Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BENNETT SELBY INVESTMENTS LP (CIK 1840740) reported $284.7M across 81 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($41.6M, 14.60%), AAPL ($38.1M, 13.39%), META ($20.3M, 7.13%), V ($18.3M, 6.44%), BKNG ($17.2M, 6.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $41.6M | 14.60% | 144,879 | Added |
| 2 | AAPL | APPLE INC | $38.1M | 13.39% | 150,174 | Added |
| 3 | META | META PLATFORMS INC | $20.3M | 7.13% | 35,473 | Added |
| 4 | V | VISA INC | $18.3M | 6.44% | 60,627 | Added |
| 5 | BKNG | BOOKING HOLDINGS INC | $17.2M | 6.05% | 4,092 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.8M | 4.16% | 24,694 | Added |
| 7 | MA | MASTERCARD INCORPORATED | $10.2M | 3.58% | 20,374 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $9.5M | 3.35% | 54,681 | Added |
| 9 | AMZN | AMAZON COM INC | $7.7M | 2.70% | 36,859 | Added |
| 10 | UBER | UBER TECHNOLOGIES INC | $7.2M | 2.53% | 100,236 | Added |
| 11 | MSFT | MICROSOFT CORP | $7.1M | 2.49% | 19,165 | Added |
| 12 | MMC | MARSH & MCLENNAN COS INC | $6.6M | 2.33% | 38,292 | Added |
| 13 | FND | FLOOR & DECOR HLDGS INC | $6.2M | 2.18% | 122,194 | Added |
| 14 | NFLX | NETFLIX INC. | $5.9M | 2.07% | 61,158 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $4.5M | 1.57% | 6,888 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $4.5M | 1.56% | 18,215 | Added |
| 17 | DPZ | DOMINOS PIZZA INC | $4.3M | 1.50% | 11,867 | Trimmed |
| 18 | GGG | GRACO INC | $3.0M | 1.07% | 35,915 | Added |
| 19 | SBUX | STARBUCKS CORP | $2.9M | 1.01% | 32,094 | Trimmed |
| 20 | WFC | WELLS FARGO & CO | $2.6M | 0.93% | 33,186 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $2.6M | 0.91% | 8,761 | Hold |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $2.4M | 0.83% | 2,383 | Trimmed |
| 23 | TREX | TREX INC | $2.2M | 0.78% | 61,224 | Trimmed |
| 24 | LLY | ELI LILLY & CO | $2.2M | 0.78% | 2,416 | Added |
| 25 | NKE | NIKE INC | $2.2M | 0.77% | 41,637 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31