IE
Insider Edges

SCOTT & SELBER, INC. 13F portfolio summary

SCOTT & SELBER, INC. of SCOTT & SELBER, INC. has 91 current stock holdings with a reported portfolio value of $473.7M. The portfolio 1 year return is +35.40%. Top holdings include MU (10.64%), NVDA (7.29%), AAPL (6.69%), AVGO (5.21%), GOOG (5.18%).

Back to investors

SCOTT & SELBER, INC.

SCOTT & SELBER, INC.
Latest filing: 2026-06-30

SCOTT & SELBER, INC. runs SCOTT & SELBER, INC. and currently holds 91 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $473.72M. Their top holdings are MU, NVDA, AAPL, AVGO, GOOG. The top five represent 35.0% of reported portfolio weight. SCOTT & SELBER, INC. ranks #247 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SCOTT & SELBER, INC. initiated 2 new positions. They added to 8 existing positions. They trimmed 61 positions. Their current best-performing preview position is MU with returns of +241.67%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
MU10.6%
NVDA7.3%
AAPL6.7%
AVGO5.2%
GOOG5.2%
Top 5: 35.0%
Portfolio Returns
1 Year
+35.40%
#273/1000
3 Year
+95.90%
#274/1000
5 Year
+110.95%
#225/1000

Portfolio Value

$473.72M

Alpha Score

82.4

#247 of 1000

Holdings

91

Showper page

91 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MU
MICRON TECHNOLOGY INC
10.64%$81.02$966.78+1,093.26%
Trimmed
-0.48%
NVDA
NVIDIA CORPORATION
7.29%$8.18$214.76+2,525.43%
Trimmed
-0.04%
AAPL
APPLE INC
6.69%$40.42$309.35+665.34%
Trimmed
-0.03%
AVGO
BROADCOM INC
5.21%$25.93$368.45+1,320.94%
Trimmed
-0.20%
GOOG
ALPHABET INC
5.18%$54.45$341.75+527.64%
Trimmed
-0.03%
LRCX
LAM RESEARCH CORP
4.20%$133.90$314.00+134.50%
Trimmed
-0.04%
MSFT
MICROSOFT CORP
3.58%$85.86$483.24+462.82%
Trimmed
-0.12%
AMAT
APPLIED MATLS INC
3.31%$120.60$492.32+308.23%
Trimmed
-0.05%
AMZN
AMAZON COM INC
3.03%$34.13$258.63+657.78%
Trimmed
-0.03%
C
CITIGROUP INC
2.30%$55.18$131.67+138.62%
Trimmed
-0.03%

Showing 1-10 of 91