SEC 13F Intelligence

Managers / Q1 2026 · view latest →

Scott & Selber, Inc.

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

Reported Value
$387M
Q1 2026
Positions
91
Filings on Record
33
2019–present window
Filed
Apr 16, 2026
original filing

Summary

Scott & Selber, Inc. reported $387M in U.S.-listed holdings across 91 positions for Q1 2026.

Its largest position, NVDA, represents 7.8% of the portfolio.

Compared with Q4 2025, the fund opened 2 new positions and exited 4.

Portfolio Metrics

Turnover
+5.8%
vs prior filed quarter
Top-10 Concentration
+43.8%
share of reported value
Largest Position
+7.8%
Nvidia Corporation
New / Exited
2 / 4
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: 89.3%ETP: 10.2%Other: 0.5%
  • Common Stock · 89.3% · $346M
  • ETP · 10.2% · $39M
  • Other · 0.5% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VIKING HOLDINGS LTDNEW+21.3K21.3K+$2M$2M
MOALTRIA GROUP INCNEW+3.2K3.2K+$211,366$211,366
PINSPINTEREST INCSOLD OUT−106.5K0−$3M$0
CRMSALESFORCE INCSOLD OUT−5.6K0−$1M$0
SOLSSOLSTICE ADVANCED MATLS INCSOLD OUT−4.8K0−$234,447$0
BXBLACKSTONE INCSOLD OUT−1.3K0−$205,006$0
CLXCLOROX CO DELADDED+8.0K24.8K+$872,560$3M
ABNBAIRBNB INCADDED+4.5K22.3K+$393,927$3M

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

Holdings — Q1 2026

48 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NVDANVIDIA CORPORATIONhistory →COM7.77%$30M172.6K
2AAPLAPPLE INChistory →COM7.18%$28M109.6K
3AVGOBROADCOM INChistory →COM5.24%$20M65.5K
4GOOGALPHABET INChistory →CAP STK CL C5.15%$20M69.5K
5MSFTMICROSOFT CORPhistory →COM4.35%$17M45.5K
6MUMICRON TECHNOLOGY INChistory →COM3.83%$15M43.9K
7VUGVANGUARD INDEX FDSGROWTH ETF · SMALL CP ETF · MID CAP ETF3.50%$14M39.6K
8AMZNAMAZON COM INChistory →COM3.23%$13M60.2K
9LRCXLAM RESEARCH CORPhistory →COM NEW2.53%$10M45.9K
10TRVCCITIGROUP INChistory →COM NEW2.28%$9M77.8K
11KMIKINDER MORGAN INC DELhistory →COM2.21%$9M255.3K
12AMATAPPLIED MATLS INChistory →COM1.91%$7M21.7K
13JPMJPMORGAN CHASE & COhistory →COM1.88%$7M24.7K
14WMBWILLIAMS COS INChistory →COM1.82%$7M97.0K
15EXMOCEXXON MOBIL CORPhistory →COM1.82%$7M41.6K
16METAMETA PLATFORMS INChistory →CL A1.81%$7M12.2K
17RTXRTX CORPORATIONhistory →COM1.64%$6M32.9K
18VANGUARD SPECIALIZED FUNDSDIV APP ETF1.51%$6M27.1K
19GSGOLDMAN SACHS GROUP INChistory →COM1.39%$5M6.4K
20VANGUARD STAR FDSVG TL INTL STK F1.38%$5M69.4K
21BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.38%$5M11.1K
22CSCOCISCO SYS INChistory →COM1.32%$5M65.8K
23BACBANK AMERICA CORPhistory →COM1.28%$5M101.9K
24GNRCGENERAC HLDGS INChistory →COM1.28%$5M25.4K
25HDHOME DEPOT INChistory →COM1.25%$5M14.7K
26CCL1EURCARNIVAL CORPhistory →COMMON STOCK1.21%$5M180.6K
27HONGBPHONEYWELL INTL INChistory →COM1.13%$4M19.4K
28HALHALLIBURTON COhistory →COM1.11%$4M110.2K
29TSLATESLA INChistory →COM1.10%$4M11.5K
30ABBVABBVIE INCCOM0.96%$4M17.1K
31DVNDEVON ENERGY CORP NEWCOM0.96%$4M73.5K
32JNJJOHNSON & JOHNSONCOM0.93%$4M14.7K
33WMWASTE MGMT INC DELCOM0.90%$3M15.1K
34VVISA INCCOM CL A0.78%$3M10.0K
35SCHWAB STRATEGIC TRUS DIVIDEND EQ0.77%$3M96.6K
36ISRGINTUITIVE SURGICAL INCCOM NEW0.76%$3M6.4K
37COPCONOCOPHILLIPSCOM0.76%$3M22.3K
38TMOTHERMO FISHER SCIENTIFIC INCCOM0.75%$3M5.9K
39SCHWSCHWAB CHARLES CORPCOM0.74%$3M30.6K
40ISHARES TR0-3 MNTH TREASRY0.73%$3M28.2K
41ABNBAIRBNB INCCOM CL A0.73%$3M22.3K
42CMGCHIPOTLE MEXICAN GRILL INCCOM0.72%$3M86.9K
43AZOAUTOZONE INCCOM0.70%$3M808
44CHVCHEVRON CORPORATIONCOM0.68%$3M12.8K
45ZTSZOETIS INCCL A0.68%$3M22.3K
46ORCLORACLE CORPCOM0.67%$3M17.7K
47CLXCLOROX CO DELCOM0.66%$3M24.8K
48MAMASTERCARD INCORPORATEDCL A0.64%$2M5.0K

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 ↗.