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.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 13 | 13 | 14.33% | 15.73% | 17.81% | Q4 2020 | Q4 2023 | 13 |
GOOG | ALPHABET INC | 13 | 13 | 5.57% | 8.40% | 10.62% | Q4 2020 | Q4 2023 | 13 |
FB | META PLATFORMS INC | 13 | 13 | 3.12% | 7.16% | 11.28% | Q4 2020 | Q4 2023 | 13 |
V | VISA INC | 13 | 13 | 5.69% | 7.00% | 8.41% | Q4 2020 | Q4 2023 | 13 |
BKNG | BOOKING HOLDINGS INC | 13 | 13 | 5.26% | 6.08% | 7.16% | Q4 2020 | Q4 2023 | 13 |
FND | FLOOR & DECOR HLDGS INC | 13 | 13 | 2.94% | 4.99% | 6.77% | Q4 2020 | Q4 2023 | 13 |
BRKB | BERKSHIRE HATHAWAY INC... | 13 | 13 | 3.34% | 4.06% | 5.10% | Q4 2020 | Q4 2023 | 13 |
MMC | MARSH & MCLENNAN COS INC | 13 | 13 | 2.78% | 3.81% | 4.52% | Q4 2020 | Q4 2023 | 13 |
MA | MASTERCARD INCORPORATED | 13 | 13 | 2.70% | 3.79% | 4.85% | Q4 2020 | Q4 2023 | 13 |
DPZ | DOMINOS PIZZA INC | 13 | 13 | 2.78% | 3.75% | 4.89% | Q4 2020 | Q4 2023 | 13 |
MSFT | MICROSOFT CORP | 13 | 13 | 0.85% | 3.05% | 3.54% | Q4 2020 | Q4 2023 | 13 |
AMZN | AMAZON COM INC | 13 | 13 | 2.24% | 2.93% | 3.52% | Q4 2020 | Q4 2023 | 13 |
SBUX | STARBUCKS CORP | 13 | 13 | 2.08% | 2.55% | 3.01% | Q4 2020 | Q4 2023 | 13 |
TREX | TREX CO INC | 13 | 13 | 1.46% | 2.04% | 2.98% | Q4 2020 | Q4 2023 | 13 |
JNJ | JOHNSON & JOHNSON | 13 | 13 | 1.37% | 1.81% | 2.26% | Q4 2020 | Q4 2023 | 13 |
GGG | GRACO INC | 13 | 13 | 1.44% | 1.66% | 2.04% | Q4 2020 | Q4 2023 | 13 |
QSR | RESTAURANT BRANDS INTL... | 13 | 13 | 1.03% | 1.34% | 2.04% | Q4 2020 | Q4 2023 | 13 |
SPY | SPDR S&P 500 ETF TR | 13 | 13 | 0.91% | 1.07% | 1.22% | Q4 2020 | Q4 2023 | 13 |
UNP | UNION PAC CORP | 13 | 13 | 0.89% | 1.07% | 1.20% | Q4 2020 | Q4 2023 | 13 |
DOCU | DOCUSIGN INC | 13 | 13 | 0.19% | 1.00% | 2.29% | Q4 2020 | Q4 2023 | 13 |
WFC | WELLS FARGO CO NEW | 13 | 13 | 0.81% | 1.00% | 1.15% | Q4 2020 | Q4 2023 | 13 |
JPM | JPMORGAN CHASE & CO | 13 | 13 | 0.77% | 0.88% | 1.11% | Q4 2020 | Q4 2023 | 13 |
MCD | MCDONALDS CORP | 13 | 13 | 0.74% | 0.84% | 0.96% | Q4 2020 | Q4 2023 | 13 |
ZTS | ZOETIS INC | 13 | 13 | 0.63% | 0.81% | 1.07% | Q4 2020 | Q4 2023 | 13 |
VRSN | VERISIGN INC | 13 | 13 | 0.51% | 0.79% | 1.20% | Q4 2020 | Q4 2023 | 13 |
MSCI | MSCI INC | 13 | 13 | 0.60% | 0.77% | 0.94% | Q4 2020 | Q4 2023 | 13 |
OFLX | OMEGA FLEX INC | 13 | 13 | 0.28% | 0.65% | 1.00% | Q4 2020 | Q4 2023 | 13 |
ACN | ACCENTURE PLC IRELAND | 13 | 13 | 0.47% | 0.55% | 0.68% | Q4 2020 | Q4 2023 | 13 |
KO | COCA COLA CO | 13 | 13 | 0.34% | 0.45% | 0.60% | Q4 2020 | Q4 2023 | 13 |
VTI | VANGUARD INDEX FDS | 13 | 13 | 0.38% | 0.43% | 0.50% | Q4 2020 | Q4 2023 | 13 |
IVV | ISHARES TR | 13 | 13 | 0.34% | 0.43% | 0.54% | Q4 2020 | Q4 2023 | 13 |
BAC | BK OF AMERICA CORP | 13 | 13 | 0.29% | 0.39% | 0.46% | Q4 2020 | Q4 2023 | 13 |
IUSG | ISHARES TR | 13 | 13 | 0.27% | 0.35% | 0.42% | Q4 2020 | Q4 2023 | 13 |
TJX | TJX COS INC NEW | 13 | 13 | 0.24% | 0.32% | 0.44% | Q4 2020 | Q4 2023 | 13 |
IJK | ISHARES TR | 13 | 13 | 0.13% | 0.17% | 0.22% | Q4 2020 | Q4 2023 | 13 |
TSCO | TRACTOR SUPPLY CO | 12 | 12 | 0.16% | 0.24% | 0.34% | Q1 2021 | Q4 2023 | 12 |
FDS | FACTSET RESH SYS INC | 11 | 1 | 0.14% | 0.17% | 0.20% | Q4 2020 | Q4 2023 | 12 |
VRSK | VERISK ANALYTICS INC | 7 | 5 | 0.14% | 0.16% | 0.20% | Q4 2020 | Q4 2023 | 12 |
CNI | CANADIAN NATL RY CO | 11 | 11 | 0.27% | 0.35% | 0.42% | Q2 2021 | Q4 2023 | 11 |
NVO | NOVO-NORDISK A S | 10 | 10 | 0.25% | 0.64% | 1.17% | Q3 2021 | Q4 2023 | 10 |
CSCO | CISCO SYS INC | 5 | 5 | 0.15% | 0.17% | 0.20% | Q1 2021 | Q4 2023 | 10 |
ADBE | ADOBE SYSTEMS INCORPOR... | 9 | 9 | 0.12% | 0.58% | 0.78% | Q4 2021 | Q4 2023 | 9 |
DIS | DISNEY WALT CO | 9 | 9 | 0.22% | 0.48% | 0.75% | Q4 2020 | Q4 2022 | 9 |
INTC | INTEL CORP | 8 | 1 | 0.12% | 0.39% | 0.64% | Q4 2020 | Q4 2023 | 9 |
NFLX | NETFLIX INC | 8 | 8 | 0.77% | 1.18% | 1.45% | Q1 2022 | Q4 2023 | 8 |
KMX | CARMAX INC | 8 | 8 | 0.51% | 0.74% | 0.99% | Q4 2020 | Q3 2022 | 8 |
NKE | NIKE INC | 8 | 8 | 0.24% | 0.60% | 0.82% | Q1 2022 | Q4 2023 | 8 |
LOW | LOWES COS INC | 8 | 8 | 0.24% | 0.38% | 0.48% | Q1 2022 | Q4 2023 | 8 |
CMCSA | COMCAST CORP NEW | 8 | 8 | 0.19% | 0.29% | 0.40% | Q4 2020 | Q3 2022 | 8 |
MTCH | MATCH GROUP INC NEW | 7 | 7 | 0.29% | 0.66% | 0.93% | Q4 2020 | Q2 2022 | 7 |
LSXMA | LIBERTY MEDIA CORP DEL | 7 | 7 | 0.21% | 0.33% | 0.55% | Q4 2020 | Q2 2022 | 7 |
HD | HOME DEPOT INC | 6 | 1 | 0.14% | 0.25% | 0.35% | Q4 2021 | Q4 2023 | 7 |
MTD | METTLER TOLEDO INTERNA... | 5 | 2 | 0.12% | 0.17% | 0.24% | Q4 2021 | Q4 2023 | 7 |
SCHX | SCHWAB STRATEGIC TR | 5 | 2 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q4 2023 | 7 |
POOL | POOL CORP | 6 | 6 | 0.34% | 1.07% | 1.28% | Q3 2022 | Q4 2023 | 6 |
TROW | PRICE T ROWE GROUP INC | 6 | 6 | 0.20% | 0.50% | 0.67% | Q3 2022 | Q4 2023 | 6 |
FFIV | F5 NETWORKS INC | 6 | 6 | 0.22% | 0.33% | 0.42% | Q4 2020 | Q1 2022 | 6 |
BABA | ALIBABA GROUP HLDG LTD | 5 | 5 | 0.60% | 1.05% | 1.77% | Q4 2020 | Q4 2021 | 5 |
BA | BOEING CO | 5 | 5 | 0.24% | 0.71% | 1.11% | Q2 2021 | Q2 2022 | 5 |
QQQ | INVESCO QQQ TR | 4 | 1 | 0.12% | 0.19% | 0.22% | Q4 2021 | Q4 2023 | 5 |
COST | COSTCO WHSL CORP NEW | 5 | 5 | 0.13% | 0.17% | 0.23% | Q4 2022 | Q4 2023 | 5 |
PAYC | PAYCOM SOFTWARE INC | 4 | 4 | 0.21% | 0.41% | 0.62% | Q1 2023 | Q4 2023 | 4 |
VIG | VANGUARD SPECIALIZED F... | 4 | 4 | 0.20% | 0.24% | 0.31% | Q1 2022 | Q4 2022 | 4 |
VMW | VMWARE INC | 4 | 4 | 0.13% | 0.24% | 0.40% | Q1 2021 | Q4 2021 | 4 |
VTIP | VANGUARD MALVERN FDS | 3 | 3 | 0.14% | 0.18% | 0.21% | Q2 2021 | Q4 2021 | 3 |
IVOG | VANGUARD ADMIRAL FDS INC | 3 | 3 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q4 2022 | 3 |
UI | UBIQUITI INC | 2 | 2 | 0.64% | 0.70% | 0.75% | Q4 2020 | Q1 2021 | 2 |
PDD | PINDUODUO INC | 2 | 2 | 0.23% | 0.34% | 0.45% | Q3 2021 | Q4 2021 | 2 |
AB | ALLIANCEBERNSTEIN HLDG... | 2 | 2 | 0.19% | 0.33% | 0.47% | Q4 2020 | Q1 2021 | 2 |
LGIH | LGI HOMES INC | 2 | 2 | 0.12% | 0.23% | 0.35% | Q3 2021 | Q4 2021 | 2 |
PSX | PHILLIPS 66 | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2020 | Q1 2021 | 2 |
VHT | VANGUARD WORLD FDS | 1 | 1 | 0.16% | 0.18% | 0.21% | Q1 2022 | Q4 2022 | 2 |
STT | STATE STR CORP | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
CL | COLGATE PALMOLIVE CO | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2023 | Q4 2023 | 2 |
KLAC | KLA CORP | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2023 | Q4 2023 | 2 |
NVDA | NVIDIA CORPORATION | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
TIF | TIFFANY & CO NEW | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
KWEB | KRANESHARES TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
GS | GOLDMAN SACHS GROUP INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
CQQQ | INVESCO EXCH TRADED FD... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
MNST | MONSTER BEVERAGE CORP NEW | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q4 2023 | 1 |
DUTCH BROS INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 | |
TDG | TRANSDIGM GROUP INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2023 | Q4 2023 | 1 |
AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
PSI | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
ON HLDG AG | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2023 | Q4 2023 | 1 | |
LUV | SOUTHWEST AIRLS CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q4 2023 | 1 |
ULTA | ULTA BEAUTY INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
KRE | SPDR SER TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
LLY | ELI LILLY & CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
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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.