SCHOLTZ & COMPANY, LLC Diversified Active

Location: Stamford, CT

CIK: 0001606134 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 14, 2018

Total Value: $158M (100.0% shares, 0.0% debt)

Holdings (54)

AMZN AMAZON.COM INC 7.0%
Value $11.11M Shares 5,547 Est. Cost $38.05 Unrealized +147.1%
MSFT MICROSOFT CORPORATION 5.6%
Value $8.802M Shares 76,965 Est. Cost $55.17 Unrealized +82.7%
GOOGL ALPHABET INC CLASS A 5.2%
Value $8.297M Shares 6,874 Est. Cost $37.89 Unrealized +58.6%
VIPER ENERGY PARTNERS LP 4.9%
Value $7.729M Shares 183,585 Est. Cost $25.83 Unrealized
MA MASTERCARD INCORPORATED 4.8%
Value $7.685M Shares 34,522 Est. Cost $83.92 Unrealized +138.7%
FANG DIAMONDBACK ENERGY INC 4.4%
Value $6.95M Shares 51,410 Est. Cost $62.06 Unrealized +59.2%
EW EDWARDS LIFESCIENCES CORPORATI 4.1%
Value $6.51M Shares 37,390 Est. Cost $37.71 Unrealized +29.7%
MASI MASIMO CORPORATION 4.0%
Value $6.284M Shares 50,460 Est. Cost $97.32 Unrealized +14.0%
ULTA ULTA BEAUTY INC 3.8%
Value $5.95M Shares 21,089 Est. Cost $225.82 Unrealized +12.9%
XPO XPO LOGISTICS INC 3.7%
Value $5.798M Shares 50,785 Est. Cost $36.28 Unrealized +0.2%
UNH UNITEDHEALTH GROUP INC 3.5%
Value $5.479M Shares 20,596 Est. Cost $209.93 Unrealized +9.9%
APD AIR PRODUCTS AND CHEMICALS INC 3.3%
Value $5.169M Shares 30,940 Est. Cost $124.90 Unrealized +8.8%
CRM SALESFORCE.COM INC 3.1%
Value $4.904M Shares 30,835 Est. Cost $117.78 Unrealized +24.5%
FRCB FIRST REPUBLIC BANK 3.0%
Value $4.756M Shares 49,545 Est. Cost $94.57 Unrealized +3.2%
SPGI S&P GLOBAL INC 2.8%
Value $4.451M Shares 22,782 Est. Cost $192.81 Unrealized +0.4%
ABT ABBOTT LABORATORIES 2.6%
Value $4.094M Shares 55,810 Est. Cost $57.83 Unrealized 0.0%
GW PHARMACEUTICALS PLC 2.3%
Value $3.651M Shares 21,135 Est. Cost $172.75 Unrealized
RAYTHEON CO COM 2.1%
Value $3.311M Shares 16,022 Est. Cost $206.65 Unrealized
LVS LAS VEGAS SANDS CORPORATION 2.0%
Value $3.234M Shares 54,505 Est. Cost $50.49 Unrealized +15.5%
CMG CHIPOTLE MEX GRILL 1.9%
Value $3.086M Shares 6,789 Est. Cost $9.51 Unrealized 0.0%
TDOC TELADOC INC 1.9%
Value $3.086M Shares 35,735 Est. Cost $60.10 Unrealized +18.6%
GWRE GUIDEWIRE SOFTWARE INC 1.9%
Value $2.957M Shares 29,273 Est. Cost $77.35 Unrealized +24.2%
META FACEBOOK INC 1.7%
Value $2.634M Shares 16,017 Est. Cost $165.14 Unrealized +8.9%
BURL BURLINGTON STORES INC 1.6%
Value $2.557M Shares 15,695 Est. Cost $159.56 Unrealized 0.0%
BA BOEING CO COM 1.6%
Value $2.54M Shares 6,830 Est. Cost $299.99 Unrealized +13.0%
TCMD TACTILE SYSTEMS TECHNOLOGY 1.6%
Value $2.479M Shares 34,885 Est. Cost $18.03 Unrealized +233.2%
WDAY WORKDAY INC 1.5%
Value $2.416M Shares 16,550 Est. Cost $129.40 Unrealized +7.4%
STZ CONSTELLATION BRANDS INC 1.5%
Value $2.343M Shares 10,865 Est. Cost $131.34 Unrealized +43.6%
MTZ MASTEC INC 1.3%
Value $1.986M Shares 44,480 Est. Cost $46.43 Unrealized -0.3%
MLCO MELCO RESORTS & ENTERTAINMENT 1.1%
Value $1.768M Shares 83,585 Est. Cost $28.03 Unrealized
ZION ZIONS BANCORPORATION NA COM 1.1%
Value $1.67M Shares 33,300 Est. Cost $50.83 Unrealized +3.9%
CME CME GROUP INC 1.0%
Value $1.571M Shares 9,230 Est. Cost $121.09 Unrealized +6.6%
COP CONOCOPHILLIPS COM 0.9%
Value $1.382M Shares 17,850 Est. Cost $54.64 Unrealized +3.1%
BDX BECTON DICKINSON CO 0.9%
Value $1.355M Shares 5,193 Est. Cost $193.88 Unrealized +13.6%
KIDS ORTHOPEDIATRICS CORP 0.8%
Value $1.302M Shares 35,540 Est. Cost $30.62 Unrealized 0.0%
POTBELLY CORPORATION 0.7%
Value $1.108M Shares 90,070 Est. Cost $12.30 Unrealized
UNP UNION PACIFIC CORP 0.5%
Value $716K Shares 4,400 Est. Cost $89.12 Unrealized +43.4%
BXMT BLACKSTONE MORTGAGE TRUST INC 0.5%
Value $714K Shares 21,300 Est. Cost $32.14 Unrealized
SPY SPDR S&P 500 ETF 0.4%
Value $702K Shares 2,413 Est. Cost $246.66 Unrealized
PFE PFIZER INC COM 0.4%
Value $586K Shares 13,300 Est. Cost $22.25 Unrealized +24.3%
NEE NEXTERA ENERGY INC 0.4%
Value $577K Shares 3,440 Est. Cost $34.57 Unrealized +2.6%
INTC INTEL CORPORATION 0.4%
Value $573K Shares 12,125 Est. Cost $35.24 Unrealized +17.8%
IJH ISHARES TRUST CORE S&P MID-CAP 0.4%
Value $572K Shares 2,842 Est. Cost $178.75 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.4%
Value $570K Shares 2,425 Est. Cost $180.12 Unrealized +12.8%
IJR ISHARES TRUST CORE S&P SMALL-C 0.3%
Value $436K Shares 5,000 Est. Cost $74.23 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value $415K Shares 3,000 Est. Cost $106.16 Unrealized +1.8%
PPG PPG INDS INC COM 0.3%
Value $398K Shares 3,650 Est. Cost $91.06 Unrealized +4.0%
DOWDUPONT INC 0.2%
Value $321K Shares 4,999 Est. Cost $69.21 Unrealized
LNG CHENIERE ENERGY, INC 0.2%
Value $289K Shares 4,160 Est. Cost $56.78 Unrealized +13.5%
JYNT JOINT CORP 0.2%
Value $282K Shares 32,935 Est. Cost $8.45 Unrealized 0.0%
CVX CHEVRON CORPORATION 0.2%
Value $245K Shares 2,000 Est. Cost $77.89 Unrealized +12.9%
ALK ALASKA AIR GROUP INC 0.1%
Value $225K Shares 3,264 Est. Cost $62.60 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value $224K Shares 2,000 Est. Cost $89.40 Unrealized +1.0%
MMM 3M CO COM 0.1%
Value $211K Shares 1,000 Est. Cost $132.20 Unrealized 0.0%