AI Portfolio Summary
In 2025 Q4, Scott & Selber, Inc. maintained a portfolio of 100 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 0.1%. Conversely, Scott & Selber, Inc. completely exited their position in ADOBE INC.
Total Positions
100
Quarter
2025 Q4
Top Holding
NVDA (8.1%)
Top 10 Concentration
45.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 100
| 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 | 8.08% | 8.42% |
#1
Prev: #1
|
3.2 | -6,477 | -3.6% |
P
S
|
172,686 | $32,205,984 | 2008 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 7.49% | 7.45% |
#2
Prev: #2
|
3.0 | -3,112 | -2.8% |
P
S
|
109,885 | $29,873,324 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 5.69% | 6.03% |
#3
1
Prev: #4
|
2.3 | -2,266 | -3.3% |
P
S
|
65,610 | $22,707,533 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.53% | 6.15% |
#4
1
Prev: #3
|
2.2 | -1,566 | -3.3% |
P
S
|
45,568 | $22,037,454 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 5.48% | 4.77% |
#5
Prev: #5
|
2.2 | -2,389 | -3.3% |
P
S
|
69,577 | $21,833,341 | 2005 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.49% | 3.47% |
#6
Prev: #6
|
1.4 | -2,017 | -3.2% |
P
S
|
60,226 | $13,901,365 | 2010 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MU
MICRON TECHNOLO...
|
Technology | 3.13% | 2.45% |
#7
Prev: #7
|
1.3 | -1,553 | -3.4% |
P
S
|
43,773 | $12,493,137 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
C
CITIGROUP INC
|
Financial Services | 2.28% | 2.00% |
#8
2
Prev: #10
|
0.9 | -2,721 | -3.4% |
P
S
|
77,863 | $9,085,878 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.09% | 2.08% |
#9
Prev: #9
|
2.8 | 16 | 0.1% |
P
S
|
17,048 | $8,317,056 | 2012 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.03% | 2.28% |
#10
2
Prev: #8
|
0.8 | -98 | -0.8% |
P
S
|
12,261 | $8,093,530 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.01% | 1.90% |
#11
Prev: #11
|
0.8 | -645 | -2.5% |
P
S
|
24,830 | $8,000,827 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.97% | 1.83% |
#12
Prev: #12
|
0.8 | -1,634 | -3.4% |
P
S
|
45,899 | $7,856,932 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KMI
KINDER MORGAN I...
|
Energy | 1.76% | 1.70% |
#13
Prev: #13
|
0.7 | -9,201 | -3.5% |
P
S
|
255,772 | $7,031,178 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.57% | 1.54% |
#14
Prev: #14
|
0.6 | -36 | -0.1% |
P
S
|
28,479 | $6,259,175 | 2012 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.53% | 1.51% |
#15
Prev: #15
|
0.6 | -1,131 | -3.3% |
P
S
|
33,222 | $6,092,928 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 1.46% | 1.42% |
#16
1
Prev: #17
|
0.6 | -3,508 | -3.5% |
P
S
|
97,169 | $5,840,846 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.41% | 1.38% |
#17
2
Prev: #19
|
0.6 | -3,423 | -3.2% |
P
S
|
102,340 | $5,628,682 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.41% | 1.28% |
#18
4
Prev: #22
|
0.6 | -228 | -3.5% |
P
S
|
6,375 | $5,603,311 | 2006 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.40% | 1.28% |
#19
4
Prev: #23
|
0.6 | -764 | -3.4% |
P
S
|
21,706 | $5,578,230 | 2005 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.40% | 1.38% |
#20
2
Prev: #18
|
0.6 | -410 | -3.6% |
P
S
|
11,083 | $5,570,870 | 2015 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CCL
CARNIVAL CORP
|
Consumer Cyclical | 1.39% | 1.35% |
#21
1
Prev: #20
|
0.6 | -6,230 | -3.3% |
P
S
|
181,004 | $5,527,862 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.28% | 1.31% |
#22
1
Prev: #21
|
0.5 | -398 | -3.4% |
P
S
|
11,376 | $5,116,015 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSCO
CISCO SYS INC
|
Technology | 1.28% | 1.20% |
#23
4
Prev: #27
|
0.5 | -2,463 | -3.6% |
P
S
|
66,151 | $5,095,599 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.27% | 1.24% |
#24
1
Prev: #25
|
2.5 | 387 | 0.6% |
P
S
|
67,232 | $5,071,982 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.27% | 1.44% |
#25
9
Prev: #16
|
0.5 | -518 | -3.4% |
P
S
|
14,726 | $5,067,198 | 2010 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADBE
ADOBE INC
|
Technology | 0.00% | 0.71% |
Sold All 😨
(Was: #43) |
0.3 | -8,069 | -100.0% |
CLOSED
|
— | $— | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 0.00% | 0.53% |
Sold All 😨
(Was: #55) |
0.3 | -24,551 | -100.0% |
CLOSED
|
— | $— | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.00% | 0.50% |
Sold All 😨
(Was: #60) |
0.3 | -9,270 | -100.0% |
CLOSED
|
— | $— | 2010 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TAP
MOLSON COORS BE...
|
Consumer Defensive | 0.00% | 0.47% |
Sold All 😨
(Was: #64) |
0.3 | -41,893 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KVUE
KENVUE INC
|
Consumer Defensive | 0.00% | 0.39% |
Sold All 😨
(Was: #69) |
0.3 | -106,406 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.00% | 0.05% |
Sold All 😨
(Was: #91) |
0.3 | -730 | -100.0% |
CLOSED
|
— | $— | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.00% | 0.05% |
Sold All 😨
(Was: #93) |
0.3 | -3,203 | -100.0% |
CLOSED
|
— | $— | 2006 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 100 holdings