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13F holdings · Q3 2026

Bennett Selby Investments

Falmouth, ME · files as Bennett Selby Investments LP
Holdings as of Sep 30, 2026Filed Oct 19, 2026Next filing due Feb 15, 2027CIK 1840740

Bennett Selby Investments reported 85 stocks worth $327M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are GOOG (15.4%), AAPL (15.1%) and META (8.1%). Compared with Q2 2026, the fund opened new positions in ABNB, PSX and SCHW, added to GOOG, META and BKNG, trimmed AAPL, UBER and MRSH and sold out of NKE, TSCO and CB.

Reported value$327M+4.5% vs last quarter
Stocks held854 new · 4 sold out
Top 5 weight50.5%fairly concentrated
Turnover4%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
GOOG
Alphabet Inc
$50.4M15.4%148K+2,731 (+2%)8 of 8
2
AAPL
Apple Inc
$49.3M15.1%148K−2,209 (−1%)8 of 8
3
META
Meta Platforms Inc
$26.5M8.1%36K+419 (+1%)8 of 8
4
V
Visa Inc
$22.1M6.8%61KNo change8 of 8
5
BKNG
Booking Hldgs Inc
$17M5.2%104K+400 (+0%)8 of 8
6
NVDA
Nvidia Corporation
$15.4M4.7%68K+4,607 (+7%)8 of 8
7
BRK.B
Berkshire Hathaway Inc Del
$12.6M3.9%25K+162 (+1%)8 of 8
8
MA
Mastercard Incorporated
$11.8M3.6%21KNo change8 of 8
9
AMZN
Amazon Com Inc
$11M3.4%44K+6,139 (+16%)8 of 8
10
MSFT
Microsoft Corp
$10M3.0%19K+91 (+0%)8 of 8
🔒 75 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
NKE
Nike Inc
$874K21K
TSCO
Tractor Supply Co
$297K9,388
CB
Chubb Ltd F
$204K600
IJK
Ishares TR
$202K1,720

Reported value

last 8 quarters
$252MQ4 '24
$253MQ1 '25
$281MQ2 '25
$302MQ3 '25
$311MQ4 '25
$285MQ1 '26
$313MQ2 '26
$327MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 19, 202613F-HRQ3 2026SEC filing ↗

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Bennett Selby Investments 13F FAQ

What does Bennett Selby Investments own?

Bennett Selby Investments reported 85 stocks worth $327M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are GOOG (15.4%), AAPL (15.1%) and META (8.1%). The table above lists every position in the filing (the top 10 without an account).

What did Bennett Selby Investments buy and sell in Q3 2026?

Compared with Q2 2026: 4 new positions, 31 added to, 20 trimmed and 4 sold out. New positions include ABNB, PSX and SCHW. It sold all of NKE, TSCO and CB.

When will Bennett Selby Investments file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Bennett Selby Investments's portfolio worth?

The Q3 2026 filing reports $327M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.