BENNETT SELBY INVESTMENTS LP holdings history

90 is the total number of securities BENNETT SELBY INVESTMENTS LP has owned. The longest BENNETT SELBY INVESTMENTS LP has owned a single stock is 13 quarters.

BENNETT SELBY INVESTMENTS LP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC131314.33%15.73%17.81%Q4 2020Q4 202313
GOOG ALPHABET INC13135.57%8.40%10.62%Q4 2020Q4 202313
FB META PLATFORMS INC13133.12%7.16%11.28%Q4 2020Q4 202313
V VISA INC13135.69%7.00%8.41%Q4 2020Q4 202313
BKNG BOOKING HOLDINGS INC13135.26%6.08%7.16%Q4 2020Q4 202313
FND FLOOR & DECOR HLDGS INC13132.94%4.99%6.77%Q4 2020Q4 202313
BRKB BERKSHIRE HATHAWAY INC...13133.34%4.06%5.10%Q4 2020Q4 202313
MMC MARSH & MCLENNAN COS INC13132.78%3.81%4.52%Q4 2020Q4 202313
MA MASTERCARD INCORPORATED13132.70%3.79%4.85%Q4 2020Q4 202313
DPZ DOMINOS PIZZA INC13132.78%3.75%4.89%Q4 2020Q4 202313
MSFT MICROSOFT CORP13130.85%3.05%3.54%Q4 2020Q4 202313
AMZN AMAZON COM INC13132.24%2.93%3.52%Q4 2020Q4 202313
SBUX STARBUCKS CORP13132.08%2.55%3.01%Q4 2020Q4 202313
TREX TREX CO INC13131.46%2.04%2.98%Q4 2020Q4 202313
JNJ JOHNSON & JOHNSON13131.37%1.81%2.26%Q4 2020Q4 202313
GGG GRACO INC13131.44%1.66%2.04%Q4 2020Q4 202313
QSR RESTAURANT BRANDS INTL...13131.03%1.34%2.04%Q4 2020Q4 202313
SPY SPDR S&P 500 ETF TR13130.91%1.07%1.22%Q4 2020Q4 202313
UNP UNION PAC CORP13130.89%1.07%1.20%Q4 2020Q4 202313
DOCU DOCUSIGN INC13130.19%1.00%2.29%Q4 2020Q4 202313
WFC WELLS FARGO CO NEW13130.81%1.00%1.15%Q4 2020Q4 202313
JPM JPMORGAN CHASE & CO13130.77%0.88%1.11%Q4 2020Q4 202313
MCD MCDONALDS CORP13130.74%0.84%0.96%Q4 2020Q4 202313
ZTS ZOETIS INC13130.63%0.81%1.07%Q4 2020Q4 202313
VRSN VERISIGN INC13130.51%0.79%1.20%Q4 2020Q4 202313
MSCI MSCI INC13130.60%0.77%0.94%Q4 2020Q4 202313
OFLX OMEGA FLEX INC13130.28%0.65%1.00%Q4 2020Q4 202313
ACN ACCENTURE PLC IRELAND13130.47%0.55%0.68%Q4 2020Q4 202313
KO COCA COLA CO13130.34%0.45%0.60%Q4 2020Q4 202313
VTI VANGUARD INDEX FDS13130.38%0.43%0.50%Q4 2020Q4 202313
IVV ISHARES TR13130.34%0.43%0.54%Q4 2020Q4 202313
BAC BK OF AMERICA CORP13130.29%0.39%0.46%Q4 2020Q4 202313
IUSG ISHARES TR13130.27%0.35%0.42%Q4 2020Q4 202313
TJX TJX COS INC NEW13130.24%0.32%0.44%Q4 2020Q4 202313
IJK ISHARES TR13130.13%0.17%0.22%Q4 2020Q4 202313
TSCO TRACTOR SUPPLY CO12120.16%0.24%0.34%Q1 2021Q4 202312
FDS FACTSET RESH SYS INC1110.14%0.17%0.20%Q4 2020Q4 202312
VRSK VERISK ANALYTICS INC750.14%0.16%0.20%Q4 2020Q4 202312
CNI CANADIAN NATL RY CO11110.27%0.35%0.42%Q2 2021Q4 202311
NVO NOVO-NORDISK A S10100.25%0.64%1.17%Q3 2021Q4 202310
CSCO CISCO SYS INC550.15%0.17%0.20%Q1 2021Q4 202310
ADBE ADOBE SYSTEMS INCORPOR...990.12%0.58%0.78%Q4 2021Q4 20239
DIS DISNEY WALT CO990.22%0.48%0.75%Q4 2020Q4 20229
INTC INTEL CORP810.12%0.39%0.64%Q4 2020Q4 20239
NFLX NETFLIX INC880.77%1.18%1.45%Q1 2022Q4 20238
KMX CARMAX INC880.51%0.74%0.99%Q4 2020Q3 20228
NKE NIKE INC880.24%0.60%0.82%Q1 2022Q4 20238
LOW LOWES COS INC880.24%0.38%0.48%Q1 2022Q4 20238
CMCSA COMCAST CORP NEW880.19%0.29%0.40%Q4 2020Q3 20228
MTCH MATCH GROUP INC NEW770.29%0.66%0.93%Q4 2020Q2 20227
LSXMA LIBERTY MEDIA CORP DEL770.21%0.33%0.55%Q4 2020Q2 20227
HD HOME DEPOT INC610.14%0.25%0.35%Q4 2021Q4 20237
MTD METTLER TOLEDO INTERNA...520.12%0.17%0.24%Q4 2021Q4 20237
SCHX SCHWAB STRATEGIC TR520.12%0.14%0.16%Q1 2022Q4 20237
POOL POOL CORP660.34%1.07%1.28%Q3 2022Q4 20236
TROW PRICE T ROWE GROUP INC660.20%0.50%0.67%Q3 2022Q4 20236
FFIV F5 NETWORKS INC660.22%0.33%0.42%Q4 2020Q1 20226
BABA ALIBABA GROUP HLDG LTD550.60%1.05%1.77%Q4 2020Q4 20215
BA BOEING CO550.24%0.71%1.11%Q2 2021Q2 20225
QQQ INVESCO QQQ TR410.12%0.19%0.22%Q4 2021Q4 20235
COST COSTCO WHSL CORP NEW550.13%0.17%0.23%Q4 2022Q4 20235
PAYC PAYCOM SOFTWARE INC440.21%0.41%0.62%Q1 2023Q4 20234
VIG VANGUARD SPECIALIZED F...440.20%0.24%0.31%Q1 2022Q4 20224
VMW VMWARE INC440.13%0.24%0.40%Q1 2021Q4 20214
VTIP VANGUARD MALVERN FDS330.14%0.18%0.21%Q2 2021Q4 20213
IVOG VANGUARD ADMIRAL FDS INC330.18%0.18%0.18%Q2 2022Q4 20223
UI UBIQUITI INC220.64%0.70%0.75%Q4 2020Q1 20212
PDD PINDUODUO INC220.23%0.34%0.45%Q3 2021Q4 20212
AB ALLIANCEBERNSTEIN HLDG...220.19%0.33%0.47%Q4 2020Q1 20212
LGIH LGI HOMES INC220.12%0.23%0.35%Q3 2021Q4 20212
PSX PHILLIPS 66220.22%0.23%0.24%Q4 2020Q1 20212
VHT VANGUARD WORLD FDS110.16%0.18%0.21%Q1 2022Q4 20222
STT STATE STR CORP220.15%0.16%0.17%Q2 2023Q3 20232
CL COLGATE PALMOLIVE CO220.12%0.13%0.14%Q3 2023Q4 20232
KLAC KLA CORP220.11%0.12%0.12%Q3 2023Q4 20232
NVDA NVIDIA CORPORATION110.34%0.34%0.34%Q1 2022Q1 20221
TIF TIFFANY & CO NEW110.29%0.29%0.29%Q4 2020Q4 20201
KWEB KRANESHARES TR110.25%0.25%0.25%Q2 2021Q2 20211
GS GOLDMAN SACHS GROUP INC110.21%0.21%0.21%Q1 2022Q1 20221
CQQQ INVESCO EXCH TRADED FD...110.18%0.18%0.18%Q1 2021Q1 20211
MNST MONSTER BEVERAGE CORP NEW110.18%0.18%0.18%Q4 2023Q4 20231
DUTCH BROS INC110.17%0.17%0.17%Q4 2021Q4 20211
TDG TRANSDIGM GROUP INC110.17%0.17%0.17%Q4 2023Q4 20231
AMD ADVANCED MICRO DEVICES...110.17%0.17%0.17%Q1 2022Q1 20221
PSI INVESCO EXCHANGE TRADE...110.16%0.16%0.16%Q1 2022Q1 20221
ON HLDG AG110.15%0.15%0.15%Q4 2023Q4 20231
LUV SOUTHWEST AIRLS CO110.14%0.14%0.14%Q4 2023Q4 20231
ULTA ULTA BEAUTY INC110.13%0.13%0.13%Q1 2023Q1 20231
KRE SPDR SER TR110.12%0.12%0.12%Q1 2022Q1 20221
LLY ELI LILLY & CO110.12%0.12%0.12%Q4 2023Q4 20231

The securities at the top of the list , including APPLE INC, ALPHABET INC, and META PLATFORMS INC, are the highest-conviction holdings of BENNETT SELBY INVESTMENTS LP.

The conviction is calculated by counting the number of quarters a security has been reported by BENNETT SELBY INVESTMENTS LP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that BENNETT SELBY INVESTMENTS LP owns currently or has owned in the past.