Scott & Selber, Inc.

Q2 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$473,725
Net value change ($000)
+86,408 (22.3%)
New positions
5
Sold out positions
5
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 35,567 240.0%
LRCX 10,072 102.7%
AMAT 8,264 111.4%
CARNIVAL CORP LTD 5,158 NEW
GOOGL 4,610 23.1%
NVDA 4,422 14.7%
AVGO 4,422 21.8%
AAPL 3,891 14.0%
AMD 3,771 185.5%
CSCO 2,620 51.3%
Top Reduces (Value $000, Stocks/ETFs)
CCL -4,674 -100.0%
HON -4,379 -100.0%
ZTS -2,642 -100.0%
CLX -2,574 -100.0%
XOM -1,371 -19.4%
MKC -1,027 -100.0%
INTU -686 -39.9%
DVN -663 -17.9%
COP -627 -21.3%
HAL -557 -13.0%
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