Scott & Selber, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 0 | 179,296 | +179,296 | 0 | 33,453,075 | 8.52% | +33,453,075 |
| APPLE INC(AAPL) | 0 | 113,100 | +113,100 | 0 | 28,798,779 | 7.34% | +28,798,779 |
| MICROSOFT CORP(MSFT) | 0 | 47,136 | +47,136 | 0 | 24,414,232 | 6.22% | +24,414,232 |
| BROADCOM INC(AVGO) | 0 | 67,954 | +67,954 | 0 | 22,418,720 | 5.71% | +22,418,720 |
| ALPHABET INC(GOOG) | 0 | 71,993 | +71,993 | 0 | 17,533,903 | 4.47% | +17,533,903 |
| AMAZON COM INC(AMZN) | 0 | 62,266 | +62,266 | 0 | 13,671,746 | 3.48% | +13,671,746 |
| META PLATFORMS INC(META) | 0 | 12,364 | +12,364 | 0 | 9,080,012 | 2.31% | +9,080,012 |
| CITIGROUP INC(C) | 0 | 80,621 | +80,621 | 0 | 8,183,018 | 2.08% | +8,183,018 |
| VANGUARD INDEX FDS | 0 | 17,015 | +17,015 | 0 | 8,160,331 | 2.08% | +8,160,331 |
| JPMORGAN CHASE & CO.(JPM) | 0 | 25,486 | +25,486 | 0 | 8,039,019 | 2.05% | +8,039,019 |
| MICRON TECHNOLOGY INC(MU) | 0 | 45,342 | +45,342 | 0 | 7,586,701 | 1.93% | +7,586,701 |
| KINDER MORGAN INC DEL(KMI) | 0 | 265,094 | +265,094 | 0 | 7,504,817 | 1.91% | +7,504,817 |
| WILLIAMS COS INC(WMB) | 0 | 100,723 | +100,723 | 0 | 6,380,789 | 1.63% | +6,380,789 |
| LAM RESEARCH CORP(LRCX) | 0 | 47,551 | +47,551 | 0 | 6,367,105 | 1.62% | +6,367,105 |
| HOME DEPOT INC(HD) | 0 | 15,252 | +15,252 | 0 | 6,180,137 | 1.57% | +6,180,137 |
| VANGUARD SPECIALIZED FUNDS | 0 | 28,452 | +28,452 | 0 | 6,139,665 | 1.56% | +6,139,665 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 11,498 | +11,498 | 0 | 5,780,505 | 1.47% | +5,780,505 |
| RTX CORPORATION(RTX) | 0 | 34,368 | +34,368 | 0 | 5,750,864 | 1.46% | +5,750,864 |
| BANK AMERICA CORP | 0 | 105,809 | +105,809 | 0 | 5,458,688 | 1.39% | +5,458,688 |
| CARNIVAL CORP | 0 | 187,319 | +187,319 | 0 | 5,415,392 | 1.38% | +5,415,392 |
| GOLDMAN SACHS GROUP INC(GS) | 0 | 6,606 | +6,606 | 0 | 5,261,080 | 1.34% | +5,261,080 |
| TESLA INC(TSLA) | 0 | 11,778 | +11,778 | 0 | 5,237,912 | 1.33% | +5,237,912 |
| ORACLE CORP(ORCL) | 0 | 18,368 | +18,368 | 0 | 5,165,927 | 1.32% | +5,165,927 |
| VANGUARD STAR FDS | 0 | 66,845 | +66,845 | 0 | 4,910,434 | 1.25% | +4,910,434 |
| EXXON MOBIL CORP | 0 | 43,151 | +43,151 | 0 | 4,865,236 | 1.24% | +4,865,236 |
| CISCO SYS INC(CSCO) | 0 | 68,644 | +68,644 | 0 | 4,696,604 | 1.20% | +4,696,604 |
| APPLIED MATLS INC | 0 | 22,478 | +22,478 | 0 | 4,602,107 | 1.17% | +4,602,107 |
| HONEYWELL INTL INC(HON) | 0 | 20,324 | +20,324 | 0 | 4,278,101 | 1.09% | +4,278,101 |
| ABBVIE INC(ABBV) | 0 | 17,878 | +17,878 | 0 | 4,139,549 | 1.05% | +4,139,549 |
| GENERAC HLDGS INC(GNRC) | 0 | 22,257 | +22,257 | 0 | 3,725,822 | 0.95% | +3,725,822 |
| AUTOZONE INC(AZO) | 0 | 841 | +841 | 0 | 3,608,092 | 0.92% | +3,608,092 |
| VISA INC(V) | 0 | 10,440 | +10,440 | 0 | 3,564,093 | 0.91% | +3,564,093 |
| WASTE MGMT INC DEL(WM) | 0 | 15,764 | +15,764 | 0 | 3,481,129 | 0.89% | +3,481,129 |
| SCHWAB CHARLES CORP(SCHW) | 0 | 32,060 | +32,060 | 0 | 3,060,789 | 0.78% | +3,060,789 |
| VANGUARD INDEX FDS | 0 | 10,266 | +10,266 | 0 | 3,015,535 | 0.77% | +3,015,535 |
| INTUITIVE SURGICAL INC | 0 | 6,741 | +6,741 | 0 | 3,014,777 | 0.77% | +3,014,777 |
| VANGUARD INDEX FDS | 0 | 11,790 | +11,790 | 0 | 2,997,961 | 0.76% | +2,997,961 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 0 | 6,114 | +6,114 | 0 | 2,965,443 | 0.76% | +2,965,443 |
| MASTERCARD INCORPORATED(MA) | 0 | 5,189 | +5,189 | 0 | 2,951,664 | 0.75% | +2,951,664 |
| ISHARES TR | 0 | 28,709 | +28,709 | 0 | 2,890,993 | 0.74% | +2,890,993 |
| JOHNSON & JOHNSON(JNJ) | 0 | 15,486 | +15,486 | 0 | 2,871,391 | 0.73% | +2,871,391 |
| ADOBE INC(ADBE) | 0 | 8,072 | +8,072 | 0 | 2,847,398 | 0.73% | +2,847,398 |
| INTUIT(INTU) | 0 | 4,155 | +4,155 | 0 | 2,837,535 | 0.72% | +2,837,535 |
| SCHWAB STRATEGIC TR | 0 | 103,796 | +103,796 | 0 | 2,833,625 | 0.72% | +2,833,625 |
| HALLIBURTON CO(HAL) | 0 | 114,377 | +114,377 | 0 | 2,813,673 | 0.72% | +2,813,673 |
| DEVON ENERGY CORP NEW(DVN) | 0 | 76,276 | +76,276 | 0 | 2,674,237 | 0.68% | +2,674,237 |
| BLACKROCK INC(BLK) | 0 | 2,262 | +2,262 | 0 | 2,637,413 | 0.67% | +2,637,413 |
| WELLS FARGO CO NEW(WFC) | 0 | 29,942 | +29,942 | 0 | 2,509,767 | 0.64% | +2,509,767 |
| VANGUARD INDEX FDS | 0 | 25,945 | +25,945 | 0 | 2,371,892 | 0.60% | +2,371,892 |
| PROCTER AND GAMBLE CO(PG) | 0 | 15,255 | +15,255 | 0 | 2,343,899 | 0.60% | +2,343,899 |
| AIRBNB INC | 0 | 18,425 | +18,425 | 0 | 2,237,164 | 0.57% | +2,237,164 |
| PINTEREST INC(PINS) | 0 | 69,215 | +69,215 | 0 | 2,226,647 | 0.57% | +2,226,647 |
| COSTCO WHSL CORP NEW(COST) | 0 | 2,390 | +2,390 | 0 | 2,212,329 | 0.56% | +2,212,329 |
| UNION PAC CORP(UNP) | 0 | 9,274 | +9,274 | 0 | 2,192,053 | 0.56% | +2,192,053 |
| CONOCOPHILLIPS(COP) | 0 | 23,173 | +23,173 | 0 | 2,191,918 | 0.56% | +2,191,918 |
| CHEVRON CORP NEW(CVX) | 0 | 13,397 | +13,397 | 0 | 2,080,446 | 0.53% | +2,080,446 |
| STARBUCKS CORP(SBUX) | 0 | 24,559 | +24,559 | 0 | 2,077,659 | 0.53% | +2,077,659 |
| SCOTTS MIRACLE-GRO CO(SMG) | 0 | 36,197 | +36,197 | 0 | 2,061,419 | 0.53% | +2,061,419 |
| ABBOTT LABS | 0 | 15,136 | +15,136 | 0 | 2,027,337 | 0.52% | +2,027,337 |
| VANGUARD INDEX FDS | 0 | 6,581 | +6,581 | 0 | 2,025,937 | 0.52% | +2,025,937 |
| MAPLEBEAR INC(CART) | 0 | 54,243 | +54,243 | 0 | 1,993,973 | 0.51% | +1,993,973 |
| ANALOG DEVICES INC(ADI) | 0 | 7,901 | +7,901 | 0 | 1,941,276 | 0.49% | +1,941,276 |
| MOLSON COORS BEVERAGE CO(TAP) | 0 | 41,910 | +41,910 | 0 | 1,896,432 | 0.48% | +1,896,432 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 5,103 | +5,103 | 0 | 1,762,039 | 0.45% | +1,762,039 |
| KENVUE INC(KVUE) | 0 | 106,438 | +106,438 | 0 | 1,727,490 | 0.44% | +1,727,490 |
| ZOETIS INC(ZTS) | 0 | 11,457 | +11,457 | 0 | 1,676,318 | 0.43% | +1,676,318 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 10,333 | +10,333 | 0 | 1,671,776 | 0.43% | +1,671,776 |
| ELI LILLY & CO(LLY) | 0 | 2,155 | +2,155 | 0 | 1,644,317 | 0.42% | +1,644,317 |
| COCA COLA CO(KO) | 0 | 24,695 | +24,695 | 0 | 1,637,805 | 0.42% | +1,637,805 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 0 | 35,009 | +35,009 | 0 | 1,372,003 | 0.35% | +1,372,003 |
| SALESFORCE INC(CRM) | 0 | 5,763 | +5,763 | 0 | 1,365,853 | 0.35% | +1,365,853 |
| MERCK & CO INC(MRK) | 0 | 15,687 | +15,687 | 0 | 1,316,571 | 0.34% | +1,316,571 |
| GILEAD SCIENCES INC(GILD) | 0 | 10,932 | +10,932 | 0 | 1,213,400 | 0.31% | +1,213,400 |
| AMGEN INC(AMGN) | 0 | 3,587 | +3,587 | 0 | 1,012,119 | 0.26% | +1,012,119 |
| INVESCO QQQ TR | 0 | 1,508 | +1,508 | 0 | 905,358 | 0.23% | +905,358 |
| SCHWAB STRATEGIC TR | 0 | 27,431 | +27,431 | 0 | 705,248 | 0.18% | +705,248 |
| YUM BRANDS INC(YUM) | 0 | 4,000 | +4,000 | 0 | 608,000 | 0.15% | +608,000 |
| VANGUARD WHITEHALL FDS | 0 | 4,237 | +4,237 | 0 | 597,183 | 0.15% | +597,183 |
| ISHARES TR | 0 | 8,235 | +8,235 | 0 | 560,636 | 0.14% | +560,636 |
| JONES LANG LASALLE INC(JLL) | 0 | 1,570 | +1,570 | 0 | 468,300 | 0.12% | +468,300 |
| VANGUARD BD INDEX FDS | 0 | 5,259 | +5,259 | 0 | 391,097 | 0.10% | +391,097 |
| VANGUARD INDEX FDS | 0 | 2,062 | +2,062 | 0 | 384,549 | 0.10% | +384,549 |
| ROYAL CARIBBEAN GROUP | 0 | 1,066 | +1,066 | 0 | 344,936 | 0.09% | +344,936 |
| ISHARES TR | 0 | 2,646 | +2,646 | 0 | 333,264 | 0.08% | +333,264 |
| WALMART INC(WMT) | 0 | 2,975 | +2,975 | 0 | 306,604 | 0.08% | +306,604 |
| PEPSICO INC(PEP) | 0 | 1,950 | +1,950 | 0 | 273,922 | 0.07% | +273,922 |
| VANGUARD INDEX FDS | 0 | 434 | +434 | 0 | 265,773 | 0.07% | +265,773 |
| CATERPILLAR INC(CAT) | 0 | 550 | +550 | 0 | 262,433 | 0.07% | +262,433 |
| MCDONALDS CORP(MCD) | 0 | 799 | +799 | 0 | 242,808 | 0.06% | +242,808 |
| BLACKSTONE INC(BX) | 0 | 1,330 | +1,330 | 0 | 227,231 | 0.06% | +227,231 |
| AUTOMATIC DATA PROCESSING IN | 0 | 730 | +730 | 0 | 214,255 | 0.05% | +214,255 |
| ALTRIA GROUP INC(MO) | 0 | 3,203 | +3,203 | 0 | 211,590 | 0.05% | +211,590 |
| ISHARES TR | 0 | 2,159 | +2,159 | 0 | 205,402 | 0.05% | +205,402 |
| STANDARD LITHIUM LTD | 0 | 10,669 | +10,669 | 0 | 35,955 | 0.01% | +35,955 |
| Standard Lithium Ltd | 10,669 | 0 | -10,669 | 21 | 0 | — | -21 |
| iShares MSCI USA Minimum Volat | 2,158 | 0 | -2,158 | 203 | 0 | — | -203 |
| Hilton Hotels Corp(HLT) | 765 | 0 | -765 | 204 | 0 | — | -204 |
| Caterpillar(CAT) | 550 | 0 | -550 | 214 | 0 | — | -214 |
| Automatic Data Processing | 730 | 0 | -730 | 225 | 0 | — | -225 |
| McDonalds Corp(MCD) | 799 | 0 | -799 | 233 | 0 | — | -233 |