2026 Q1 Portfolio Activity
In 2026 Q1, Scott & Selber, Inc. maintained a portfolio of 95 distinct positions. The most significant new addition was VIKING HOLDINGS LTD, now representing 0.40% of the total fund value. They heavily accumulated shares in CLOROX CO DEL, increasing the position by 47.2%. Conversely, Scott & Selber, Inc. completely exited their position in PINTEREST INC.
Position History
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Total Positions
95
Quarter
2026 Q1
Top Holding
NVDA (7.8%)
Top 10 Concentration
43.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 95
Scott & Selber, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 7.77% | 8.08% |
#1
Prev: #1
|
5.6 |
—
|
-60 | -0.0% |
P
S
|
172,626 | $30,106,016 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AAPL
APPLE INC
|
Technology | 7.18% | 7.49% |
#2
Prev: #2
|
4.9 |
—
|
-266 | -0.2% |
P
S
|
109,619 | $27,820,313 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AVGO
BROADCOM INC
|
Technology | 5.24% | 5.69% |
#3
Prev: #3
|
3.6 |
—
|
-82 | -0.1% |
P
S
|
65,528 | $20,281,431 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 5.15% | 5.48% |
#4
1
Prev: #5
|
3.1 |
—
|
-93 | -0.1% |
P
S
|
69,484 | $19,932,315 | 2005 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.35% | 5.53% |
#5
1
Prev: #4
|
2.7 |
—
|
-57 | -0.1% |
P
S
|
45,511 | $16,846,890 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 3.83% | 3.13% |
#6
1
Prev: #7
|
2.0 |
—
|
90 | 0.2% |
P
S
|
43,863 | $14,818,567 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.23% | 3.49% |
#7
1
Prev: #6
|
1.8 |
—
|
-74 | -0.1% |
P
S
|
60,152 | $12,527,857 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.53% | 1.97% |
#8
4
Prev: #12
|
1.5 |
—
|
-13 | -0.0% |
P
S
|
45,886 | $9,804,002 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
C
CITIGROUP INC
|
Financial Services | 2.28% | 2.28% |
#9
1
Prev: #8
|
1.4 |
—
|
-90 | -0.1% |
P
S
|
77,773 | $8,820,203 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
KMI
KINDER MORGAN I...
|
Energy | 2.21% | 1.76% |
#10
3
Prev: #13
|
1.4 |
—
|
-451 | -0.2% |
P
S
|
255,321 | $8,560,921 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.91% | 1.40% |
#11
8
Prev: #19
|
1.3 |
—
|
-9 | -0.0% |
P
S
|
21,697 | $7,415,880 | 2005 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.88% | 2.09% |
#12
3
Prev: #9
|
1.3 |
—
|
-379 | -2.2% |
P
S
|
16,669 | $7,280,772 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.88% | 2.01% |
#13
2
Prev: #11
|
1.3 |
—
|
-125 | -0.5% |
P
S
|
24,705 | $7,267,149 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 1.82% | 1.46% |
#14
2
Prev: #16
|
1.2 |
—
|
-178 | -0.2% |
P
S
|
96,991 | $7,059,016 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.82% | 1.26% |
#15
11
Prev: #26
|
1.2 |
—
|
-144 | -0.3% |
P
S
|
41,578 | $7,054,120 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.81% | 2.03% |
#16
6
Prev: #10
|
1.2 |
—
|
-24 | -0.2% |
P
S
|
12,237 | $7,001,344 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.64% | 1.53% |
#17
2
Prev: #15
|
1.2 |
—
|
-302 | -0.9% |
P
S
|
32,920 | $6,350,205 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.51% | 1.57% |
#18
4
Prev: #14
|
1.1 |
—
|
-1,352 | -4.7% |
P
S
|
27,127 | $5,833,967 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.39% | 1.41% |
#19
1
Prev: #18
|
1.1 |
—
|
-21 | -0.3% |
P
S
|
6,354 | $5,375,277 | 2006 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.38% | 1.27% |
#20
4
Prev: #24
|
1.1 |
—
|
2,203 | 3.3% |
P
S
|
69,435 | $5,354,133 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.38% | 1.40% |
#21
1
Prev: #20
|
1.1 |
—
|
50 | 0.5% |
P
S
|
11,133 | $5,334,934 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
CSCO
CISCO SYS INC
|
Technology | 1.32% | 1.28% |
#22
1
Prev: #23
|
1.0 |
—
|
-357 | -0.5% |
P
S
|
65,794 | $5,104,945 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.28% | 1.41% |
#23
6
Prev: #17
|
1.0 |
—
|
-471 | -0.5% |
P
S
|
101,869 | $4,966,105 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 1.28% | 0.87% |
#24
7
Prev: #31
|
1.0 |
—
|
-14 | -0.1% |
P
S
|
25,379 | $4,957,280 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.25% | 1.27% |
#25
Prev: #25
|
1.0 |
—
|
-54 | -0.4% |
P
S
|
14,672 | $4,825,314 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
CCL
CARNIVAL CORP
|
Consumer Cyclical | 1.21% | 1.39% |
#26
5
Prev: #21
|
1.0 |
—
|
-389 | -0.2% |
P
S
|
180,615 | $4,674,317 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 1.13% | 0.96% |
#27
1
Prev: #28
|
1.0 |
—
|
-247 | -1.3% |
P
S
|
19,375 | $4,379,247 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
HAL
HALLIBURTON CO
|
Energy | 1.11% | 0.78% |
#28
8
Prev: #36
|
0.9 |
—
|
-296 | -0.3% |
P
S
|
110,186 | $4,296,166 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.10% | 1.28% |
#29
7
Prev: #22
|
0.9 |
—
|
130 | 1.1% |
P
S
|
11,506 | $4,277,356 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.96% | 0.98% |
#30
3
Prev: #27
|
0.9 |
—
|
-67 | -0.4% |
P
S
|
17,079 | $3,714,509 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
DVN
DEVON ENERGY CO...
|
Energy | 0.96% | 0.68% |
#31
17
Prev: #48
|
0.9 |
—
|
-144 | -0.2% |
P
S
|
73,533 | $3,700,181 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.93% | 0.77% |
#32
6
Prev: #38
|
0.9 |
—
|
-191 | -1.3% |
P
S
|
14,670 | $3,585,898 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.90% | 0.84% |
#33
1
Prev: #34
|
0.9 |
—
|
-119 | -0.8% |
P
S
|
15,094 | $3,468,556 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.83% | 0.77% |
#34
5
Prev: #39
|
0.8 |
—
|
387 | 3.3% |
P
S
|
12,245 | $3,207,210 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.79% | 0.75% |
#35
6
Prev: #41
|
0.8 |
—
|
337 | 3.3% |
P
S
|
10,662 | $3,061,913 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
V
VISA INC
|
Financial Services | 0.78% | 0.89% |
#36
6
Prev: #30
|
0.8 |
—
|
-53 | -0.5% |
P
S
|
10,049 | $3,037,350 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.77% | 0.69% |
#37
7
Prev: #44
|
0.8 |
—
|
-4,202 | -4.2% |
P
S
|
96,623 | $2,964,392 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.76% | 0.92% |
#38
9
Prev: #29
|
0.8 |
—
|
-66 | -1.0% |
P
S
|
6,425 | $2,961,861 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.76% | 0.53% |
#39
19
Prev: #58
|
0.8 |
—
|
-94 | -0.4% |
P
S
|
22,323 | $2,946,601 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.75% | 0.86% |
#40
7
Prev: #33
|
0.8 |
—
|
-15 | -0.3% |
P
S
|
5,880 | $2,890,251 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.74% | 0.77% |
#41
4
Prev: #37
|
0.8 |
—
|
-339 | -1.1% |
P
S
|
30,573 | $2,873,280 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.73% | 0.75% |
#42
2
Prev: #40
|
0.8 |
—
|
-1,777 | -5.9% |
P
S
|
28,173 | $2,835,941 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 0.73% | 0.61% |
#43
7
Prev: #50
|
2.8 |
—
|
4,451 | 25.0% |
P
S
|
22,263 | $2,811,372 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 0.72% | 0.81% |
#44
9
Prev: #35
|
0.8 |
—
|
41 | 0.0% |
P
S
|
86,926 | $2,782,501 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AZO
AUTOZONE INC
|
Consumer Cyclical | 0.70% | 0.69% |
#45
1
Prev: #46
|
0.8 |
—
|
-3 | -0.4% |
P
S
|
808 | $2,729,246 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.68% | 0.49% |
#46
16
Prev: #62
|
0.8 |
—
|
-51 | -0.4% |
P
S
|
12,823 | $2,652,987 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 0.68% | 0.70% |
#47
4
Prev: #43
|
0.8 |
—
|
7 | 0.0% |
P
S
|
22,348 | $2,641,793 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.67% | 0.87% |
#48
16
Prev: #32
|
0.8 |
—
|
-67 | -0.4% |
P
S
|
17,687 | $2,601,892 | 2005 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
CLX
CLOROX CO DEL
|
Consumer Defensive | 0.66% | 0.43% |
#49
15
Prev: #64
|
2.8 |
—
|
7,964 | 47.2% |
P
S
|
24,839 | $2,574,066 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.64% | 0.72% |
#50
8
Prev: #42
|
0.8 |
—
|
-39 | -0.8% |
P
S
|
4,980 | $2,488,440 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 |
Showing 1-50 of 95 holdings