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Scott & Selber, Inc.

RIA/Wealth

Scott & Selber, Inc. is a RIA/Wealth based in Houston, TX led by Christopher Tobin Mcmillin, reporting $569.5M in AUM as of Q3 2025 with 38% Technology concentration.

PresidentChristopher Tobin Mcmillin
Portfolio Value
$392.8M
Positions
95
Top Holding
NVDA at 8.52%
Last Reported
Q3 2025
Address800 Bering Drive, Suite 208, Houston, TX, 77057, United States

Top Holdings

Largest long holdings in Scott & Selber, Inc.'s portfolio (44.2% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$33.5M
8.52%
-$403.4K
Sold
0.00%
179.3K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$28.8M
7.33%
-$349.9K
Sold
0.00%
113.1K shares
Software - Infrastructure
Technology
$24.4M
6.22%
-$342.9K
Sold
0.00%
47.1K shares
Semiconductors
Technology
$22.4M
5.71%
-$357.0K
Sold
0.00%
68.0K shares
Internet Content & Information
Communication Services
$17.5M
4.46%
-$269.9K
Sold
0.00%
72.0K shares
6
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$13.7M
3.48%
+$249.2K
Bought
0.00%
62.3K shares
Internet Content & Information
Communication Services
$9.1M
2.31%
-$157.9K
Sold
0.00%
12.4K shares
Banks - Diversified
Financial Services
$8.2M
2.08%
-$88.5K
Sold
0.00%
80.6K shares
ETF
ETF
$8.2M
2.08%
+$9.1K
Bought
17.0K shares
Banks - Diversified
Financial Services
$8.0M
2.05%
-$124.0K
Sold
0.00%
25.5K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Scott & Selber, Inc.'s latest filing

See all changes
Market Value
$392.8M
Prior: $353.6M
Q/Q Change
+11.08%
+$39.2M
Net Flows % of MV
+1.37%
Turnover Ratio
2.09%
New Purchases
5 stocks
$10.0M
Added To
16 stocks
+$1.8M
Sold Out Of
0 stocks
-
Reduced Holdings
63 stocks
-$5.4M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
-11.51%
-2.95%
-2.06%
-2.04%
5
Intuit logo
Intuit
INTU
-2.0%

Analytics

Portfolio insights and performance metrics for Scott & Selber, Inc.

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Sector Allocation

Technology: 37.70%TechnologyFinancial Services: 12.10%Financial ServicesConsumer Cyclical: 11.00%Consumer CyclicalETF: 8.50%ETFCommunication Services: 7.30%Energy: 7.30%Healthcare: 6.00%Industrials: 5.10%Consumer Defensive: 2.70%Basic Materials: 0.50%Real Estate: 0.10%
Technology
37.70%
Financial Services
12.10%
Consumer Cyclical
11.00%
ETF
8.50%
Communication Services
7.30%
Energy
7.30%
Healthcare
6.00%
Industrials
5.10%
Consumer Defensive
2.70%
Basic Materials
0.50%
Real Estate
0.10%

Market Cap Distribution

Mega Cap (> $200B): 61.28%Mega Cap (> $200B)Large Cap ($10B - $200B): 26.14%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.96%Small Cap ($300M - $2B): 0.01%Nano Cap (< $50M): 0.51%N/A (ETF or Unknown): 10.11%N/A (ETF or Unknown)
Mega Cap (> $200B)
61.28%
Large Cap ($10B - $200B)
26.14%
Mid Cap ($2B - $10B)
1.96%
Small Cap ($300M - $2B)
0.01%
Nano Cap (< $50M)
0.51%
N/A (ETF or Unknown)
10.11%

Portfolio Concentration

Top 10 Holdings %
44.23%
Top 20 Holdings %
60.16%
Top 50 Holdings %
86.94%
Top 100 Holdings %
100.0%

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