Bennett Selby Investments Lp Top Holdings and 13F Report (2025) About Bennett Selby Investments LpInvestment ActivityBennett Selby Investments Lp has $252.06 million in total holdings as of December 31, 2024.Bennett Selby Investments Lp owns shares of 74 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 2.83% of the portfolio was purchased this quarter.About 0.56% of the portfolio was sold this quarter.This quarter, Bennett Selby Investments Lp has purchased 75 new stocks and bought additional shares in 47 stocks.Bennett Selby Investments Lp sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $37,361,150Alphabet $26,113,194Meta Platforms $20,300,991Booking $19,625,416Visa $17,310,685 Largest New Holdings this Quarter iShares Core Total USD Bond Market ETF $607,624 HoldingFerrari $501,736 HoldingIDEXX Laboratories $202,586 Holding Largest Purchases this Quarter NIKE 16,498 shares (about $1.25M)Celsius 41,161 shares (about $1.08M)Tractor Supply 11,524 shares (about $611.47K)iShares Core Total USD Bond Market ETF 13,443 shares (about $607.62K)NVIDIA 3,877 shares (about $520.64K) Largest Sales this Quarter Apple 672 shares (about $168.28K)Occidental Petroleum 1,124 shares (about $55.54K)Starbucks 437 shares (about $39.88K)Paycom Software 178 shares (about $36.49K)T. Rowe Price Group 204 shares (about $23.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBennett Selby Investments Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$37,361,150$168,282 ▼-0.4%149,19414.8%Computer and TechnologyGOOGAlphabet$26,113,194$493,812 ▲1.9%137,12010.4%Computer and TechnologyMETAMeta Platforms$20,300,991$38,059 ▲0.2%34,6728.1%Computer and TechnologyBKNGBooking$19,625,416$9,937 ▲0.1%3,9507.8%Retail/WholesaleVVisa$17,310,685$71,741 ▲0.4%54,7746.9%Business ServicesFNDFloor & Decor$11,401,493$164,306 ▲1.5%114,3584.5%Retail/WholesaleBRK.BBerkshire Hathaway$10,693,328$51,221 ▲0.5%23,5914.2%FinanceMAMastercard$9,862,596$7,899 ▲0.1%18,7303.9%Business ServicesAMZNAmazon.com$8,015,194$34,664 ▲0.4%36,5343.2%Retail/WholesaleMSFTMicrosoft$7,949,794$43,835 ▲0.6%18,8613.2%Computer and TechnologyMMCMarsh & McLennan Companies$7,760,791$10,196 ▲0.1%36,5373.1%FinanceDOMINOS PIZZA INC$5,835,199$18,050 ▼-0.3%13,9012.3%COMNFLXNetflix$5,061,806$15,152 ▲0.3%5,6792.0%Consumer DiscretionarySBUXStarbucks$3,778,178$39,876 ▼-1.0%41,4051.5%Retail/WholesaleTREXTrex$3,610,200$24,091 ▲0.7%52,2991.4%ConstructionNVDANVIDIA$3,143,057$520,642 ▲19.9%23,4051.2%Computer and TechnologyGGGGraco$2,984,983$6,996 ▲0.2%35,4131.2%Industrial ProductsNKENIKE$2,753,678$1,248,391 ▲82.9%36,3911.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$2,689,650$1,172 ▲0.0%4,5891.1%FinanceJNJJohnson & Johnson$2,517,870$50,184 ▲2.0%17,4101.0%MedicalNVONovo Nordisk A/S$2,427,883$178,403 ▲7.9%28,2251.0%MedicalWFCWells Fargo & Company$2,288,122$211 ▲0.0%32,5760.9%FinanceJPMJPMorgan Chase & Co.$2,149,226$14,143 ▲0.7%8,9660.9%FinancePOOLPool$1,888,169$341 ▼0.0%5,5380.7%Consumer DiscretionaryUNPUnion Pacific$1,753,691$16,419 ▼-0.9%7,6900.7%TransportationQSRRestaurant Brands International$1,693,640$21,575 ▼-1.3%25,9840.7%Retail/WholesaleMCDMcDonald's$1,499,791$10,725 ▲0.7%5,1740.6%Retail/WholesaleCELHCelsius$1,360,329$1,084,181 ▲392.6%51,6450.5%Consumer StaplesMSCIMSCI$1,356,283$1,200 ▲0.1%2,2600.5%FinancePAYCPaycom Software$1,228,016$36,486 ▼-2.9%5,9910.5%Computer and TechnologyTROWT. Rowe Price Group$1,208,478$23,070 ▼-1.9%10,6860.5%FinanceONONON$1,196,670$86,427 ▲7.8%21,8490.5%Retail/WholesaleADBEAdobe$1,059,672$1,334 ▲0.1%2,3830.4%Computer and TechnologyVRSNVeriSign$980,7830.0%4,7390.4%Computer and TechnologyLOWLowe's Companies$935,659$1,974 ▲0.2%3,7910.4%Retail/WholesaleACNAccenture$926,967$3,870 ▲0.4%2,6350.4%Computer and TechnologyTJXTJX Companies$922,912$121 ▲0.0%7,6390.4%Retail/WholesaleVTIVanguard Total Stock Market ETF$906,1030.0%3,1270.4%ETFKNSLKinsale Capital Group$885,142$136,748 ▲18.3%1,9030.4%FinanceZTSZoetis$868,317$4,562 ▲0.5%5,3290.3%MedicalCOSTCostco Wholesale$864,595$23,813 ▲2.8%9440.3%Retail/WholesaleIVViShares Core S&P 500 ETF$828,8610.0%1,4080.3%ETFHDHome Depot$818,539$32,679 ▲4.2%2,1040.3%Retail/WholesaleKOCoca-Cola$783,077$16,996 ▲2.2%12,5780.3%Consumer StaplesBACBank of America$774,654$220 ▼0.0%17,6260.3%FinanceTSCOTractor Supply$764,343$611,474 ▲400.0%14,4050.3%Retail/WholesaleTDGTransDigm Group$760,368$255,991 ▲50.8%6000.3%AerospaceIUSGiShares Core S&P U.S. Growth ETF$696,4710.0%4,9980.3%ManufacturingNVRNVR$662,491$163,578 ▲32.8%810.3%ConstructionIUSBiShares Core Total USD Bond Market ETF$607,624$607,624 ▲New Holding13,4430.2%ManufacturingQQQInvesco QQQ$569,6500.0%1,1140.2%FinanceDOCUDocuSign$546,0260.0%6,0710.2%Computer and TechnologyMNSTMonster Beverage$510,042$27,752 ▲5.8%9,7040.2%Consumer StaplesRACEFerrari$501,736$501,736 ▲New Holding1,1810.2%Auto/Tires/TrucksAVGOBroadcom$471,794$30,139 ▲6.8%2,0350.2%Computer and TechnologyLLYEli Lilly and Company$463,223$44,006 ▲10.5%6000.2%MedicalCNICanadian National Railway$419,715$17,154 ▼-3.9%4,1350.2%TransportationMTDMettler-Toledo International$374,446$22,026 ▼-5.6%3060.1%Computer and TechnologyCMGChipotle Mexican Grill$342,926$121 ▲0.0%5,6870.1%Retail/WholesaleOXYOccidental Petroleum$325,071$55,537 ▼-14.6%6,5790.1%Oils/EnergyVRSKVerisk Analytics$322,9230.0%1,1720.1%Business ServicesFDSFactSet Research Systems$298,8950.0%6220.1%Business ServicesSCHXSchwab US Large-Cap ETF$292,346$194,897 ▲200.0%12,6120.1%ETFTDToronto-Dominion Bank$282,676$60,699 ▲27.3%5,3090.1%FinanceTSMTaiwan Semiconductor Manufacturing$278,856$14,219 ▲5.4%1,4120.1%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$271,4260.0%2,9850.1%ETFCLColgate-Palmolive$263,645$1,455 ▲0.6%2,9000.1%Consumer StaplesGOOGLAlphabet$256,312$9,844 ▲4.0%1,3540.1%Computer and TechnologyADPAutomatic Data Processing$254,034$5,853 ▲2.4%8680.1%Business ServicesBXBlackstone$246,0430.0%1,4270.1%FinanceKLACKLA$238,1850.0%3780.1%Computer and TechnologyISRGIntuitive Surgical$234,360$8,873 ▲3.9%4490.1%MedicalCSCOCisco Systems$225,339$16,223 ▼-6.7%3,8060.1%Computer and TechnologyIDXXIDEXX Laboratories$202,586$202,586 ▲New Holding4900.1%MedicalOFLXOmega Flex$0$339,057 ▼-100.0%00.0%Industrial ProductsOTISOtis Worldwide$0$220,976 ▼-100.0%00.0%ConstructionAMGNAmgen$0$210,725 ▼-100.0%00.0%MedicalROSTRoss Stores$0$207,704 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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