SCOTT & SELBER, INC. 13F Portfolio
SCOTT & SELBER, INC. runs SCOTT & SELBER, INC. and currently holds 91 stock positions, which is fewer than the average of 231 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 #225 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%.
Portfolio Value
$473.72M
Alpha Score
86.1
#225 of 1000
Holdings
91
SCOTT & SELBER, INC. Current 13F Holdings
Reported holdings from SCOTT & SELBER, INC.'s latest SEC 13F filing, ranked by portfolio weight.
91 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MU MICRON TECHNOLOGY INC | 10.64% | $81.02 | $1,029.00 | +1,170.06% | Trimmed -0.48% |
 NVDA NVIDIA CORPORATION | 7.29% | $8.18 | $229.28 | +2,702.93% | Trimmed -0.04% |
 AAPL APPLE INC | 6.69% | $40.42 | $336.68 | +732.96% | Trimmed -0.03% |
 AVGO BROADCOM INC | 5.21% | $25.93 | $361.54 | +1,294.29% | Trimmed -0.20% |
 GOOG ALPHABET INC | 5.18% | $54.45 | $347.86 | +538.86% | Trimmed -0.03% |
 LRCX LAM RESEARCH CORP | 4.20% | $133.90 | $318.84 | +138.12% | Trimmed -0.04% |
 MSFT MICROSOFT CORP | 3.58% | $85.86 | $535.07 | +523.19% | Trimmed -0.12% |
 AMAT APPLIED MATLS INC | 3.31% | $120.60 | $507.03 | +320.42% | Trimmed -0.05% |
 AMZN AMAZON COM INC | 3.03% | $34.13 | $262.43 | +668.91% | Trimmed -0.03% |
 C CITIGROUP INC | 2.30% | $55.18 | $129.63 | +134.92% | Trimmed -0.03% |
Showing 1-10 of 91