SCOTT & SELBER, INC.

PrivateCIK: 1315269
Location

HOUSTON, TX

91
Positions
$473.72M
Total AUM (reported)
2.82M
Total Shares

Allocation by class

TOTAL AUM$473.72M91 positions
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 324.6%4–1026.8%11–2521.5%Rest27.1%TOP 1051.4%0%100%
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

SOLE
COM
Shares43.65K
TypeSH
Market value$50.39M
10.64%
Sole
43.65K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares172.56K
TypeSH
Market value$34.53M
7.29%
Sole
167.95K
Shared
0.00
None
4.62K

APPLE INC

SOLE
COM
Shares109.59K
TypeSH
Market value$31.71M
6.69%
Sole
106.83K
Shared
0.00
None
2.76K

BROADCOM INC

SOLE
COM
Shares65.39K
TypeSH
Market value$24.70M
5.21%
Sole
64.50K
Shared
0.00
None
890.00

ALPHABET INC

SOLE
CAP STK CL C
Shares69.46K
TypeSH
Market value$24.54M
5.18%
Sole
67.48K
Shared
0.00
None
1.98K

LAM RESEARCH CORP

SOLE
COM NEW
Shares45.87K
TypeSH
Market value$19.88M
4.20%
Sole
45.87K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares45.45K
TypeSH
Market value$16.96M
3.58%
Sole
44.02K
Shared
0.00
None
1.43K

APPLIED MATLS INC

SOLE
COM
Shares21.69K
TypeSH
Market value$15.68M
3.31%
Sole
21.69K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares60.13K
TypeSH
Market value$14.33M
3.03%
Sole
58.30K
Shared
0.00
None
1.83K

CITIGROUP INC

SOLE
COM NEW
Shares77.75K
TypeSH
Market value$10.88M
2.30%
Sole
77.75K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares100.11K
TypeSH
Market value$8.62M
1.82%
Sole
100.11K
Shared
0.00
None
0.00

KINDER MORGAN INC DEL

SOLE
COM
Shares255.24K
TypeSH
Market value$8.16M
1.72%
Sole
255.24K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares24.70K
TypeSH
Market value$8.08M
1.71%
Sole
24.70K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares65.77K
TypeSH
Market value$7.73M
1.63%
Sole
65.77K
Shared
0.00
None
0.00

GENERAC HLDGS INC

SOLE
COM
Shares25.35K
TypeSH
Market value$7.42M
1.57%
Sole
25.35K
Shared
0.00
None
0.00

WILLIAMS COS INC

SOLE
COM
Shares96.96K
TypeSH
Market value$7.21M
1.52%
Sole
96.96K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares12.23K
TypeSH
Market value$6.89M
1.45%
Sole
12.23K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares6.35K
TypeSH
Market value$6.42M
1.36%
Sole
6.35K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares32.91K
TypeSH
Market value$6.24M
1.32%
Sole
32.91K
Shared
0.00
None
0.00

VANGUARD SPECIALIZED FUNDS

SOLE
DIV APP ETF
Shares25.78K
TypeSH
Market value$6.10M
1.29%
Sole
25.78K
Shared
0.00
None
0.00

VANGUARD STAR FDS

SOLE
VG TL INTL STK F
Shares69.44K
TypeSH
Market value$5.94M
1.25%
Sole
68.83K
Shared
0.00
None
600.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares9.99K
TypeSH
Market value$5.80M
1.23%
Sole
9.99K
Shared
0.00
None
0.00

BANK OF AMER CORP

SOLE
COM
Shares101.77K
TypeSH
Market value$5.80M
1.22%
Sole
101.77K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares41.57K
TypeSH
Market value$5.68M
1.20%
Sole
41.57K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares11.12K
TypeSH
Market value$5.57M
1.17%
Sole
10.98K
Shared
0.00
None
140.00
Page 1 of 4