BENNETT SELBY INVESTMENTS LP
data from 31/03/2026
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 (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | GOOG | ALPHABET INC | 14.60% | 41.560 M $ | 144879 | 2020/12/31 | -3.900 M $ | -8.59 % |
| 2026/03/31 | AAPL | APPLE INC | 13.39% | 38.113 M $ | 150174 | 2020/12/31 | -2.710 M $ | -6.65 % |
| 2026/03/31 | META | META PLATFORMS INC | 7.13% | 20.295 M $ | 35473 | 2020/12/31 | -3.120 M $ | -13.33 % |
| 2026/03/31 | V | VISA INC | 6.44% | 18.324 M $ | 60627 | 2020/12/31 | -2.841 M $ | -13.82 % |
| 2026/03/31 | BKNG | BOOKING HOLDINGS INC | 6.05% | 17.227 M $ | 4092 | 2020/12/31 | -20.737 M $ | -96.87 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.16% | 11.833 M $ | 24694 | 2020/12/31 | -577.315 K $ | -4.67 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 3.58% | 10.180 M $ | 20374 | 2020/12/31 | -1.420 M $ | -12.48 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 3.35% | 9.536 M $ | 54681 | 2024/03/31 | -547.694 K $ | -6.49 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 2.70% | 7.677 M $ | 36859 | 2020/12/31 | -822.804 K $ | -9.77 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 2.53% | 7.210 M $ | 100236 | 2025/03/31 | -605.245 K $ | -11.97 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 2.49% | 7.094 M $ | 19165 | 2020/12/31 | -2.159 M $ | -23.46 % |
| 2026/03/31 | MARSH & MCLENNAN COS INC | 2.33% | 6.642 M $ | 38292 | 2020/12/31 | -448.786 K $ | -6.51 % | |
| 2026/03/31 | FND | FLOOR & DECOR HLDGS INC | 2.18% | 6.207 M $ | 122194 | 2020/12/31 | -1.217 M $ | -16.57 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 2.07% | 5.880 M $ | 61158 | 2022/03/31 | 144.779 K $ | 2.55 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 1.57% | 4.479 M $ | 6888 | 2020/12/31 | -213.859 K $ | -4.63 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 1.56% | 4.452 M $ | 18215 | 2020/12/31 | 682.730 K $ | 18.12 % |
| 2026/03/31 | DPZ | DOMINOS PIZZA INC | 1.50% | 4.258 M $ | 11867 | 2020/12/31 | -808.996 K $ | -13.92 % |
| 2026/03/31 | GGG | GRACO INC | 1.07% | 3.040 M $ | 35915 | 2020/12/31 | 96.238 K $ | 3.27 % |
| 2026/03/31 | SBUX | STARBUCKS CORP | 1.01% | 2.875 M $ | 32094 | 2020/12/31 | 179.175 K $ | 6.39 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.93% | 2.642 M $ | 33186 | 2020/12/31 | -450.916 K $ | -14.58 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.91% | 2.577 M $ | 8761 | 2020/12/31 | -245.833 K $ | -8.71 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.83% | 2.374 M $ | 2383 | 2022/12/31 | 326.643 K $ | 15.55 % |
| 2026/03/31 | TREX | TREX INC | 0.78% | 2.230 M $ | 61224 | 2020/12/31 | 89.781 K $ | 3.82 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.78% | 2.222 M $ | 2416 | 2023/12/31 | -373.333 K $ | -14.41 % |
| 2026/03/31 | NKE | NIKE INC | 0.77% | 2.199 M $ | 41637 | 2022/03/31 | -517.046 K $ | -17.09 % |
| 2026/03/31 | CELH | CELSIUS HLDGS INC | 0.71% | 2.008 M $ | 56604 | 2024/09/30 | -580.746 K $ | -22.43 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.67% | 1.918 M $ | 5676 | 2024/06/30 | 181.267 K $ | 11.21 % |
| 2026/03/31 | QSR | RESTAURANT BRANDS INTL INC | 0.64% | 1.834 M $ | 24817 | 2020/12/31 | 140.854 K $ | 8.31 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.64% | 1.821 M $ | 7504 | 2020/12/31 | 84.772 K $ | 4.88 % |
| 2026/03/31 | KNSL | KINSALE CAP GROUP INC | 0.64% | 1.819 M $ | 5323 | 2024/06/30 | -240.523 K $ | -12.65 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.56% | 1.591 M $ | 5118 | 2020/12/31 | 26.460 K $ | 1.69 % |
| 2026/03/31 | MSCI | MSCI INC | 0.48% | 1.377 M $ | 2555 | 2020/12/31 | -88.362 K $ | -6.05 % |
| 2026/03/31 | NVO | NOVO-NORDISK A S | 0.46% | 1.313 M $ | 35726 | 2021/09/30 | -825.573 K $ | -27.77 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 0.45% | 1.276 M $ | 7988 | 2020/12/31 | 48.646 K $ | 3.96 % |
| 2026/03/31 | BKLN | INVESCO EXCH TRADED FD TR II | 0.44% | 1.266 M $ | 62023 | 2025/09/30 | -36.633 K $ | -2.81 % |
| 2026/03/31 | RACE | FERRARI N V | 0.44% | 1.249 M $ | 3689 | 2024/12/31 | -91.681 K $ | -8.42 % |
| 2026/03/31 | ONON | ON HLDG AG | 0.44% | 1.242 M $ | 36503 | 2023/12/31 | -443.625 K $ | -26.81 % |
| 2026/03/31 | NVR | NVR INC | 0.41% | 1.166 M $ | 177 | 2024/06/30 | -123.717 K $ | -9.64 % |
| 2026/03/31 | VRSN | VERISIGN INC | 0.40% | 1.151 M $ | 4634 | 2020/12/31 | 25.643 K $ | 2.23 % |
| 2026/03/31 | KO | COCA COLA CO | 0.36% | 1.029 M $ | 13524 | 2020/12/31 | 83.098 K $ | 8.78 % |
| 2026/03/31 | ZTS | ZOETIS INC | 0.36% | 1.023 M $ | 8654 | 2020/12/31 | -78.664 K $ | -6.05 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.35% | 1.001 M $ | 3122 | 2020/12/31 | -45.201 K $ | -4.31 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.35% | 983.288 K $ | 1704 | 2023/03/31 | -63.232 K $ | -6.04 % |
| 2026/03/31 | IVV | ISHARES TR | 0.32% | 919.720 K $ | 1408 | 2020/12/31 | -44.675 K $ | -4.63 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.32% | 905.143 K $ | 3831 | 2022/03/31 | -18.705 K $ | -2.02 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.31% | 894.341 K $ | 18345 | 2020/12/31 | -114.656 K $ | -11.36 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.30% | 845.279 K $ | 2570 | 2022/09/30 | -39.028 K $ | -4.42 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.29% | 817.106 K $ | 2640 | 2024/03/31 | -96.597 K $ | -10.57 % |
| 2026/03/31 | TDG | TRANSDIGM GROUP INC | 0.27% | 773.026 K $ | 667 | 2023/12/31 | -113.812 K $ | -12.85 % |
| 2026/03/31 | MNST | MONSTER BEVERAGE CORP NEW | 0.25% | 724.745 K $ | 10002 | 2023/12/31 | -42.108 K $ | -5.49 % |
| 2026/03/31 | IUSG | ISHARES TR | 0.25% | 711.179 K $ | 4585 | 2020/12/31 | -59.659 K $ | -7.64 % |
| 2026/03/31 | ADBE | ADOBE INC | 0.25% | 708.578 K $ | 2915 | 2021/12/31 | -83.069 K $ | -30.55 % |
| 2026/03/31 | TSCO | TRACTOR SUPPLY CO | 0.24% | 675.661 K $ | 14915 | 2021/03/31 | -70.353 K $ | -9.42 % |
| 2026/03/31 | CL | COLGATE PALMOLIVE CO | 0.22% | 632.479 K $ | 7421 | 2023/09/30 | 46.084 K $ | 7.86 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 0.22% | 614.404 K $ | 23963 | 2022/03/31 | -30.433 K $ | -4.72 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 0.21% | 601.037 K $ | 24284 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ACGL | ARCH CAP GROUP LTD | 0.20% | 568.453 K $ | 5922 | 2025/06/30 | 418.000 $ | 0.07 % |
| 2026/03/31 | KLAC | KLA CORP | 0.20% | 556.571 K $ | 378 | 2023/09/30 | 97.270 K $ | 21.18 % |
| 2026/03/31 | SCHB | SCHWAB STRATEGIC TR | 0.19% | 546.589 K $ | 21776 | 2025/12/31 | -24.565 K $ | -4.31 % |
| 2026/03/31 | TD | TORONTO DOMINION BK ONT | 0.18% | 510.822 K $ | 5474 | 2024/06/30 | -4.871 K $ | -0.94 % |
| 2026/03/31 | IDXX | IDEXX LABS INC | 0.17% | 494.463 K $ | 880 | 2024/12/31 | -100.883 K $ | -16.95 % |
| 2026/03/31 | BA | BOEING CO | 0.17% | 481.852 K $ | 2421 | 2025/12/31 | -53.401 K $ | -8.33 % |
| 2026/03/31 | CNI | CANADIAN NATL RY CO | 0.15% | 413.620 K $ | 4025 | 2021/06/30 | 14.551 K $ | 3.97 % |
| 2026/03/31 | SCHJ | SCHWAB STRATEGIC TR | 0.14% | 401.855 K $ | 16253 | 2025/09/30 | -2.660 K $ | -0.68 % |
| 2026/03/31 | ACN | ACCENTURE PLC IRELAND | 0.14% | 397.770 K $ | 2006 | 2020/12/31 | -166.203 K $ | -26.09 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.13% | 377.566 K $ | 1313 | 2024/06/30 | -33.402 K $ | -8.13 % |
| 2026/03/31 | MTD | METTLER TOLEDO INTERNATIONAL | 0.13% | 368.270 K $ | 292 | 2022/12/31 | -41.093 K $ | -9.54 % |
| 2026/03/31 | IWF | ISHARES TR | 0.13% | 364.572 K $ | 855 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PDI | PIMCO DYNAMIC INCOME FD | 0.12% | 346.478 K $ | 20250 | 2025/09/30 | -17.583 K $ | -3.39 % |
| 2026/03/31 | PAYC | PAYCOM SOFTWARE INC | 0.12% | 340.980 K $ | 2805 | 2023/03/31 | -206.648 K $ | -23.74 % |
| 2026/03/31 | SCYB | SCHWAB STRATEGIC TR | 0.10% | 290.768 K $ | 11183 | 2025/09/30 | -4.651 K $ | -1.59 % |
| 2026/03/31 | VRSK | VERISK ANALYTICS INC | 0.09% | 251.071 K $ | 1323 | 2020/12/31 | -44.902 K $ | -15.17 % |
| 2026/03/31 | ORLY | OREILLY AUTOMOTIVE INC | 0.08% | 232.621 K $ | 2520 | 2025/03/31 | 2.772 K $ | 1.21 % |
| 2026/03/31 | CMG | CHIPOTLE MEXICAN GRILL INC | 0.08% | 231.368 K $ | 7228 | 2024/09/30 | -36.811 K $ | -13.49 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.08% | 228.587 K $ | 2946 | 2022/12/31 | 1.658 K $ | 0.73 % |
| 2026/03/31 | BLDR | BUILDERS FIRSTSOURCE INC | 0.08% | 226.901 K $ | 2756 | 2025/06/30 | -59.952 K $ | -19.98 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.08% | 224.128 K $ | 637 | 2025/12/31 | 15.631 K $ | 7.50 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 0.08% | 222.197 K $ | 482 | 2024/09/30 | -50.788 K $ | -18.60 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.07% | 207.448 K $ | 792 | 2025/12/31 | 3.132 K $ | 1.54 % |
| 2026/03/31 | ROST | ROSS STORES INC | 0.07% | 205.799 K $ | 950 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IWB | ISHARES TR | 0.07% | 200.030 K $ | 561 | 2025/09/30 | -9.469 K $ | -4.52 % |
| 2026/03/31 | KKR | KKR & CO INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | OTIS | OTIS WORLDWIDE CORP | 0.00% | 0.000 $ | 0 | 2024/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BX | BLACKSTONE INC | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | POOL | POOL CORP | 0.00% | 0.000 $ | 0 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | DOCU | DOCUSIGN INC | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.00% | 0.000 $ | 0 | 2024/03/31 | 0.000 $ | 0.00 % |