$153 Million is the total value of BENNETT SELBY INVESTMENTS LP's 54 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -846 | -100.0% | -0.16% | – |
| IVOG | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $0 | – | -1,440 | -100.0% | -0.18% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,802 | -100.0% | -0.20% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -3,436 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 13 | Q4 2023 | 17.8% |
| ALPHABET INC | 13 | Q4 2023 | 10.6% |
| META PLATFORMS INC | 13 | Q4 2023 | 11.3% |
| VISA INC | 13 | Q4 2023 | 8.4% |
| BOOKING HOLDINGS INC | 13 | Q4 2023 | 7.2% |
| FLOOR & DECOR HLDGS INC | 13 | Q4 2023 | 6.8% |
| BERKSHIRE HATHAWAY INC DEL | 13 | Q4 2023 | 5.1% |
| MARSH & MCLENNAN COS INC | 13 | Q4 2023 | 4.5% |
| MASTERCARD INCORPORATED | 13 | Q4 2023 | 4.9% |
| DOMINOS PIZZA INC | 13 | Q4 2023 | 4.9% |
View BENNETT SELBY INVESTMENTS LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-04-11 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-08 |
| 13F-HR/A | 2023-10-16 |
| 13F-HR/A | 2023-10-16 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-18 |
| 13F-HR/A | 2023-05-09 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-18 |
View BENNETT SELBY INVESTMENTS LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.