Institutional Fund
Scott & Selber, Inc.
Houston, TXCIK 13152696 filings on record
Portfolio Value
$387.32M
Q1 2026
Holdings
91
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-2.9%
from $398.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation7.8%
- Apple Inc7.2%
- Broadcom Inc5.2%
- Alphabet Inc5.1%
- Microsoft Corp4.3%
- Micron Technology Inc3.8%
- Other66.5%
Portfolio Holdings
91 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 172.6K | $30.11M | 7.8% | −60 | Reduced |
| 2 | Apple Inc | 109.6K | $27.82M | 7.2% | −266 | Reduced |
| 3 | Broadcom Inc | 65.5K | $20.28M | 5.2% | −82 | Reduced |
| 4 | Alphabet Inc | 69.5K | $19.93M | 5.1% | −93 | Reduced |
| 5 | Microsoft Corp | 45.5K | $16.85M | 4.3% | −57 | Reduced |
| 6 | Micron Technology Inc | 43.9K | $14.82M | 3.8% | +90 | Added |
| 7 | Amazon Com Inc | 60.2K | $12.53M | 3.2% | −74 | Reduced |
| 8 | Lam Research Corp | 45.9K | $9.80M | 2.5% | −13 | Reduced |
| 9 | Citigroup Inc | 77.8K | $8.82M | 2.3% | −90 | Reduced |
| 10 | Kinder Morgan Inc Del | 255.3K | $8.56M | 2.2% | −451 | Reduced |
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