SCHOLTZ & COMPANY, LLC
49 holdingsFiling period: 2026-03-31Current AUM: $218.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORPORATION | 40.7K | $15.1M | $18.9M | 8.67% | -4,775 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INCORPORATED CAP STK | 46.9K | $13.5M | $16.7M | 7.66% | -6,883 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INCORPORATED | 64.7K | $13.5M | $17.6M | 8.06% | +121 | 2026-03-31 |
| 4 | MA | MASTERCARD INCORPORATED | 23.8K | $11.9M | $13.7M | 6.26% | -552 | 2026-03-31 |
| 5 | META | META PLATFORMS INC | 15.0K | $8.6M | $8.4M | 3.84% | -1,246 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORP COM | 37.7K | $6.6M | $7.6M | 3.47% | -714 | 2026-03-31 |
| 7 | GE | GENERAL ELECTRIC COMPANY | 23.1K | $6.6M | $8.3M | 3.82% | -3,518 | 2026-03-31 |
| 8 | V | VISA INC | 21.7K | $6.6M | $7.9M | 3.64% | -643 | 2026-03-31 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFACTU | 18.9K | $6.4M | $7.6M | 3.50% | -143 | 2026-03-31 |
| 10 | MS | MORGAN STANLEY | 32.4K | $5.3M | $6.8M | 3.13% | +208 | 2026-03-31 |
| 11 | PWR | QUANTA SERVICES INC | 9.7K | $5.3M | $6.4M | 2.96% | -242 | 2026-03-31 |
| 12 | RNMBY | RHEINMETALL AG UNSPONSORD ADR | 15.4K | $5.1M | $5.1M | 2.36% | -10,973 | 2026-03-31 |
| 13 | NFLX | NETFLIX INC | 52.4K | $5.0M | $3.8M | 1.72% | +13.7K | 2026-03-31 |
| 14 | — | ASML HOLDING N.V. | 3.8K | $5.0M | $5.0M | 2.27% | +12 | 2026-03-31 |
| 15 | CMG | CHIPOTLE MEXICAN GRILL | 152.7K | $4.9M | $5.7M | 2.61% | -40,635 | 2026-03-31 |
| 16 | ABT | ABBOTT LABORATORIES | 43.9K | $4.5M | $4.6M | 2.13% | -5,320 | 2026-03-31 |
| 17 | SPGI | S&P GLOBAL INC | 10.2K | $4.3M | $4.2M | 1.92% | +709 | 2026-03-31 |
| 18 | DXCM | DEXCOM INC | 68.6K | $4.3M | $5.7M | 2.63% | +309 | 2026-03-31 |
| 19 | TDG | TRANSDIGM GROUP INC | 3.7K | $4.3M | $4.6M | 2.12% | +153 | 2026-03-31 |
| 20 | VVV | VALVOLINE INC | 119.9K | $4.0M | $4.6M | 2.11% | +45.9K | 2026-03-31 |
| 21 | RKT | ROCKET COS INC CL A | 273.7K | $3.9M | $3.5M | 1.62% | +19.4K | 2026-03-31 |
| 22 | CASY | CASEYS GENERAL STORES INC | 5.3K | $3.9M | $4.6M | 2.12% | -244 | 2026-03-31 |
| 23 | WYNN | WYNN RESORTS LTD | 36.8K | $3.7M | $3.7M | 1.68% | +8 | 2026-03-31 |
| 24 | — | EATON CORPORATION | 10.3K | $3.7M | $3.7M | 1.70% | +688 | 2026-03-31 |
| 25 | UBER | UBER TECHNOLOGIES INC | 51.0K | $3.7M | $3.6M | 1.65% | +40 | 2026-03-31 |
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