BENNETT SELBY INVESTMENTS LP

Institutional manager (13F) · CIK 1840740

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $272M

#	Issuer	Value	Shares
1	ALPHABET INC	$42M	144,879
2	APPLE INC	$38M	150,174
3	META PLATFORMS INC	$20M	35,473
4	VISA INC	$18M	60,627
5	BOOKING HOLDINGS INC	$17M	4,092
6	BERKSHIRE HATHAWAY INC DEL	$12M	24,694
7	MASTERCARD INCORPORATED	$10M	20,374
8	NVIDIA CORPORATION	$10M	54,681
9	AMAZON COM INC	$8M	36,859
10	UBER TECHNOLOGIES INC	$7M	100,236
11	MICROSOFT CORP	$7M	19,165
12	MARSH & MCLENNAN COS INC	$7M	38,292
13	FLOOR & DECOR HLDGS INC	$6M	122,194
14	NETFLIX INC.	$6M	61,158
15	STATE STR SPDR S&P 500 ETF T	$4M	6,888
16	JOHNSON & JOHNSON	$4M	18,215
17	DOMINOS PIZZA INC	$4M	11,867
18	GRACO INC	$3M	35,915
19	STARBUCKS CORP	$3M	32,094
20	WELLS FARGO & CO	$3M	33,186
21	JPMORGAN CHASE & CO	$3M	8,761
22	COSTCO WHOLESALE CORPORATION	$2M	2,383
23	TREX INC	$2M	61,224
24	ELI LILLY & CO	$2M	2,416
25	NIKE INC	$2M	41,637
26	CELSIUS HLDGS INC	$2M	56,604
27	TAIWAN SEMICONDUCTOR MANUFAC	$2M	5,676
28	RESTAURANT BRANDS INTL INC	$2M	24,817
29	UNION PAC CORP	$2M	7,504
30	KINSALE CAP GROUP INC	$2M	5,323
31	MCDONALDS CORP	$2M	5,118
32	MSCI INC	$1M	2,555
33	NOVO-NORDISK A S	$1M	35,726
34	TJX COS INC NEW	$1M	7,988
35	INVESCO EXCH TRADED FD TR II	$1M	62,023
36	FERRARI N V	$1M	3,689
37	ON HLDG AG	$1M	36,503
38	NVR INC	$1M	177
39	VERISIGN INC	$1M	4,634
40	COCA COLA CO	$1M	13,524
41	ZOETIS INC	$1M	8,654
42	VANGUARD INDEX FDS	$1M	3,122
43	INVESCO QQQ TR	$983k	1,704
44	ISHARES TR	$920k	1,408
45	LOWES COS INC	$905k	3,831
46	BANK AMERICA CORP	$894k	18,345
47	HOME DEPOT INC	$845k	2,570
48	BROADCOM INC	$817k	2,640
49	TRANSDIGM GROUP INC	$773k	667
50	MONSTER BEVERAGE CORP NEW	$725k	10,002

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.