SCHOLTZ & COMPANY, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SC
SCHOLTZ & COMPANY, LLC
Institutional Filer 15.15%$195.4M49

Current Portfolio Holdings

Showing all 49 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1MSFTMicrosoft CorporationTechnology41K$15.1M7.70%
2GOOGLAlphabet Inc.Technology47K$13.5M6.90%
3AMZNAmazon.com, Inc.Consumer Cyclical65K$13.5M6.90%
4MAMastercard IncorporatedFinancial Services24K$11.9M6.09%
5METAMeta Platforms, Inc.Technology15K$8.6M4.40%
6NVDANVIDIA CorporationTechnology38K$6.6M3.37%
7GEGE AerospaceIndustrials23K$6.6M3.36%
8VVisa Inc.Financial Services22K$6.6M3.35%
9TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology19K$6.4M3.27%
10MSMorgan StanleyFinancial Services32K$5.3M2.73%
11PWRQuanta Services, Inc.Industrials10K$5.3M2.71%
12RNMBYRHEINMETALL AG UNSPONSORD ADR15K$5.1M2.63%
13NFLXNetflix, Inc.Communication Services52K$5.0M2.58%
14ASMLASML Holding N.V.Technology4K$5.0M2.54%
15CMGChipotle Mexican Grill, Inc.Consumer Cyclical153K$4.9M2.50%
Showing 1 to 15 of 49 holdings