SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Scott & Selber, Inc.

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

Reported Value
$399M
Q4 2025
Positions
93
Filings on Record
33
2019–present window
Filed
Jan 9, 2026
original filing

Summary

Scott & Selber, Inc. reported $399M in U.S.-listed holdings across 93 positions for Q4 2025.

Its largest position, NVDA, represents 8.1% of the portfolio.

Compared with Q3 2025, the fund opened 6 new positions and exited 7.

Portfolio Metrics

Turnover
+6.0%
vs prior filed quarter
Top-10 Concentration
+45.3%
share of reported value
Largest Position
+8.1%
Nvidia Corporation
New / Exited
6 / 7
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: 89.7%ETP: 10.1%Other: 0.1%
  • Common Stock · 89.7% · $358M
  • ETP · 10.1% · $40M
  • Other · 0.1% · $506,931

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CLXCLOROX CO DELNEW+16.9K16.9K+$2M$2M
SFMSPROUTS FMRS MKT INCNEW+18.8K18.8K+$1M$1M
MCXMCCORMICK & CO INCNEW+20.4K20.4K+$1M$1M
SOLSSOLSTICE ADVANCED MATLS INCNEW+4.8K4.8K+$234,447$234,447
HLTHILTON WORLDWIDE HLDGS INCNEW+765765+$219,746$219,746
AERCAP HOLDINGS NVNEW+1.5K1.5K+$209,602$209,602
CMGCHIPOTLE MEXICAN GRILL INCADDED+51.9K86.9K+$2M$3M
ADBEADOBE INCSOLD OUT−8.1K0−$3M$0

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

Holdings — Q4 2025

48 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NVDANVIDIA CORPORATIONhistory →COM8.08%$32M172.7K
2AAPLAPPLE INChistory →COM7.49%$30M109.9K
3AVGOBROADCOM INChistory →COM5.69%$23M65.6K
4MSFTMICROSOFT CORPhistory →COM5.53%$22M45.6K
5GOOGALPHABET INChistory →CAP STK CL C5.48%$22M69.6K
6VUGVANGUARD INDEX FDSGROWTH ETF · SMALL CP ETF · MID CAP ETF3.60%$14M39.2K
7AMZNAMAZON COM INChistory →COM3.49%$14M60.2K
8MUMICRON TECHNOLOGY INChistory →COM3.13%$12M43.8K
9TRVCCITIGROUP INChistory →COM NEW2.28%$9M77.9K
10METAMETA PLATFORMS INChistory →CL A2.03%$8M12.3K
11JPMJPMORGAN CHASE & CO.history →COM2.01%$8M24.8K
12LRCXLAM RESEARCH CORPhistory →COM NEW1.97%$8M45.9K
13KMIKINDER MORGAN INC DELhistory →COM1.76%$7M255.8K
14VANGUARD SPECIALIZED FUNDSDIV APP ETF1.57%$6M28.5K
15RTXRTX CORPORATIONhistory →COM1.53%$6M33.2K
16WMBWILLIAMS COS INChistory →COM1.46%$6M97.2K
17BACBANK AMERICA CORPhistory →COM1.41%$6M102.3K
18GSGOLDMAN SACHS GROUP INChistory →COM1.41%$6M6.4K
19AMATAPPLIED MATLS INChistory →COM1.40%$6M21.7K
20BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.40%$6M11.1K
21CCL1EURCARNIVAL CORPhistory →UNIT 99/99/99991.39%$6M181.0K
22TSLATESLA INChistory →COM1.28%$5M11.4K
23CSCOCISCO SYS INChistory →COM1.28%$5M66.2K
24VANGUARD STAR FDSVG TL INTL STK F1.27%$5M67.2K
25HDHOME DEPOT INChistory →COM1.27%$5M14.7K
26EXMOCEXXON MOBIL CORPhistory →COM1.26%$5M41.7K
27ABBVABBVIE INCCOM0.98%$4M17.1K
28HONGBPHONEYWELL INTL INCCOM0.96%$4M19.6K
29ISRGINTUITIVE SURGICAL INCCOM NEW0.92%$4M6.5K
30VVISA INCCOM CL A0.89%$4M10.1K
31GNRCGENERAC HLDGS INCCOM0.87%$3M25.4K
32ORCLORACLE CORPCOM0.87%$3M17.8K
33TMOTHERMO FISHER SCIENTIFIC INCCOM0.86%$3M5.9K
34WMWASTE MGMT INC DELCOM0.84%$3M15.2K
35CMGCHIPOTLE MEXICAN GRILL INCCOM0.81%$3M86.9K
36HALHALLIBURTON COCOM0.78%$3M110.5K
37SCHWSCHWAB CHARLES CORPCOM0.77%$3M30.9K
38JNJJOHNSON & JOHNSONCOM0.77%$3M14.9K
39ISHARES TR0-3 MNTH TREASRY0.75%$3M29.9K
40MAMASTERCARD INCORPORATEDCL A0.72%$3M5.0K
41ZTSZOETIS INCCL A0.70%$3M22.3K
42SCHWAB STRATEGIC TRUS DIVIDEND EQ0.69%$3M100.8K
43PINSPINTEREST INCCL A0.69%$3M106.5K
44AZOAUTOZONE INCCOM0.69%$3M811
45WFCWELLS FARGO CO NEWCOM0.68%$3M29.0K
46DVNDEVON ENERGY CORP NEWCOM0.68%$3M73.7K
47INTUINTUITCOM0.67%$3M4.0K
48ABNBAIRBNB INCCOM CL A0.61%$2M17.8K

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 ↗.