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Portfolio (Quarterly) Guide ↗

BENNETT SELBY INVESTMENTS LP

· CIK 0001840740
13F Portfolio $311M AUM 83 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 22 Added 19 Reduced 1 Exited
Page 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KKR KKR & CO INC Financial Services 1,666.0 $212K 0.07% NEW $127.49 -23.9%
82 IWB ISHARES TR 561.0 $210K 0.07% $373.44 +7.7%
83 AMGN AMGEN INC Healthcare 637.0 $208K 0.07% NEW $327.31 -0.9%
84 VB VANGUARD INDEX FDS 789.0 $204K 0.07% NEW $257.97 +9.1%
Page 5 of 5  ·  84 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 25.7%
Technology 24.0%
Consumer Cyclical 20.7%
Financial Services 19.5%
Healthcare 4.2%
Industrials 3.5%
Consumer Defensive 2.4%