§ 13F · FUND PROFILE
Scott & Selber, Inc..
AUM · $474M (13F)Positions · 91Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 44K | $50M | 10.6% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 173K | $35M | 7.3% | ±0% |
| 3 | AAPL | APPLE INC | 110K | $32M | 6.7% | ±0% |
| 4 | AVGO | BROADCOM INC | 65K | $25M | 5.2% | ±0% |
| 5 | GOOG | ALPHABET INC | 69K | $25M | 5.2% | ±0% |
| 6 | LRCX | LAM RESEARCH CORP | 46K | $20M | 4.2% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 45K | $17M | 3.6% | ±0% |
| 8 | AMAT | APPLIED MATLS INC | 22K | $16M | 3.3% | ±0% |
| 9 | AMZN | AMAZON COM INC | 60K | $14M | 3.0% | ±0% |
| 10 | C | CITIGROUP INC | 78K | $11M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCOTT SIGNAL
AC read
Scott & Selber, Inc. is a Other fund managing $474 million in assets. The fund runs a portfolio of 91 positions.
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