Scott & Selber, Inc. holds a focused book of 91 stocks worth $473.7M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Carnival Corp Ltd and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 11% of the equity book.
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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.
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.
90% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Scott & Selber, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $14.8B |
| TD Waterhouse Canada Inc. | 80 / 80 | $9.5B |
| IFP Advisors, Inc | 80 / 80 | $1.4B |
| Chicago Partners Investment Group LLC | 79 / 80 | $1.4B |
| GAMMA Investing LLC | 79 / 80 | $1.1B |
| Blue Trust, Inc. | 79 / 80 | $813.2M |
| PRIVATE TRUST CO NA | 79 / 80 | $382.7M |
| LANARK FINANCIAL, INC. | 79 / 80 | $347.2M |
Ranked by how many of Scott & Selber, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 91 | $473.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 91 | $387.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 93 | $398.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 94 | $392.6M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 91 | $358.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 88 | $312.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 87 | $332.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.