Filed: 10/28/2025ACC: 0001315269-25-000006
📋 What this filing means
SCOTT & SELBER, INC. filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $407.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$407.65M
Total AUM (reported)
2.97M
Total Shares
Allocation by class
COM$290.97M71.4%
CAP STK CL C$19.43M4.8%
COM NEW$19.31M4.7%
CL A$18.37M4.5%
GROWTH ETF$8.49M2.1%
DIV APP ETF$6.27M1.5%
COM CL A$6.01M1.5%
Portfolio Concentration
Top 3$89.74M22.0%
4–10$94.01M23.1%
11–25$88.93M21.8%
Rest$134.98M33.1%
Top 3 weight
22.0%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 2.97M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings95
Rows:
NVIDIA CORPORATION
SOLEShares179.16K
TypeSH
Market value$34.31M
8.42%
Sole
0.00
Shared
0.00
None
179.16K
APPLE INC
SOLEShares113K
TypeSH
Market value$30.37M
7.45%
Sole
0.00
Shared
0.00
None
113K
MICROSOFT CORP
SOLEShares47.13K
TypeSH
Market value$25.05M
6.15%
Sole
0.00
Shared
0.00
None
47.13K
BROADCOM INC
SOLEShares67.88K
TypeSH
Market value$24.57M
6.03%
Sole
0.00
Shared
0.00
None
67.88K
ALPHABET INC
SOLEShares71.97K
TypeSH
Market value$19.43M
4.77%
Sole
0.00
Shared
0.00
None
71.97K
AMAZON COM INC
SOLEShares62.24K
TypeSH
Market value$14.13M
3.47%
Sole
0.00
Shared
0.00
None
62.24K
MICRON TECHNOLOGY INC
SOLEShares45.33K
TypeSH
Market value$9.98M
2.45%
Sole
0.00
Shared
0.00
None
45.33K
META PLATFORMS INC
SOLEShares12.36K
TypeSH
Market value$9.28M
2.28%
Sole
0.00
Shared
0.00
None
12.36K
VANGUARD INDEX FDS
SOLEShares17.03K
TypeSH
Market value$8.49M
2.08%
Sole
0.00
Shared
0.00
None
17.03K
CITIGROUP INC
SOLEShares80.58K
TypeSH
Market value$8.14M
2.00%
Sole
0.00
Shared
0.00
None
80.58K
JPMORGAN CHASE & CO.
SOLEShares25.48K
TypeSH
Market value$7.75M
1.90%
Sole
0.00
Shared
0.00
None
25.48K
LAM RESEARCH CORP
SOLEShares47.53K
TypeSH
Market value$7.46M
1.83%
Sole
0.00
Shared
0.00
None
47.53K
KINDER MORGAN INC DEL
SOLEShares264.97K
TypeSH
Market value$6.93M
1.70%
Sole
0.00
Shared
0.00
None
264.97K
VANGUARD SPECIALIZED FUNDS
SOLEShares28.52K
TypeSH
Market value$6.27M
1.54%
Sole
0.00
Shared
0.00
None
28.52K
RTX CORPORATION
SOLEShares34.35K
TypeSH
Market value$6.16M
1.51%
Sole
0.00
Shared
0.00
None
34.35K
HOME DEPOT INC
SOLEShares15.24K
TypeSH
Market value$5.87M
1.44%
Sole
0.00
Shared
0.00
None
15.24K
WILLIAMS COS INC
SOLEShares100.68K
TypeSH
Market value$5.81M
1.42%
Sole
0.00
Shared
0.00
None
100.68K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.49K
TypeSH
Market value$5.61M
1.38%
Sole
0.00
Shared
0.00
None
11.49K
BANK AMERICA CORP
SOLEShares105.76K
TypeSH
Market value$5.61M
1.38%
Sole
0.00
Shared
0.00
None
105.76K
CARNIVAL CORP
SOLEShares187.23K
TypeSH
Market value$5.51M
1.35%
Sole
0.00
Shared
0.00
None
187.23K
TESLA INC
SOLEShares11.77K
TypeSH
Market value$5.33M
1.31%
Sole
0.00
Shared
0.00
None
11.77K
GOLDMAN SACHS GROUP INC
SOLEShares6.60K
TypeSH
Market value$5.22M
1.28%
Sole
0.00
Shared
0.00
None
6.60K
APPLIED MATLS INC
SOLEShares22.47K
TypeSH
Market value$5.20M
1.28%
Sole
0.00
Shared
0.00
None
22.47K
ORACLE CORP
SOLEShares18.36K
TypeSH
Market value$5.17M
1.27%
Sole
0.00
Shared
0.00
None
18.36K
VANGUARD STAR FDS
SOLEShares66.84K
TypeSH
Market value$5.05M
1.24%
Sole
0.00
Shared
0.00
None
66.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 179.16K | SH | $34.31M 8.42% | 0.00 | 0.00 | 179.16K |
APPLE INCSOLE | COM | 113K | SH | $30.37M 7.45% | 0.00 | 0.00 | 113K |
MICROSOFT CORPSOLE | COM | 47.13K | SH | $25.05M 6.15% | 0.00 | 0.00 | 47.13K |
BROADCOM INCSOLE | COM | 67.88K | SH | $24.57M 6.03% | 0.00 | 0.00 | 67.88K |
ALPHABET INCSOLE | CAP STK CL C | 71.97K | SH | $19.43M 4.77% | 0.00 | 0.00 | 71.97K |
AMAZON COM INCSOLE | COM | 62.24K | SH | $14.13M 3.47% | 0.00 | 0.00 | 62.24K |
MICRON TECHNOLOGY INCSOLE | COM | 45.33K | SH | $9.98M 2.45% | 0.00 | 0.00 | 45.33K |
META PLATFORMS INCSOLE | CL A | 12.36K | SH | $9.28M 2.28% | 0.00 | 0.00 | 12.36K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 17.03K | SH | $8.49M 2.08% | 0.00 | 0.00 | 17.03K |
CITIGROUP INCSOLE | COM NEW | 80.58K | SH | $8.14M 2.00% | 0.00 | 0.00 | 80.58K |
JPMORGAN CHASE & CO.SOLE | COM | 25.48K | SH | $7.75M 1.90% | 0.00 | 0.00 | 25.48K |
LAM RESEARCH CORPSOLE | COM NEW | 47.53K | SH | $7.46M 1.83% | 0.00 | 0.00 | 47.53K |
KINDER MORGAN INC DELSOLE | COM | 264.97K | SH | $6.93M 1.70% | 0.00 | 0.00 | 264.97K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 28.52K | SH | $6.27M 1.54% | 0.00 | 0.00 | 28.52K |
RTX CORPORATIONSOLE | COM | 34.35K | SH | $6.16M 1.51% | 0.00 | 0.00 | 34.35K |
HOME DEPOT INCSOLE | COM | 15.24K | SH | $5.87M 1.44% | 0.00 | 0.00 | 15.24K |
WILLIAMS COS INCSOLE | COM | 100.68K | SH | $5.81M 1.42% | 0.00 | 0.00 | 100.68K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.49K | SH | $5.61M 1.38% | 0.00 | 0.00 | 11.49K |
BANK AMERICA CORPSOLE | COM | 105.76K | SH | $5.61M 1.38% | 0.00 | 0.00 | 105.76K |
CARNIVAL CORPSOLE | UNIT 99/99/9999 | 187.23K | SH | $5.51M 1.35% | 0.00 | 0.00 | 187.23K |
TESLA INCSOLE | COM | 11.77K | SH | $5.33M 1.31% | 0.00 | 0.00 | 11.77K |
GOLDMAN SACHS GROUP INCSOLE | COM | 6.60K | SH | $5.22M 1.28% | 0.00 | 0.00 | 6.60K |
APPLIED MATLS INCSOLE | COM | 22.47K | SH | $5.20M 1.28% | 0.00 | 0.00 | 22.47K |
ORACLE CORPSOLE | COM | 18.36K | SH | $5.17M 1.27% | 0.00 | 0.00 | 18.36K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 66.84K | SH | $5.05M 1.24% | 0.00 | 0.00 | 66.84K |
Page 1 of 4