Portfolio (Quarterly)
Guide ↗
Scott & Selber, Inc.
· CIK 0001315269| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CCL | CARNIVAL CORP | Consumer Cyclical | 180,615 | $4.7M | 1.21% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 19,375 | $4.4M | 1.13% | SOLD |
| 3 | ZTS | ZOETIS INC | Healthcare | 22,348 | $2.6M | 0.68% | SOLD |
| 4 | CLX | CLOROX CO DEL | Consumer Defensive | 24,839 | $2.6M | 0.67% | SOLD |
| 5 | MKC | MCCORMICK & CO INC | Consumer Defensive | 20,366 | $1.0M | 0.27% | SOLD |
Sector Allocation
Technology
55.0%
Financial Services
11.7%
Consumer Cyclical
9.6%
Energy
8.3%
Healthcare
6.1%
Industrials
4.6%
Consumer Defensive
2.2%
Communication Services
1.8%
Basic Materials
0.6%
Real Estate
0.1%