13F HOLDINGS REPORT (Amended)
Scott & Selber, Inc.
Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0001315269-25-000008
Total Value
$392.6M
Positions
94
Other Managers
0
Confidential Omitted
No
Holdings (94)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 179,296 | $33.5M | 8.52% |
| 2 | APPLE INC | AAPL | 113,100 | $28.8M | 7.34% |
| 3 | MICROSOFT CORP | MSFT | 47,136 | $24.4M | 6.22% |
| 4 | BROADCOM INC | AVGO | 67,954 | $22.4M | 5.71% |
| 5 | ALPHABET INC | GOOG | 71,993 | $17.5M | 4.47% |
| 6 | AMAZON COM INC | AMZN | 62,266 | $13.7M | 3.48% |
| 7 | META PLATFORMS INC | META | 12,364 | $9.1M | 2.31% |
| 8 | CITIGROUP INC | C-PR | 80,621 | $8.2M | 2.08% |
| 9 | VANGUARD INDEX FDS | 922908736 | 17,015 | $8.2M | 2.08% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 25,486 | $8.0M | 2.05% |
| 11 | MICRON TECHNOLOGY INC | MU | 45,342 | $7.6M | 1.93% |
| 12 | KINDER MORGAN INC DEL | EP-PC | 265,094 | $7.5M | 1.91% |
| 13 | WILLIAMS COS INC | 969457100 | 100,723 | $6.4M | 1.63% |
| 14 | LAM RESEARCH CORP | LRCX | 47,551 | $6.4M | 1.62% |
| 15 | HOME DEPOT INC | HD | 15,252 | $6.2M | 1.57% |
| 16 | VANGUARD SPECIALIZED FUNDS | 921908844 | 28,452 | $6.1M | 1.56% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,498 | $5.8M | 1.47% |
| 18 | RTX CORPORATION | RTX | 34,368 | $5.8M | 1.46% |
| 19 | BANK AMERICA CORP | 060505104 | 105,809 | $5.5M | 1.39% |
| 20 | CARNIVAL CORP | CUKPF | 187,319 | $5.4M | 1.38% |
| 21 | GOLDMAN SACHS GROUP INC | GSCE | 6,606 | $5.3M | 1.34% |
| 22 | TESLA INC | TSLA | 11,778 | $5.2M | 1.33% |
| 23 | ORACLE CORP | ORCL-PD | 18,368 | $5.2M | 1.32% |
| 24 | VANGUARD STAR FDS | 921909768 | 66,845 | $4.9M | 1.25% |
| 25 | EXXON MOBIL CORP | XOM | 43,151 | $4.9M | 1.24% |
| 26 | CISCO SYS INC | CSCO | 68,644 | $4.7M | 1.20% |
| 27 | APPLIED MATLS INC | 038222105 | 22,478 | $4.6M | 1.17% |
| 28 | HONEYWELL INTL INC | 438516106 | 20,324 | $4.3M | 1.09% |
| 29 | ABBVIE INC | ABBV | 17,878 | $4.1M | 1.05% |
| 30 | GENERAC HLDGS INC | GNRC | 22,257 | $3.7M | 0.95% |
| 31 | AUTOZONE INC | AZO | 841 | $3.6M | 0.92% |
| 32 | VISA INC | V | 10,440 | $3.6M | 0.91% |
| 33 | WASTE MGMT INC DEL | 94106L109 | 15,764 | $3.5M | 0.89% |
| 34 | SCHWAB CHARLES CORP | SCHW-PJ | 32,060 | $3.1M | 0.78% |
| 35 | VANGUARD INDEX FDS | 922908629 | 10,266 | $3.0M | 0.77% |
| 36 | INTUITIVE SURGICAL INC | ISRG | 6,741 | $3.0M | 0.77% |
| 37 | VANGUARD INDEX FDS | 922908751 | 11,790 | $3.0M | 0.76% |
| 38 | THERMO FISHER SCIENTIFIC INC | TMO | 6,114 | $3.0M | 0.76% |
| 39 | MASTERCARD INCORPORATED | MA | 5,189 | $3.0M | 0.75% |
| 40 | ISHARES TR | 46436E718 | 28,709 | $2.9M | 0.74% |
| 41 | JOHNSON & JOHNSON | JNJ | 15,486 | $2.9M | 0.73% |
| 42 | ADOBE INC | ADBE | 8,072 | $2.8M | 0.73% |
| 43 | INTUIT | INTU | 4,155 | $2.8M | 0.72% |
| 44 | SCHWAB STRATEGIC TR | 808524797 | 103,796 | $2.8M | 0.72% |
| 45 | HALLIBURTON CO | HAL | 114,377 | $2.8M | 0.72% |
| 46 | DEVON ENERGY CORP NEW | 25179M103 | 76,276 | $2.7M | 0.68% |
| 47 | BLACKROCK INC | BLK | 2,262 | $2.6M | 0.67% |
| 48 | WELLS FARGO CO NEW | 949746101 | 29,942 | $2.5M | 0.64% |
| 49 | VANGUARD INDEX FDS | 922908553 | 25,945 | $2.4M | 0.60% |
| 50 | PROCTER AND GAMBLE CO | 742718109 | 15,255 | $2.3M | 0.60% |
| 51 | AIRBNB INC | ABNB | 18,425 | $2.2M | 0.57% |
| 52 | PINTEREST INC | PINS | 69,215 | $2.2M | 0.57% |
| 53 | COSTCO WHSL CORP NEW | 22160K105 | 2,390 | $2.2M | 0.56% |
| 54 | UNION PAC CORP | UNP | 9,274 | $2.2M | 0.56% |
| 55 | CONOCOPHILLIPS | COP | 23,173 | $2.2M | 0.56% |
| 56 | CHEVRON CORP NEW | CVX | 13,397 | $2.1M | 0.53% |
| 57 | STARBUCKS CORP | SBUX | 24,559 | $2.1M | 0.53% |
| 58 | SCOTTS MIRACLE-GRO CO | SMG | 36,197 | $2.1M | 0.53% |
| 59 | ABBOTT LABS | ABLZF | 15,136 | $2.0M | 0.52% |
| 60 | VANGUARD INDEX FDS | 922908637 | 6,581 | $2.0M | 0.52% |
| 61 | MAPLEBEAR INC | CART | 54,243 | $2.0M | 0.51% |
| 62 | ANALOG DEVICES INC | ADI | 7,901 | $1.9M | 0.49% |
| 63 | MOLSON COORS BEVERAGE CO | TAP-A | 41,910 | $1.9M | 0.48% |
| 64 | UNITEDHEALTH GROUP INC | UNH | 5,103 | $1.8M | 0.45% |
| 65 | KENVUE INC | KVUE | 106,438 | $1.7M | 0.44% |
| 66 | ZOETIS INC | ZTS | 11,457 | $1.7M | 0.43% |
| 67 | ADVANCED MICRO DEVICES INC | AMD | 10,333 | $1.7M | 0.43% |
| 68 | ELI LILLY & CO | LLY | 2,155 | $1.6M | 0.42% |
| 69 | COCA COLA CO | KO | 24,695 | $1.6M | 0.42% |
| 70 | CHIPOTLE MEXICAN GRILL INC | CMG | 35,009 | $1.4M | 0.35% |
| 71 | SALESFORCE INC | CRM | 5,763 | $1.4M | 0.35% |
| 72 | MERCK & CO INC | MRK | 15,687 | $1.3M | 0.34% |
| 73 | GILEAD SCIENCES INC | GILD | 10,932 | $1.2M | 0.31% |
| 74 | AMGEN INC | AMGN | 3,587 | $1.0M | 0.26% |
| 75 | INVESCO QQQ TR | IVZ | 1,508 | $905,358 | 0.23% |
| 76 | SCHWAB STRATEGIC TR | 808524102 | 27,431 | $705,248 | 0.18% |
| 77 | YUM BRANDS INC | YUM | 4,000 | $608,000 | 0.15% |
| 78 | VANGUARD WHITEHALL FDS | 921946406 | 4,237 | $597,183 | 0.15% |
| 79 | ISHARES TR | 46434V621 | 8,235 | $560,636 | 0.14% |
| 80 | JONES LANG LASALLE INC | JLL | 1,570 | $468,300 | 0.12% |
| 81 | VANGUARD BD INDEX FDS | 921937835 | 5,259 | $391,097 | 0.10% |
| 82 | VANGUARD INDEX FDS | 922908744 | 2,062 | $384,549 | 0.10% |
| 83 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,066 | $344,936 | 0.09% |
| 84 | ISHARES TR | 464287549 | 2,646 | $333,264 | 0.08% |
| 85 | WALMART INC | WMT | 2,975 | $306,604 | 0.08% |
| 86 | PEPSICO INC | PEP | 1,950 | $273,922 | 0.07% |
| 87 | VANGUARD INDEX FDS | 922908363 | 434 | $265,773 | 0.07% |
| 88 | CATERPILLAR INC | CAT | 550 | $262,433 | 0.07% |
| 89 | MCDONALDS CORP | MCD | 799 | $242,808 | 0.06% |
| 90 | BLACKSTONE INC | BX | 1,330 | $227,231 | 0.06% |
| 91 | AUTOMATIC DATA PROCESSING IN | ADP | 730 | $214,255 | 0.05% |
| 92 | ALTRIA GROUP INC | MO | 3,203 | $211,590 | 0.05% |
| 93 | ISHARES TR | 46429B697 | 2,159 | $205,402 | 0.05% |
| 94 | STANDARD LITHIUM LTD | SLI | 10,669 | $35,955 | 0.01% |