Scott & Selber, Inc. reported 73 positions worth $430.95M for the quarter ended Sep 30, 2026, up 0.2% on the prior quarter. It opened 3 new positions, added to 16, trimmed 43 and exited 3. Its largest holding is Micron Technology Inc at 10.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DASH DoorDash, Inc. | +13.1K | – | $2.40M | 0.558% |
| DECK Deckers Outdoor Corp | +27.8K | – | $2.17M | 0.505% |
| KLAC Kla Corp | +9,196 | – | $1.79M | 0.416% |
| VIK Viking Holdings Ltd | +9,735 | +45.7% | $762.54K | 0.564% |
| META Meta Platforms, Inc. | +44 | +0.4% | $31.91K | 2.07% |
| CCL Carnival Corp Ltd. | +639 | +0.4% | $15.68K | 1.03% |
| ABBV AbbVie Inc. | +48 | +0.3% | $12.56K | 1.04% |
| GNRC Generac Holdings Inc. | +57 | +0.2% | $11.80K | 1.22% |
| AMAT Applied Materials Inc | +16 | +0.1% | $8.18K | 2.58% |
| MU Micron Technology Inc | +7 | +0.0% | $7.46K | 10.79% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SMG Scotts Miracle-Gro Co | -34.6K | -100.0% | $2.36M | Exited |
| MCD Mcdonalds Corp | -799 | -100.0% | $215.98K | Exited |
| H Hyatt Hotels Corp | -1,045 | -100.0% | $202.56K | Exited |
| TSLA Tesla, Inc. | -139 | -1.2% | $49.32K | 0.936% |
| AAPL Apple Inc. | -120 | -0.1% | $39.96K | 8.46% |
| PG PROCTER & GAMBLE Co | -215 | -1.5% | $31.24K | 0.485% |
| SFM Sprouts Farmers Market, Inc. | -467 | -2.5% | $30.99K | 0.279% |
| AMZN Amazon Com Inc | -123 | -0.2% | $30.65K | 3.47% |
| GOOG Alphabet Inc. | -89 | -0.1% | $30.33K | 5.48% |
| AVGO Broadcom Inc. | -82 | -0.1% | $28.80K | 5.32% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MU Micron Technology Inc | Technology | 43.7K | $46.50M | 10.79% | +7 | +0.0% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 172.5K | $39.39M | 9.14% | -80 | 0.0% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 109.5K | $36.46M | 8.46% | -120 | -0.1% | Reduced | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 69.4K | $23.64M | 5.48% | -89 | -0.1% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 45.4K | $23.29M | 5.4% | -49 | -0.1% | Reduced | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 65.3K | $22.94M | 5.32% | -82 | -0.1% | Reduced | 0% |
| 7 | LRCX Lam Research Corp | Technology | 45.9K | $15.07M | 3.5% | +7 | +0.0% | Added | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 60.0K | $14.95M | 3.47% | -123 | -0.2% | Reduced | 0% |
| 9 | AMAT Applied Materials Inc | Technology | 21.7K | $11.10M | 2.58% | +16 | +0.1% | Added | 0% |
| 10 | C Citigroup Inc | Others | 77.7K | $10.06M | 2.34% | -23 | 0.0% | Reduced | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 12.3K | $8.90M | 2.07% | +44 | +0.4% | Added | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 24.7K | $8.16M | 1.89% | -38 | -0.2% | Reduced | 0% |
| 13 | KMI Kinder Morgan, Inc. | Energy | 255.2K | $7.69M | 1.79% | -60 | 0.0% | Reduced | 0.01% |
| 14 | CSCO Cisco Systems, Inc. | Technology | 65.8K | $7.08M | 1.64% | -16 | 0.0% | Reduced | 0% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 41.5K | $6.76M | 1.57% | -37 | -0.1% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Scott & Selber.
As of its Q3 2026 13F filing, Scott & Selber, Inc.’s five largest positions were Micron Technology Inc (MU) at 10.8%, Nvidia Corp (NVDA) at 9.1%, Apple Inc. (AAPL) at 8.5%, Alphabet Inc. (GOOG) at 5.5%, Microsoft Corp (MSFT) at 5.4% of the reported portfolio.
Scott & Selber, Inc. reported a 13F portfolio worth $430.95M across 73 positions for Q3 2026. That is up 0.2% from the previous quarter.
Its largest purchases by value were DoorDash, Inc. ($2.40M), Deckers Outdoor Corp ($2.17M), Kla Corp ($1.79M). It opened 3 new positions.
Its largest sales by value were Scotts Miracle-Gro Co ($2.36M), Mcdonalds Corp ($215.98K), Hyatt Hotels Corp ($202.56K). It exited 3 positions entirely.
From the Form 13F-HR reports Scott & Selber, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.