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Disclosery

13F-HR filed by BENNETT SELBY INVESTMENTS LP

BENNETT SELBY INVESTMENTS LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-08, with 84 holding rows worth $310,516,880.

Accession
0001840740-26-000001
Filer
CIK 1840740
Filed
2026-01-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 83 entries on the cover page, a total value of $310,516,880 stated on the cover page (in dollars after the unit check, H1), rows summing to $310,516,880 with VALUE read as dollars as filed, 13F file number 028-20443. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Alphabet Inc. Reg. Shares C02079K107COM144,779$45,431,707dollars as filed
Apple Inc037833100COM149,971$40,771,030dollars as filed
META PLATFORMS INC CL A30303M102COM35,472$23,414,768dollars as filed
Booking Holdings Inc.09857L108COM3,998$21,407,980dollars as filed
Visa Inc92826C839COM58,617$20,557,422dollars as filed
Berkshire Hathaway Inc084670702COM24,619$12,374,740dollars as filed
MasterCard, Inc57636Q104COM19,938$11,382,212dollars as filed
Microsoft Corp594918104COM19,029$9,202,761dollars as filed
NVIDIA Corp67066G104COM45,264$8,441,744dollars as filed
Amazon.com, Inc023135106COM36,488$8,422,160dollars as filed
FLOOR & DECOR HLDGS INC CL A339750101Stock120,636$7,345,526dollars as filed
Marsh & McLennan Companies,Inc.571748102COM37,182$6,898,007dollars as filed
DOMINOS PIZZA INC COM25754A201Stock13,941$5,810,877dollars as filed
Netflix, Inc64110L106COM60,577$5,679,700dollars as filed
Uber Technologies90353T100COM61,886$5,056,705dollars as filed
SPY78462F103SHS6,772$4,617,761dollars as filed
Johnson & Johnson478160104COM18,211$3,768,717dollars as filed
Wells Fargo & Company949746101COM33,180$3,092,391dollars as filed
NIKE,Inc. Class B654106103COM47,479$3,024,882dollars as filed
NOVO-NORDISK A S ADR670100205ADR58,427$2,972,746dollars as filed
GRACO INC COM384109104Stock35,910$2,943,539dollars as filed
JPMorgan Chase & Co46625H100COM8,761$2,822,824dollars as filed
Starbucks Corporation855244109COM33,304$2,804,557dollars as filed
Eli Lilly and Company532457108COM2,410$2,590,262dollars as filed
CELSIUS HLDGS INC15118V207COM NEW56,603$2,589,021dollars as filed
TREX CO INC89531P105COM67,001$2,350,395dollars as filed
Costco Wholesale Corporation22160K105COM2,436$2,100,448dollars as filed
KINSALECAPGROUPINC49714P108STOK4,863$1,902,029dollars as filed
Union Pacific Corporation907818108COM7,502$1,735,418dollars as filed
RESTAURANT BRANDS INTL INC COM76131D103Stock24,842$1,694,973dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock35,604$1,654,874dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS5,322$1,617,303dollars as filed
McDonalds Corporation580135101COM5,128$1,567,175dollars as filed
MSCI INC COM55354G100Stock2,545$1,460,024dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF62,090$1,303,890dollars as filed
ZOETIS INC CL A98978V103Stock10,337$1,300,644dollars as filed
NVR INC COM62944T105Stock176$1,283,528dollars as filed
TJX Companies Inc872540109COM7,988$1,226,977dollars as filed
VERISIGN INC COM92343E102Stock4,740$1,151,495dollars as filed
FERRARI N VN3167Y103COM2,947$1,089,093dollars as filed
VTI922908769COM3,126$1,047,900dollars as filed
INVESCO QQQ TR46090E103COM1,703$1,046,373dollars as filed
Bank of America Corp060505104COM18,345$1,009,000dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,408$964,396dollars as filed
Coca-Cola Company191216100COM13,534$946,181dollars as filed
Lowes Companies,Inc.548661107COM3,833$924,303dollars as filed
Broadcom Inc.11135F101COM2,640$913,704dollars as filed
TRANSDIGM GROUP INC COM893641100Stock666$885,680dollars as filed
Home Depot, Inc437076102COM2,566$882,975dollars as filed
PAYCOMSOFTWAREINC70432V102STOK5,464$870,648dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF4,650$780,921dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock10,002$766,853dollars as filed
TRACTOR SUPPLY CO COM892356106Stock14,937$747,019dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS23,963$644,836dollars as filed
Boeing Company097023105COM2,952$640,938dollars as filed
Accenture Plc Class AG1151C101COM2,374$636,944dollars as filed
IDEXX LABS INC COM45168D104Stock880$595,346dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock7,421$586,391dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock5,985$574,081dollars as filed
Schwab U.S. Broad Market ETF808524102SHS21,739$570,226dollars as filed
PIMCO DYNAMIC INCOME FD72201Y101SHS29,305$518,992dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock5,474$515,695dollars as filed
DOCUSIGN INC COM256163106Stock7,290$498,636dollars as filed
KLA CORP482480100COM378$459,300dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock309$430,805dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,313$410,969dollars as filed
SCHWAB STRATEGIC TR8085247141 5YR CORP BD15,650$389,685dollars as filed
CANADIANNATLRYCOF136375102STOK3,712$366,903dollars as filed
POOL CORP COM73278L105Stock1,557$356,175dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock2,916$300,027dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock1,323$295,933dollars as filed
SCHWAB STRATEGIC TR808524631HIGH YIEL BD ETF11,076$292,634dollars as filed
Intuitive Surgical,Inc.46120E602COM482$272,986dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK7,377$272,949dollars as filed
Adobe Inc00724F101COM777$271,942dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock2,520$229,849dollars as filed
Cisco Systems,Inc.17275R102COM2,961$228,093dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock2,605$227,547dollars as filed
Automatic Data Processing,Inc.053015103COM882$226,857dollars as filed
BLACKSTONE INC09260D107COM1,427$219,958dollars as filed
KKR & CO INC48251W104COM1,666$212,391dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF561$209,500dollars as filed
Amgen Inc.031162100COM637$208,496dollars as filed
Vanguard Small-Cap ETF922908751SHS789$203,538dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001840740-26-000001this filing2026-01-08acceptance time not in the bulk data set