§ 13F · FUND PROFILE
Scott & Selber, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $800M (13F)Positions · 189Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 173K | $30M | 7.8% | ±0% |
| 2 | AAPL | APPLE INC | 110K | $28M | 7.2% | ±0% |
| 3 | AVGO | BROADCOM INC | 66K | $20M | 5.2% | ±0% |
| 4 | GOOG | ALPHABET INC | 69K | $20M | 5.1% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 46K | $17M | 4.3% | ±0% |
| 6 | MU | MICRON TECHNOLOGY INC | 44K | $15M | 3.8% | ±0% |
| 7 | AMZN | AMAZON COM INC | 60K | $13M | 3.2% | ±0% |
| 8 | LRCX | LAM RESEARCH CORP | 46K | $10M | 2.5% | ±0% |
| 9 | C | CITIGROUP INC | 78K | $9M | 2.3% | ±0% |
| 10 | KMI | KINDER MORGAN INC DEL | 255K | $9M | 2.2% | ±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 $800 million in assets. The fund runs a portfolio of 189 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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