SC

SCHOLTZ & COMPANY, LLC

13F
SCHOLTZ & COMPANY, LLC
Last update 2025-05-15 51 Stocks (10 new)
Value $202.00 Mil Turnover 9 %
Countries:
Top Holdings: MSFT(8.61%)MA(7.53%)AMZN(5.42%)UNH(5.13%)CMG(4.88%)
Summary Stock Picks Current Portfolio
SCHOLTZ & COMPANY, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
46,337
17,394.5
-1.32%
8.610
-0.13%
0.000
+42.29%
+21.48%
3,791,043.3
Software
MA
Mastercard Inc
27,751
15,210.9
-2.31%
7.530
-0.17%
0.000
+9.05%
+5.80%
503,667.8
Credit Services
AMZN
Amazon.com Inc
57,584
10,955.9
-2.11%
5.420
-0.13%
0.000
+37.09%
+4.55%
2,434,329.6
Retail - Cyclical
UNH
UnitedHealth Group Inc
19,801
10,370.8
-3.44%
5.130
-0.17%
0.000
-33.19%
-43.59%
255,940.6
Healthcare Plans
CMG
Chipotle Mexican Grill Inc
196,407
9,861.6
-0.94%
4.880
-0.05%
0.010
+12.74%
-13.00%
70,682.7
Restaurants
META
Meta Platforms Inc
16,265
9,374.5
-3.40%
4.640
-0.16%
0.000
+47.22%
+21.97%
1,792,627.3
Interactive Media
GOOGL
Alphabet Inc
59,591
9,215.1
-2.44%
4.560
-0.13%
0.000
+28.89%
+0.66%
2,312,548.2
Interactive Media
RNMBY
Rheinmetall AG
30,122
8,620.0
-55.60%
4.270
-2.29%
0.010
+27.72%
+235.17%
94,161.1
Aerospace & Defense
V
Visa Inc
23,566
8,258.9
-3.07%
4.090
-0.11%
0.000
+9.82%
+11.41%
685,561.4
Credit Services
TDG
TransDigm Group Inc
5,070
7,013.3
-2.57%
3.470
-0.08%
0.010
+21.21%
+24.97%
88,950.1
Aerospace & Defense

SCHOLTZ & COMPANY, LLC's Historical Top Holdings Breakdowns

SCHOLTZ & COMPANY, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PLMR
Palomar Holdings Inc
2025-03-31
New Buy
New Buy
+2.59%
●
101.51 ($118.48) 137.08
$139.86
18.05%
New holding
38,177
38,177
RNMBY
Rheinmetall AG
2025-03-31
Reduce
Reduce
-2.29%
●
124.27 ($200.11) 318.18
$422.02
110.89%
Reduce -55.6%
30,122
-37,718
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-2.10%
●
106.98 ($126.74) 149.43
$171.38
35.22%
Reduce -40.05%
48,842
-32,623
ILMN
Illumina Inc
2025-03-31
Sold Out
Sold Out
-1.36%
●
79.34 ($108.24) 144.22
$94.80
-12.42%
Sold Out
0
-21,280
TTEK
Tetra Tech Inc
2025-03-31
Reduce
Reduce
-1.35%
●
28.26 ($33.56) 42.58
$37.91
12.96%
Reduce -38.07%
115,187
-70,808
PM
Philip Morris International Inc
2025-03-31
New Buy
New Buy
+1.08%
●
117.15 ($141.65) 158.79
$180.48
27.41%
New holding
13,734
13,734
PWR
Quanta Services Inc
2025-03-31
New Buy
New Buy
+0.99%
●
236.71 ($288.97) 358.03
$398.66
37.96%
New holding
7,840
7,840
WYNN
Wynn Resorts Ltd
2025-03-31
New Buy
New Buy
+0.95%
●
77 ($85.28) 93.47
$106.36
24.72%
New holding
22,878
22,878
PEN
Penumbra Inc
2025-03-31
New Buy
New Buy
+0.90%
●
237.28 ($270.5) 303.76
$228.86
-15.39%
New holding
6,804
6,804
AMD
Advanced Micro Devices Inc
2025-03-31
Sold Out
Sold Out
-0.88%
●
96.63 ($111.19) 129.55
$157.00
41.20%
Sold Out
0
-15,185

SCHOLTZ & COMPANY, LLC Total Holding History ($B)

To

SCHOLTZ & COMPANY, LLC's Asset Allocation

To

SCHOLTZ & COMPANY, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SCHOLTZ & COMPANY, LLC's Hypothetical Growth since 2025-03-31

SCHOLTZ & COMPANY, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SCHOLTZ & COMPANY, LLC's Holdings Heat Map

Size field:

SCHOLTZ & COMPANY, LLC's Holdings Bubble Chart

SCHOLTZ & COMPANY, LLC News

  • 1

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