Filed: 1/9/2026ACC: 0001315269-26-000001
📋 What this filing means
SCOTT & SELBER, INC. filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $398.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$398.75M
Total AUM (reported)
2.87M
Total Shares
Allocation by class
COM$278.38M69.8%
CAP STK CL C$21.83M5.5%
COM NEW$20.62M5.2%
CL A$18.56M4.7%
GROWTH ETF$8.32M2.1%
DIV APP ETF$6.26M1.6%
COM CL A$5.96M1.5%
Portfolio Concentration
Top 3$84.79M21.3%
4–10$95.76M24.0%
11–25$89.34M22.4%
Rest$128.86M32.3%
Top 3 weight
21.3%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 2.87M
Sole
Full voting authority
2.87M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.90K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole93
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings93
Rows:
NVIDIA CORPORATION
SOLEShares172.69K
TypeSH
Market value$32.21M
8.08%
Sole
172.69K
Shared
0.00
None
0.00
APPLE INC
SOLEShares109.89K
TypeSH
Market value$29.87M
7.49%
Sole
109.89K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares65.61K
TypeSH
Market value$22.71M
5.69%
Sole
65.61K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares45.57K
TypeSH
Market value$22.04M
5.53%
Sole
45.57K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares69.58K
TypeSH
Market value$21.83M
5.48%
Sole
69.58K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares60.23K
TypeSH
Market value$13.90M
3.49%
Sole
60.23K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares43.77K
TypeSH
Market value$12.49M
3.13%
Sole
43.77K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares77.86K
TypeSH
Market value$9.09M
2.28%
Sole
77.86K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares17.05K
TypeSH
Market value$8.32M
2.09%
Sole
17.05K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares12.26K
TypeSH
Market value$8.09M
2.03%
Sole
12.26K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares24.83K
TypeSH
Market value$8.00M
2.01%
Sole
24.83K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares45.90K
TypeSH
Market value$7.86M
1.97%
Sole
45.90K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares255.77K
TypeSH
Market value$7.03M
1.76%
Sole
255.77K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares28.48K
TypeSH
Market value$6.26M
1.57%
Sole
28.48K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares33.22K
TypeSH
Market value$6.09M
1.53%
Sole
33.22K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares97.17K
TypeSH
Market value$5.84M
1.46%
Sole
97.17K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares102.34K
TypeSH
Market value$5.63M
1.41%
Sole
102.34K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares6.38K
TypeSH
Market value$5.60M
1.41%
Sole
6.38K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares21.71K
TypeSH
Market value$5.58M
1.40%
Sole
21.71K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.08K
TypeSH
Market value$5.57M
1.40%
Sole
11.08K
Shared
0.00
None
0.00
CARNIVAL CORP
SOLEShares181K
TypeSH
Market value$5.53M
1.39%
Sole
181K
Shared
0.00
None
0.00
TESLA INC
SOLEShares11.38K
TypeSH
Market value$5.12M
1.28%
Sole
11.38K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares66.15K
TypeSH
Market value$5.10M
1.28%
Sole
66.15K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares67.23K
TypeSH
Market value$5.07M
1.27%
Sole
66.84K
Shared
0.00
None
387.00
HOME DEPOT INC
SOLEShares14.73K
TypeSH
Market value$5.07M
1.27%
Sole
14.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 172.69K | SH | $32.21M 8.08% | 172.69K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 109.89K | SH | $29.87M 7.49% | 109.89K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 65.61K | SH | $22.71M 5.69% | 65.61K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 45.57K | SH | $22.04M 5.53% | 45.57K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 69.58K | SH | $21.83M 5.48% | 69.58K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 60.23K | SH | $13.90M 3.49% | 60.23K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 43.77K | SH | $12.49M 3.13% | 43.77K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 77.86K | SH | $9.09M 2.28% | 77.86K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 17.05K | SH | $8.32M 2.09% | 17.05K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 12.26K | SH | $8.09M 2.03% | 12.26K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 24.83K | SH | $8.00M 2.01% | 24.83K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 45.90K | SH | $7.86M 1.97% | 45.90K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 255.77K | SH | $7.03M 1.76% | 255.77K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 28.48K | SH | $6.26M 1.57% | 28.48K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 33.22K | SH | $6.09M 1.53% | 33.22K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 97.17K | SH | $5.84M 1.46% | 97.17K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 102.34K | SH | $5.63M 1.41% | 102.34K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 6.38K | SH | $5.60M 1.41% | 6.38K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 21.71K | SH | $5.58M 1.40% | 21.71K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.08K | SH | $5.57M 1.40% | 11.08K | 0.00 | 0.00 |
CARNIVAL CORPSOLE | UNIT 99/99/9999 | 181K | SH | $5.53M 1.39% | 181K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 11.38K | SH | $5.12M 1.28% | 11.38K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 66.15K | SH | $5.10M 1.28% | 66.15K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 67.23K | SH | $5.07M 1.27% | 66.84K | 0.00 | 387.00 |
HOME DEPOT INCSOLE | COM | 14.73K | SH | $5.07M 1.27% | 14.73K | 0.00 | 0.00 |
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