Scott & Selber
Scott & Selber reported 92 stocks worth $476M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are MU (9.8%), NVDA (8.3%) and AAPL (7.7%). Compared with Q2 2026, the fund opened new positions in XOM, DASH and DECK, added to META, GNRC and ABBV, trimmed AAPL, GOOG and MSFT and sold out of XOM, SMG and MCD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MU Micron Technology Inc | $46.5M | 9.8% | 44K | No change | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $39.4M | 8.3% | 172K | No change | 8 of 8 | |
| 3 |  AAPL Apple Inc | $36.5M | 7.7% | 109K | −120 (−0%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $23.6M | 5.0% | 69K | −89 (−0%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $23.3M | 4.9% | 45K | −49 (−0%) | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $22.9M | 4.8% | 65K | −82 (−0%) | 8 of 8 | |
| 7 |  LRCX Lam Research Corp | $15.1M | 3.2% | 46K | No change | 5 of 8 | |
| 8 |  AMZN Amazon Com Inc | $15M | 3.1% | 60K | −123 (−0%) | 8 of 8 | |
| 9 |  AMAT Applied Matls Inc | $11.1M | 2.3% | 22K | No change | 8 of 8 | |
| 10 |  C Citigroup Inc | $10.1M | 2.1% | 78K | No change | 8 of 8 |
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
Reported value
last 8 quartersThe 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| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Scott & Selber 13F FAQ
What does Scott & Selber own?
Scott & Selber reported 92 stocks worth $476M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are MU (9.8%), NVDA (8.3%) and AAPL (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did Scott & Selber buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 11 added to, 27 trimmed and 4 sold out. New positions include XOM, DASH and DECK. It sold all of XOM, SMG and MCD.
When will Scott & Selber 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 Scott & Selber's portfolio worth?
The Q3 2026 filing reports $476M 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.