13F Insight
DOSSIER · 13F-HR · Q2 2026

Scott & Selber, Inc.

$474M in tracked AUM across 91 positions as of Q2 2026.

S&
CIK 0001315269 · last filed Jun 30, 2026
Total AUM
$474M
as of Q2 2026
Holdings
91
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Scott & Selber, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MU
MICRON TECHNOLOGY INC
$50M44K10.6%02
NVDA
NVIDIA CORPORATION
$35M173K7.3%03
AAPL
APPLE INC
$32M110K6.7%04
AVGO
BROADCOM INC
$25M65K5.2%05
GOOG
ALPHABET INC
$25M69K5.2%06
LRCX
LAM RESEARCH CORP
$20M46K4.2%07
MSFT
MICROSOFT CORP
$17M45K3.6%08
AMAT
APPLIED MATLS INC
$16M22K3.3%09
AMZN
AMAZON COM INC
$14M60K3.0%10
C
CITIGROUP INC
$11M78K2.3%

Filing history

2026Q2Jun 30
$474M▲ 22.3%
91 positionsView →2026Q1Mar 31
$387M▼ 2.9%
91 positionsView →2025Q4Dec 31
$399M▼ 2.2%
93 positionsView →2025Q3Sep 30
$408M▲ 13.6%
95 positionsView →2025Q2Jun 30
$359M▲ 14.9%
91 positionsLocked2025Q1Mar 31
$312M▼ 6.0%
88 positionsLocked2024Q4Dec 31
$332M▲ 3.2%
87 positionsLocked2024Q3Sep 30
$322M▲ 2.7%
89 positionsLocked2024Q2Jun 30
$314M▲ 6.7%
86 positionsLocked2024Q1Mar 31
$294M▲ 10.2%
87 positionsLocked2023Q4Dec 31
$267M▲ 10.3%
94 positionsLocked2023Q3Sep 30
$242M▼ 5.5%
100 positionsLocked
Showing 12 of 52