Institutions / Scholtz & Company, LLC

Scholtz & Company, LLC

CIK 1606134 · Institution · as of Dec 31, 2025
Portfolio value
$230.31M
Positions
51
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 51 →
CompanyClassValueShares% of portfolio
Microsoft Corp$21.97M45,4369.5%
Alphabet Inc.$16.83M53,7587.3%
Amazon.com Inc$14.91M64,5916.5%
Mastercard Inc$13.92M24,3796.0%
Meta Platforms Inc$10.74M16,2654.7%
Rheinmetall AG Unsponsord Adr$9.69M26,4204.2%
General Electric Co$8.21M26,6673.6%
Visa Inc$7.83M22,3273.4%
NVIDIA Corp$7.17M38,4323.1%
Chipotle Mexican Grill Inc$7.16M193,3823.1%
Intuit Inc.$6.37M9,6112.8%
Abbott Laboratories$6.16M49,1972.7%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$5.78M19,0362.5%
Morgan Stanley$5.72M32,2192.5%
S&P Global Inc.$4.95M9,4762.2%
Rocket Companies, Inc.$4.92M254,2982.1%
TransDigm Group Inc.$4.70M3,5352.0%
Dexcom Inc$4.54M68,3392.0%
Wynn Resorts, Limited$4.43M36,8381.9%
Hagerty, Inc.HGTYCommon Stock$4.35M323,3151.9%
Waste Management Inc$4.23M19,2571.8%
Quanta Services Inc$4.18M9,9021.8%
Uber Technologies, Inc$4.17M50,9961.8%
Asml Holding N.V.$4.00M3,7421.7%
Ollie's Bargain Outlet Holdings, Inc.$3.75M34,2181.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.