Scott & Selber, Inc. holds a focused book of 91 reported positions worth $473.7M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Carnival Corp Ltd and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 11% of the reported non-option book. Cloning the disclosed picks since 2025 would be +37% (+21.7%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +40.8%, a 3.8-point gap that is the cost of the ~8-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Scott & Selber, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
+3 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Scott & Selber, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 10 / 80 | $241.3M |
| Emerald Advisors, LLC | 40 / 80 | $676.8M |
| Ardent Capital Management, Inc. | 17 / 80 | $199.6M |
| Independent Investors Inc | 27 / 80 | $427.8M |
| Hoey Investments, Inc | 62 / 80 | $631.8M |
| 9823 Capital, L.P. | 8 / 80 | $120.7M |
| Outlook Capital Management, LLC | 16 / 80 | $250.1M |
| Conway Capital Management, Inc. | 15 / 80 | $178.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Scott & Selber, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc COM | $50.4M | 43.7K | 10.6% | ▼−0.5% Reduced · −212 sh | |
| 2 | Nvidia Corporation COM | $34.5M | 172.6K | 7.3% | ▼~0% Reduced · −62 sh | |
| 3 | Apple Inc COM | $31.7M | 109.6K | 6.7% | ▼~0% Reduced · −30 sh | |
| 4 | Broadcom Inc COM | $24.7M | 65.4K | 5.2% | ▼−0.2% Reduced · −134 sh | |
| 5 | Alphabet Inc CAP STK CL C | $24.5M | 69.5K | 5.2% | ▼~0% Reduced · −24 sh | |
| 6 | Lam Research Corp COM NEW | $19.9M | 45.9K | 4.2% | ▼~0% Reduced · −19 sh | |
| 7 | Microsoft Corp COM | $17.0M | 45.5K | 3.6% | ▼−0.1% Reduced · −56 sh | |
| 8 | Applied Matls Inc COM | $15.7M | 21.7K | 3.3% | ▼~0% Reduced · −10 sh | |
| 9 | Amazon Com Inc COM | $14.3M | 60.1K | 3.0% | ▼~0% Reduced · −20 sh | |
| 10 | Citigroup Inc COM NEW | $10.9M | 77.7K | 2.3% | ▼~0% Reduced · −26 sh | |
| 11 | Vanguard Index FDS GROWTH ETF | $8.6M | 100.1K | 1.8% | ▲+501% Added · +83K sh | |
| 12 | Kinder Morgan Inc Del COM | $8.2M | 255.2K | 1.7% | ▼~0% Reduced · −77 sh | |
| 13 | JPMorgan Chase & Co COM | $8.1M | 24.7K | 1.7% | ▼~0% Reduced · −7 sh | |
| 14 | Cisco Sys Inc COM | $7.7M | 65.8K | 1.6% | ▼~0% Reduced · −23 sh | |
| 15 | Generac Hldgs Inc COM | $7.4M | 25.3K | 1.6% | ▼−0.1% Reduced · −30 sh | |
| 16 | Williams Cos Inc COM | $7.2M | 97.0K | 1.5% | ▼~0% Reduced · −30 sh | |
| 17 | Meta Platforms Inc CL A | $6.9M | 12.2K | 1.5% | ▼~0% Reduced · −4 sh | |
| 18 | Goldman Sachs Group Inc COM | $6.4M | 6.3K | 1.4% | ▼−0.1% Reduced · −4 sh | |
| 19 | RTX Corporation COM | $6.2M | 32.9K | 1.3% | ▼~0% Reduced · −11 sh | |
| 20 | Vanguard Specialized Funds DIV APP ETF | $6.1M | 25.8K | 1.3% | ▼−5.0% Reduced · −1K sh | |
| 21 | Vanguard Star FDS VG TL INTL STK F | $5.9M | 69.4K | 1.3% | —Held | |
| 22 | Advanced Micro Devices Inc COM | $5.8M | 10.0K | 1.2% | ▼−0.1% Reduced · −5 sh | |
| 23 | Bank Of Amer Corp COM | $5.8M | 101.8K | 1.2% | ▼−0.1% Reduced · −101 sh | |
| 24 | Exxon Mobil Corp COM | $5.7M | 41.6K | 1.2% | ▼~0% Reduced · −12 sh | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $5.6M | 11.1K | 1.2% | ▼−0.1% Reduced · −10 sh | |
| 26 | Home Depot Inc COM | $5.2M | 14.7K | 1.1% | ▼~0% Reduced · −5 sh | |
| 27 | Carnival Corp Ltd COMMON SHARES | $5.2M | 180.6K | 1.1% | ▲New New position | |
| 28 | Tesla Inc COM | $4.8M | 11.5K | 1.0% | ▼~0% Reduced · −3 sh | |
| 29 | Abbvie Inc COM | $4.3M | 17.1K | 0.9% | ▼~0% Reduced · −3 sh | |
| 30 | Halliburton Co COM | $3.7M | 110.1K | 0.8% | ▼~0% Reduced · −39 sh | |
| 31 | Johnson & Johnson COM | $3.7M | 14.7K | 0.8% | ▲~0% Added · +1 sh | |
| 32 | Vanguard Index FDS SMALL CP ETF | $3.7M | 12.2K | 0.8% | —Held | |
| 33 | Visa Inc COM CL A | $3.4M | 10.0K | 0.7% | ▼−0.3% Reduced · −29 sh | |
| 34 | Vanguard Index FDS MID CAP ETF | $3.4M | 42.6K | 0.7% | ▲+300% Added · +32K sh | |
| 35 | Waste Mgmt Inc Del COM | $3.4M | 15.1K | 0.7% | ▼~0% Reduced · −4 sh | |
| 36 | Airbnb Inc COM CL A | $3.2M | 22.3K | 0.7% | ▼~0% Reduced · −10 sh | |
| 37 | Devon Energy Corp New COM | $3.0M | 73.5K | 0.6% | ▼~0% Reduced · −26 sh | |
| 38 | Schwab Strategic TR US DIVIDEND EQ | $3.0M | 95.6K | 0.6% | ▼−1.0% Reduced · −1K sh | |
| 39 | Analog Devices Inc COM | $3.0M | 7.6K | 0.6% | ▼−0.1% Reduced · −4 sh | |
| 40 | Chipotle Mexican Grill Inc COM | $3.0M | 86.9K | 0.6% | ▼~0% Reduced · −35 sh | |
| 41 | Thermo Fisher Scientific Inc COM | $2.9M | 5.9K | 0.6% | ▼−0.1% Reduced · −7 sh | |
| 42 | Schwab Charles Corp COM | $2.8M | 30.6K | 0.6% | ▼~0% Reduced · −11 sh | |
| 43 | Ishares TR 0-3 MTH TREASURY | $2.7M | 27.3K | 0.6% | ▼−3.3% Reduced · −916 sh | |
| 44 | Eli Lilly & Co COM | $2.7M | 2.2K | 0.6% | ▼−0.4% Reduced · −10 sh | |
| 45 | Vanguard Index FDS REAL ESTATE ETF | $2.6M | 26.9K | 0.5% | —Held | |
| 46 | Oracle Corp COM | $2.6M | 17.7K | 0.5% | ▼~0% Reduced · −5 sh | |
| 47 | Autozone Inc COM | $2.6M | 805 | 0.5% | ▼−0.4% Reduced · −3 sh | |
| 48 | Mastercard Incorporated CL A | $2.6M | 5.0K | 0.5% | ▼−0.1% Reduced · −7 sh | |
| 49 | Intuitive Surgical Inc COM NEW | $2.6M | 6.4K | 0.5% | ▼−0.1% Reduced · −4 sh | |
| 50 | Maplebear Inc COM | $2.5M | 51.9K | 0.5% | ▼−0.3% Reduced · −164 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1315269/holdings"
Use Arkolith to show Scott & Selber, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 91 | $473.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 91 | $387.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 9d | 93 | $398.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 29d | 94 | $392.6M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 91 | $358.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 24d | 88 | $312.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 37d | 87 | $332.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.