Bennett Selby Investments Lp Top Holdings and 13F Report (2025) About Bennett Selby Investments LpInvestment ActivityBennett Selby Investments Lp has $280.97 million in total holdings as of June 30, 2025.Bennett Selby Investments Lp owns shares of 76 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.81% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Bennett Selby Investments Lp has purchased 75 new stocks and bought additional shares in 45 stocks.Bennett Selby Investments Lp sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $30,756,210Meta Platforms $26,011,587Alphabet $25,638,912Booking $23,210,542Visa $20,550,076 Largest New Holdings this Quarter G0450A105 - Arch Capital Group $571,248 Holding12008R107 - Builders FirstSource $301,410 Holding09260D107 - Blackstone $213,451 Holding Largest Purchases this Quarter Uber Technologies 21,113 shares (about $1.97M)NVIDIA 5,706 shares (about $901.49K)Costco Wholesale 816 shares (about $807.65K)Visa 2,152 shares (about $764.07K)Arch Capital Group 6,274 shares (about $571.25K) Largest Sales this Quarter Adobe 625 shares (about $241.80K)Invesco QQQ 339 shares (about $186.96K)Starbucks 1,611 shares (about $147.61K)NIKE 1,161 shares (about $82.48K)Microsoft 159 shares (about $79.09K) 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$30,756,210$143,003 ▲0.5%149,90610.9%Computer and TechnologyMETAMeta Platforms$26,011,587$207,402 ▲0.8%35,2429.3%Computer and TechnologyGOOGAlphabet$25,638,912$149,008 ▲0.6%144,5349.1%Computer and TechnologyBKNGBooking$23,210,542$81,055 ▲0.4%4,0098.3%Retail/WholesaleVVisa$20,550,076$764,073 ▲3.9%57,8797.3%Business ServicesBRK.BBerkshire Hathaway$11,949,942$251,629 ▲2.2%24,6004.3%FinanceMAMastercard$11,162,863$440,558 ▲4.1%19,8654.0%Business ServicesMSFTMicrosoft$9,438,649$79,086 ▼-0.8%18,9763.4%Computer and TechnologyFNDFloor & Decor$9,216,303$278,241 ▲3.1%121,3313.3%Retail/WholesaleMMCMarsh & McLennan Companies$8,075,034$108,445 ▲1.4%36,9332.9%FinanceAMZNAmazon.com$7,995,010$7,679 ▲0.1%36,4422.8%Retail/WholesaleNFLXNetflix$7,879,441$32,139 ▲0.4%5,8842.8%Consumer DiscretionaryDOMINOS PIZZA INC$6,299,4790.0%13,9802.2%COMNVDANVIDIA$5,997,460$901,491 ▲17.7%37,9612.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,092,386$85,258 ▲2.1%6,6241.5%FinanceTREXTrex$3,589,189$274,565 ▲8.3%66,0021.3%ConstructionSBUXStarbucks$3,566,487$147,615 ▼-4.0%38,9231.3%Retail/WholesaleNVONovo Nordisk A/S$3,535,937$438,619 ▲14.2%51,2311.3%MedicalNKENIKE$3,498,803$82,478 ▼-2.3%49,2511.2%Consumer DiscretionaryGGGGraco$3,096,468$20,031 ▲0.7%36,0181.1%IndustrialsJNJJohnson & Johnson$2,768,550$86,608 ▲3.2%18,1251.0%MedicalWFCWells Fargo & Company$2,657,441$32,689 ▲1.2%33,1680.9%FinanceCELHCelsius$2,625,349$371 ▲0.0%56,5930.9%Consumer StaplesJPMJPMorgan Chase & Co.$2,585,1660.0%8,9170.9%FinanceUBERUber Technologies$2,453,790$1,969,843 ▲407.0%26,3000.9%Computer and TechnologyZTSZoetis$1,954,133$242,649 ▲14.2%12,5310.7%MedicalCOSTCostco Wholesale$1,905,311$807,654 ▲73.6%1,9250.7%Retail/WholesaleUNPUnion Pacific$1,721,737$38,655 ▼-2.2%7,4830.6%TransportationQSRRestaurant Brands International$1,700,342$24,196 ▼-1.4%25,6500.6%Retail/WholesaleKNSLKinsale Capital Group$1,645,757$273,406 ▲19.9%3,4010.6%FinancePOOLPool$1,635,771$18,072 ▼-1.1%5,6120.6%Consumer DiscretionaryONONON$1,605,586$249,319 ▲18.4%30,8470.6%Retail/WholesaleMCDMcDonald's$1,500,227$4,967 ▼-0.3%5,1350.5%Retail/WholesalePAYCPaycom Software$1,430,350$20,827 ▲1.5%6,1810.5%Computer and TechnologyMSCIMSCI$1,380,553$6,920 ▲0.5%2,3940.5%FinanceVRSNVeriSign$1,368,6830.0%4,7390.5%Computer and TechnologyLLYEli Lilly and Company$1,264,584$514,566 ▲68.6%1,6220.5%MedicalTSMTaiwan Semiconductor Manufacturing$1,166,650$125,022 ▲12.0%5,1510.4%Computer and TechnologyRACEFerrari$1,134,591$193,842 ▲20.6%2,3120.4%Auto/Tires/TrucksNVRNVR$1,100,463$280,655 ▲34.2%1490.4%ConstructionTDGTransdigm Group$997,540$24,330 ▲2.5%6560.4%AerospaceTJXTJX Companies$986,261$1,235 ▼-0.1%7,9870.4%Retail/WholesaleVTIVanguard Total Stock Market ETF$950,2490.0%3,1270.3%ETFHDHome Depot$948,481$7,699 ▲0.8%2,5870.3%Retail/WholesaleQQQInvesco QQQ$939,222$186,962 ▼-16.6%1,7030.3%FinanceKOCocaCola$923,338$7,075 ▲0.8%13,0510.3%Consumer StaplesLOWLowe's Companies$911,764$3,107 ▲0.3%4,1090.3%Retail/WholesaleIVViShares Core S&P 500 ETF$874,2270.0%1,4080.3%ETFBACBank of America$833,013$615 ▲0.1%17,6040.3%FinanceTSCOTractor Supply$787,986$10,079 ▲1.3%14,9320.3%Retail/WholesaleACNAccenture$732,878$49,616 ▼-6.3%2,4520.3%Computer and TechnologyAVGOBroadcom$727,716$37,213 ▼-4.9%2,6400.3%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$703,5710.0%4,6780.3%ManufacturingADBEAdobe$621,329$241,800 ▼-28.0%1,6060.2%Computer and TechnologyMNSTMonster Beverage$618,5070.0%9,8740.2%Consumer StaplesACGLArch Capital Group$571,248$571,248 ▲New Holding6,2740.2%FinanceDOCUDocusign$551,072$84,277 ▲18.1%7,0750.2%Computer and TechnologyCLColgate-Palmolive$529,920$156,158 ▲41.8%5,8300.2%Consumer StaplesCNICanadian National Railway$498,946$10,507 ▲2.2%4,7960.2%TransportationIDXXIDEXX Laboratories$469,834$58,461 ▲14.2%8760.2%MedicalCMGChipotle Mexican Grill$415,061$23,527 ▲6.0%7,3920.1%Retail/WholesaleTDToronto Dominion Bank$402,0990.0%5,4740.1%FinanceVRSKVerisk Analytics$376,1870.0%1,2080.1%Business ServicesMTDMettler-Toledo International$371,212$8,223 ▲2.3%3160.1%MedicalKLACKLA$338,5900.0%3780.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$308,2370.0%12,6120.1%ETFBLDRBuilders FirstSource$301,410$301,410 ▲New Holding2,5830.1%Retail/WholesaleFDSFactSet Research Systems$278,805$448 ▲0.2%6230.1%Business ServicesADPAutomatic Data Processing$271,9500.0%8820.1%Computer and TechnologyISRGIntuitive Surgical$234,753$9,238 ▼-3.8%4320.1%MedicalCSCOCisco Systems$229,660$14,640 ▼-6.0%3,3100.1%Computer and TechnologyGOOGLAlphabet$229,451$9,164 ▼-3.8%1,3020.1%Computer and TechnologyOTISOtis Worldwide$227,845$12,873 ▲6.0%2,3010.1%IndustrialsORLYO'Reilly Automotive$227,128$211,986 ▲1,400.0%2,5200.1%Retail/WholesaleBXBlackstone$213,451$213,451 ▲New Holding1,4270.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$201,066$27,294 ▼-12.0%2,2100.1%ETFTROWT. Rowe Price Group$0$553,583 ▼-100.0%00.0%FinanceOXYOccidental Petroleum$0$325,930 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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