Portfolio (Quarterly) Guide ↗

Scott & Selber, Inc.

· CIK 0001315269

13F Portfolio $387M AUM 91 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 10 Added 25 Reduced

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VXUS	VANGUARD STAR FDS	—	69,435.0	$5.4M	1.38%	+2K	+3.3%	$77.11	+14.1%
2	TSLA	TESLA INC	Consumer Cyclical	11,506.0	$4.3M	1.10%	+130.0	+1.1%	$371.75	-7.0%
3	VB	VANGUARD INDEX FDS	—	12,245.0	$3.2M	0.83%	+387.0	+3.3%	$261.92	+16.0%
4	VO	VANGUARD INDEX FDS	—	10,662.0	$3.1M	0.79%	+337.0	+3.3%	$287.18	-71.1%
5	ABNB	AIRBNB INC	Consumer Cyclical	22,263.0	$2.8M	0.73%	+4K	+25.0%	$126.28	+49.9%
6	CLX	CLOROX CO DEL	Consumer Defensive	24,839.0	$2.6M	0.67%	+8K	+47.2%	$103.63	+1.0%
7	VNQ	VANGUARD INDEX FDS	—	26,948.0	$2.4M	0.62%	+853.0	+3.3%	$88.70	+11.5%
8	BND	VANGUARD BD INDEX FDS	—	6,692.0	$493K	0.13%	+302.0	+4.7%	$73.64	-1.5%
9	WMT	WALMART INC	Consumer Defensive	3,383.0	$420K	0.11%	+408.0	+13.7%	$124.28	-15.9%
10	VOO	VANGUARD INDEX FDS	—	589.0	$352K	0.09%	+51.0	+9.5%	$597.55	+17.7%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 43.8%

Financial Services 12.4%

Consumer Cyclical 11.8%

Energy 11.3%

Healthcare 7.8%

Industrials 6.1%

Consumer Defensive 3.8%

Communication Services 2.2%

Basic Materials 0.7%

Real Estate 0.1%