BENNETT SELBY INVESTMENTS LP

data from 30/09/2025

Capitalization

$ 302.446 M 7.64 %

Average holding period

13 ans

Performance

$ 98.400 M 56.05 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BENNETT SELBY INVESTMENTS LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 12.61% 38.126 M $ 149731 2020/12/31 7.414 M $ 24.11 %
2025/09/30 GOOG ALPHABET INC 11.65% 35.246 M $ 144717 2020/12/31 9.562 M $ 37.30 %
2025/09/30 META META PLATFORMS INC 8.57% 25.912 M $ 35284 2020/12/31 -130.747 K $ -0.50 %
2025/09/30 BKNG BOOKING HOLDINGS INC 7.13% 21.578 M $ 3996 2020/12/31 -1.563 M $ -6.74 %
2025/09/30 V VISA INC 6.59% 19.916 M $ 58340 2020/12/31 -791.205 K $ -3.85 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 4.09% 12.357 M $ 24580 2020/12/31 417.462 K $ 3.49 %
2025/09/30 MA MASTERCARD INCORPORATED 3.74% 11.322 M $ 19904 2020/12/31 136.472 K $ 1.22 %
2025/09/30 MSFT MICROSOFT CORP 3.25% 9.833 M $ 18985 2020/12/31 389.767 K $ 4.13 %
2025/09/30 FND FLOOR & DECOR HLDGS INC 2.97% 8.977 M $ 121810 2020/12/31 -274.208 K $ -2.98 %
2025/09/30 AMZN AMAZON COM INC 2.65% 8.001 M $ 36441 2020/12/31 6.559 K $ 0.08 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 2.46% 7.432 M $ 36877 2020/12/31 -631.923 K $ -7.83 %
2025/09/30 NVDA NVIDIA CORPORATION 2.37% 7.156 M $ 38351 2024/03/31 1.085 M $ 18.10 %
2025/09/30 NFLX NETFLIX INC 2.35% 7.096 M $ 5919 2022/03/31 -824.995 K $ -10.47 %
2025/09/30 DPZ DOMINOS PIZZA INC 1.99% 6.025 M $ 13956 2020/12/31 -264.082 K $ -4.19 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.46% 4.415 M $ 6627 2020/12/31 320.137 K $ 7.82 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.16% 3.522 M $ 35954 2025/03/31 122.821 K $ 5.01 %
2025/09/30 TREX TREX CO INC 1.15% 3.477 M $ 67287 2020/12/31 -178.865 K $ -4.98 %
2025/09/30 NKE NIKE INC 1.12% 3.381 M $ 48486 2022/03/31 -64.518 K $ -1.84 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.11% 3.355 M $ 18092 2020/12/31 592.143 K $ 21.39 %
2025/09/30 CELH CELSIUS HLDGS INC 1.08% 3.254 M $ 56603 2024/09/30 628.182 K $ 23.93 %
2025/09/30 NVO NOVO-NORDISK A S 1.02% 3.091 M $ 55696 2021/09/30 -693.155 K $ -19.60 %
2025/09/30 GGG GRACO INC 1.01% 3.065 M $ 36075 2020/12/31 -36.378 K $ -1.17 %
2025/09/30 SBUX STARBUCKS CORP 1.01% 3.053 M $ 36093 2020/12/31 -273.628 K $ -7.67 %
2025/09/30 WFC WELLS FARGO CO NEW 0.92% 2.781 M $ 33175 2020/12/31 122.721 K $ 4.62 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.91% 2.763 M $ 8760 2020/12/31 227.561 K $ 8.80 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.70% 2.124 M $ 2295 2022/12/31 -123.796 K $ -6.50 %
2025/09/30 ZTS ZOETIS INC 0.61% 1.830 M $ 12506 2020/12/31 -120.673 K $ -6.18 %
2025/09/30 PDI PIMCO DYNAMIC INCOME FD 0.59% 1.795 M $ 90659 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 0.59% 1.789 M $ 2344 2023/12/31 -26.811 K $ -2.12 %
2025/09/30 UNP UNION PAC CORP 0.59% 1.773 M $ 7501 2020/12/31 47.068 K $ 2.73 %
2025/09/30 KNSL KINSALE CAP GROUP INC 0.58% 1.750 M $ 4115 2024/06/30 -199.434 K $ -12.12 %
2025/09/30 QSR RESTAURANT BRANDS INTL INC 0.54% 1.634 M $ 25474 2020/12/31 -55.147 K $ -3.24 %
2025/09/30 POOL POOL CORP 0.52% 1.572 M $ 5068 2022/09/30 104.327 K $ 6.38 %
2025/09/30 MCD MCDONALDS CORP 0.52% 1.558 M $ 5127 2020/12/31 60.182 K $ 4.01 %
2025/09/30 MSCI MSCI INC 0.48% 1.444 M $ 2544 2020/12/31 -22.336 K $ -1.62 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.48% 1.442 M $ 5163 2024/06/30 271.972 K $ 23.31 %
2025/09/30 ONON ON HLDG AG 0.48% 1.441 M $ 34015 2023/12/31 -299.215 K $ -18.64 %
2025/09/30 VRSN VERISIGN INC 0.44% 1.325 M $ 4739 2020/12/31 -43.740 K $ -3.20 %
2025/09/30 PAYC PAYCOM SOFTWARE INC 0.43% 1.286 M $ 6177 2023/03/31 -143.770 K $ -10.05 %
2025/09/30 NVR NVR INC 0.41% 1.229 M $ 153 2024/06/30 96.701 K $ 8.79 %
2025/09/30 RACE FERRARI N V 0.40% 1.195 M $ 2462 2024/12/31 -12.762 K $ -1.12 %
2025/09/30 TJX TJX COS INC NEW 0.38% 1.155 M $ 7988 2020/12/31 168.126 K $ 17.05 %
2025/09/30 HD HOME DEPOT INC 0.35% 1.048 M $ 2586 2022/09/30 99.728 K $ 10.51 %
2025/09/30 VTI VANGUARD INDEX FDS 0.34% 1.026 M $ 3126 2020/12/31 75.798 K $ 7.98 %
2025/09/30 QQQ INVESCO QQQ TR 0.34% 1.022 M $ 1703 2023/03/31 82.987 K $ 8.84 %
2025/09/30 LOW LOWES COS INC 0.34% 1.021 M $ 4065 2022/03/31 120.968 K $ 13.27 %
2025/09/30 IVV ISHARES TR 0.31% 942.374 K $ 1408 2020/12/31 68.147 K $ 7.80 %
2025/09/30 BAC BANK AMERICA CORP 0.29% 889.610 K $ 17244 2020/12/31 75.169 K $ 9.02 %
2025/09/30 KO COCA COLA CO 0.29% 887.288 K $ 13379 2020/12/31 -57.815 K $ -6.26 %
2025/09/30 TDG TRANSDIGM GROUP INC 0.29% 872.529 K $ 662 2023/12/31 -132.918 K $ -13.32 %
2025/09/30 AVGO BROADCOM INC 0.29% 870.962 K $ 2640 2024/03/31 143.246 K $ 19.68 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.28% 849.341 K $ 14935 2021/03/31 61.221 K $ 7.77 %
2025/09/30 SCYB SCHWAB STRATEGIC TR 0.26% 772.978 K $ 28918 2025/09/30 0.000 $ 0.00 %
2025/09/30 IUSG ISHARES TR 0.25% 765.111 K $ 4650 2020/12/31 66.146 K $ 9.40 %
2025/09/30 ACGL ARCH CAP GROUP LTD 0.24% 722.574 K $ 7964 2025/06/30 -2.007 K $ -0.35 %
2025/09/30 MNST MONSTER BEVERAGE CORP NEW 0.22% 673.235 K $ 10002 2023/12/31 46.111 K $ 7.46 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.20% 615.038 K $ 7694 2023/09/30 -63.896 K $ -12.06 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.20% 591.593 K $ 2399 2020/12/31 -128.215 K $ -17.49 %
2025/09/30 IDXX IDEXX LABS INC 0.19% 562.223 K $ 880 2024/12/31 89.833 K $ 19.12 %
2025/09/30 DOCU DOCUSIGN INC 0.19% 561.581 K $ 7790 2020/12/31 -41.034 K $ -7.45 %
2025/09/30 CNI CANADIAN NATL RY CO 0.15% 457.988 K $ 4857 2021/06/30 -46.713 K $ -9.36 %
2025/09/30 ADBE ADOBE INC 0.15% 438.468 K $ 1243 2021/12/31 -54.812 K $ -8.82 %
2025/09/30 TD TORONTO DOMINION BK ONT 0.14% 437.683 K $ 5474 2024/06/30 35.581 K $ 8.85 %
2025/09/30 KLAC KLA CORP 0.13% 407.711 K $ 378 2023/09/30 69.121 K $ 20.41 %
2025/09/30 BLDR BUILDERS FIRSTSOURCE INC 0.13% 401.580 K $ 3312 2025/06/30 11.778 K $ 3.91 %
2025/09/30 MTD METTLER TOLEDO INTERNATIONAL 0.13% 380.559 K $ 310 2022/12/31 16.713 K $ 4.50 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.11% 347.498 K $ 8867 2024/09/30 -125.368 K $ -30.20 %
2025/09/30 SCHJ SCHWAB STRATEGIC TR 0.11% 336.009 K $ 13470 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.11% 332.200 K $ 12612 2022/03/31 23.962 K $ 7.77 %
2025/09/30 GOOGL ALPHABET INC 0.11% 319.190 K $ 1313 2024/06/30 87.064 K $ 37.94 %
2025/09/30 VRSK VERISK ANALYTICS INC 0.10% 303.775 K $ 1208 2020/12/31 -72.467 K $ -19.26 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.09% 271.681 K $ 2520 2025/03/31 44.553 K $ 19.62 %
2025/09/30 BKLN INVESCO EXCH TRADED FD TR II 0.09% 267.548 K $ 12783 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.09% 258.827 K $ 882 2024/03/31 -13.141 K $ -4.83 %
2025/09/30 BX BLACKSTONE INC 0.08% 243.803 K $ 1427 2024/09/30 30.352 K $ 14.22 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.08% 238.267 K $ 2606 2024/03/31 -17.464 K $ -7.67 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.07% 215.565 K $ 482 2024/09/30 -41.549 K $ -17.70 %
2025/09/30 ULTA ULTA BEAUTY INC 0.07% 212.686 K $ 389 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWB ISHARES TR 0.07% 205.034 K $ 561 2025/09/30 0.000 $ 0.00 %
2025/09/30 CSCO CISCO SYS INC 0.07% 202.598 K $ 2961 2022/12/31 -3.177 K $ -1.38 %
2025/09/30 FDS FACTSET RESH SYS INC 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/09/30 IJK ISHARES TR 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %