13F HOLDINGS REPORT
Scott & Selber, Inc.
Quarter ended Q4 2025 · Filed January 9, 2026 · Accession 0001315269-26-000001
Total Value
$398.7M
Positions
93
Other Managers
0
Confidential Omitted
No
Holdings (93)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 172,686 | $32.2M | 8.08% |
| 2 | APPLE INC | AAPL | 109,885 | $29.9M | 7.49% |
| 3 | BROADCOM INC | AVGO | 65,610 | $22.7M | 5.69% |
| 4 | MICROSOFT CORP | MSFT | 45,568 | $22.0M | 5.53% |
| 5 | ALPHABET INC | GOOG | 69,577 | $21.8M | 5.48% |
| 6 | AMAZON COM INC | AMZN | 60,226 | $13.9M | 3.49% |
| 7 | MICRON TECHNOLOGY INC | MU | 43,773 | $12.5M | 3.13% |
| 8 | CITIGROUP INC | C-PR | 77,863 | $9.1M | 2.28% |
| 9 | VANGUARD INDEX FDS | 922908736 | 17,048 | $8.3M | 2.09% |
| 10 | META PLATFORMS INC | META | 12,261 | $8.1M | 2.03% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 24,830 | $8.0M | 2.01% |
| 12 | LAM RESEARCH CORP | LRCX | 45,899 | $7.9M | 1.97% |
| 13 | KINDER MORGAN INC DEL | EP-PC | 255,772 | $7.0M | 1.76% |
| 14 | VANGUARD SPECIALIZED FUNDS | 921908844 | 28,479 | $6.3M | 1.57% |
| 15 | RTX CORPORATION | RTX | 33,222 | $6.1M | 1.53% |
| 16 | WILLIAMS COS INC | 969457100 | 97,169 | $5.8M | 1.46% |
| 17 | BANK AMERICA CORP | 060505104 | 102,340 | $5.6M | 1.41% |
| 18 | GOLDMAN SACHS GROUP INC | GSCE | 6,375 | $5.6M | 1.41% |
| 19 | APPLIED MATLS INC | 038222105 | 21,706 | $5.6M | 1.40% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,083 | $5.6M | 1.40% |
| 21 | CARNIVAL CORP | CUKPF | 181,004 | $5.5M | 1.39% |
| 22 | TESLA INC | TSLA | 11,376 | $5.1M | 1.28% |
| 23 | CISCO SYS INC | CSCO | 66,151 | $5.1M | 1.28% |
| 24 | VANGUARD STAR FDS | 921909768 | 67,232 | $5.1M | 1.27% |
| 25 | HOME DEPOT INC | HD | 14,726 | $5.1M | 1.27% |
| 26 | EXXON MOBIL CORP | XOM | 41,722 | $5.0M | 1.26% |
| 27 | ABBVIE INC | ABBV | 17,146 | $3.9M | 0.98% |
| 28 | HONEYWELL INTL INC | 438516106 | 19,622 | $3.8M | 0.96% |
| 29 | INTUITIVE SURGICAL INC | ISRG | 6,491 | $3.7M | 0.92% |
| 30 | VISA INC | V | 10,102 | $3.5M | 0.89% |
| 31 | GENERAC HLDGS INC | GNRC | 25,393 | $3.5M | 0.87% |
| 32 | ORACLE CORP | ORCL-PD | 17,754 | $3.5M | 0.87% |
| 33 | THERMO FISHER SCIENTIFIC INC | TMO | 5,895 | $3.4M | 0.86% |
| 34 | WASTE MGMT INC DEL | 94106L109 | 15,213 | $3.3M | 0.84% |
| 35 | CHIPOTLE MEXICAN GRILL INC | CMG | 86,885 | $3.2M | 0.81% |
| 36 | HALLIBURTON CO | HAL | 110,482 | $3.1M | 0.78% |
| 37 | SCHWAB CHARLES CORP | SCHW-PJ | 30,912 | $3.1M | 0.77% |
| 38 | JOHNSON & JOHNSON | JNJ | 14,861 | $3.1M | 0.77% |
| 39 | VANGUARD INDEX FDS | 922908751 | 11,858 | $3.1M | 0.77% |
| 40 | ISHARES TR | 46436E718 | 29,950 | $3.0M | 0.75% |
| 41 | VANGUARD INDEX FDS | 922908629 | 10,325 | $3.0M | 0.75% |
| 42 | MASTERCARD INCORPORATED | MA | 5,019 | $2.9M | 0.72% |
| 43 | ZOETIS INC | ZTS | 22,341 | $2.8M | 0.70% |
| 44 | SCHWAB STRATEGIC TR | 808524797 | 100,825 | $2.8M | 0.69% |
| 45 | PINTEREST INC | PINS | 106,468 | $2.8M | 0.69% |
| 46 | AUTOZONE INC | AZO | 811 | $2.8M | 0.69% |
| 47 | WELLS FARGO CO NEW | 949746101 | 28,981 | $2.7M | 0.68% |
| 48 | DEVON ENERGY CORP NEW | 25179M103 | 73,677 | $2.7M | 0.68% |
| 49 | INTUIT | INTU | 4,013 | $2.7M | 0.67% |
| 50 | AIRBNB INC | ABNB | 17,812 | $2.4M | 0.61% |
| 51 | ELI LILLY & CO | LLY | 2,243 | $2.4M | 0.60% |
| 52 | MAPLEBEAR INC | CART | 52,378 | $2.4M | 0.59% |
| 53 | BLACKROCK INC | BLK | 2,177 | $2.3M | 0.58% |
| 54 | VANGUARD INDEX FDS | 922908553 | 26,095 | $2.3M | 0.58% |
| 55 | ADVANCED MICRO DEVICES INC | AMD | 10,007 | $2.1M | 0.54% |
| 56 | PROCTER AND GAMBLE CO | 742718109 | 14,849 | $2.1M | 0.53% |
| 57 | VANGUARD INDEX FDS | 922908637 | 6,675 | $2.1M | 0.53% |
| 58 | CONOCOPHILLIPS | COP | 22,417 | $2.1M | 0.53% |
| 59 | ANALOG DEVICES INC | ADI | 7,634 | $2.1M | 0.52% |
| 60 | SCOTTS MIRACLE-GRO CO | SMG | 34,858 | $2.0M | 0.51% |
| 61 | COSTCO WHSL CORP NEW | 22160K105 | 2,309 | $2.0M | 0.50% |
| 62 | CHEVRON CORP NEW | CVX | 12,874 | $2.0M | 0.49% |
| 63 | ABBOTT LABS | ABLZF | 14,549 | $1.8M | 0.46% |
| 64 | CLOROX CO DEL | CLX | 16,875 | $1.7M | 0.43% |
| 65 | COCA COLA CO | KO | 24,006 | $1.7M | 0.42% |
| 66 | UNITEDHEALTH GROUP INC | UNH | 4,869 | $1.6M | 0.40% |
| 67 | MERCK & CO INC | MRK | 15,186 | $1.6M | 0.40% |
| 68 | SPROUTS FMRS MKT INC | 85208M102 | 18,795 | $1.5M | 0.38% |
| 69 | SALESFORCE INC | CRM | 5,564 | $1.5M | 0.37% |
| 70 | MCCORMICK & CO INC | MKC-V | 20,357 | $1.4M | 0.35% |
| 71 | GILEAD SCIENCES INC | GILD | 10,448 | $1.3M | 0.32% |
| 72 | AMGEN INC | AMGN | 3,437 | $1.1M | 0.28% |
| 73 | INVESCO QQQ TR | IVZ | 1,508 | $926,379 | 0.23% |
| 74 | SCHWAB STRATEGIC TR | 808524102 | 27,447 | $719,944 | 0.18% |
| 75 | VANGUARD WHITEHALL FDS | 921946406 | 4,240 | $608,458 | 0.15% |
| 76 | YUM BRANDS INC | YUM | 4,000 | $605,120 | 0.15% |
| 77 | ISHARES TR | 46434V621 | 8,237 | $571,842 | 0.14% |
| 78 | JONES LANG LASALLE INC | JLL | 1,570 | $528,258 | 0.13% |
| 79 | VANGUARD BD INDEX FDS | 921937835 | 6,390 | $473,336 | 0.12% |
| 80 | VANGUARD INDEX FDS | 922908744 | 2,074 | $396,093 | 0.10% |
| 81 | ISHARES TR | 464287549 | 2,646 | $341,757 | 0.09% |
| 82 | VANGUARD INDEX FDS | 922908363 | 538 | $337,396 | 0.08% |
| 83 | WALMART INC | WMT | 2,975 | $331,445 | 0.08% |
| 84 | CATERPILLAR INC | CAT | 550 | $315,079 | 0.08% |
| 85 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,066 | $297,329 | 0.07% |
| 86 | PEPSICO INC | PEP | 1,950 | $279,929 | 0.07% |
| 87 | MCDONALDS CORP | MCD | 799 | $244,198 | 0.06% |
| 88 | SOLSTICE ADVANCED MATLS INC | 83443Q103 | 4,826 | $234,447 | 0.06% |
| 89 | HILTON WORLDWIDE HLDGS INC | HLT | 765 | $219,746 | 0.06% |
| 90 | AERCAP HOLDINGS NV | AER | 1,458 | $209,602 | 0.05% |
| 91 | BLACKSTONE INC | BX | 1,330 | $205,006 | 0.05% |
| 92 | ISHARES TR | 46429B697 | 2,160 | $203,399 | 0.05% |
| 93 | STANDARD LITHIUM LTD | SLI | 10,669 | $47,690 | 0.01% |