. 0.17% 4,000 $530K No change
VYM Vanguard High DVD Yield ETF 0.16% 4,276 $507K Add +2.5%
DGRO iShares Core Dividend Growth 0.15% 8,224 $474K Add +0.0%
SCHB Schwab US Broad Market ETF 0.14% 7,044 $443K No change
JLL Jones Lang Lasalle Inc. 0.10% 1,570 $322K No change
ADP Automatic Data Processing 0.09% 1,160 $277K No change
IGM iShares Expanded Tech Sector 0.08% 2,646 $250K No change
DSX Diana Shipping Inc. 0.01% 10,446 $30K New

Portfolio Sells Q1 2024 → Q2 2024
SYY Sysco Corp. Sold out 0.00% −0.87
BMY Bristol-Myers Squibb Co. Reduce -29.5% 0.78% −0.76
HUM Humana Inc. Sold out 0.00% −0.41
PCG P G & E Corp. Sold out 0.00% −0.33
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -31.4% 0.52% −0.26
VIG Vanguard Dividend Apprec ETF Reduce -8.6% 1.46% −0.24
VOE Vngrd Mrngstr MD-Cap Val ETF Sold out 0.00% −0.16

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +1.3% 8.42% +1.94
AAPL Apple Inc. Add +1.2% 7.90% +1.12
GOOG Alphabet Inc. Class C Add +1.6% 4.37% +0.56
NKE Nike Inc. Class B New 0.56% +0.56
AVGO Broadcom Inc. Add +1.3% 4.03% +0.53
TSLA Tesla Inc. New 0.44% +0.44
TXN Texas Instruments Inc. Add +92.2% 0.69% +0.35
KVUE Kenvue Inc. Add +111.0% 0.62% +0.25
CCL Carnival Corp. Add +1.7% 1.13% +0.09
AMAT Applied Materials Inc. Add +1.7% 0.97% +0.08
MSFT Microsoft Corp. Add +1.5% 6.95% +0.07
AMZN Amazon.com Inc. Add +1.6% 3.82% +0.07
MU Micron Technology Inc. Add +1.9% 1.17% +0.07
COST Costco Wholesale Corp. Add +1.6% 0.68% +0.06
ISRG Intuitive Surgical Inc. Add +1.5% 0.98% +0.06
LLY Eli Lilly & Co. Add +0.7% 0.62% +0.06
KMI Kinder Morgan Inc. Add +1.6% 1.72% +0.05
WMB Williams Cos Inc. Add +1.7% 1.41% +0.05
ORCL Oracle Corp. Add +1.2% 0.85% +0.05
QCOM Qualcomm Inc. Add +1.8% 0.44% +0.05
LRCX Lam Research Corp. Add +1.6% 1.07% +0.05
GS Goldman Sachs Group Inc. Add +1.6% 0.99% +0.03
ADBE Adobe Inc. Add +1.6% 0.64% +0.03
IFF Intl Flavors & Fragrances Add +1.7% 0.40% +0.02
CMG Chipotle Mexican Grill Inc. Add +1.5% 0.73% +0.02
UL Unilever PLC Add +1.8% 0.34% +0.01
NVS Novartis AG-Sponsored ADR Add +0.7% 0.36% +0.01
AMGN Amgen Inc. Add +0.7% 0.36% +0.01
DSX Diana Shipping Inc. New 0.01% +0.01
BAC Bank of America Corp. Add +1.7% 1.38% +0.00
KO The Coca-Cola Co. Add +1.5% 0.48% −0.01
GD General Dynamics Corp. Add +1.7% 0.30% −0.01
VYM Vanguard High DVD Yield ETF Add +2.5% 0.16% −0.01
DGRO iShares Core Dividend Growth Add +0.0% 0.15% −0.01
LMT Lockheed Martin Corp. Add +1.7% 0.54% −0.01
META Meta Platforms Inc. Class A Add +2.2% 2.07% −0.01
PFE Pfizer Inc. Add +0.7% 0.27% −0.01
WFC Wells Fargo & Co. Add +1.6% 0.58% −0.01
HON Honeywell International Inc. Add +1.4% 1.46% −0.02
ZTS Zoetis Inc. Add +1.6% 0.66% −0.02
SCHW Schwab (charles) Corp. Add +1.7% 0.77% −0.02
RTX RTX Corp. Add +1.6% 1.15% −0.02
UNH Unitedhealth Group Inc. Add +1.6% 1.35% −0.03
PG The Procter & Gamble Co. Add +1.6% 0.86% −0.03
GILD Gilead Sciences Inc. Add +0.7% 0.24% −0.03
INTU Intuit Inc. Add +1.6% 0.91% −0.03
CVX Chevron Corp. Add +1.7% 0.67% −0.04
SCHD Schwab US DVD Equity ETF Add +4.2% 0.86% −0.05
WM Waste Management Inc. Add +1.6% 1.12% −0.06
MMM 3M Co. Add +1.7% 0.69% −0.06

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