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Portfolio (Quarterly) Guide ↗

Scott & Selber, Inc.

· CIK 0001315269
13F Portfolio $474M AUM 91 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 2 Added 6 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 25,782.0 $6.1M 1.29% -1K -5.0% $236.62 +3.3%
2 SCHD SCHWAB STRATEGIC TR 95,611.0 $3.0M 0.64% -1K -1.1% $31.71 +10.6%
3 SGOV ISHARES TR 27,257.0 $2.7M 0.58% -916.0 -3.2% $100.67 -0.0%
4 SFM SPROUTS FMRS MKT INC Consumer Defensive 18,595.0 $1.6M 0.33% -107.0 -0.6% $84.58 +1.0%
5 SCHB SCHWAB STRATEGIC TR 25,448.0 $737K 0.16% -2K -6.0% $28.96 +2.2%
6 BND VANGUARD BD INDEX FDS 6,412.0 $471K 0.10% -280.0 -4.2% $73.41 -1.1%

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 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%