§ 13F · FUND PROFILE
Scott & Selber, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $358.8B (13F)Positions · 91Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 173K | $32.2T | 8.1% | −4% |
| 2 | AAPL | APPLE INC | 110K | $29.9T | 7.5% | −3% |
| 3 | AVGO | BROADCOM INC | 66K | $22.7T | 5.7% | −3% |
| 4 | MSFT | MICROSOFT CORP | 46K | $22.0T | 5.5% | −3% |
| 5 | GOOG | ALPHABET INC | 70K | $21.8T | 5.5% | −3% |
| 6 | AMZN | AMAZON COM INC | 60K | $13.9T | 3.5% | −3% |
| 7 | MU | MICRON TECHNOLOGY INC | 44K | $12.5T | 3.1% | −3% |
| 8 | C | CITIGROUP INC | 78K | $9.1T | 2.3% | −3% |
| 9 | VUG | VANGUARD INDEX FDS | 17K | $8.3T | 2.1% | ±0% |
| 10 | META | META PLATFORMS INC | 12K | $8.1T | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCOTT SIGNAL
AC read
Scott & Selber, Inc. is a Other fund managing $358.8 trillion in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed