13F HOLDINGS REPORT
Scott & Selber, Inc.
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001315269-25-000006
Total Value
$407.7M
Positions
95
Other Managers
0
Confidential Omitted
No
Holdings (95)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 179,163 | $34.3M | 8.42% |
| 2 | APPLE INC | AAPL | 112,997 | $30.4M | 7.45% |
| 3 | MICROSOFT CORP | MSFT | 47,134 | $25.1M | 6.15% |
| 4 | BROADCOM INC | AVGO | 67,876 | $24.6M | 6.03% |
| 5 | ALPHABET INC | GOOG | 71,966 | $19.4M | 4.77% |
| 6 | AMAZON COM INC | AMZN | 62,243 | $14.1M | 3.47% |
| 7 | MICRON TECHNOLOGY INC | MU | 45,326 | $10.0M | 2.45% |
| 8 | META PLATFORMS INC | META | 12,359 | $9.3M | 2.28% |
| 9 | VANGUARD INDEX FDS | 922908736 | 17,032 | $8.5M | 2.08% |
| 10 | CITIGROUP INC | C-PR | 80,584 | $8.1M | 2.00% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 25,475 | $7.7M | 1.90% |
| 12 | LAM RESEARCH CORP | LRCX | 47,533 | $7.5M | 1.83% |
| 13 | KINDER MORGAN INC DEL | EP-PC | 264,973 | $6.9M | 1.70% |
| 14 | VANGUARD SPECIALIZED FUNDS | 921908844 | 28,515 | $6.3M | 1.54% |
| 15 | RTX CORPORATION | RTX | 34,353 | $6.2M | 1.51% |
| 16 | HOME DEPOT INC | HD | 15,244 | $5.9M | 1.44% |
| 17 | WILLIAMS COS INC | 969457100 | 100,677 | $5.8M | 1.42% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,493 | $5.6M | 1.38% |
| 19 | BANK AMERICA CORP | 060505104 | 105,763 | $5.6M | 1.38% |
| 20 | CARNIVAL CORP | CUKPF | 187,234 | $5.5M | 1.35% |
| 21 | TESLA INC | TSLA | 11,774 | $5.3M | 1.31% |
| 22 | GOLDMAN SACHS GROUP INC | GSCE | 6,603 | $5.2M | 1.28% |
| 23 | APPLIED MATLS INC | 038222105 | 22,470 | $5.2M | 1.28% |
| 24 | ORACLE CORP | ORCL-PD | 18,363 | $5.2M | 1.27% |
| 25 | VANGUARD STAR FDS | 921909768 | 66,845 | $5.0M | 1.24% |
| 26 | EXXON MOBIL CORP | XOM | 43,132 | $5.0M | 1.23% |
| 27 | CISCO SYS INC | CSCO | 68,614 | $4.9M | 1.20% |
| 28 | HONEYWELL INTL INC | 438516106 | 20,312 | $4.4M | 1.07% |
| 29 | GENERAC HLDGS INC | GNRC | 22,249 | $4.2M | 1.04% |
| 30 | ABBVIE INC | ABBV | 17,870 | $4.1M | 1.00% |
| 31 | INTUITIVE SURGICAL INC | ISRG | 6,738 | $3.7M | 0.91% |
| 32 | VISA INC | V | 10,434 | $3.6M | 0.89% |
| 33 | THERMO FISHER SCIENTIFIC INC | TMO | 6,112 | $3.4M | 0.85% |
| 34 | WASTE MGMT INC DEL | 94106L109 | 15,755 | $3.4M | 0.83% |
| 35 | AUTOZONE INC | AZO | 841 | $3.2M | 0.79% |
| 36 | VANGUARD INDEX FDS | 922908751 | 11,790 | $3.1M | 0.75% |
| 37 | HALLIBURTON CO | HAL | 114,334 | $3.1M | 0.75% |
| 38 | VANGUARD INDEX FDS | 922908629 | 10,266 | $3.0M | 0.75% |
| 39 | SCHWAB CHARLES CORP | SCHW-PJ | 32,045 | $3.0M | 0.75% |
| 40 | MASTERCARD INCORPORATED | MA | 5,187 | $3.0M | 0.73% |
| 41 | JOHNSON & JOHNSON | JNJ | 15,479 | $2.9M | 0.72% |
| 42 | ISHARES TR | 46436E718 | 29,112 | $2.9M | 0.72% |
| 43 | ADOBE INC | ADBE | 8,069 | $2.9M | 0.71% |
| 44 | INTUIT | INTU | 4,153 | $2.8M | 0.70% |
| 45 | SCHWAB STRATEGIC TR | 808524797 | 100,618 | $2.7M | 0.67% |
| 46 | ADVANCED MICRO DEVICES INC | AMD | 10,331 | $2.7M | 0.66% |
| 47 | WELLS FARGO CO NEW | 949746101 | 29,929 | $2.6M | 0.64% |
| 48 | BLACKROCK INC | BLK | 2,261 | $2.6M | 0.63% |
| 49 | DEVON ENERGY CORP NEW | 25179M103 | 76,247 | $2.5M | 0.62% |
| 50 | PINTEREST INC | PINS | 69,189 | $2.4M | 0.60% |
| 51 | VANGUARD INDEX FDS | 922908553 | 25,945 | $2.4M | 0.59% |
| 52 | AIRBNB INC | ABNB | 18,418 | $2.4M | 0.58% |
| 53 | PROCTER AND GAMBLE CO | 742718109 | 15,248 | $2.3M | 0.57% |
| 54 | COSTCO WHSL CORP NEW | 22160K105 | 2,389 | $2.2M | 0.54% |
| 55 | STARBUCKS CORP | SBUX | 24,551 | $2.1M | 0.53% |
| 56 | VANGUARD INDEX FDS | 922908637 | 6,661 | $2.1M | 0.52% |
| 57 | MAPLEBEAR INC | CART | 54,222 | $2.1M | 0.51% |
| 58 | CHEVRON CORP NEW | CVX | 13,391 | $2.1M | 0.51% |
| 59 | CONOCOPHILLIPS | COP | 23,161 | $2.1M | 0.50% |
| 60 | UNION PAC CORP | UNP | 9,270 | $2.0M | 0.50% |
| 61 | SCOTTS MIRACLE-GRO CO | SMG | 36,184 | $2.0M | 0.49% |
| 62 | ABBOTT LABS | ABLZF | 15,129 | $1.9M | 0.47% |
| 63 | ANALOG DEVICES INC | ADI | 7,898 | $1.9M | 0.47% |
| 64 | MOLSON COORS BEVERAGE CO | TAP-A | 41,893 | $1.9M | 0.47% |
| 65 | UNITEDHEALTH GROUP INC | UNH | 5,101 | $1.9M | 0.46% |
| 66 | ELI LILLY & CO | LLY | 2,154 | $1.8M | 0.44% |
| 67 | COCA COLA CO | KO | 24,687 | $1.7M | 0.42% |
| 68 | ZOETIS INC | ZTS | 11,450 | $1.7M | 0.41% |
| 69 | KENVUE INC | KVUE | 106,406 | $1.6M | 0.39% |
| 70 | SALESFORCE INC | CRM | 5,760 | $1.5M | 0.36% |
| 71 | CHIPOTLE MEXICAN GRILL INC | CMG | 34,996 | $1.4M | 0.35% |
| 72 | MERCK & CO INC | MRK | 15,684 | $1.4M | 0.34% |
| 73 | GILEAD SCIENCES INC | GILD | 10,926 | $1.3M | 0.32% |
| 74 | AMGEN INC | AMGN | 3,585 | $1.0M | 0.26% |
| 75 | INVESCO QQQ TR | IVZ | 1,508 | $947,160 | 0.23% |
| 76 | SCHWAB STRATEGIC TR | 808524102 | 27,431 | $725,272 | 0.18% |
| 77 | VANGUARD WHITEHALL FDS | 921946406 | 4,237 | $603,369 | 0.15% |
| 78 | YUM BRANDS INC | YUM | 4,000 | $571,920 | 0.14% |
| 79 | ISHARES TR | 46434V621 | 8,235 | $569,612 | 0.14% |
| 80 | JONES LANG LASALLE INC | JLL | 1,570 | $495,665 | 0.12% |
| 81 | VANGUARD BD INDEX FDS | 921937835 | 5,260 | $394,791 | 0.10% |
| 82 | VANGUARD INDEX FDS | 922908744 | 2,068 | $390,339 | 0.10% |
| 83 | ISHARES TR | 464287549 | 2,646 | $353,506 | 0.09% |
| 84 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,066 | $341,397 | 0.08% |
| 85 | WALMART INC | WMT | 2,975 | $310,798 | 0.08% |
| 86 | PEPSICO INC | PEP | 1,950 | $297,698 | 0.07% |
| 87 | CATERPILLAR INC | CAT | 550 | $289,889 | 0.07% |
| 88 | VANGUARD INDEX FDS | 922908363 | 434 | $273,420 | 0.07% |
| 89 | MCDONALDS CORP | MCD | 799 | $247,690 | 0.06% |
| 90 | ISHARES TR | 46429B697 | 2,159 | $204,949 | 0.05% |
| 91 | AUTOMATIC DATA PROCESSING IN | ADP | 730 | $204,787 | 0.05% |
| 92 | BLACKSTONE INC | BX | 1,330 | $204,621 | 0.05% |
| 93 | ALTRIA GROUP INC | MO | 3,203 | $204,159 | 0.05% |
| 94 | HILTON WORLDWIDE HLDGS INC | HLT | 765 | $203,658 | 0.05% |
| 95 | STANDARD LITHIUM LTD | SLI | 10,669 | $41,822 | 0.01% |