Bennett Selby Investments LP has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 85 total holdings, managed by Managing Partner Matthew Bennett from the firm's office in Falmouth, Maine.
The portfolio is heavily weighted toward technology and internet infrastructure companies. The largest position is in Apple Inc., with 14,807,600 shares. Microsoft Corporation follows with 19,450 shares, while NVIDIA Corporation holds 67,506 shares. Other major technology holdings include Amazon.com Inc. with 44,209 shares, Meta Platforms Inc. with 36,491 shares, and Visa Inc. Class A with 61,437 shares.
The filing also includes significant positions in consumer staples and industrial sectors. Coca-Cola Co. is listed with 13,556 shares, while Eli Lilly & Co. holds 2,718 shares. In the industrial space, United Parcel Service Inc. is disclosed with 7,539 shares, and Union Pacific Corp. with 7,539 shares.
The report includes a mix of individual stocks and exchange-traded funds. Notable ETF holdings include the Invesco QQQ Trust, with 2,129 shares, and the iShares Core S&P 500 ETF, with 1,408 shares. The filing indicates that all positions are held as sole voting and dispositive power.
