SCHOLTZ & COMPANY, LLC Diversified Active

CIK: 0001606134 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 14, 2019

Total Value ($000): $154,380 (100.0% shares, 0.0% debt)

Holdings (58)

MSFT MICROSOFT CORPORATION 7.3%
Value ($000) $11,332 Shares 84,594 Est. Cost $59.97 Unrealized +99.3%
MA MASTERCARD INCORPORATED 5.9%
Value ($000) $9,144 Shares 34,566 Est. Cost $86.64 Unrealized +178.6%
AMZN AMAZON.COM INC 5.4%
Value ($000) $8,357 Shares 4,413 Est. Cost $38.05 Unrealized +144.8%
GOOGL ALPHABET INC CLASS A 4.6%
Value ($000) $7,056 Shares 6,516 Est. Cost $39.85 Unrealized +44.2%
DG DOLLAR GENERAL CORPORATION 4.1%
Value ($000) $6,360 Shares 47,055 Est. Cost $99.06 Unrealized +16.8%
CCI CROWN CASTLE INTERNATIONAL COR 4.1%
Value ($000) $6,284 Shares 48,206 Est. Cost $82.17 Unrealized +17.5%
ABT ABBOTT LABORATORIES 3.9%
Value ($000) $6,036 Shares 71,774 Est. Cost $59.40 Unrealized +18.2%
NEE NEXTERA ENERGY INC 3.9%
Value ($000) $6,005 Shares 29,312 Est. Cost $37.69 Unrealized +10.9%
BA BOEING CO COM 3.5%
Value ($000) $5,424 Shares 14,900 Est. Cost $319.97 Unrealized +11.6%
ULTA ULTA BEAUTY INC 3.4%
Value ($000) $5,312 Shares 15,314 Est. Cost $227.15 Unrealized +52.1%
GLD SPDR GOLD TRUST 3.3%
Value ($000) $5,165 Shares 38,780 Est. Cost $122.00 Unrealized
TCEHY TENCENT HOLDINGS LIMITED 3.1%
Value ($000) $4,806 Shares 106,195 Est. Cost $43.20 Unrealized
DLTR DOLLAR TREE INC 2.8%
Value ($000) $4,325 Shares 40,273 Est. Cost $94.88 Unrealized +10.9%
UNH UNITEDHEALTH GROUP INC 2.6%
Value ($000) $4,035 Shares 16,535 Est. Cost $210.35 Unrealized +2.4%
CRM SALESFORCE.COM INC 2.6%
Value ($000) $4,014 Shares 26,458 Est. Cost $118.82 Unrealized +30.3%
RAYTHEON COMPANY 2.3%
Value ($000) $3,513 Shares 20,203 Est. Cost $173.89 Unrealized
EW EDWARDS LIFESCIENCES CORPORATI 2.2%
Value ($000) $3,440 Shares 18,623 Est. Cost $37.71 Unrealized +60.4%
V VISA INC 2.2%
Value ($000) $3,396 Shares 19,565 Est. Cost $138.22 Unrealized +13.1%
ETSY ETSY INC 2.0%
Value ($000) $3,022 Shares 49,245 Est. Cost $47.06 Unrealized +38.7%
BURL BURLINGTON STORES INC 1.9%
Value ($000) $2,865 Shares 16,836 Est. Cost $159.70 Unrealized +2.4%
DPZ DOMINOS PIZZA INC 1.8%
Value ($000) $2,812 Shares 10,105 Est. Cost $252.87 Unrealized 0.0%
APD AIR PRODUCTS AND CHEMICALS INC 1.8%
Value ($000) $2,747 Shares 12,136 Est. Cost $124.90 Unrealized +41.1%
FANG DIAMONDBACK ENERGY INC 1.7%
Value ($000) $2,698 Shares 24,755 Est. Cost $64.41 Unrealized +26.0%
TCMD TACTILE SYSTEMS TECHNOLOGY 1.7%
Value ($000) $2,636 Shares 46,310 Est. Cost $44.20 Unrealized +18.0%
WDAY WORKDAY INC 1.6%
Value ($000) $2,540 Shares 12,357 Est. Cost $130.74 Unrealized +54.5%
GRUBHUB INC 1.6%
Value ($000) $2,500 Shares 32,050 Est. Cost $73.49 Unrealized
FRCB FIRST REPUBLIC BANK 1.6%
Value ($000) $2,460 Shares 25,190 Est. Cost $94.57 Unrealized +3.9%
TDOC TELADOC INC 1.6%
Value ($000) $2,419 Shares 36,432 Est. Cost $60.69 Unrealized -4.0%
VIPER ENERGY PARTNERS LP 1.4%
Value ($000) $2,177 Shares 70,650 Est. Cost $27.08 Unrealized
CHCT COMMUNITY HEALTHCARE TRUST INC 1.4%
Value ($000) $2,094 Shares 53,142 Est. Cost $36.70 Unrealized
CMS CMS ENERGY CORP COM 1.2%
Value ($000) $1,873 Shares 32,335 Est. Cost $46.19 Unrealized 0.0%
NOW SERVICENOW INC 1.1%
Value ($000) $1,678 Shares 6,112 Est. Cost $52.56 Unrealized 0.0%
GLU MOBILE INC 1.0%
Value ($000) $1,582 Shares 220,375 Est. Cost $7.37 Unrealized
MASI MASIMO CORPORATION 0.9%
Value ($000) $1,388 Shares 9,324 Est. Cost $97.32 Unrealized +41.0%
FND FLOOR & DECOR HOLDINGS INC 0.9%
Value ($000) $1,373 Shares 32,758 Est. Cost $35.09 Unrealized +19.1%
GWRE GUIDEWIRE SOFTWARE INC 0.9%
Value ($000) $1,319 Shares 13,014 Est. Cost $77.35 Unrealized +31.8%
GDX VANECK VECTORS GOLD MINERS ETF 0.8%
Value ($000) $1,222 Shares 47,825 Est. Cost $25.55 Unrealized
SLV ISHARES SILVER TRUST 0.8%
Value ($000) $1,165 Shares 81,325 Est. Cost $14.33 Unrealized
AWK AMERICAN WATER WORKS 0.6%
Value ($000) $919 Shares 7,925 Est. Cost $86.19 Unrealized +13.1%
UNP UNION PACIFIC CORPORATION 0.5%
Value ($000) $744 Shares 4,400 Est. Cost $91.99 Unrealized +60.6%
VZ VERIZON COMMUNICATIONS COM 0.5%
Value ($000) $716 Shares 12,530 Est. Cost $39.28 Unrealized +1.9%
BARRICK GOLD CORPORATION 0.5%
Value ($000) $698 Shares 44,290 Est. Cost $14.72 Unrealized
IJH ISHARES TRUST CORE S&P MID-CAP 0.4%
Value ($000) $552 Shares 2,842 Est. Cost $178.75 Unrealized
DIS THE WALT DISNEY COMPANY 0.3%
Value ($000) $399 Shares 2,857 Est. Cost $128.01 Unrealized 0.0%
BDX BECTON DICKINSON & COMPANY 0.3%
Value ($000) $395 Shares 1,567 Est. Cost $199.36 Unrealized +5.2%
IJR ISHARES TRUST CORE S&P SMALL-C 0.3%
Value ($000) $391 Shares 5,000 Est. Cost $74.73 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $372 Shares 1,269 Est. Cost $253.76 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $359 Shares 2,169 Est. Cost $140.97 Unrealized 0.0%
JYNT JOINT CORP 0.2%
Value ($000) $314 Shares 17,270 Est. Cost $11.70 Unrealized +45.5%
PEP PEPSICO INC 0.2%
Value ($000) $308 Shares 2,347 Est. Cost $89.65 Unrealized +16.8%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $288 Shares 4,212 Est. Cost $59.42 Unrealized +11.4%
INTC INTEL CORPORATION 0.2%
Value ($000) $287 Shares 6,000 Est. Cost $36.20 Unrealized +19.0%
CCJ CAMECO CORPORATION 0.2%
Value ($000) $261 Shares 24,365 Est. Cost $11.46 Unrealized -8.4%
KIDS ORTHOPEDIATRICS CORP 0.2%
Value ($000) $260 Shares 6,675 Est. Cost $38.37 Unrealized +5.1%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $249 Shares 2,000 Est. Cost $77.89 Unrealized +15.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $230 Shares 1,650 Est. Cost $110.95 Unrealized +3.4%
MIDAS GOLD CORPORATION 0.0%
Value ($000) $43 Shares 90,400 Est. Cost $0.69 Unrealized
HELIX TCS INC 0.0%
Value ($000) $21 Shares 20,000 Est. Cost $1.93 Unrealized