Scott & Selber, Inc.

Q4 2025 13F-HR Holdings

Location
Houston, TX
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$398,750
Net value change ($000)
+6,150 (1.6%)
New positions
6
Sold out positions
7
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
MU 4,906 64.7%
GOOGL 4,299 24.5%
CMG 1,843 134.3%
CLX 1,702 NEW
SFM 1,497 NEW
LRCX 1,490 23.4%
MKC 1,387 NEW
ZTS 1,135 67.7%
AAPL 1,074 3.7%
AMAT 976 21.2%
Top Reduces (Value $000, Stocks/ETFs)
ADBE -2,847 -100.0%
MSFT -2,377 -9.7%
UNP -2,192 -100.0%
SBUX -2,078 -100.0%
TAP -1,896 -100.0%
KVUE -1,727 -100.0%
ORCL -1,706 -33.0%
NVDA -1,247 -3.7%
HD -1,113 -18.0%
META -986 -10.9%
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