Scott & Selber, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Scott & Selber, Inc. reported 91 stock positions worth $358.8 million. Its top holding was Nvidia (NVDA) at 8.0% of the portfolio, followed by Microsoft (MSFT, 6.6%) and Apple (AAPL, 6.5%). Compared with Q1 2025, it opened 8 new positions, sold out of 5, added to 60 and reduced 10. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale Unitedhealth (UNH, shares −37%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001315269
Portfolio Value
$358.8M (Q2 2025)
SEC Filing
0001315269-25-000003 ↗ filed Jul 17, 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 Q1 2025 Q2 2025: $358.8M $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 91 stocks · $358.8M
NVDA Nvidia Corp. 7.99% 181,458 $28.7M Reduce -6.2%
MSFT Microsoft Corp. 6.63% 47,798 $23.8M Add +0.5%
AAPL Apple Inc. 6.55% 114,474 $23.5M Add +0.3%
AVGO Broadcom Inc. 5.30% 69,036 $19.0M Reduce -9.3%
AMZN Amazon.com Inc. 3.74% 61,131 $13.4M Add +0.7%
GOOG Alphabet Inc. Class C 3.61% 73,101 $13.0M Add +0.6%
META Meta Platforms Inc. Class A 2.59% 12,579 $9.3M Add +1.1%
KMI Kinder Morgan Inc. 2.19% 267,755 $7.9M Add +0.8%
JPM JPMorgan Chase & Co. 2.09% 25,879 $7.5M Add +0.1%
VUG Vanguard Mrngstar GR ETF-Sui 2.08% 16,996 $7.5M Reduce -0.1%
C Citigroup Inc. 1.93% 81,493 $6.9M Add +1.1%
WMB Williams Cos Inc. 1.79% 102,138 $6.4M Add +0.7%
BRK.B Berkshire Hathaway Inc. Class B 1.59% 11,722 $5.7M Add +0.7%
HD Home Depot Inc. 1.59% 15,522 $5.7M Add +0.6%
MU Micron Technology Inc. 1.58% 45,913 $5.7M Add +67.4%
CCL Carnival Corp. 1.48% 189,447 $5.3M Add +1.4%
VXUS Vanguard Total Intl Stock 1.45% 75,541 $5.2M No change
RTX RTX Corp. 1.42% 35,013 $5.1M Add +0.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.41% 107,219 $5.1M Add +0.5%
VIG Vanguard Dividend Apprec ETF 1.36% 23,886 $4.9M No change
HON Honeywell International Inc. 1.35% 20,751 $4.8M Add +0.2%
CSCO Cisco Systems Inc. 1.34% 69,316 $4.8M Add +0.8%
XOM Exxon Mobil Corp. 1.34% 44,464 $4.8M Add +0.6%
GS Goldman Sachs Group Inc. 1.33% 6,721 $4.8M Add +0.6%
LRCX Lam Research Corp. 1.31% 48,206 $4.7M Add +58.5%
AMAT Applied Materials Inc. 1.16% 22,790 $4.2M Add +1.5%
ORCL Oracle Corp. 1.13% 18,593 $4.1M Add +0.5%
TSLA Tesla Inc. 1.06% 11,917 $3.8M Add +0.2%
V Visa Inc. Class A 1.05% 10,608 $3.8M Add +0.5%
ISRG Intuitive Surgical Inc. 1.03% 6,788 $3.7M Add +0.6%
WM Waste Management Inc. 1.02% 16,043 $3.7M Add +0.5%
ABBV Abbvie Inc. 0.94% 18,098 $3.4M Add +1.1%
INTU Intuit Inc. 0.93% 4,240 $3.3M Add +0.7%
GNRC Generac Holdings Inc. 0.90% 22,539 $3.2M Add +110.0%
AZO AutoZone Inc. 0.89% 857 $3.2M Reduce -33.7%
ADBE Adobe Inc. 0.88% 8,192 $3.2M Add +134.4%
MA Mastercard Inc. Class A 0.83% 5,278 $3.0M Add +0.6%
SCHW Schwab (charles) Corp. 0.82% 32,410 $3.0M Add +0.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.81% 10,378 $2.9M No change
VB Vanguard Most SM-Cap ETF-Usd 0.76% 11,452 $2.7M No change
SCHD Schwab US DVD Equity ETF 0.72% 97,224 $2.6M Reduce -1.1%
TMO Thermo Fisher Scientific Inc. 0.70% 6,209 $2.5M Add +0.6%
PINS Pinterest Inc. Class A 0.70% 70,006 $2.5M New
CART Maplebear Inc. 0.69% 54,881 $2.5M New
PG The Procter & Gamble Co. 0.69% 15,543 $2.5M Reduce -1.3%
ABNB Airbnb Inc. Class A 0.69% 18,662 $2.5M New
DVN Devon Energy Corp. 0.68% 77,180 $2.5M New
WFC Wells Fargo & Co. 0.68% 30,412 $2.4M Add +0.6%
BLK BlackRock Finance Inc. 0.68% 2,309 $2.4M Add +0.6%
SMG Scotts Miracle-Gro Co. 0.67% 36,708 $2.4M Add +58.9%
COST Costco Wholesale Corp. 0.67% 2,436 $2.4M Add +0.5%
JNJ Johnson & Johnson 0.67% 15,645 $2.4M Add +0.6%
HAL Halliburton Co. 0.66% 115,665 $2.4M Add +1.8%
SBUX Starbucks Corp. 0.64% 24,867 $2.3M Add +0.9%
KVUE Kenvue Inc. 0.63% 107,566 $2.3M Add +0.9%
VNQ Vanguard Real Estate ETF 0.62% 24,902 $2.2M No change
UNP Union Pacific Corp. 0.60% 9,438 $2.2M Add +0.6%
COP Conocophillips 0.59% 23,558 $2.1M Add +0.5%
ABT Abbott Laboratories 0.58% 15,289 $2.1M Add +0.7%
TAP Molson Coors Beverage Co. Class B 0.57% 42,337 $2.0M Add +1.6%
CMG Chipotle Mexican Grill Inc. 0.56% 35,703 $2.0M Add +0.7%
CVX Chevron Corp. 0.53% 13,326 $1.9M Add +0.6%
ADI Analog Devices Inc. 0.53% 7,999 $1.9M New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.52% 6,563 $1.9M No change
ZTS Zoetis Inc. 0.51% 11,652 $1.8M Add +0.6%
KO The Coca-Cola Co. 0.49% 24,913 $1.8M Add +1.0%
LLY Eli Lilly & Co. 0.46% 2,138 $1.7M Add +0.8%
UNH Unitedhealth Group Inc. 0.45% 5,123 $1.6M Reduce -36.6%
CRM Salesforce Inc. 0.44% 5,850 $1.6M Add +0.7%
AMD Advanced Micro Devices 0.41% 10,465 $1.5M Add +0.7%
MRK Merck & Co. Inc. 0.34% 15,626 $1.2M Add +0.9%
GILD Gilead Sciences Inc. 0.34% 11,067 $1.2M Add +0.8%
AMGN Amgen Inc. 0.28% 3,629 $1.0M Add +0.8%
QQQ Invesco QQQ Trust Series 1 0.23% 1,508 $832K Reduce -5.0%
YUM Yum! Brands Inc. 0.17% 4,000 $593K No change
SCHB Schwab US Broad Market ETF 0.16% 24,790 $591K Add +0.1%
DGRO iShares Core Dividend Growth 0.15% 8,233 $526K Add +0.0%
VYM Vanguard High DVD Yield ETF 0.14% 3,834 $511K Reduce -2.2%
JLL Jones Lang Lasalle Inc. 0.11% 1,570 $402K No change
BND Vanguard Total Bond Market 0.10% 4,984 $367K Add +6.4%
Royal Caribbean Cruises Ltd. 0.09% 1,066 $334K No change
IGM iShares Expanded Tech Sector 0.08% 2,646 $297K No change
WMT Walmart Inc. 0.08% 2,975 $291K Add +1.9%
PEP Pepsico Inc. 0.07% 1,950 $258K Reduce -83.3%
VOO Vanguard S&P 500 ETF 0.07% 433 $246K No change
MCD McDonald's Corp. 0.06% 799 $233K No change
ADP Automatic Data Processing 0.06% 730 $225K No change
CAT Caterpillar Inc. 0.06% 550 $214K New
HLT Hilton Worldwide Holdings Inc. 0.06% 765 $204K New
USMV iShares MSCI USA Min Vol Fac 0.06% 2,158 $203K Add +0.1%
SLI Standard Lithium Ltd. 0.01% 10,669 $21K New

Portfolio Sells Q1 2025 → Q2 2025
UNH Unitedhealth Group Inc. Reduce -36.6% 0.45% −0.91
ULTA Ulta Beauty Inc. Sold out 0.00% −0.74
AZO AutoZone Inc. Reduce -33.7% 0.89% −0.69
TXN Texas Instruments Inc. Sold out 0.00% −0.63
MMM 3M Co. Sold out 0.00% −0.49
PEP Pepsico Inc. Reduce -83.3% 0.07% −0.49
PG The Procter & Gamble Co. Reduce -1.3% 0.69% −0.17
SCHD Schwab US DVD Equity ETF Reduce -1.1% 0.72% −0.16
YUMC Yum China Holdings Inc. Sold out 0.00% −0.07
VYM Vanguard High DVD Yield ETF Reduce -2.2% 0.14% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -5.0% 0.23% −0.01
DSX Diana Shipping Inc. Sold out 0.00% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.1% 2.08% +0.06
AVGO Broadcom Inc. Reduce -9.3% 5.30% +1.22
NVDA Nvidia Corp. Reduce -6.2% 7.99% +1.28

Portfolio Buys Q1 2025 → Q2 2025
MSFT Microsoft Corp. Add +0.5% 6.63% +0.91
MU Micron Technology Inc. Add +67.4% 1.58% +0.81
PINS Pinterest Inc. Class A New 0.70% +0.70
CART Maplebear Inc. New 0.69% +0.69
ABNB Airbnb Inc. Class A New 0.69% +0.69
DVN Devon Energy Corp. New 0.68% +0.68
LRCX Lam Research Corp. Add +58.5% 1.31% +0.60
ADI Analog Devices Inc. New 0.53% +0.53
GNRC Generac Holdings Inc. Add +110.0% 0.90% +0.46
ADBE Adobe Inc. Add +134.4% 0.88% +0.45
CCL Carnival Corp. Add +1.4% 1.48% +0.32
ORCL Oracle Corp. Add +0.5% 1.13% +0.30
META Meta Platforms Inc. Class A Add +1.1% 2.59% +0.29
SMG Scotts Miracle-Gro Co. Add +58.9% 0.67% +0.27
GS Goldman Sachs Group Inc. Add +0.6% 1.33% +0.16
AMAT Applied Materials Inc. Add +1.5% 1.16% +0.12
INTU Intuit Inc. Add +0.7% 0.93% +0.10
C Citigroup Inc. Add +1.1% 1.93% +0.10
AMD Advanced Micro Devices Add +0.7% 0.41% +0.07
TSLA Tesla Inc. Add +0.2% 1.06% +0.07
JPM JPMorgan Chase & Co. Add +0.1% 2.09% +0.06
CAT Caterpillar Inc. New 0.06% +0.06
HLT Hilton Worldwide Holdings Inc. New 0.06% +0.06
AMZN Amazon.com Inc. Add +0.7% 3.74% +0.04
SCHW Schwab (charles) Corp. Add +0.9% 0.82% +0.02
SLI Standard Lithium Ltd. New 0.01% +0.01
WMT Walmart Inc. Add +1.9% 0.08% −0.00
SCHB Schwab US Broad Market ETF Add +0.1% 0.16% −0.01
BND Vanguard Total Bond Market Add +6.4% 0.10% −0.01
USMV iShares MSCI USA Min Vol Fac Add +0.1% 0.06% −0.01
CMG Chipotle Mexican Grill Inc. Add +0.7% 0.56% −0.01
BAC Bank of America Corp. Add +0.5% 1.41% −0.01
WFC Wells Fargo & Co. Add +0.6% 0.68% −0.02
DGRO iShares Core Dividend Growth Add +0.0% 0.15% −0.02
CSCO Cisco Systems Inc. Add +0.8% 1.34% −0.02
GOOG Alphabet Inc. Class C Add +0.6% 3.61% −0.02
BLK BlackRock Finance Inc. Add +0.6% 0.68% −0.02
ISRG Intuitive Surgical Inc. Add +0.6% 1.03% −0.04
GILD Gilead Sciences Inc. Add +0.8% 0.34% −0.05
CRM Salesforce Inc. Add +0.7% 0.44% −0.05
RTX RTX Corp. Add +0.3% 1.42% −0.06
HON Honeywell International Inc. Add +0.2% 1.35% −0.06
COST Costco Wholesale Corp. Add +0.5% 0.67% −0.06
ABT Abbott Laboratories Add +0.7% 0.58% −0.07
KO The Coca-Cola Co. Add +1.0% 0.49% −0.07
AMGN Amgen Inc. Add +0.8% 0.28% −0.08
MA Mastercard Inc. Class A Add +0.6% 0.83% −0.09
LLY Eli Lilly & Co. Add +0.8% 0.46% −0.10
MRK Merck & Co. Inc. Add +0.9% 0.34% −0.10
ZTS Zoetis Inc. Add +0.6% 0.51% −0.10

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