Scott & Selber, Inc.

Name: Scott & Selber, Inc. 13F holdings, Q3 2025
Creator: Scott & Selber, Inc.
Published: 2025-10-29

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Scott & Selber, Inc. reported 94 stock positions worth $392.6 million. Its top holding was Nvidia (NVDA) at 8.5% of the portfolio, followed by Apple (AAPL, 7.3%) and Microsoft (MSFT, 6.2%). Compared with Q2 2025, it opened 6 new positions, sold out of 3, added to 16 and reduced 62. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale an exit from BlackRock Finance (BLK).

Most Recent 13F: Q2 2026
Location: HOUSTON, TX
CIK: 0001315269
Portfolio Value: $392.6M (Q3 2025)
SEC Filing: 0001315269-25-000008 ↗ filed Oct 29, 2025

Holdings Value

Holdings 94 stocks · $392.6M


NVDA Nvidia Corp.	8.52%	179,296	$33.5M	Reduce -1.2%
AAPL Apple Inc.	7.34%	113,100	$28.8M	Reduce -1.2%
MSFT Microsoft Corp.	6.22%	47,136	$24.4M	Reduce -1.4%
AVGO Broadcom Inc.	5.71%	67,954	$22.4M	Reduce -1.6%
GOOG Alphabet Inc. Class C	4.47%	71,993	$17.5M	Reduce -1.5%
AMZN Amazon.com Inc.	3.48%	62,266	$13.7M	Add +1.9%
META Meta Platforms Inc. Class A	2.31%	12,364	$9.1M	Reduce -1.7%
C Citigroup Inc.	2.08%	80,621	$8.2M	Reduce -1.1%
VUG Vanguard Mrngstar GR ETF-Sui	2.08%	17,015	$8.2M	Add +0.1%
JPM JPMorgan Chase & Co.	2.05%	25,486	$8.0M	Reduce -1.5%
MU Micron Technology Inc.	1.93%	45,342	$7.6M	Reduce -1.2%
KMI Kinder Morgan Inc.	1.91%	265,094	$7.5M	Reduce -1.0%
WMB Williams Cos Inc.	1.63%	100,723	$6.4M	Reduce -1.4%
LRCX Lam Research Corp.	1.62%	47,551	$6.4M	Reduce -1.4%
HD Home Depot Inc.	1.57%	15,252	$6.2M	Reduce -1.7%
VIG Vanguard Dividend Apprec ETF	1.56%	28,452	$6.1M	Add +19.1%
BRK.B Berkshire Hathaway Inc. Class B	1.47%	11,498	$5.8M	Reduce -1.9%
RTX RTX Corp.	1.46%	34,368	$5.8M	Reduce -1.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP	1.39%	105,809	$5.5M	Reduce -1.3%
CCL Carnival Corp.	1.38%	187,319	$5.4M	Reduce -1.1%
GS Goldman Sachs Group Inc.	1.34%	6,606	$5.3M	Reduce -1.7%
TSLA Tesla Inc.	1.33%	11,778	$5.2M	Reduce -1.2%
ORCL Oracle Corp.	1.32%	18,368	$5.2M	Reduce -1.2%
VXUS Vanguard Total Intl Stock	1.25%	66,845	$4.9M	Reduce -11.5%
XOM Exxon Mobil Corp.	1.24%	43,151	$4.9M	Reduce -3.0%
CSCO Cisco Systems Inc.	1.20%	68,644	$4.7M	Reduce -1.0%
AMAT Applied Materials Inc.	1.17%	22,478	$4.6M	Reduce -1.4%
HON Honeywell International Inc.	1.09%	20,324	$4.3M	Reduce -2.1%
ABBV Abbvie Inc.	1.05%	17,878	$4.1M	Reduce -1.2%
GNRC Generac Holdings Inc.	0.95%	22,257	$3.7M	Reduce -1.3%
AZO AutoZone Inc.	0.92%	841	$3.6M	Reduce -1.9%
V Visa Inc. Class A	0.91%	10,440	$3.6M	Reduce -1.6%
WM Waste Management Inc.	0.89%	15,764	$3.5M	Reduce -1.7%
SCHW Schwab (charles) Corp.	0.78%	32,060	$3.1M	Reduce -1.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.77%	10,266	$3.0M	Reduce -1.1%
ISRG Intuitive Surgical Inc.	0.77%	6,741	$3.0M	Reduce -0.7%
VB Vanguard Most SM-Cap ETF-Usd	0.76%	11,790	$3.0M	Add +3.0%
TMO Thermo Fisher Scientific Inc.	0.76%	6,114	$3.0M	Reduce -1.5%
MA Mastercard Inc. Class A	0.75%	5,189	$3.0M	Reduce -1.7%
SGOV iShares 0-3 Month Treasury B	0.74%	28,709	$2.9M	New
JNJ Johnson & Johnson	0.73%	15,486	$2.9M	Reduce -1.0%
ADBE Adobe Inc.	0.73%	8,072	$2.8M	Reduce -1.5%
INTU Intuit Inc.	0.72%	4,155	$2.8M	Reduce -2.0%
SCHD Schwab US DVD Equity ETF	0.72%	103,796	$2.8M	Add +6.8%
HAL Halliburton Co.	0.72%	114,377	$2.8M	Reduce -1.1%
DVN Devon Energy Corp.	0.68%	76,276	$2.7M	Reduce -1.2%
BLK BlackRock Inc.	0.67%	2,262	$2.6M	New
WFC Wells Fargo & Co.	0.64%	29,942	$2.5M	Reduce -1.6%
VNQ Vanguard Real Estate ETF	0.60%	25,945	$2.4M	Add +4.2%
PG The Procter & Gamble Co.	0.60%	15,255	$2.3M	Reduce -1.9%
ABNB Airbnb Inc. Class A	0.57%	18,425	$2.2M	Reduce -1.3%
PINS Pinterest Inc. Class A	0.57%	69,215	$2.2M	Reduce -1.1%
COST Costco Wholesale Corp.	0.56%	2,390	$2.2M	Reduce -1.9%
UNP Union Pacific Corp.	0.56%	9,274	$2.2M	Reduce -1.7%
COP Conocophillips	0.56%	23,173	$2.2M	Reduce -1.6%
CVX Chevron Corp.	0.53%	13,397	$2.1M	Add +0.5%
SBUX Starbucks Corp.	0.53%	24,559	$2.1M	Reduce -1.2%
SMG Scotts Miracle-Gro Co.	0.53%	36,197	$2.1M	Reduce -1.4%
ABT Abbott Laboratories	0.52%	15,136	$2.0M	Reduce -1.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.52%	6,581	$2.0M	Add +0.3%
CART Maplebear Inc.	0.51%	54,243	$2.0M	Reduce -1.2%
ADI Analog Devices Inc.	0.49%	7,901	$1.9M	Reduce -1.2%
TAP Molson Coors Beverage Co. Class B	0.48%	41,910	$1.9M	Reduce -1.0%
UNH Unitedhealth Group Inc.	0.45%	5,103	$1.8M	Reduce -0.4%
KVUE Kenvue Inc.	0.44%	106,438	$1.7M	Reduce -1.1%
ZTS Zoetis Inc.	0.43%	11,457	$1.7M	Reduce -1.7%
AMD Advanced Micro Devices	0.43%	10,333	$1.7M	Reduce -1.3%
LLY Eli Lilly & Co.	0.42%	2,155	$1.6M	Add +0.8%
KO The Coca-Cola Co.	0.42%	24,695	$1.6M	Reduce -0.9%
CMG Chipotle Mexican Grill Inc.	0.35%	35,009	$1.4M	Reduce -1.9%
CRM Salesforce Inc.	0.35%	5,763	$1.4M	Reduce -1.5%
MRK Merck & Co. Inc.	0.34%	15,687	$1.3M	Add +0.4%
GILD Gilead Sciences Inc.	0.31%	10,932	$1.2M	Reduce -1.2%
AMGN Amgen Inc.	0.26%	3,587	$1.0M	Reduce -1.2%
QQQ Invesco QQQ Trust Series 1	0.23%	1,508	$905K	No change
SCHB Schwab US Broad Market ETF	0.18%	27,431	$705K	Add +10.7%
YUM Yum! Brands Inc.	0.15%	4,000	$608K	No change
VYM Vanguard High DVD Yield ETF	0.15%	4,237	$597K	Add +10.5%
DGRO iShares Core Dividend Growth	0.14%	8,235	$561K	Add +0.0%
JLL Jones Lang Lasalle Inc.	0.12%	1,570	$468K	No change
BND Vanguard Total Bond Market	0.10%	5,259	$391K	Add +5.5%
VTV Vanguard Mrngstr Val ETF-Aui	0.10%	2,062	$385K	New
RCL Royal Caribbean Cruises Ltd.	0.09%	1,066	$345K	New
IGM iShares Expanded Tech Sector	0.08%	2,646	$333K	No change
WMT Walmart Inc.	0.08%	2,975	$307K	No change
PEP Pepsico Inc.	0.07%	1,950	$274K	No change
VOO Vanguard S&P 500 ETF	0.07%	434	$266K	Add +0.2%
CAT Caterpillar Inc.	0.07%	550	$262K	No change
MCD McDonald's Corp.	0.06%	799	$243K	No change
BX Blackstone Inc.	0.06%	1,330	$227K	New
ADP Automatic Data Processing	0.05%	730	$214K	No change
MO Altria Group Inc.	0.05%	3,203	$212K	New
USMV iShares MSCI USA Min Vol Fac	0.05%	2,159	$205K	Add +0.1%
SLI Standard Lithium Ltd.	0.01%	10,669	$36K	No change

Portfolio Sells Q2 2025 → Q3 2025


BLK BlackRock Finance Inc.	Sold out	0.00%	−0.68
MSFT Microsoft Corp.	Reduce -1.4%	6.22%	−0.41
KMI Kinder Morgan Inc.	Reduce -1.0%	1.91%	−0.28
META Meta Platforms Inc. Class A	Reduce -1.7%	2.31%	−0.27
ISRG Intuitive Surgical Inc.	Reduce -0.7%	0.77%	−0.26
HON Honeywell International Inc.	Reduce -2.1%	1.09%	−0.26
CMG Chipotle Mexican Grill Inc.	Reduce -1.9%	0.35%	−0.21
INTU Intuit Inc.	Reduce -2.0%	0.72%	−0.21
VXUS Vanguard Total Intl Stock	Reduce -11.5%	1.25%	−0.20
KVUE Kenvue Inc.	Reduce -1.1%	0.44%	−0.19
CART Maplebear Inc.	Reduce -1.2%	0.51%	−0.18
WMB Williams Cos Inc.	Reduce -1.4%	1.63%	−0.16
ADBE Adobe Inc.	Reduce -1.5%	0.73%	−0.16
SMG Scotts Miracle-Gro Co.	Reduce -1.4%	0.53%	−0.15
CSCO Cisco Systems Inc.	Reduce -1.0%	1.20%	−0.14
V Visa Inc. Class A	Reduce -1.6%	0.91%	−0.14
WM Waste Management Inc.	Reduce -1.7%	0.89%	−0.14
PINS Pinterest Inc. Class A	Reduce -1.1%	0.57%	−0.13
ABNB Airbnb Inc. Class A	Reduce -1.3%	0.57%	−0.12
BRK.B Berkshire Hathaway Inc. Class B	Reduce -1.9%	1.47%	−0.11
COST Costco Wholesale Corp.	Reduce -1.9%	0.56%	−0.11
SBUX Starbucks Corp.	Reduce -1.2%	0.53%	−0.11
CCL Carnival Corp.	Reduce -1.1%	1.38%	−0.11
CRM Salesforce Inc.	Reduce -1.5%	0.35%	−0.10
XOM Exxon Mobil Corp.	Reduce -3.0%	1.24%	−0.10
Royal Caribbean Cruises Ltd.	Sold out	0.00%	−0.09
PG The Procter & Gamble Co.	Reduce -1.9%	0.60%	−0.09
TAP Molson Coors Beverage Co. Class B	Reduce -1.0%	0.48%	−0.08
ZTS Zoetis Inc.	Reduce -1.7%	0.43%	−0.08
MA Mastercard Inc. Class A	Reduce -1.7%	0.75%	−0.07
KO The Coca-Cola Co.	Reduce -0.9%	0.42%	−0.07
ABT Abbott Laboratories	Reduce -1.0%	0.52%	−0.06
HLT Hilton Worldwide Holdings Inc.	Sold out	0.00%	−0.06
UNP Union Pacific Corp.	Reduce -1.7%	0.56%	−0.05
SCHW Schwab (charles) Corp.	Reduce -1.1%	0.78%	−0.04
JPM JPMorgan Chase & Co.	Reduce -1.5%	2.05%	−0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -1.1%	0.77%	−0.04
WFC Wells Fargo & Co.	Reduce -1.6%	0.64%	−0.04
ADI Analog Devices Inc.	Reduce -1.2%	0.49%	−0.04
GILD Gilead Sciences Inc.	Reduce -1.2%	0.31%	−0.03
COP Conocophillips	Reduce -1.6%	0.56%	−0.03
AMGN Amgen Inc.	Reduce -1.2%	0.26%	−0.02
BAC Bank of America Corp.	Reduce -1.3%	1.39%	−0.02
HD Home Depot Inc.	Reduce -1.7%	1.57%	−0.01
DVN Devon Energy Corp.	Reduce -1.2%	0.68%	−0.00
UNH Unitedhealth Group Inc.	Reduce -0.4%	0.45%	+0.00
AMAT Applied Materials Inc.	Reduce -1.4%	1.17%	+0.01
AMD Advanced Micro Devices	Reduce -1.3%	0.43%	+0.01
GS Goldman Sachs Group Inc.	Reduce -1.7%	1.34%	+0.01
AZO AutoZone Inc.	Reduce -1.9%	0.92%	+0.03

Portfolio Buys Q2 2025 → Q3 2025


SGOV iShares 0-3 Month Treasury B	New	0.74%	+0.74
BLK BlackRock Inc.	New	0.67%	+0.67
VIG Vanguard Dividend Apprec ETF	Add +19.1%	1.56%	+0.20
VTV Vanguard Mrngstr Val ETF-Aui	New	0.10%	+0.10
RCL Royal Caribbean Cruises Ltd.	New	0.09%	+0.09
BX Blackstone Inc.	New	0.06%	+0.06
MO Altria Group Inc.	New	0.05%	+0.05
SCHB Schwab US Broad Market ETF	Add +10.7%	0.18%	+0.01
VYM Vanguard High DVD Yield ETF	Add +10.5%	0.15%	+0.01
VB Vanguard Most SM-Cap ETF-Usd	Add +3.0%	0.76%	+0.01
SCHD Schwab US DVD Equity ETF	Add +6.8%	0.72%	+0.00
VUG Vanguard Mrngstar GR ETF-Sui	Add +0.1%	2.08%	+0.00
VOO Vanguard S&P 500 ETF	Add +0.2%	0.07%	−0.00
CVX Chevron Corp.	Add +0.5%	0.53%	−0.00
BND Vanguard Total Bond Market	Add +5.5%	0.10%	−0.00
DGRO iShares Core Dividend Growth	Add +0.0%	0.14%	−0.00
USMV iShares MSCI USA Min Vol Fac	Add +0.1%	0.05%	−0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Add +0.3%	0.52%	−0.01
MRK Merck & Co. Inc.	Add +0.4%	0.34%	−0.01
VNQ Vanguard Real Estate ETF	Add +4.2%	0.60%	−0.01
LLY Eli Lilly & Co.	Add +0.8%	0.42%	−0.05
AMZN Amazon.com Inc.	Add +1.9%	3.48%	−0.26

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	91	$473.7M	MU, NVDA, AAPL, AVGO, GOOG
Q1 2026	91	$387.3M	NVDA, AAPL, AVGO, GOOG, MSFT
Q4 2025	93	$398.7M	NVDA, AAPL, AVGO, MSFT, GOOG
Q3 2025Amended	94	$392.6M	NVDA, AAPL, MSFT, AVGO, GOOG
Q2 2025	91	$358.8M	NVDA, MSFT, AAPL, AVGO, AMZN
Q1 2025	88	$312.3M	AAPL, NVDA, MSFT, AVGO, AMZN
Q4 2024	87	$332.3M	AAPL, NVDA, MSFT, AVGO, GOOG
Q3 2024	89	$322.1M	AAPL, NVDA, MSFT, AVGO, GOOG
Q2 2024	86	$313.5M	NVDA, AAPL, MSFT, GOOG, AVGO
Q1 2024	87	$293.9M	MSFT, AAPL, NVDA, GOOG, AMZN