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Portfolio (Quarterly) Guide ↗

BENNETT SELBY INVESTMENTS LP

· CIK 0001840740
13F Portfolio $302M AUM Filed Oct 8, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 80 New
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RACE FERRARI N V Consumer Cyclical 2,462.0 $1.2M 0.40% NEW $485.22 -33.4%
42 TJX TJX COS INC NEW Consumer Cyclical 7,988.0 $1.2M 0.38% NEW $144.53 +3.8%
43 HD HOME DEPOT INC Consumer Cyclical 2,586.0 $1.0M 0.35% NEW $405.19 -26.2%
44 VTI VANGUARD INDEX FDS 3,126.0 $1.0M 0.34% NEW $328.12 +10.2%
45 QQQ INVESCO QQQ TR Financial Services 1,703.0 $1.0M 0.34% NEW $600.31 +17.2%
46 LOW LOWES COS INC Consumer Cyclical 4,065.0 $1.0M 0.34% NEW $251.29 -12.6%
47 IVV ISHARES TR 1,408.0 $942K 0.31% NEW $669.30 +10.5%
48 BAC BANK AMERICA CORP Financial Services 17,244.0 $890K 0.29% NEW $51.59 -2.0%
49 KO COCA COLA CO Consumer Defensive 13,379.0 $887K 0.29% NEW $66.32 +21.9%
50 TDG TRANSDIGM GROUP INC Industrials 662.0 $873K 0.29% NEW $1318.02 -10.4%
51 AVGO BROADCOM INC Technology 2,640.0 $871K 0.29% NEW $329.91 +27.2%
52 TSCO TRACTOR SUPPLY CO Consumer Cyclical 14,935.0 $849K 0.28% NEW $56.87 -44.9%
53 SCYB SCHWAB STRATEGIC TR 28,918.0 $773K 0.26% NEW $26.73 -2.6%
54 IUSG ISHARES TR 4,650.0 $765K 0.25% NEW $164.54 +12.4%
55 ACGL ARCH CAP GROUP LTD Financial Services 7,964.0 $723K 0.24% NEW $90.73 +5.6%
56 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 10,002.0 $673K 0.22% NEW $67.31 +30.4%
57 CL COLGATE PALMOLIVE CO Consumer Defensive 7,694.0 $615K 0.20% NEW $79.94 +11.8%
58 ACN ACCENTURE PLC IRELAND Technology 2,399.0 $592K 0.20% NEW $246.60 -29.2%
59 IDXX IDEXX LABS INC Healthcare 880.0 $562K 0.19% NEW $638.89 -15.3%
60 DOCU DOCUSIGN INC Technology 7,790.0 $562K 0.19% NEW $72.09 -31.7%
Page 3 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 24.0%
Technology 23.0%
Consumer Cyclical 22.1%
Financial Services 19.9%
Industrials 4.4%
Healthcare 3.9%
Consumer Defensive 2.6%