Scott & Selber, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Scott & Selber, Inc. reported 93 stock positions worth $398.7 million. Its top holding was Nvidia (NVDA) at 8.1% of the portfolio, followed by Apple (AAPL, 7.5%) and Broadcom (AVGO, 5.7%). Compared with Q3 2025, it opened 5 new positions, sold out of 7, added to 20 and reduced 57. The biggest buy was Chipotle Mexican Grill (CMG, shares +148%) and the biggest sale an exit from Adobe (ADBE).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001315269
Portfolio Value
$398.7M (Q4 2025)
SEC Filing
0001315269-26-000001 ↗ filed Jan 9, 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 $398.7M Q4 2025 Q1 2026: $387.3M Q1 2026 Q2 2026: $473.7M Q2 2026

Holdings 93 stocks · $398.7M
NVDA Nvidia Corp. 8.08% 172,686 $32.2M Reduce -3.7%
AAPL Apple Inc. 7.49% 109,885 $29.9M Reduce -2.8%
AVGO Broadcom Inc. 5.69% 65,610 $22.7M Reduce -3.5%
MSFT Microsoft Corp. 5.53% 45,568 $22.0M Reduce -3.3%
GOOG Alphabet Inc. Class C 5.48% 69,577 $21.8M Reduce -3.4%
AMZN Amazon.com Inc. 3.49% 60,226 $13.9M Reduce -3.3%
MU Micron Technology Inc. 3.13% 43,773 $12.5M Reduce -3.5%
C Citigroup Inc. 2.28% 77,863 $9.1M Reduce -3.4%
VUG Vanguard Mrngstar GR ETF-Sui 2.09% 17,048 $8.3M Add +0.2%
META Meta Platforms Inc. Class A 2.03% 12,261 $8.1M Reduce -0.8%
JPM JPMorgan Chase & Co. 2.01% 24,830 $8.0M Reduce -2.6%
LRCX Lam Research Corp. 1.97% 45,899 $7.9M Reduce -3.5%
KMI Kinder Morgan Inc. 1.76% 255,772 $7.0M Reduce -3.5%
VIG Vanguard Dividend Apprec ETF 1.57% 28,479 $6.3M Add +0.1%
RTX RTX Corp. 1.53% 33,222 $6.1M Reduce -3.3%
WMB Williams Cos Inc. 1.46% 97,169 $5.8M Reduce -3.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.41% 102,340 $5.6M Reduce -3.3%
GS Goldman Sachs Group Inc. 1.41% 6,375 $5.6M Reduce -3.5%
AMAT Applied Materials Inc. 1.40% 21,706 $5.6M Reduce -3.4%
BRK.B Berkshire Hathaway Inc. Class B 1.40% 11,083 $5.6M Reduce -3.6%
CCL Carnival Corp. 1.39% 181,004 $5.5M Reduce -3.4%
TSLA Tesla Inc. 1.28% 11,376 $5.1M Reduce -3.4%
CSCO Cisco Systems Inc. 1.28% 66,151 $5.1M Reduce -3.6%
VXUS Vanguard Total Intl Stock 1.27% 67,232 $5.1M Add +0.6%
HD Home Depot Inc. 1.27% 14,726 $5.1M Reduce -3.5%
XOM Exxon Mobil Corp. 1.26% 41,722 $5.0M Reduce -3.3%
ABBV Abbvie Inc. 0.98% 17,146 $3.9M Reduce -4.1%
HON Honeywell International Inc. 0.96% 19,622 $3.8M Reduce -3.5%
ISRG Intuitive Surgical Inc. 0.92% 6,491 $3.7M Reduce -3.7%
V Visa Inc. Class A 0.89% 10,102 $3.5M Reduce -3.2%
GNRC Generac Holdings Inc. 0.87% 25,393 $3.5M Add +14.1%
ORCL Oracle Corp. 0.87% 17,754 $3.5M Reduce -3.3%
TMO Thermo Fisher Scientific Inc. 0.86% 5,895 $3.4M Reduce -3.6%
WM Waste Management Inc. 0.84% 15,213 $3.3M Reduce -3.5%
CMG Chipotle Mexican Grill Inc. 0.81% 86,885 $3.2M Add +148.2%
HAL Halliburton Co. 0.78% 110,482 $3.1M Reduce -3.4%
SCHW Schwab (charles) Corp. 0.77% 30,912 $3.1M Reduce -3.6%
JNJ Johnson & Johnson 0.77% 14,861 $3.1M Reduce -4.0%
VB Vanguard Most SM-Cap ETF-Usd 0.77% 11,858 $3.1M Add +0.6%
SGOV iShares 0-3 Month Treasury B 0.75% 29,950 $3.0M Add +4.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.75% 10,325 $3.0M Add +0.6%
MA Mastercard Inc. Class A 0.72% 5,019 $2.9M Reduce -3.3%
ZTS Zoetis Inc. 0.70% 22,341 $2.8M Add +95.0%
SCHD Schwab US DVD Equity ETF 0.69% 100,825 $2.8M Reduce -2.9%
PINS Pinterest Inc. Class A 0.69% 106,468 $2.8M Add +53.8%
AZO AutoZone Inc. 0.69% 811 $2.8M Reduce -3.6%
WFC Wells Fargo & Co. 0.68% 28,981 $2.7M Reduce -3.2%
DVN Devon Energy Corp. 0.68% 73,677 $2.7M Reduce -3.4%
INTU Intuit Inc. 0.67% 4,013 $2.7M Reduce -3.4%
ABNB Airbnb Inc. Class A 0.61% 17,812 $2.4M Reduce -3.3%
LLY Eli Lilly & Co. 0.60% 2,243 $2.4M Add +4.1%
CART Maplebear Inc. 0.59% 52,378 $2.4M Reduce -3.4%
BLK BlackRock Inc. 0.58% 2,177 $2.3M Reduce -3.8%
VNQ Vanguard Real Estate ETF 0.58% 26,095 $2.3M Add +0.6%
AMD Advanced Micro Devices 0.54% 10,007 $2.1M Reduce -3.1%
PG The Procter & Gamble Co. 0.53% 14,849 $2.1M Reduce -2.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.53% 6,675 $2.1M Add +1.4%
COP Conocophillips 0.53% 22,417 $2.1M Reduce -3.3%
ADI Analog Devices Inc. 0.52% 7,634 $2.1M Reduce -3.4%
SMG Scotts Miracle-Gro Co. 0.51% 34,858 $2.0M Reduce -3.7%
COST Costco Wholesale Corp. 0.50% 2,309 $2.0M Reduce -3.4%
CVX Chevron Corp. 0.49% 12,874 $2.0M Reduce -3.9%
ABT Abbott Laboratories 0.46% 14,549 $1.8M Reduce -3.9%
CLX Clorox Company 0.43% 16,875 $1.7M New
KO The Coca-Cola Co. 0.42% 24,006 $1.7M Reduce -2.8%
UNH Unitedhealth Group Inc. 0.40% 4,869 $1.6M Reduce -4.6%
MRK Merck & Co. Inc. 0.40% 15,186 $1.6M Reduce -3.2%
SFM Sprouts Farmers Market Inc. 0.38% 18,795 $1.5M New
CRM Salesforce Inc. 0.37% 5,564 $1.5M Reduce -3.5%
MKC McCormick & Co.-Non VTG SHRS 0.35% 20,357 $1.4M New
GILD Gilead Sciences Inc. 0.32% 10,448 $1.3M Reduce -4.4%
AMGN Amgen Inc. 0.28% 3,437 $1.1M Reduce -4.2%
QQQ Invesco QQQ Trust Series 1 0.23% 1,508 $926K No change
SCHB Schwab US Broad Market ETF 0.18% 27,447 $720K Add +0.1%
VYM Vanguard High DVD Yield ETF 0.15% 4,240 $608K Add +0.1%
YUM Yum! Brands Inc. 0.15% 4,000 $605K No change
DGRO iShares Core Dividend Growth 0.14% 8,237 $572K Add +0.0%
JLL Jones Lang Lasalle Inc. 0.13% 1,570 $528K No change
BND Vanguard Total Bond Market 0.12% 6,390 $473K Add +21.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 2,074 $396K Add +0.6%
IGM iShares Expanded Tech Sector 0.09% 2,646 $342K No change
VOO Vanguard S&P 500 ETF 0.08% 538 $337K Add +24.0%
WMT Walmart Inc. 0.08% 2,975 $331K No change
CAT Caterpillar Inc. 0.08% 550 $315K No change
RCL Royal Caribbean Cruises Ltd. 0.07% 1,066 $297K No change
PEP Pepsico Inc. 0.07% 1,950 $280K No change
MCD McDonald's Corp. 0.06% 799 $244K No change
SOLS Solstice Adv Materials Inc. 0.06% 4,826 $234K Reduce -5.0%
HLT Hilton Worldwide Holdings Inc. 0.06% 765 $220K New
AER Aercap Holdings NV 0.05% 1,458 $210K New
BX Blackstone Inc. 0.05% 1,330 $205K No change
USMV iShares MSCI USA Min Vol Fac 0.05% 2,160 $203K Add +0.1%
SLI Standard Lithium Ltd. 0.01% 10,669 $48K No change

Portfolio Sells Q3 2025 → Q4 2025
ADBE Adobe Inc. Sold out 0.00% −0.73
MSFT Microsoft Corp. Reduce -3.3% 5.53% −0.69
UNP Union Pacific Corp. Sold out 0.00% −0.56
SBUX Starbucks Corp. Sold out 0.00% −0.53
TAP Molson Coors Beverage Co. Class B Sold out 0.00% −0.48
ORCL Oracle Corp. Reduce -3.3% 0.87% −0.45
NVDA Nvidia Corp. Reduce -3.7% 8.08% −0.44
KVUE Kenvue Inc. Sold out 0.00% −0.44
HD Home Depot Inc. Reduce -3.5% 1.27% −0.30
META Meta Platforms Inc. Class A Reduce -0.8% 2.03% −0.28
AZO AutoZone Inc. Reduce -3.6% 0.69% −0.23
WMB Williams Cos Inc. Reduce -3.5% 1.46% −0.16
KMI Kinder Morgan Inc. Reduce -3.5% 1.76% −0.15
HON Honeywell International Inc. Reduce -3.5% 0.96% −0.13
BLK BlackRock Inc. Reduce -3.8% 0.58% −0.09
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.6% 1.40% −0.08
ABBV Abbvie Inc. Reduce -4.1% 0.98% −0.07
COST Costco Wholesale Corp. Reduce -3.4% 0.50% −0.06
PG The Procter & Gamble Co. Reduce -2.7% 0.53% −0.06
ABT Abbott Laboratories Reduce -3.9% 0.46% −0.06
INTU Intuit Inc. Reduce -3.4% 0.67% −0.06
ADP Automatic Data Processing Sold out 0.00% −0.05
MO Altria Group Inc. Sold out 0.00% −0.05
TSLA Tesla Inc. Reduce -3.4% 1.28% −0.05
WM Waste Management Inc. Reduce -3.5% 0.84% −0.05
UNH Unitedhealth Group Inc. Reduce -4.6% 0.40% −0.05
JPM JPMorgan Chase & Co. Reduce -2.6% 2.01% −0.04
CVX Chevron Corp. Reduce -3.9% 0.49% −0.04
MA Mastercard Inc. Class A Reduce -3.3% 0.72% −0.03
COP Conocophillips Reduce -3.3% 0.53% −0.03
SCHD Schwab US DVD Equity ETF Reduce -2.9% 0.69% −0.03
V Visa Inc. Class A Reduce -3.2% 0.89% −0.02
AVGO Broadcom Inc. Reduce -3.5% 5.69% −0.02
SMG Scotts Miracle-Gro Co. Reduce -3.7% 0.51% −0.01
SCHW Schwab (charles) Corp. Reduce -3.6% 0.77% −0.01
DVN Devon Energy Corp. Reduce -3.4% 0.68% −0.00
SOLS Solstice Adv Materials Inc. Reduce -5.0% 0.06% −0.00
KO The Coca-Cola Co. Reduce -2.8% 0.42% +0.00
AMZN Amazon.com Inc. Reduce -3.3% 3.49% +0.00
CCL Carnival Corp. Reduce -3.4% 1.39% +0.01
GILD Gilead Sciences Inc. Reduce -4.4% 0.32% +0.01
XOM Exxon Mobil Corp. Reduce -3.3% 1.26% +0.02
BAC Bank of America Corp. Reduce -3.3% 1.41% +0.02
CRM Salesforce Inc. Reduce -3.5% 0.37% +0.02
AMGN Amgen Inc. Reduce -4.2% 0.28% +0.02
ADI Analog Devices Inc. Reduce -3.4% 0.52% +0.02
ABNB Airbnb Inc. Class A Reduce -3.3% 0.61% +0.04
WFC Wells Fargo & Co. Reduce -3.2% 0.68% +0.04
JNJ Johnson & Johnson Reduce -4.0% 0.77% +0.04
RTX RTX Corp. Reduce -3.3% 1.53% +0.06

Portfolio Buys Q3 2025 → Q4 2025
CMG Chipotle Mexican Grill Inc. Add +148.2% 0.81% +0.46
CLX Clorox Company New 0.43% +0.43
SFM Sprouts Farmers Market Inc. New 0.38% +0.38
MKC McCormick & Co.-Non VTG SHRS New 0.35% +0.35
ZTS Zoetis Inc. Add +95.0% 0.70% +0.28
LLY Eli Lilly & Co. Add +4.1% 0.60% +0.19
PINS Pinterest Inc. Class A Add +53.8% 0.69% +0.12
HLT Hilton Worldwide Holdings Inc. New 0.06% +0.06
AER Aercap Holdings NV New 0.05% +0.05
VXUS Vanguard Total Intl Stock Add +0.6% 1.27% +0.02
BND Vanguard Total Bond Market Add +21.5% 0.12% +0.02
SGOV iShares 0-3 Month Treasury B Add +4.3% 0.75% +0.02
VOO Vanguard S&P 500 ETF Add +24.0% 0.08% +0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +1.4% 0.53% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +0.2% 2.09% +0.01
VIG Vanguard Dividend Apprec ETF Add +0.1% 1.57% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +0.6% 0.77% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +0.6% 0.10% +0.00
SCHB Schwab US Broad Market ETF Add +0.1% 0.18% +0.00
DGRO iShares Core Dividend Growth Add +0.0% 0.14% +0.00
VYM Vanguard High DVD Yield ETF Add +0.1% 0.15% +0.00
USMV iShares MSCI USA Min Vol Fac Add +0.1% 0.05% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.6% 0.75% −0.02
VNQ Vanguard Real Estate ETF Add +0.6% 0.58% −0.03
GNRC Generac Holdings Inc. Add +14.1% 0.87% −0.08

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