Long-term investor

Scott & Selber, Inc. @scottselberinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001315269).

Record

  • Tracked since 2025-06-30 (431 days), 65 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.1% · 6 months +8.6% · 1 year +21.3% · all +21.3%
  • Max drawdown -2.2% · Sharpe 1.10 · win rate 11% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MU · 10.6% · long · since 2025-06-30
  • NVDA · 7.3% · long · since 2025-06-30
  • AAPL · 6.7% · long · since 2025-06-30
  • AVGO · 5.2% · long · since 2025-06-30
  • 02079K107 · 5.2% · long · since 2025-06-30
  • 512807306 · 4.2% · long · since 2025-09-30
  • MSFT · 3.6% · long · since 2025-06-30
  • AMAT · 3.3% · long · since 2025-06-30
  • AMZN · 3.0% · long · since 2025-06-30
  • C · 2.3% · long · since 2025-06-30
  • 922908736 · 1.8% · long · since 2025-06-30
  • KMI · 1.7% · long · since 2025-06-30

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