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Portfolio (Quarterly) Guide ↗

BENNETT SELBY INVESTMENTS LP

· CIK 0001840740
13F Portfolio $313M AUM 85 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 31 Added 21 Reduced 10 Exited
Page 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS CO Financial Services 648.0 $219K 0.07% NEW $338.25 -4.2%
82 CB CHUBB LIMITED Financial Services 600.0 $204K 0.07% NEW $340.74 -0.6%
83 ROST ROSS STORES INC Consumer Cyclical 950.0 $202K 0.07% NEW $212.85 +7.7%
84 IJK ISHARES TR 1,720.0 $202K 0.07% NEW $117.50 -5.0%
85 SCHG SCHWAB STRATEGIC TR 5,924.0 $200K 0.06% NEW $33.84 +4.2%
Page 5 of 5  ·  85 positions

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 32.6%
Financial Services 23.5%
Consumer Cyclical 22.4%
Communication Services 10.5%
Healthcare 4.3%
Industrials 4.1%
Consumer Defensive 2.7%