SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Scott & Selber, Inc.

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

Reported Value
Under review
reported total failed a data-quality check
Positions
94
Filings on Record
33
2019–present window
Filed
Oct 29, 2025
amendment (RESTATEMENT)

Summary

Compared with Q2 2025, the fund opened 7 new positions and exited 4.

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: 89.8%ETP: 10.1%Other: 0.1%
  • Common Stock · 89.8% · $353M
  • ETP · 10.1% · $40M
  • Other · 0.1% · $344,936

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LRCXLAM RESEARCH CORPNEW+47.6K47.6K+$6M$6M
ISHARES TRNEW+28.7K28.7K+$3M$3M
BLKBLACKROCK INCNEW+2.3K2.3K+$3M$3M
VTVVANGUARD INDEX FDSNEW+2.1K2.1K+$384,549$384,549
ROYAL CARIBBEAN GROUPNEW+1.1K1.1K+$344,936$344,936
BXBLACKSTONE INCNEW+1.3K1.3K+$227,231$227,231
MOALTRIA GROUP INCNEW+3.2K3.2K+$211,590$211,590
LRCXEURLam ResearchSOLD OUT−48.2K0−$4,692$0

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

Holdings — Q3 2025

47 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NVDANVIDIA CORPORATIONhistory →COM8.52%$33M179.3K
2AAPLAPPLE INChistory →COM7.34%$29M113.1K
3MSFTMICROSOFT CORPhistory →COM6.22%$24M47.1K
4AVGOBROADCOM INChistory →COM5.71%$22M68.0K
5GOOGALPHABET INChistory →CAP STK CL C4.47%$18M72.0K
6VUGVANGUARD INDEX FDSGROWTH ETF · MID CAP ETF · SMALL CP ETF · REAL ESTATE ETF4.21%$17M65.0K
7AMZNAMAZON COM INChistory →COM3.48%$14M62.3K
8METAMETA PLATFORMS INChistory →CL A2.31%$9M12.4K
9TRVCCITIGROUP INChistory →COM NEW2.08%$8M80.6K
10JPMJPMORGAN CHASE & CO.history →COM2.05%$8M25.5K
11MUMICRON TECHNOLOGY INChistory →COM1.93%$8M45.3K
12KMIKINDER MORGAN INC DELhistory →COM1.91%$8M265.1K
13WMBWILLIAMS COS INChistory →COM1.63%$6M100.7K
14LRCXLAM RESEARCH CORPhistory →COM NEW1.62%$6M47.6K
15HDHOME DEPOT INChistory →COM1.57%$6M15.3K
16VANGUARD SPECIALIZED FUNDSDIV APP ETF1.56%$6M28.5K
17BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.47%$6M11.5K
18RTXRTX CORPORATIONhistory →COM1.46%$6M34.4K
19BACBANK AMERICA CORPhistory →COM1.39%$5M105.8K
20CCL1EURCARNIVAL CORPhistory →UNIT 99/99/99991.38%$5M187.3K
21GSGOLDMAN SACHS GROUP INChistory →COM1.34%$5M6.6K
22TSLATESLA INChistory →COM1.33%$5M11.8K
23ORCLORACLE CORPhistory →COM1.32%$5M18.4K
24VANGUARD STAR FDSVG TL INTL STK F1.25%$5M66.8K
25EXMOCEXXON MOBIL CORPhistory →COM1.24%$5M43.2K
26CSCOCISCO SYS INChistory →COM1.20%$5M68.6K
27AMATAPPLIED MATLS INChistory →COM1.17%$5M22.5K
28HONGBPHONEYWELL INTL INChistory →COM1.09%$4M20.3K
29ABBVABBVIE INChistory →COM1.05%$4M17.9K
30GNRCGENERAC HLDGS INCCOM0.95%$4M22.3K
31AZOAUTOZONE INCCOM0.92%$4M841
32VVISA INCCOM CL A0.91%$4M10.4K
33WMWASTE MGMT INC DELCOM0.89%$3M15.8K
34SCHWSCHWAB CHARLES CORPCOM0.78%$3M32.1K
35ISRGINTUITIVE SURGICAL INCCOM NEW0.77%$3M6.7K
36TMOTHERMO FISHER SCIENTIFIC INCCOM0.76%$3M6.1K
37MAMASTERCARD INCORPORATEDCL A0.75%$3M5.2K
38ISHARES TR0-3 MNTH TREASRY0.74%$3M28.7K
39JNJJOHNSON & JOHNSONCOM0.73%$3M15.5K
40ADBEADOBE INCCOM0.73%$3M8.1K
41INTUINTUITCOM0.72%$3M4.2K
42SCHWAB STRATEGIC TRUS DIVIDEND EQ0.72%$3M103.8K
43HALHALLIBURTON COCOM0.72%$3M114.4K
44DVNDEVON ENERGY CORP NEWCOM0.68%$3M76.3K
45BLKBLACKROCK INCCOM0.67%$3M2.3K
46WFCWELLS FARGO CO NEWCOM0.64%$3M29.9K
47PGPROCTER AND GAMBLE COCOM0.60%$2M15.3K

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 ↗.