Scott & Selber, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Scott & Selber, Inc. reported 88 stock positions worth $312.3 million. Its top holding was Apple (AAPL) at 8.1% of the portfolio, followed by Nvidia (NVDA, 6.7%) and Microsoft (MSFT, 5.7%). Compared with Q4 2024, it opened 4 new positions, sold out of 3, added to 56 and reduced 14. The biggest buy was a new position in Generac (GNRC) and the biggest sale Broadcom (AVGO, shares −0%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001315269
Portfolio Value
$312.3M (Q1 2025)
SEC Filing
0001315269-25-000002 ↗ filed Apr 24, 2025

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 $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 88 stocks · $312.3M
AAPL Apple Inc. 8.11% 114,080 $25.3M Add +0.0%
NVDA Nvidia Corp. 6.71% 193,371 $21.0M Add +0.5%
MSFT Microsoft Corp. 5.72% 47,563 $17.9M Add +0.6%
AVGO Broadcom Inc. 4.08% 76,098 $12.7M Reduce -0.0%
AMZN Amazon.com Inc. 3.70% 60,682 $11.5M Add +0.7%
GOOG Alphabet Inc. Class C 3.63% 72,657 $11.4M Add +0.0%
KMI Kinder Morgan Inc. 2.43% 265,499 $7.6M Add +0.1%
META Meta Platforms Inc. Class A 2.30% 12,444 $7.2M Add +0.3%
JPM JPMorgan Chase & Co. 2.03% 25,858 $6.3M Reduce -0.6%
VUG Vanguard Mrngstar GR ETF-Sui 2.02% 17,012 $6.3M Reduce -0.0%
BRK.B Berkshire Hathaway Inc. Class B 1.99% 11,643 $6.2M Add +0.1%
WMB Williams Cos Inc. 1.94% 101,437 $6.1M Add +0.1%
C Citigroup Inc. 1.83% 80,624 $5.7M Add +0.1%
HD Home Depot Inc. 1.81% 15,433 $5.7M Add +0.1%
XOM Exxon Mobil Corp. 1.68% 44,213 $5.3M Add +0.5%
AZO AutoZone Inc. 1.58% 1,292 $4.9M Add +0.1%
VXUS Vanguard Total Intl Stock 1.50% 75,541 $4.7M Add +2.7%
VIG Vanguard Dividend Apprec ETF 1.48% 23,886 $4.6M Reduce -3.1%
RTX RTX Corp. 1.48% 34,910 $4.6M Add +0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.43% 106,710 $4.5M Add +0.1%
HON Honeywell International Inc. 1.40% 20,714 $4.4M Add +0.0%
CSCO Cisco Systems Inc. 1.36% 68,746 $4.2M Add +0.1%
UNH Unitedhealth Group Inc. 1.36% 8,087 $4.2M Add +0.0%
ABBV Abbvie Inc. 1.20% 17,899 $3.8M Reduce -1.9%
V Visa Inc. Class A 1.18% 10,553 $3.7M Add +0.1%
WM Waste Management Inc. 1.18% 15,957 $3.7M Add +0.0%
GS Goldman Sachs Group Inc. 1.17% 6,683 $3.7M Add +0.1%
CCL Carnival Corp. 1.17% 186,816 $3.6M Add +0.7%
ISRG Intuitive Surgical Inc. 1.07% 6,748 $3.3M Add +0.1%
AMAT Applied Materials Inc. 1.04% 22,446 $3.3M Add +76.4%
TSLA Tesla Inc. 0.99% 11,889 $3.1M Reduce -5.8%
TMO Thermo Fisher Scientific Inc. 0.98% 6,172 $3.1M Add +0.1%
HAL Halliburton Co. 0.92% 113,663 $2.9M Add +39.8%
MA Mastercard Inc. Class A 0.92% 5,246 $2.9M Add +0.1%
SCHD Schwab US DVD Equity ETF 0.88% 98,341 $2.8M Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.86% 10,378 $2.7M Add +2.7%
PG The Procter & Gamble Co. 0.86% 15,739 $2.7M Add +0.1%
ORCL Oracle Corp. 0.83% 18,508 $2.6M Add +0.1%
INTU Intuit Inc. 0.83% 4,212 $2.6M No change
JNJ Johnson & Johnson 0.83% 15,552 $2.6M Reduce -0.0%
KVUE Kenvue Inc. 0.82% 106,621 $2.6M Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 0.81% 11,452 $2.5M Add +2.7%
TAP Molson Coors Beverage Co. Class B 0.81% 41,677 $2.5M Add +0.2%
SCHW Schwab (charles) Corp. 0.80% 32,118 $2.5M Add +0.2%
COP Conocophillips 0.79% 23,432 $2.5M Add +0.0%
SBUX Starbucks Corp. 0.77% 24,652 $2.4M Add +0.1%
MU Micron Technology Inc. 0.76% 27,421 $2.4M Add +0.1%
ULTA Ulta Beauty Inc. 0.74% 6,307 $2.3M Add +0.1%
COST Costco Wholesale Corp. 0.73% 2,423 $2.3M No change
VNQ Vanguard Real Estate ETF 0.72% 24,902 $2.3M Add +2.7%
CVX Chevron Corp. 0.71% 13,249 $2.2M Reduce -1.5%
UNP Union Pacific Corp. 0.71% 9,381 $2.2M Add +0.1%
LRCX Lam Research Corp. 0.71% 30,420 $2.2M Add +0.1%
BLK BlackRock Finance Inc. 0.70% 2,296 $2.2M No change
WFC Wells Fargo & Co. 0.70% 30,242 $2.2M Add +0.1%
ABT Abbott Laboratories 0.64% 15,186 $2.0M Reduce -0.1%
TXN Texas Instruments Inc. 0.63% 10,917 $2.0M Add +0.2%
ZTS Zoetis Inc. 0.61% 11,585 $1.9M Add +0.0%
CMG Chipotle Mexican Grill Inc. 0.57% 35,445 $1.8M Add +0.1%
KO The Coca-Cola Co. 0.57% 24,670 $1.8M Add +7.4%
LLY Eli Lilly & Co. 0.56% 2,120 $1.8M No change
PEP Pepsico Inc. 0.56% 11,646 $1.7M Add +0.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.54% 6,563 $1.7M Add +0.3%
CRM Salesforce Inc. 0.50% 5,811 $1.6M Add +0.1%
MMM 3M Co. 0.49% 10,487 $1.5M Add +0.1%
MRK Merck & Co. Inc. 0.45% 15,485 $1.4M Reduce -64.5%
GNRC Generac Holdings Inc. 0.44% 10,733 $1.4M New
ADBE Adobe Inc. 0.43% 3,495 $1.3M No change
SMG Scotts Miracle-Gro Co. 0.41% 23,095 $1.3M New
GILD Gilead Sciences Inc. 0.39% 10,977 $1.2M Reduce -0.0%
AMGN Amgen Inc. 0.36% 3,601 $1.1M Reduce -0.1%
AMD Advanced Micro Devices 0.34% 10,392 $1.1M Add +5.2%
QQQ Invesco QQQ Trust Series 1 0.24% 1,587 $744K Reduce -23.5%
YUM Yum! Brands Inc. 0.20% 4,000 $629K No change
SCHB Schwab US Broad Market ETF 0.17% 24,774 $533K Add +0.1%
DGRO iShares Core Dividend Growth 0.16% 8,231 $509K Add +0.0%
VYM Vanguard High DVD Yield ETF 0.16% 3,920 $505K Reduce -9.0%
JLL Jones Lang Lasalle Inc. 0.12% 1,570 $389K No change
BND Vanguard Total Bond Market 0.11% 4,684 $344K No change
WMT Walmart Inc. 0.08% 2,920 $256K Add +3.7%
MCD McDonald's Corp. 0.08% 799 $250K No change
IGM iShares Expanded Tech Sector 0.08% 2,646 $240K No change
ADP Automatic Data Processing 0.07% 730 $223K No change
VOO Vanguard S&P 500 ETF 0.07% 433 $223K No change
Royal Caribbean Cruises Ltd. 0.07% 1,066 $219K No change
YUMC Yum China Holdings Inc. 0.07% 4,000 $208K New
USMV iShares MSCI USA Min Vol Fac 0.06% 2,157 $202K New
DSX Diana Shipping Inc. 0.01% 10,446 $16K No change

Portfolio Sells Q4 2024 → Q1 2025
AVGO Broadcom Inc. Reduce -0.0% 4.08% −1.23
MRK Merck & Co. Inc. Reduce -64.5% 0.45% −0.86
TSLA Tesla Inc. Reduce -5.8% 0.99% −0.55
VMC Vulcan Materials Co. Sold out 0.00% −0.51
IFF Intl Flavors & Fragrances Sold out 0.00% −0.32
QCOM Qualcomm Inc. Sold out 0.00% −0.31
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.0% 2.02% −0.08
QQQ Invesco QQQ Trust Series 1 Reduce -23.5% 0.24% −0.08
VYM Vanguard High DVD Yield ETF Reduce -9.0% 0.16% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -3.1% 1.48% +0.03
AMGN Amgen Inc. Reduce -0.1% 0.36% +0.08
GILD Gilead Sciences Inc. Reduce -0.0% 0.39% +0.09
CVX Chevron Corp. Reduce -1.5% 0.71% +0.12
ABT Abbott Laboratories Reduce -0.1% 0.64% +0.13
JNJ Johnson & Johnson Reduce -0.0% 0.83% +0.15
JPM JPMorgan Chase & Co. Reduce -0.6% 2.03% +0.15
ABBV Abbvie Inc. Reduce -1.9% 1.20% +0.22

Portfolio Buys Q4 2024 → Q1 2025
GNRC Generac Holdings Inc. New 0.44% +0.44
AMAT Applied Materials Inc. Add +76.4% 1.04% +0.42
SMG Scotts Miracle-Gro Co. New 0.41% +0.41
BRK.B Berkshire Hathaway Inc. Class B Add +0.1% 1.99% +0.40
AZO AutoZone Inc. Add +0.1% 1.58% +0.33
WMB Williams Cos Inc. Add +0.1% 1.94% +0.29
RTX RTX Corp. Add +0.0% 1.48% +0.26
XOM Exxon Mobil Corp. Add +0.5% 1.68% +0.26
HAL Halliburton Co. Add +39.8% 0.92% +0.26
KMI Kinder Morgan Inc. Add +0.1% 2.43% +0.24
WM Waste Management Inc. Add +0.0% 1.18% +0.21
VXUS Vanguard Total Intl Stock Add +2.7% 1.50% +0.20
V Visa Inc. Class A Add +0.1% 1.18% +0.18
KVUE Kenvue Inc. Add +0.5% 0.82% +0.14
KO The Coca-Cola Co. Add +7.4% 0.57% +0.14
CSCO Cisco Systems Inc. Add +0.1% 1.36% +0.13
C Citigroup Inc. Add +0.1% 1.83% +0.13
UNH Unitedhealth Group Inc. Add +0.0% 1.36% +0.13
META Meta Platforms Inc. Class A Add +0.3% 2.30% +0.11
SBUX Starbucks Corp. Add +0.1% 0.77% +0.10
TAP Molson Coors Beverage Co. Class B Add +0.2% 0.81% +0.09
SCHW Schwab (charles) Corp. Add +0.2% 0.80% +0.09
MA Mastercard Inc. Class A Add +0.1% 0.92% +0.09
COP Conocophillips Add +0.0% 0.79% +0.09
MMM 3M Co. Add +0.1% 0.49% +0.09
SCHD Schwab US DVD Equity ETF Add +0.3% 0.88% +0.07
VNQ Vanguard Real Estate ETF Add +2.7% 0.72% +0.07
MU Micron Technology Inc. Add +0.1% 0.76% +0.07
YUMC Yum China Holdings Inc. New 0.07% +0.07
UNP Union Pacific Corp. Add +0.1% 0.71% +0.07
PG The Procter & Gamble Co. Add +0.1% 0.86% +0.07
USMV iShares MSCI USA Min Vol Fac New 0.06% +0.06
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.7% 0.86% +0.06
WFC Wells Fargo & Co. Add +0.1% 0.70% +0.06
LRCX Lam Research Corp. Add +0.1% 0.71% +0.05
ZTS Zoetis Inc. Add +0.0% 0.61% +0.04
PEP Pepsico Inc. Add +0.1% 0.56% +0.03
GS Goldman Sachs Group Inc. Add +0.1% 1.17% +0.02
TMO Thermo Fisher Scientific Inc. Add +0.1% 0.98% +0.02
BAC Bank of America Corp. Add +0.1% 1.43% +0.02
TXN Texas Instruments Inc. Add +0.2% 0.63% +0.01
DGRO iShares Core Dividend Growth Add +0.0% 0.16% +0.01
ISRG Intuitive Surgical Inc. Add +0.1% 1.07% +0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.3% 0.54% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +2.7% 0.81% +0.01
WMT Walmart Inc. Add +3.7% 0.08% +0.01
HD Home Depot Inc. Add +0.1% 1.81% +0.00
SCHB Schwab US Broad Market ETF Add +0.1% 0.17% +0.00
HON Honeywell International Inc. Add +0.0% 1.40% −0.00
AMD Advanced Micro Devices Add +5.2% 0.34% −0.02

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