Scott & Selber, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Scott & Selber, Inc. reported 91 stock positions worth $387.3 million. Its top holding was Nvidia (NVDA) at 7.8% of the portfolio, followed by Apple (AAPL, 7.2%) and Broadcom (AVGO, 5.2%). Compared with Q4 2025, it opened 2 new positions, sold out of 4, added to 19 and reduced 59. The biggest buy was Micron Technology (MU, shares +0%) and the biggest sale Microsoft (MSFT, shares −0%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001315269
Portfolio Value
$387.3M (Q1 2026)
SEC Filing
0001315269-26-000002 ↗ filed Apr 16, 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 Q4 2025 Q1 2026: $387.3M $387.3M Q1 2026 Q2 2026: $473.7M Q2 2026

Holdings 91 stocks · $387.3M
NVDA Nvidia Corp. 7.77% 172,626 $30.1M Reduce -0.0%
AAPL Apple Inc. 7.18% 109,619 $27.8M Reduce -0.2%
AVGO Broadcom Inc. 5.24% 65,528 $20.3M Reduce -0.1%
GOOG Alphabet Inc. Class C 5.15% 69,484 $19.9M Reduce -0.1%
MSFT Microsoft Corp. 4.35% 45,511 $16.8M Reduce -0.1%
MU Micron Technology Inc. 3.83% 43,863 $14.8M Add +0.2%
AMZN Amazon.com Inc. 3.23% 60,152 $12.5M Reduce -0.1%
LRCX Lam Research Corp. 2.53% 45,886 $9.8M Reduce -0.0%
C Citigroup Inc. 2.28% 77,773 $8.8M Reduce -0.1%
KMI Kinder Morgan Inc. 2.21% 255,321 $8.6M Reduce -0.2%
AMAT Applied Materials Inc. 1.91% 21,697 $7.4M Reduce -0.0%
VUG Vanguard Mrngstar GR ETF-Sui 1.88% 16,669 $7.3M Reduce -2.2%
JPM JPMorgan Chase & Co. 1.88% 24,705 $7.3M Reduce -0.5%
WMB Williams Cos Inc. 1.82% 96,991 $7.1M Reduce -0.2%
XOM Exxon Mobil Corp. 1.82% 41,578 $7.1M Reduce -0.3%
META Meta Platforms Inc. Class A 1.81% 12,237 $7.0M Reduce -0.2%
RTX RTX Corp. 1.64% 32,920 $6.4M Reduce -0.9%
VIG Vanguard Dividend Apprec ETF 1.51% 27,127 $5.8M Reduce -4.8%
GS Goldman Sachs Group Inc. 1.39% 6,354 $5.4M Reduce -0.3%
VXUS Vanguard Total Intl Stock 1.38% 69,435 $5.4M Add +3.3%
BRK.B Berkshire Hathaway Inc. Class B 1.38% 11,133 $5.3M Add +0.5%
CSCO Cisco Systems Inc. 1.32% 65,794 $5.1M Reduce -0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.28% 101,869 $5.0M Reduce -0.5%
GNRC Generac Holdings Inc. 1.28% 25,379 $5.0M Reduce -0.1%
HD Home Depot Inc. 1.25% 14,672 $4.8M Reduce -0.4%
CCL Carnival Corp. 1.21% 180,615 $4.7M Reduce -0.2%
HON Honeywell International Inc. 1.13% 19,375 $4.4M Reduce -1.3%
HAL Halliburton Co. 1.11% 110,186 $4.3M Reduce -0.3%
TSLA Tesla Inc. 1.10% 11,506 $4.3M Add +1.1%
ABBV Abbvie Inc. 0.96% 17,079 $3.7M Reduce -0.4%
DVN Devon Energy Corp. 0.96% 73,533 $3.7M Reduce -0.2%
JNJ Johnson & Johnson 0.93% 14,670 $3.6M Reduce -1.3%
WM Waste Management Inc. 0.90% 15,094 $3.5M Reduce -0.8%
VB Vanguard Most SM-Cap ETF-Usd 0.83% 12,245 $3.2M Add +3.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.79% 10,662 $3.1M Add +3.3%
V Visa Inc. Class A 0.78% 10,049 $3.0M Reduce -0.5%
SCHD Schwab US DVD Equity ETF 0.77% 96,623 $3.0M Reduce -4.2%
ISRG Intuitive Surgical Inc. 0.76% 6,425 $3.0M Reduce -1.0%
COP Conocophillips 0.76% 22,323 $2.9M Reduce -0.4%
TMO Thermo Fisher Scientific Inc. 0.75% 5,880 $2.9M Reduce -0.3%
SCHW Schwab (charles) Corp. 0.74% 30,573 $2.9M Reduce -1.1%
SGOV iShares 0-3 Month Treasury B 0.73% 28,173 $2.8M Reduce -5.9%
ABNB Airbnb Inc. Class A 0.73% 22,263 $2.8M Add +25.0%
CMG Chipotle Mexican Grill Inc. 0.72% 86,926 $2.8M Add +0.1%
AZO AutoZone Inc. 0.70% 808 $2.7M Reduce -0.4%
CVX Chevron Corp. 0.69% 12,823 $2.7M Reduce -0.4%
ZTS Zoetis Inc. 0.68% 22,348 $2.6M Add +0.0%
ORCL Oracle Corp. 0.67% 17,687 $2.6M Reduce -0.4%
CLX Clorox Company 0.66% 24,839 $2.6M Add +47.2%
MA Mastercard Inc. Class A 0.64% 4,980 $2.5M Reduce -0.8%
ADI Analog Devices Inc. 0.63% 7,632 $2.4M Reduce -0.0%
VNQ Vanguard Real Estate ETF 0.62% 26,948 $2.4M Add +3.3%
WFC Wells Fargo & Co. 0.59% 28,830 $2.3M Reduce -0.5%
COST Costco Wholesale Corp. 0.59% 2,296 $2.3M Reduce -0.6%
PG The Procter & Gamble Co. 0.55% 14,633 $2.1M Reduce -1.4%
SMG Scotts Miracle-Gro Co. 0.54% 34,695 $2.1M Reduce -0.5%
BLK BlackRock Inc. 0.53% 2,149 $2.1M Reduce -1.3%
LLY Eli Lilly & Co. 0.53% 2,234 $2.1M Reduce -0.4%
AMD Advanced Micro Devices 0.53% 9,996 $2.0M Reduce -0.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.52% 6,689 $2.0M Add +0.2%
CART Maplebear Inc. 0.50% 52,030 $1.9M Reduce -0.7%
KO The Coca-Cola Co. 0.47% 23,852 $1.8M Reduce -0.6%
MRK Merck & Co. Inc. 0.46% 14,792 $1.8M Reduce -2.6%
INTU Intuit Inc. 0.44% 3,980 $1.7M Reduce -0.8%
VIK Viking Holdings Ltd. 0.40% 21,296 $1.6M New
ABT Abbott Laboratories 0.38% 14,339 $1.5M Reduce -1.4%
GILD Gilead Sciences Inc. 0.37% 10,414 $1.5M Reduce -0.3%
SFM Sprouts Farmers Market Inc. 0.37% 18,702 $1.4M Reduce -0.5%
UNH Unitedhealth Group Inc. 0.34% 4,854 $1.3M Reduce -0.3%
AMGN Amgen Inc. 0.31% 3,384 $1.2M Reduce -1.5%
MKC McCormick & Co.-Non VTG SHRS 0.27% 20,366 $1.0M Add +0.0%
QQQ Invesco QQQ Trust Series 1 0.22% 1,508 $870K No change
SCHB Schwab US Broad Market ETF 0.18% 27,072 $680K Reduce -1.4%
VYM Vanguard High DVD Yield ETF 0.16% 4,242 $628K Add +0.1%
YUM Yum! Brands Inc. 0.16% 4,000 $622K No change
DGRO iShares Core Dividend Growth 0.15% 8,239 $578K Add +0.0%
BND Vanguard Total Bond Market 0.13% 6,692 $493K Add +4.7%
JLL Jones Lang Lasalle Inc. 0.12% 1,570 $478K No change
WMT Walmart Inc. 0.11% 3,383 $420K Add +13.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 2,070 $406K Reduce -0.2%
CAT Caterpillar Inc. 0.10% 550 $390K No change
VOO Vanguard S&P 500 ETF 0.09% 589 $352K Add +9.5%
IGM iShares Expanded Tech Sector 0.08% 2,646 $314K No change
PEP Pepsico Inc. 0.08% 1,950 $303K No change
RCL Royal Caribbean Cruises Ltd. 0.08% 1,066 $293K No change
MCD McDonald's Corp. 0.06% 799 $248K No change
HLT Hilton Worldwide Holdings Inc. 0.06% 765 $233K No change
MO Altria Group Inc. 0.05% 3,203 $211K New
USMV iShares MSCI USA Min Vol Fac 0.05% 2,161 $200K Add +0.1%
AER Aercap Holdings NV 0.05% 1,458 $200K No change
SLI Standard Lithium Ltd. 0.01% 10,669 $36K No change

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -0.1% 4.35% −1.18
PINS Pinterest Inc. Class A Sold out 0.00% −0.69
AVGO Broadcom Inc. Reduce -0.1% 5.24% −0.46
CRM Salesforce Inc. Sold out 0.00% −0.37
GOOG Alphabet Inc. Class C Reduce -0.1% 5.15% −0.33
AAPL Apple Inc. Reduce -0.2% 7.18% −0.31
NVDA Nvidia Corp. Reduce -0.0% 7.77% −0.30
AMZN Amazon.com Inc. Reduce -0.1% 3.23% −0.25
INTU Intuit Inc. Reduce -0.8% 0.44% −0.22
META Meta Platforms Inc. Class A Reduce -0.2% 1.81% −0.22
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.2% 1.88% −0.21
ORCL Oracle Corp. Reduce -0.4% 0.67% −0.20
CCL Carnival Corp. Reduce -0.2% 1.21% −0.18
ISRG Intuitive Surgical Inc. Reduce -1.0% 0.76% −0.16
JPM JPMorgan Chase & Co. Reduce -0.5% 1.88% −0.13
BAC Bank of America Corp. Reduce -0.5% 1.28% −0.13
TMO Thermo Fisher Scientific Inc. Reduce -0.3% 0.75% −0.11
V Visa Inc. Class A Reduce -0.5% 0.78% −0.10
CART Maplebear Inc. Reduce -0.7% 0.50% −0.09
WFC Wells Fargo & Co. Reduce -0.5% 0.59% −0.08
ABT Abbott Laboratories Reduce -1.4% 0.38% −0.08
MA Mastercard Inc. Class A Reduce -0.8% 0.64% −0.08
LLY Eli Lilly & Co. Reduce -0.4% 0.53% −0.07
UNH Unitedhealth Group Inc. Reduce -0.3% 0.34% −0.06
VIG Vanguard Dividend Apprec ETF Reduce -4.8% 1.51% −0.06
SOLS Solstice Adv Materials Inc. Sold out 0.00% −0.06
BX Blackstone Inc. Sold out 0.00% −0.05
BLK BlackRock Inc. Reduce -1.3% 0.53% −0.05
SCHW Schwab (charles) Corp. Reduce -1.1% 0.74% −0.03
HD Home Depot Inc. Reduce -0.4% 1.25% −0.02
ABBV Abbvie Inc. Reduce -0.4% 0.96% −0.02
SGOV iShares 0-3 Month Treasury B Reduce -5.9% 0.73% −0.02
GS Goldman Sachs Group Inc. Reduce -0.3% 1.39% −0.02
AMD Advanced Micro Devices Reduce -0.1% 0.53% −0.01
SCHB Schwab US Broad Market ETF Reduce -1.4% 0.18% −0.01
SFM Sprouts Farmers Market Inc. Reduce -0.5% 0.37% −0.00
C Citigroup Inc. Reduce -0.1% 2.28% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.2% 0.10% +0.01
PG The Procter & Gamble Co. Reduce -1.4% 0.55% +0.01
AZO AutoZone Inc. Reduce -0.4% 0.70% +0.01
AMGN Amgen Inc. Reduce -1.5% 0.31% +0.03
SMG Scotts Miracle-Gro Co. Reduce -0.5% 0.54% +0.03
CSCO Cisco Systems Inc. Reduce -0.5% 1.32% +0.04
KO The Coca-Cola Co. Reduce -0.6% 0.47% +0.05
GILD Gilead Sciences Inc. Reduce -0.3% 0.37% +0.05
WM Waste Management Inc. Reduce -0.8% 0.90% +0.06
MRK Merck & Co. Inc. Reduce -2.6% 0.46% +0.06
SCHD Schwab US DVD Equity ETF Reduce -4.2% 0.77% +0.07
COST Costco Wholesale Corp. Reduce -0.6% 0.59% +0.09
ADI Analog Devices Inc. Reduce -0.0% 0.63% +0.11

Portfolio Buys Q4 2025 → Q1 2026
MU Micron Technology Inc. Add +0.2% 3.83% +0.69
VIK Viking Holdings Ltd. New 0.40% +0.40
CLX Clorox Company Add +47.2% 0.66% +0.24
ABNB Airbnb Inc. Class A Add +25.0% 0.73% +0.12
VXUS Vanguard Total Intl Stock Add +3.3% 1.38% +0.11
VB Vanguard Most SM-Cap ETF-Usd Add +3.3% 0.83% +0.06
MO Altria Group Inc. New 0.05% +0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +3.3% 0.79% +0.04
VNQ Vanguard Real Estate ETF Add +3.3% 0.62% +0.04
WMT Walmart Inc. Add +13.7% 0.11% +0.03
VYM Vanguard High DVD Yield ETF Add +0.1% 0.16% +0.01
BND Vanguard Total Bond Market Add +4.7% 0.13% +0.01
VOO Vanguard S&P 500 ETF Add +9.5% 0.09% +0.01
DGRO iShares Core Dividend Growth Add +0.0% 0.15% +0.01
USMV iShares MSCI USA Min Vol Fac Add +0.1% 0.05% +0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.2% 0.52% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 1.38% −0.02
ZTS Zoetis Inc. Add +0.0% 0.68% −0.02
MKC McCormick & Co.-Non VTG SHRS Add +0.0% 0.27% −0.08
CMG Chipotle Mexican Grill Inc. Add +0.1% 0.72% −0.09
TSLA Tesla Inc. Add +1.1% 1.10% −0.18

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