Filed: 7/8/2026ACC: 0001315269-26-000003
📋 What this filing means
SCOTT & SELBER, INC. filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $473.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$473.72M
Total AUM (reported)
2.82M
Total Shares
Allocation by class
COM$340.26M71.8%
COM NEW$33.31M7.0%
CAP STK CL C$24.54M5.2%
CL A$12.03M2.5%
GROWTH ETF$8.62M1.8%
COM CL A$6.82M1.4%
DIV APP ETF$6.10M1.3%
Portfolio Concentration
Top 3$116.62M24.6%
4–10$126.97M26.8%
11–25$101.67M21.5%
Rest$128.46M27.1%
Top 3 weight
24.6%
Top 10 weight
51.4%
Voting Authority Distribution
Total shares with voting rights: 2.82M
Sole
Full voting authority
2.81M
shares
% of voting shares99.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.23K
shares
% of voting shares0.6%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings91
Rows:
MICRON TECHNOLOGY INC
SOLEShares43.65K
TypeSH
Market value$50.39M
10.64%
Sole
43.65K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares172.56K
TypeSH
Market value$34.53M
7.29%
Sole
167.95K
Shared
0.00
None
4.62K
APPLE INC
SOLEShares109.59K
TypeSH
Market value$31.71M
6.69%
Sole
106.83K
Shared
0.00
None
2.76K
BROADCOM INC
SOLEShares65.39K
TypeSH
Market value$24.70M
5.21%
Sole
64.50K
Shared
0.00
None
890.00
ALPHABET INC
SOLEShares69.46K
TypeSH
Market value$24.54M
5.18%
Sole
67.48K
Shared
0.00
None
1.98K
LAM RESEARCH CORP
SOLEShares45.87K
TypeSH
Market value$19.88M
4.20%
Sole
45.87K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares45.45K
TypeSH
Market value$16.96M
3.58%
Sole
44.02K
Shared
0.00
None
1.43K
APPLIED MATLS INC
SOLEShares21.69K
TypeSH
Market value$15.68M
3.31%
Sole
21.69K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares60.13K
TypeSH
Market value$14.33M
3.03%
Sole
58.30K
Shared
0.00
None
1.83K
CITIGROUP INC
SOLEShares77.75K
TypeSH
Market value$10.88M
2.30%
Sole
77.75K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares100.11K
TypeSH
Market value$8.62M
1.82%
Sole
100.11K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares255.24K
TypeSH
Market value$8.16M
1.72%
Sole
255.24K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares24.70K
TypeSH
Market value$8.08M
1.71%
Sole
24.70K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares65.77K
TypeSH
Market value$7.73M
1.63%
Sole
65.77K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares25.35K
TypeSH
Market value$7.42M
1.57%
Sole
25.35K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares96.96K
TypeSH
Market value$7.21M
1.52%
Sole
96.96K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares12.23K
TypeSH
Market value$6.89M
1.45%
Sole
12.23K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares6.35K
TypeSH
Market value$6.42M
1.36%
Sole
6.35K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares32.91K
TypeSH
Market value$6.24M
1.32%
Sole
32.91K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares25.78K
TypeSH
Market value$6.10M
1.29%
Sole
25.78K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares69.44K
TypeSH
Market value$5.94M
1.25%
Sole
68.83K
Shared
0.00
None
600.00
ADVANCED MICRO DEVICES INC
SOLEShares9.99K
TypeSH
Market value$5.80M
1.23%
Sole
9.99K
Shared
0.00
None
0.00
BANK OF AMER CORP
SOLEShares101.77K
TypeSH
Market value$5.80M
1.22%
Sole
101.77K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares41.57K
TypeSH
Market value$5.68M
1.20%
Sole
41.57K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.12K
TypeSH
Market value$5.57M
1.17%
Sole
10.98K
Shared
0.00
None
140.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICRON TECHNOLOGY INCSOLE | COM | 43.65K | SH | $50.39M 10.64% | 43.65K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 172.56K | SH | $34.53M 7.29% | 167.95K | 0.00 | 4.62K |
APPLE INCSOLE | COM | 109.59K | SH | $31.71M 6.69% | 106.83K | 0.00 | 2.76K |
BROADCOM INCSOLE | COM | 65.39K | SH | $24.70M 5.21% | 64.50K | 0.00 | 890.00 |
ALPHABET INCSOLE | CAP STK CL C | 69.46K | SH | $24.54M 5.18% | 67.48K | 0.00 | 1.98K |
LAM RESEARCH CORPSOLE | COM NEW | 45.87K | SH | $19.88M 4.20% | 45.87K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 45.45K | SH | $16.96M 3.58% | 44.02K | 0.00 | 1.43K |
APPLIED MATLS INCSOLE | COM | 21.69K | SH | $15.68M 3.31% | 21.69K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 60.13K | SH | $14.33M 3.03% | 58.30K | 0.00 | 1.83K |
CITIGROUP INCSOLE | COM NEW | 77.75K | SH | $10.88M 2.30% | 77.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 100.11K | SH | $8.62M 1.82% | 100.11K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 255.24K | SH | $8.16M 1.72% | 255.24K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 24.70K | SH | $8.08M 1.71% | 24.70K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 65.77K | SH | $7.73M 1.63% | 65.77K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 25.35K | SH | $7.42M 1.57% | 25.35K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 96.96K | SH | $7.21M 1.52% | 96.96K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 12.23K | SH | $6.89M 1.45% | 12.23K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 6.35K | SH | $6.42M 1.36% | 6.35K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 32.91K | SH | $6.24M 1.32% | 32.91K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 25.78K | SH | $6.10M 1.29% | 25.78K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 69.44K | SH | $5.94M 1.25% | 68.83K | 0.00 | 600.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 9.99K | SH | $5.80M 1.23% | 9.99K | 0.00 | 0.00 |
BANK OF AMER CORPSOLE | COM | 101.77K | SH | $5.80M 1.22% | 101.77K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 41.57K | SH | $5.68M 1.20% | 41.57K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.12K | SH | $5.57M 1.17% | 10.98K | 0.00 | 140.00 |
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