Scott & Selber, Inc.
•CIK: 1315269•Filing: Q4 2025
**Scott & Selber, Inc.** manages $399M across a portfolio of 93 positions, exhibiting a concentrated, technology-heavy mandate. Top holdings are anchored by semiconductor and mega-cap tech names, including NVDA ($32.2M) and AAPL ($29.9M). The fund maintains significant exposure to enterprise software and cloud infrastructure, evidenced by substantial allocations to AVGO ($22.7M), MSFT ($22.0M), and GOOG ($21.8M). This structure suggests a conviction play within high-growth, market-leading technology sectors.
Total AUM
$398.7M
QoQ Performance
+1.5%
Positions
83
Top 10 Concentration
45.3%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
AVGO
MSFT
GOOG
NVDA8.1%
AAPL7.5%
AVGO5.7%
MSFT5.5%
GOOG5.5%
AMZN3.5%
MU3.1%
TRVC2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology40.0%
Other31.9%
Financial9.9%
Consumer8.2%
Healthcare5.1%
Industrial2.6%
Energy1.8%
Consumer Staples0.5%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW5 new positions
↑20 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023