BENNETT SELBY INVESTMENTS LP 13F Holdings

CIK 0001840740 · FALMOUTH, ME

As of Sep 30, 2025, BENNETT SELBY INVESTMENTS LP reported 80 positions worth $302.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology149,731$38.1M12.61%
ALPHABET INCGOOGEquity144,717$35.2M11.65%
META PLATFORMS INCMETACommunication Services35,284$25.9M8.57%
BOOKING HOLDINGS INCBKNGIndustrials3,996$21.6M7.13%
VISA INC-CLASS A SHARESVFinancial Services58,340 9.9M6.58%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services24,580 2.4M4.09%
MASTERCARD INCMAFinancial Services19,904 1.3M3.74%
MICROSOFT CORPMSFTTechnology18,985$9.8M3.25%
FLOOR & DECOR HOLDINGS INCFNDConsumer Cyclical121,810$9.0M2.97%
AMAZON.COM INCAMZNEquity36,441$8.0M2.65%
MARSH & MCLENNAN COMPANIES INCMMCFinancial Services36,877$7.4M2.46%
NVIDIA CORPNVDATechnology38,351$7.2M2.37%
NETFLIX INCNFLXCommunication Services5,919$7.1M2.35%
DOMINOS PIZZA INCDPZConsumer Cyclical13,956$6.0M1.99%
SPDR S&P 500 ETF TRUSTSPY—6,627$4.4M1.46%
UBER TECHNOLOGIES INCUBERTechnology35,954$3.5M1.16%
TREX CO INCTREXBasic Materials67,287$3.5M1.15%
NIKE INCNKEConsumer Cyclical48,486$3.4M1.12%
JOHNSON & JOHNSONJNJHealthcare18,092$3.4M1.11%
CELSIUS HOLDINGS INCCELHConsumer Defensive56,603$3.3M1.08%
NOVO NORDISK A SNVOHealthcare55,696$3.1M1.02%
GRACO INCGGGIndustrials36,075$3.1M1.01%
STARBUCKS CORPSBUXConsumer Cyclical36,093$3.1M1.01%
WELLS FARGO & COMPANYWFCFinancial Services33,175$2.8M0.92%
JPMORGAN CHASE & COJPMFinancial Services8,760$2.8M0.91%