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.
Scott & Selber, Inc. (CIK 1315269) reported $387.3M across 91 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($30.1M, 7.77%), AAPL ($27.8M, 7.18%), AVGO ($20.3M, 5.24%), GOOG ($19.9M, 5.15%), MSFT ($16.8M, 4.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $30.1M | 7.77% | 172,626 | Trimmed |
| 2 | AAPL | APPLE INC | $27.8M | 7.18% | 109,619 | Trimmed |
| 3 | AVGO | BROADCOM INC | $20.3M | 5.24% | 65,528 | Trimmed |
| 4 | GOOG | ALPHABET INC | $19.9M | 5.15% | 69,484 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $16.8M | 4.35% | 45,511 | Trimmed |
| 6 | MU | MICRON TECHNOLOGY INC | $14.8M | 3.83% | 43,863 | Added |
| 7 | AMZN | AMAZON COM INC | $12.5M | 3.23% | 60,152 | Trimmed |
| 8 | LRCX | LAM RESEARCH CORP | $9.8M | 2.53% | 45,886 | Trimmed |
| 9 | C | CITIGROUP INC | $8.8M | 2.28% | 77,773 | Trimmed |
| 10 | KMI | KINDER MORGAN INC DEL | $8.6M | 2.21% | 255,321 | Trimmed |
| 11 | AMAT | APPLIED MATLS INC | $7.4M | 1.91% | 21,697 | Trimmed |
| 12 | VUG | VANGUARD INDEX FDS | $7.3M | 1.88% | 16,669 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $7.3M | 1.88% | 24,705 | Trimmed |
| 14 | WMB | WILLIAMS COS INC | $7.1M | 1.82% | 96,991 | Trimmed |
| 15 | XOM | EXXON MOBIL CORP | $7.1M | 1.82% | 41,578 | Trimmed |
| 16 | META | META PLATFORMS INC | $7.0M | 1.81% | 12,237 | Trimmed |
| 17 | RTX | RTX CORPORATION | $6.4M | 1.64% | 32,920 | Trimmed |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $5.8M | 1.51% | 27,127 | Trimmed |
| 19 | GS | GOLDMAN SACHS GROUP INC | $5.4M | 1.39% | 6,354 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.3M | 1.38% | 11,133 | Added |
| 21 | VXUS | VANGUARD STAR FDS | $5.4M | 1.38% | 69,435 | Added |
| 22 | CSCO | CISCO SYS INC | $5.1M | 1.32% | 65,794 | Trimmed |
| 23 | GNRC | GENERAC HLDGS INC | $5.0M | 1.28% | 25,379 | Trimmed |
| 24 | BAC | BANK AMERICA CORP | $5.0M | 1.28% | 101,869 | Trimmed |
| 25 | HD | HOME DEPOT INC | $4.8M | 1.25% | 14,672 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31