Scott & Selber, Inc.

Q3 2025 13F-HR/A Holdings

Location
Houston, TX
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
94
Total value ($000)
$392,600
Net value change ($000)
+33,766 (9.4%)
New positions
7
Sold out positions
4
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LRCX 6,367 NEW
AAPL 5,312 22.6%
NVDA 4,784 16.7%
GOOGL 4,567 35.2%
AVGO 3,389 17.8%
SGOV 2,891 NEW
BLK 2,637 NEW
MU 1,928 34.1%
TSLA 1,452 38.4%
VIG 1,251 25.6%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -4,692 -100.0%
BLK -2,423 -100.0%
ISRG -674 -18.3%
CMG -633 -31.6%
HON -554 -11.5%
KVUE -524 -23.3%
INTU -502 -15.0%
CART -489 -19.7%
KMI -367 -4.7%
SMG -360 -14.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type