SCHOLTZ & COMPANY, LLC Diversified Active

CIK: 0001606134 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 13, 2018

Total Value ($000): $142,865 (100.0% shares, 0.0% debt)

Holdings (51)

AMZN AMAZON.COM INC 6.6%
Value ($000) $9,395 Shares 5,527 Est. Cost $38.05 Unrealized +108.6%
GOOGL ALPHABET INC CLASS A 5.5%
Value ($000) $7,925 Shares 7,018 Est. Cost $37.89 Unrealized +42.5%
MSFT MICROSOFT CORPORATION 5.2%
Value ($000) $7,482 Shares 75,875 Est. Cost $54.51 Unrealized +64.7%
MA MASTERCARD INCORPORATED 4.7%
Value ($000) $6,724 Shares 34,217 Est. Cost $83.92 Unrealized +114.9%
FANG DIAMONDBACK ENERGY INC 4.4%
Value ($000) $6,325 Shares 48,075 Est. Cost $59.51 Unrealized +61.3%
VIPER ENERGY PARTNERS LP 3.9%
Value ($000) $5,524 Shares 173,115 Est. Cost $24.84 Unrealized
META FACEBOOK INC 3.7%
Value ($000) $5,334 Shares 27,450 Est. Cost $165.14 Unrealized +8.7%
TCEHY TENCENT HOLDINGS LIMITED 3.6%
Value ($000) $5,171 Shares 102,910 Est. Cost $51.60 Unrealized
XPO XPO LOGISTICS INC 3.5%
Value ($000) $5,027 Shares 50,175 Est. Cost $36.28 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORPORATI 3.5%
Value ($000) $4,980 Shares 34,210 Est. Cost $36.66 Unrealized +27.3%
STZ CONSTELLATION BRANDS INC 3.5%
Value ($000) $4,965 Shares 22,685 Est. Cost $131.34 Unrealized +52.0%
ULTA ULTA BEAUTY INC 3.4%
Value ($000) $4,842 Shares 20,739 Est. Cost $225.32 Unrealized +7.2%
APD AIR PRODUCTS AND CHEMICALS INC 3.2%
Value ($000) $4,523 Shares 29,045 Est. Cost $124.18 Unrealized +9.2%
ZION ZIONS BANCORPORATION 3.1%
Value ($000) $4,436 Shares 84,195 Est. Cost $50.83 Unrealized +8.6%
CRM SALESFORCE.COM INC 3.1%
Value ($000) $4,365 Shares 32,005 Est. Cost $117.78 Unrealized +7.0%
MASI MASIMO CORPORATION 3.0%
Value ($000) $4,231 Shares 43,325 Est. Cost $95.08 Unrealized 0.0%
LVS LAS VEGAS SANDS CORPORATION 2.9%
Value ($000) $4,145 Shares 54,285 Est. Cost $50.49 Unrealized +30.1%
UNH UNITEDHEALTH GROUP INC 2.8%
Value ($000) $4,066 Shares 16,574 Est. Cost $204.91 Unrealized +3.5%
BKNG BOOKING HOLDINGS INC 2.6%
Value ($000) $3,734 Shares 1,842 Est. Cost $2072.14 Unrealized 0.0%
EVR EVERCORE PARTNERS INC-CL A 2.6%
Value ($000) $3,699 Shares 35,082 Est. Cost $87.04 Unrealized 0.0%
FRCB FIRST REPUBLIC BANK 2.5%
Value ($000) $3,549 Shares 36,670 Est. Cost $93.50 Unrealized 0.0%
BABA ALIBABA GROUP HOLDING-SP-ADR 2.4%
Value ($000) $3,478 Shares 18,746 Est. Cost $183.56 Unrealized
TCMD TACTILE SYSTEMS TECHNOLOGY 2.0%
Value ($000) $2,926 Shares 56,265 Est. Cost $18.03 Unrealized +141.3%
JD JD.COM INC 1.9%
Value ($000) $2,754 Shares 70,695 Est. Cost $41.43 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 1.9%
Value ($000) $2,746 Shares 30,930 Est. Cost $77.35 Unrealized +14.4%
CME CME GROUP INC 1.6%
Value ($000) $2,335 Shares 14,245 Est. Cost $121.09 Unrealized +3.0%
MTZ MASTEC INC 1.6%
Value ($000) $2,281 Shares 44,950 Est. Cost $46.43 Unrealized +4.0%
MLCO MELCO RESORTS & ENTERTAINMENT 1.4%
Value ($000) $2,060 Shares 73,575 Est. Cost $28.96 Unrealized
WDAY WORKDAY INC 1.2%
Value ($000) $1,760 Shares 14,530 Est. Cost $128.07 Unrealized 0.0%
BDX BECTON DICKINSON CO 0.9%
Value ($000) $1,280 Shares 5,342 Est. Cost $193.88 Unrealized +2.4%
FLEXION THERAPEUTICS INC 0.8%
Value ($000) $1,077 Shares 41,675 Est. Cost $21.96 Unrealized
TDOC TELADOC INC 0.7%
Value ($000) $1,033 Shares 17,801 Est. Cost $48.84 Unrealized 0.0%
BA BOEING CO COM 0.5%
Value ($000) $755 Shares 2,250 Est. Cost $220.44 Unrealized +49.9%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.5%
Value ($000) $687 Shares 21,850 Est. Cost $32.14 Unrealized
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $670 Shares 2,470 Est. Cost $246.66 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $623 Shares 4,400 Est. Cost $89.12 Unrealized +32.1%
INTC INTEL CORPORATION 0.4%
Value ($000) $603 Shares 12,125 Est. Cost $35.24 Unrealized +27.8%
IJH ISHARES TRUST CORE S&P MID-CAP 0.4%
Value ($000) $554 Shares 2,842 Est. Cost $178.75 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $483 Shares 13,300 Est. Cost $22.25 Unrealized +9.2%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $467 Shares 6,710 Est. Cost $51.80 Unrealized 0.0%
COST COSTCO WHOLESALE CORPORATION 0.3%
Value ($000) $460 Shares 2,200 Est. Cost $177.76 Unrealized 0.0%
LNG CHENIERE ENERGY, INC 0.3%
Value ($000) $448 Shares 6,865 Est. Cost $56.78 Unrealized +8.4%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $418 Shares 2,050 Est. Cost $184.84 Unrealized 0.0%
IJR ISHARES TRUST CORE S&P SMALL-C 0.3%
Value ($000) $417 Shares 5,000 Est. Cost $74.23 Unrealized
PPG PPG INDS INC COM 0.3%
Value ($000) $379 Shares 3,650 Est. Cost $91.06 Unrealized +0.6%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $364 Shares 3,000 Est. Cost $106.16 Unrealized -5.1%
DOWDUPONT INC 0.2%
Value ($000) $330 Shares 4,999 Est. Cost $69.21 Unrealized
NTR NUTRIEN LTD 0.2%
Value ($000) $314 Shares 5,765 Est. Cost $38.32 Unrealized 0.0%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $253 Shares 2,000 Est. Cost $77.89 Unrealized +14.5%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $250 Shares 1,495 Est. Cost $33.41 Unrealized 0.0%
PEP PEPSICO INC 0.2%
Value ($000) $218 Shares 2,000 Est. Cost $89.40 Unrealized -8.6%