Scott & Selber, Inc.: 13F holdings
CIK 13152692026Q2
| Positions | 91 |
|---|
| Reported value | $473.7m |
|---|
| Filed | 2026-07-08 |
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Change since last quarter
| Positions | 91 (+0 vs prior quarter) |
|---|
| Reported value | $473.7m (+22.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 43,651 | $50.4m | 10.6% |
| NVDA NVIDIA CORPORATION | 172,564 | $34.5m | 7.3% |
| AAPL APPLE INC | 109,589 | $31.7m | 6.7% |
| AVGO BROADCOM INC | 65,394 | $24.7m | 5.2% |
| GOOG ALPHABET INC | 69,460 | $24.5m | 5.2% |
| LRCX LAM RESEARCH CORP | 45,867 | $19.9m | 4.2% |
| MSFT MICROSOFT CORP | 45,455 | $17.0m | 3.6% |
| AMAT APPLIED MATLS INC | 21,687 | $15.7m | 3.3% |
| AMZN AMAZON COM INC | 60,132 | $14.3m | 3.0% |
| C CITIGROUP INC | 77,747 | $10.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1315269")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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