Scott--Selber

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MU",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "JLL",
  "AVGO",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "ISRG",
  "AMAT",
  "META",
  null,
  "DSX",
  "KMI",
  null,
  "MA",
  "MSFT",
  "ORCL",
  "PEP",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "PG",
  "MRK",
  "AMGN",
  "KVUE",
  null,
  "RTX",
  "SBUX",
  "TXN",
  "TMO",
  "VNQ",
  "VO",
  "VV",
  "SCHW",
  "VIG",
  "ULTA",
  "SMG",
  "VYM",
  "HAL",
  "AMD",
  "TAP",
  "GNRC",
  "WM",
  "AMZN",
  "SCHB",
  "VUG",
  "VXUS",
  "BND",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "WMB",
  "YUMC",
  "YUM",
  "SCHD",
  "CRM",
  "DGRO",
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "BLK",
  "CCL",
  "CVX",
  "CMG",
  "CSCO",
  "C",
  "KO",
  "COP",
  "COST",
  "USMV",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 88
Total Value: 312339
Accession Number: 0001315269-25-000002
Form Type: 13F-HR
CIK: scott--selber
Manager Name: Scott--Selber

Data Enrichment

97% identified

85 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

88 positions • $312.3K total value

SEC FilingSEC DataHachi Filing

Manager:

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MCDONALDS CORP

MCD|580135101

Shares:799

Value:$250.0K

% of Portfolio:80.0% ($250.0K/$312.3K)

464287549

Shares:2.6K

Value:$240.0K

% of Portfolio:76.8% ($240.0K/$312.3K)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:730

Value:$223.0K

% of Portfolio:71.4% ($223.0K/$312.3K)

922908363

VOO|922908363

Shares:433

Value:$223.0K

% of Portfolio:71.4% ($223.0K/$312.3K)

010775124

Shares:1.1K

Value:$219.0K

% of Portfolio:70.1% ($219.0K/$312.3K)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:4.0K

Value:$208.0K

% of Portfolio:66.6% ($208.0K/$312.3K)

46429B697

USMV|46429B697

Shares:2.2K

Value:$202.0K

% of Portfolio:64.7% ($202.0K/$312.3K)

DIANA SHIPPING INC.

DSX|Y2066G104

Shares:10.4K

Value:$16.0K

% of Portfolio:5.1% ($16.0K/$312.3K)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCDONALDS CORP(MCDcusip580135101)	799	QoQ 0.00% (+0) YoY NEW(+799)	All Managers (Combined)	$250.0K	80.0% ($250.0K/$312.3K)	QoQ +7.75% (+$0) YoY NEW(+$0)
(cusip464287549)✕	2.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$240.0K	76.8% ($240.0K/$312.3K)	QoQ -11.11% (-$0) YoY +5.26% (+$0)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	730	QoQ 0.00% (+0) YoY -37.06% (-430)	All Managers (Combined)	$223.0K	71.4% ($223.0K/$312.3K)	QoQ +4.20% (+$0) YoY -23.10% (-$0)
(VOOcusip922908363)	433	QoQ 0.00% (-0) YoY NEW(+433)	All Managers (Combined)	$223.0K	71.4% ($223.0K/$312.3K)	QoQ -4.29% (-$0) YoY NEW(+$0)
(cusip010775124)✕	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$219.0K	70.1% ($219.0K/$312.3K)	QoQ -10.97% (-$0) YoY NEW(+$0)
Yum China Holdings, Inc.(YUMCcusip98850P109)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$208.0K	66.6% ($208.0K/$312.3K)	QoQ NEW(+$0) YoY NEW(+$0)
(USMVcusip46429B697)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$202.0K	64.7% ($202.0K/$312.3K)	QoQ NEW(+$0) YoY NEW(+$0)
DIANA SHIPPING INC.(DSXcusipY2066G104)	10.4K	QoQ 0.00% (-0) YoY NEW(+10.4K)	All Managers (Combined)	$16.0K	5.1% ($16.0K/$312.3K)	QoQ -20.00% (-$0) YoY NEW(+$0)