SCHOLTZ & COMPANY, LLC Diversified Active

CIK: 0001606134 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 14, 2017

Total Value ($000): $127,758 (100.0% shares, 0.0% debt)

Holdings (61)

GOOGL ALPHABET INC CLASS A 4.3%
Value ($000) $5,507 Shares 5,656 Est. Cost $34.00 Unrealized +38.5%
MSFT MICROSOFT CORPORATION 4.2%
Value ($000) $5,423 Shares 72,795 Est. Cost $49.00 Unrealized +36.1%
FRCB FIRST REPUBLIC BANK 4.1%
Value ($000) $5,266 Shares 50,415 Est. Cost $78.90 Unrealized +21.2%
CHCT COMMUNITY HEALTHCARE TRUST INC 3.9%
Value ($000) $5,001 Shares 185,515 Est. Cost $22.00 Unrealized
AMZN AMAZON.COM INC 3.8%
Value ($000) $4,868 Shares 5,064 Est. Cost $36.43 Unrealized +34.8%
ALB ALBEMARLE CORPORATION 3.7%
Value ($000) $4,680 Shares 34,335 Est. Cost $106.00 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 3.7%
Value ($000) $4,675 Shares 23,441 Est. Cost $110.84 Unrealized +56.6%
FANG DIAMONDBACK ENERGY INC 3.7%
Value ($000) $4,674 Shares 47,715 Est. Cost $54.29 Unrealized +31.1%
MA MASTERCARD INCORPORATED 3.5%
Value ($000) $4,487 Shares 31,775 Est. Cost $77.43 Unrealized +63.2%
RSP PERMIAN INC 3.5%
Value ($000) $4,414 Shares 127,595 Est. Cost $39.25 Unrealized
BAC BANK OF AMERICA CORP 3.3%
Value ($000) $4,183 Shares 165,075 Est. Cost $17.30 Unrealized +15.4%
COTIVITI HOLDINGS INC 3.1%
Value ($000) $3,916 Shares 108,840 Est. Cost $36.68 Unrealized
EW EDWARDS LIFESCIENCES CORPORATI 3.1%
Value ($000) $3,901 Shares 35,690 Est. Cost $36.66 Unrealized +4.0%
CELGENE CORPORATION 3.0%
Value ($000) $3,830 Shares 26,265 Est. Cost $139.75 Unrealized
EA ELECTRONIC ARTS INC 2.8%
Value ($000) $3,562 Shares 30,175 Est. Cost $77.42 Unrealized +45.5%
NUTRISYSTEM INC 2.7%
Value ($000) $3,471 Shares 62,090 Est. Cost $22.29 Unrealized
LVS LAS VEGAS SANDS CORPORATION 2.7%
Value ($000) $3,392 Shares 52,875 Est. Cost $50.21 Unrealized +3.0%
META FACEBOOK INC 2.5%
Value ($000) $3,189 Shares 18,665 Est. Cost $158.81 Unrealized +4.3%
APD AIR PRODUCTS AND CHEMICALS INC 2.3%
Value ($000) $2,885 Shares 19,075 Est. Cost $119.15 Unrealized 0.0%
TCMD TACTILE SYSTEMS TECHNOLOGY 2.2%
Value ($000) $2,820 Shares 91,110 Est. Cost $17.01 Unrealized +86.1%
RAYTHEON CO COM NEW 2.1%
Value ($000) $2,662 Shares 14,268 Est. Cost $152.48 Unrealized
PACIFIC PREMIER BANCORP INC 2.0%
Value ($000) $2,526 Shares 66,915 Est. Cost $23.67 Unrealized
DG DOLLAR GENERAL CORPORATION 1.9%
Value ($000) $2,434 Shares 30,035 Est. Cost $64.42 Unrealized +4.4%
NEO NEOGENOMICS INC 1.9%
Value ($000) $2,433 Shares 218,575 Est. Cost $8.21 Unrealized +18.6%
FDX FEDEX CORP 1.8%
Value ($000) $2,357 Shares 10,450 Est. Cost $171.28 Unrealized +8.0%
CMCSA COMCAST CORPORATION 1.6%
Value ($000) $2,099 Shares 54,551 Est. Cost $25.17 Unrealized +27.2%
AIG AMERICAN INTERNATIONAL GROUP I 1.6%
Value ($000) $2,070 Shares 33,715 Est. Cost $50.15 Unrealized 0.0%
TJX THE TJX COMPANIES INC 1.5%
Value ($000) $1,932 Shares 26,210 Est. Cost $33.99 Unrealized -6.8%
NANOMETRICS INC 1.4%
Value ($000) $1,824 Shares 63,325 Est. Cost $28.80 Unrealized
PARSLEY ENERGY 1.3%
Value ($000) $1,713 Shares 65,030 Est. Cost $25.28 Unrealized
VIPER ENERGY PARTNERS LP 1.1%
Value ($000) $1,402 Shares 75,200 Est. Cost $16.90 Unrealized
POTASH CORPORATION OF SASKATCH 1.1%
Value ($000) $1,400 Shares 72,775 Est. Cost $18.09 Unrealized
POTBELLY CORPORATION 1.1%
Value ($000) $1,362 Shares 109,825 Est. Cost $12.40 Unrealized
PWR QUANTA SERVICES INC 1.1%
Value ($000) $1,358 Shares 36,335 Est. Cost $35.30 Unrealized -2.6%
FLEXION THERAPEUTICS INC 1.0%
Value ($000) $1,336 Shares 55,250 Est. Cost $20.21 Unrealized
MTZ MASTEC INC 1.0%
Value ($000) $1,328 Shares 28,610 Est. Cost $43.27 Unrealized +0.7%
ORBITAL ATK INC 0.8%
Value ($000) $1,080 Shares 8,107 Est. Cost $133.22 Unrealized
OXFORD IMMUNOTEC GLOBAL PLC 0.8%
Value ($000) $990 Shares 58,925 Est. Cost $16.80 Unrealized
LIND LINDBLAD EXPEDITIONS HOLDINGS 0.8%
Value ($000) $972 Shares 90,825 Est. Cost $9.95 Unrealized +5.2%
LAMR LAMAR ADVERTISING COMPANY 0.7%
Value ($000) $947 Shares 13,825 Est. Cost $65.17 Unrealized
FLGT FULGENT GENETICS, INC 0.7%
Value ($000) $895 Shares 186,750 Est. Cost $10.24 Unrealized -43.8%
COMMERCEHUB INC 0.5%
Value ($000) $668 Shares 31,285 Est. Cost $21.35 Unrealized
SMTC SEMTECH CORPORATION 0.5%
Value ($000) $575 Shares 15,300 Est. Cost $37.29 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $572 Shares 4,400 Est. Cost $104.97 Unrealized 0.0%
BA BOEING CO COM 0.4%
Value ($000) $572 Shares 2,250 Est. Cost $220.44 Unrealized 0.0%
MMM 3M CO COM 0.4%
Value ($000) $514 Shares 2,450 Est. Cost $129.88 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $510 Shares 4,400 Est. Cost $89.12 Unrealized 0.0%
IJH ISHARES TRUST CORE S&P MID-CAP 0.4%
Value ($000) $508 Shares 2,842 Est. Cost $178.75 Unrealized
INTC INTEL CORPORATION 0.4%
Value ($000) $481 Shares 12,625 Est. Cost $29.59 Unrealized 0.0%
PFE PFIZER INC COM 0.4%
Value ($000) $475 Shares 13,300 Est. Cost $22.25 Unrealized 0.0%
IJR ISHARES TRUST CORE S&P SMALL-C 0.4%
Value ($000) $469 Shares 6,318 Est. Cost $74.23 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $451 Shares 4,050 Est. Cost $89.40 Unrealized 0.0%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $421 Shares 3,580 Est. Cost $76.20 Unrealized 0.0%
PPG PPG INDS INC COM 0.3%
Value ($000) $397 Shares 3,650 Est. Cost $91.06 Unrealized 0.0%
DOWDUPONT INC 0.3%
Value ($000) $346 Shares 4,999 Est. Cost $69.21 Unrealized
GENERAL ELECTRIC COMPANY 0.2%
Value ($000) $313 Shares 12,948 Est. Cost $24.17 Unrealized
SPY SPDR TR UNIT SER 1 0.2%
Value ($000) $312 Shares 1,240 Est. Cost $227.15 Unrealized
GLW CORNING INC COM 0.2%
Value ($000) $269 Shares 9,000 Est. Cost $23.59 Unrealized 0.0%
SKYX SQL TECHNOLOGIES CORPORATION 0.2%
Value ($000) $219 Shares 104,086 Est. Cost $2.00 Unrealized
IBM INTERNATIONAL BUS MACH COM 0.2%
Value ($000) $218 Shares 1,500 Est. Cost $96.87 Unrealized 0.0%
MONSANTO CO NEW COM 0.2%
Value ($000) $204 Shares 1,700 Est. Cost $120.00 Unrealized