SCHOLTZ & COMPANY, LLC Diversified Active

CIK: 0001606134 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 14, 2018

Total Value ($000): $137,943 (100.0% shares, 0.0% debt)

Holdings (60)

RSP PERMIAN INC 4.7%
Value ($000) $6,492 Shares 159,595 Est. Cost $39.54 Unrealized
FANG DIAMONDBACK ENERGY INC 4.7%
Value ($000) $6,472 Shares 51,260 Est. Cost $56.33 Unrealized +48.8%
AMZN AMAZON.COM INC 4.6%
Value ($000) $6,339 Shares 5,420 Est. Cost $37.65 Unrealized +46.1%
GOOGL ALPHABET INC CLASS A 4.3%
Value ($000) $5,962 Shares 5,660 Est. Cost $34.00 Unrealized +50.7%
MSFT MICROSOFT CORPORATION 4.0%
Value ($000) $5,572 Shares 65,140 Est. Cost $49.00 Unrealized +53.6%
STZ CONSTELLATION BRANDS INC 3.8%
Value ($000) $5,308 Shares 23,222 Est. Cost $110.84 Unrealized +71.5%
CHCT COMMUNITY HEALTHCARE TRUST INC 3.8%
Value ($000) $5,238 Shares 186,415 Est. Cost $22.00 Unrealized
BAC BANK OF AMERICA CORP 3.7%
Value ($000) $5,106 Shares 172,965 Est. Cost $17.55 Unrealized +29.8%
MA MASTERCARD INCORPORATED 3.5%
Value ($000) $4,814 Shares 31,805 Est. Cost $77.43 Unrealized +83.6%
FDX FEDEX CORP 3.4%
Value ($000) $4,658 Shares 18,665 Est. Cost $183.50 Unrealized +8.5%
ALB ALBEMARLE CORPORATION 3.3%
Value ($000) $4,500 Shares 35,185 Est. Cost $106.37 Unrealized +14.0%
EW EDWARDS LIFESCIENCES CORPORATI 2.8%
Value ($000) $3,907 Shares 34,660 Est. Cost $36.66 Unrealized +0.1%
TCEHY TENCENT HOLDINGS LIMITED 2.8%
Value ($000) $3,905 Shares 75,215 Est. Cost $51.92 Unrealized
ULTA ULTA BEAUTY INC 2.7%
Value ($000) $3,719 Shares 16,628 Est. Cost $211.60 Unrealized 0.0%
LVS LAS VEGAS SANDS CORPORATION 2.7%
Value ($000) $3,693 Shares 53,145 Est. Cost $50.21 Unrealized +12.0%
APD AIR PRODUCTS AND CHEMICALS INC 2.7%
Value ($000) $3,684 Shares 22,455 Est. Cost $120.83 Unrealized +7.8%
RAYTHEON CO COM NEW 2.5%
Value ($000) $3,429 Shares 18,252 Est. Cost $160.20 Unrealized
META FACEBOOK INC 2.4%
Value ($000) $3,327 Shares 18,852 Est. Cost $158.98 Unrealized +10.4%
INTC INTEL CORPORATION 2.2%
Value ($000) $3,091 Shares 66,960 Est. Cost $35.24 Unrealized +3.7%
JD JD.COM INC 2.1%
Value ($000) $2,956 Shares 71,355 Est. Cost $41.43 Unrealized
PACIFIC PREMIER BANCORP INC 2.1%
Value ($000) $2,836 Shares 70,900 Est. Cost $24.59 Unrealized
DG DOLLAR GENERAL CORPORATION 2.0%
Value ($000) $2,770 Shares 29,785 Est. Cost $64.42 Unrealized +20.2%
NUTRISYSTEM INC 1.7%
Value ($000) $2,386 Shares 45,370 Est. Cost $22.29 Unrealized
CMCSA COMCAST CORPORATION 1.7%
Value ($000) $2,326 Shares 58,076 Est. Cost $25.50 Unrealized +20.3%
SCHW CHARLES SCHWAB 1.7%
Value ($000) $2,295 Shares 44,670 Est. Cost $42.12 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 1.6%
Value ($000) $2,233 Shares 30,075 Est. Cost $77.21 Unrealized 0.0%
BLACKROCK INC 1.6%
Value ($000) $2,216 Shares 4,313 Est. Cost $513.80 Unrealized
ZION ZIONS BANCORPORATION 1.6%
Value ($000) $2,180 Shares 42,890 Est. Cost $47.89 Unrealized 0.0%
AIR AAR CORP COM 1.6%
Value ($000) $2,169 Shares 55,195 Est. Cost $39.44 Unrealized 0.0%
FLEXION THERAPEUTICS INC 1.6%
Value ($000) $2,163 Shares 86,375 Est. Cost $21.95 Unrealized
TCMD TACTILE SYSTEMS TECHNOLOGY 1.5%
Value ($000) $2,070 Shares 71,435 Est. Cost $17.01 Unrealized +70.6%
VIPER ENERGY PARTNERS LP 1.4%
Value ($000) $1,896 Shares 81,281 Est. Cost $17.38 Unrealized
MTZ MASTEC INC 1.2%
Value ($000) $1,648 Shares 33,665 Est. Cost $43.47 Unrealized +2.6%
NEO NEOGENOMICS INC 1.1%
Value ($000) $1,548 Shares 174,700 Est. Cost $8.21 Unrealized +12.4%
PWR QUANTA SERVICES INC 1.1%
Value ($000) $1,517 Shares 38,785 Est. Cost $35.40 Unrealized +4.0%
SBUX STARBUCKS CORP 1.0%
Value ($000) $1,426 Shares 24,825 Est. Cost $47.41 Unrealized 0.0%
PARSLEY ENERGY 0.8%
Value ($000) $1,096 Shares 37,235 Est. Cost $25.28 Unrealized
ZYNGA INC 0.7%
Value ($000) $898 Shares 224,400 Est. Cost $4.00 Unrealized
CYBERARK SOFTWARE LIMITED 0.6%
Value ($000) $883 Shares 21,345 Est. Cost $41.37 Unrealized
POTASH CORPORATION OF SASKATCH 0.6%
Value ($000) $865 Shares 41,900 Est. Cost $18.09 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $766 Shares 5,485 Est. Cost $106.16 Unrealized +4.5%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.5%
Value ($000) $756 Shares 23,500 Est. Cost $32.17 Unrealized
BA BOEING CO COM 0.5%
Value ($000) $664 Shares 2,250 Est. Cost $220.44 Unrealized +16.8%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $590 Shares 4,400 Est. Cost $89.12 Unrealized +13.1%
CVX CHEVRON CORPORATION 0.4%
Value ($000) $581 Shares 4,644 Est. Cost $77.89 Unrealized +7.3%
MMM 3M CO COM 0.4%
Value ($000) $577 Shares 2,450 Est. Cost $129.88 Unrealized +11.6%
IJH ISHARES TRUST CORE S&P MID-CAP 0.4%
Value ($000) $539 Shares 2,842 Est. Cost $178.75 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $486 Shares 4,050 Est. Cost $89.40 Unrealized -0.5%
IJR ISHARES TRUST CORE S&P SMALL-C 0.4%
Value ($000) $485 Shares 6,318 Est. Cost $74.23 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $482 Shares 13,300 Est. Cost $22.25 Unrealized +7.0%
PPG PPG INDS INC COM 0.3%
Value ($000) $426 Shares 3,650 Est. Cost $91.06 Unrealized +8.7%
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value ($000) $382 Shares 3,615 Est. Cost $69.58 Unrealized 0.0%
DOWDUPONT INC 0.3%
Value ($000) $356 Shares 4,999 Est. Cost $69.21 Unrealized
SPY SPDR TR UNIT SER 1 0.2%
Value ($000) $334 Shares 1,250 Est. Cost $227.15 Unrealized
GLW CORNING INC COM 0.2%
Value ($000) $288 Shares 9,000 Est. Cost $23.59 Unrealized +6.9%
AWK AMERICAN WTR WRKS 0.1%
Value ($000) $204 Shares 2,230 Est. Cost $75.72 Unrealized 0.0%
BDX BECTON DICKINSON CO 0.1%
Value ($000) $201 Shares 937 Est. Cost $185.44 Unrealized 0.0%
SKYX SQL TECHNOLOGIES CORPORATION 0.1%
Value ($000) $156 Shares 104,086 Est. Cost $2.00 Unrealized
EMERALD HEALTH THERAPEUTICS IN 0.0%
Value ($000) $51 Shares 12,000 Est. Cost $4.25 Unrealized
TERRA TECH CORPORATION 0.0%
Value ($000) $26 Shares 66,400 Est. Cost $0.39 Unrealized