SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Scott & Selber, Inc.

CIK 0001315269 · 800 BERING DRIVE, STE 208, HOUSTON, TX, 77057 · 713-850-1717

Reported Value
$358,834
Q2 2025
Positions
91
Filings on Record
33
2019–present window
Filed
Jul 17, 2025
original filing

Summary

Scott & Selber, Inc. reported $358,834 in U.S.-listed holdings across 91 positions for Q2 2025.

Its largest position, NVDA, represents 8.0% of the portfolio.

Compared with Q1 2025, the fund opened 8 new positions and exited 5.

Portfolio Metrics

Turnover
+5.7%
vs prior filed quarter
Top-10 Concentration
+42.8%
share of reported value
Largest Position
+8.0%
Nvidia
New / Exited
8 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $164MQ4 ’18Q1 ’19: $191MQ2 ’19: $199MQ3 ’19: $196MQ4 ’19: $211MQ4 ’19Q1 ’20: $160MQ2 ’20: $202MQ3 ’20: $223MQ4 ’20: $234MQ4 ’20Q1 ’21: $244MQ2 ’21: $261MQ3 ’21: $247MQ4 ’21: $282MQ4 ’21Q1 ’22: $259MQ2 ’22: $219MQ3 ’22: $208MQ1 ’23: $234,940Q1 ’23Q2 ’23: $255,746Q3 ’23: $241,635Q4 ’23: $266,613Q1 ’24: $293,888Q1 ’24Q2 ’24: $313,543Q3 ’24: $322,108Q4 ’24: $332,266Q1 ’25: $312,339Q1 ’25Q2 ’25: $358,834Q4 ’25: $399MQ1 ’26: $387MQ2 ’26: $474MQ2 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 90.6%ETP: 9.3%Other: 0.1%
  • Common Stock · 90.6% · $325,084
  • ETP · 9.3% · $33,416
  • Other · 0.1% · $334

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PINSPinterest IncNEW+70.0K70.0K+$2,510$2,510
CARTMaplebear IncNEW+54.9K54.9K+$2,483$2,483
ABNBAirbnb, IncNEW+18.7K18.7K+$2,470$2,470
DVNDevon EnergyNEW+77.2K77.2K+$2,455$2,455
ADIAnalog DevicesNEW+8.0K8.0K+$1,904$1,904
CATCaterpillarNEW+550550+$214$214
HLTHilton Hotels CorpNEW+765765+$204$204
SLIStandard Lithium LtdNEW+10.7K10.7K+$21$21

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

50 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NVDANvidiahistory →COMM7.99%$28,669181.5K
2MSFTMicrosoft Corphistory →COMM6.63%$23,77547.8K
3AAPLApple Computerhistory →COMM6.55%$23,487114.5K
4AVGOBroadcom Inchistory →COMM5.30%$19,03069.0K
5AMZNAmazon.comhistory →COMM3.74%$13,41261.1K
6GOOGAlphabet (Google) Cl Chistory →COMM3.61%$12,96773.1K
7METAMeta Platforms Inc - Class Ahistory →COMM2.59%$9,28512.6K
8KMIKinder Morgan Inchistory →COMM2.19%$7,872267.8K
9JPMJ P Morgan Chase & Cohistory →COMM2.09%$7,50325.9K
10VUGVanguard Growth ETFhistory →ETF2.08%$7,45117.0K
11TRVCCitigroup Inchistory →COMM1.93%$6,93781.5K
12WMBWilliams Coshistory →COMM1.79%$6,415102.1K
13BRK/BBerkshire Hathaway Cl Bhistory →COMM1.59%$5,69411.7K
14HDHome Depothistory →COMM1.59%$5,69115.5K
15MUMicron Technologyhistory →COMM1.58%$5,65945.9K
16CCL1EURCarnival Corporationhistory →COMM1.48%$5,327189.4K
17Vanguard Total Intl Stock ETFETF1.45%$5,21975.5K
18RTXRaytheon Technologies Corphistory →COMM1.42%$5,11335.0K
19BACBank of America Corphistory →COMM1.41%$5,074107.2K
20Vanguard Dividend AppreciationETF1.36%$4,88923.9K
21HONGBPHoneywell Inchistory →COMM1.35%$4,83220.8K
22CSCOCisco Systemshistory →COMM1.34%$4,80969.3K
23EXMOCExxon Mobilhistory →COMM1.34%$4,79344.5K
24GSGoldman Sachs Grouphistory →COMM1.33%$4,7576.7K
25LRCXEURLam Researchhistory →COMM1.31%$4,69248.2K
26AMATApplied Materialshistory →COMM1.16%$4,17222.8K
27ORCLOracle Systemshistory →COMM1.13%$4,06518.6K
28TSLATesla Motors Inchistory →COMM1.06%$3,78611.9K
29VVisa Inchistory →COMM1.05%$3,76610.6K
30ISRGIntuitive Surgicalhistory →COMM1.03%$3,6896.8K
31WMWaste Managementhistory →COMM1.02%$3,67116.0K
32ABBVAbbVie IncCOMM0.94%$3,35918.1K
33INTUIntuit IncCOMM0.93%$3,3404.2K
34GNRCGenerac HoldingsCOMM0.90%$3,22822.5K
35AZOAutoZoneCOMM0.89%$3,181857
36ADBEAdobe SystemsCOMM0.88%$3,1698.2K
37MAMasterCard Inc.COMM0.83%$2,9665.3K
38SCHWCharles SchwabCOMM0.82%$2,95732.4K
39Vanguard Mid-Cap ETFETF0.81%$2,90410.4K
40Vanguard Small-Cap ETFETF0.76%$2,71411.5K
41Schwab US Dividend Equity ETFETF0.72%$2,57697.2K
42TMOThermo FisherCOMM0.70%$2,5186.2K
43PINSPinterest IncCOMM0.70%$2,51070.0K
44CARTMaplebear IncCOMM0.69%$2,48354.9K
45PGProcter & GambleCOMM0.69%$2,47615.5K
46ABNBAirbnb, IncCOMM0.69%$2,47018.7K
47DVNDevon EnergyCOMM0.68%$2,45577.2K
48WFCWells FargoCOMM0.68%$2,43730.4K
49BLKCHFBlackRock IncCOMM0.68%$2,4232.3K
50SMGScotts Miracle-Gro CompanyCOMM0.67%$2,42136.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$474M91Jul 8, 202613F-HRchanges · EDGAR ↗
Q1 2026$387M91Apr 16, 202613F-HRchanges · EDGAR ↗
Q4 2025$399M93Jan 9, 202613F-HRchanges · EDGAR ↗
Q3 2025Under review94Oct 29, 2025RESTATEMENTchanges · EDGAR ↗
Q2 2025$358,83491Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$312,33988Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$332,26687Feb 6, 202513F-HRchanges · EDGAR ↗
Q3 2024$322,10889Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$313,54386Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$293,88887May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$266,61394Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$241,635100Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$255,746101Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$234,94097Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review96Jan 31, 2023RESTATEMENTchanges · EDGAR ↗
Q3 2022$208M96Oct 21, 202213F-HRchanges · EDGAR ↗
Q2 2022$219M96Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$259M97May 3, 202213F-HRchanges · EDGAR ↗
Q4 2021$282M114Feb 4, 202213F-HRchanges · EDGAR ↗
Q3 2021$247M97Nov 5, 202113F-HRchanges · EDGAR ↗
Q2 2021$261M108Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$244M113May 4, 202113F-HRchanges · EDGAR ↗
Q4 2020$234M99Feb 4, 202113F-HRchanges · EDGAR ↗
Q3 2020$223M83Oct 27, 202013F-HRchanges · EDGAR ↗
Q2 2020$202M81Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$160M73Apr 28, 202013F-HRchanges · EDGAR ↗
Q4 2019$211M77Feb 7, 202013F-HRchanges · EDGAR ↗
Q3 2019$196M72Oct 17, 201913F-HRchanges · EDGAR ↗
Q2 2019$199M73Aug 1, 201913F-HRchanges · EDGAR ↗
Q1 2019$191M72May 3, 201913F-HRchanges · EDGAR ↗
Q4 2018$164M70Feb 1, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.