SCHOLTZ & COMPANY, LLC Diversified Active

CIK: 0001606134 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 14, 2020

Total Value ($000): $130,563 (100.0% shares, 0.0% debt)

Holdings (50)

MSFT MICROSOFT CORPORATION 10.7%
Value ($000) $13,970 Shares 88,583 Est. Cost $64.34 Unrealized +143.0%
AMZN AMAZON.COM INC 7.5%
Value ($000) $9,844 Shares 5,049 Est. Cost $45.20 Unrealized +114.1%
MA MASTERCARD INCORPORATED 6.7%
Value ($000) $8,696 Shares 36,001 Est. Cost $92.13 Unrealized +212.4%
GOOGL ALPHABET INC CLASS A 6.3%
Value ($000) $8,282 Shares 7,128 Est. Cost $42.34 Unrealized +58.9%
ABT ABBOTT LABORATORIES 5.0%
Value ($000) $6,572 Shares 83,290 Est. Cost $61.59 Unrealized +22.3%
TDOC TELADOC INC 5.0%
Value ($000) $6,514 Shares 42,025 Est. Cost $61.40 Unrealized +89.5%
DG DOLLAR GENERAL CORPORATION 4.2%
Value ($000) $5,430 Shares 35,955 Est. Cost $104.65 Unrealized +36.0%
DIS THE WALT DISNEY COMPANY 3.1%
Value ($000) $4,041 Shares 41,835 Est. Cost $133.51 Unrealized -7.5%
NEE NEXTERA ENERGY INC 3.1%
Value ($000) $4,026 Shares 16,731 Est. Cost $38.24 Unrealized +42.0%
CRM SALESFORCE.COM INC 3.0%
Value ($000) $3,926 Shares 27,265 Est. Cost $120.12 Unrealized +41.0%
ETSY ETSY INC 3.0%
Value ($000) $3,867 Shares 100,590 Est. Cost $47.35 Unrealized +3.2%
TCEHY TENCENT HOLDINGS LIMITED 2.9%
Value ($000) $3,752 Shares 76,430 Est. Cost $44.26 Unrealized
RAYTHEON COMPANY 2.8%
Value ($000) $3,626 Shares 27,646 Est. Cost $183.26 Unrealized
V VISA INC 2.7%
Value ($000) $3,521 Shares 21,853 Est. Cost $141.84 Unrealized +27.4%
IAC/INTERACTIVECORP 2.4%
Value ($000) $3,128 Shares 17,451 Est. Cost $212.14 Unrealized
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $3,055 Shares 12,251 Est. Cost $218.39 Unrealized +14.4%
NOW SERVICENOW INC 2.2%
Value ($000) $2,904 Shares 10,135 Est. Cost $53.57 Unrealized +16.7%
SPGI S&P GLOBAL INC 2.2%
Value ($000) $2,867 Shares 11,700 Est. Cost $261.18 Unrealized 0.0%
TCMD TACTILE SYSTEMS TECHNOLOGY 1.9%
Value ($000) $2,525 Shares 62,875 Est. Cost $46.96 Unrealized +14.1%
APD AIR PRODUCTS AND CHEMICALS INC 1.7%
Value ($000) $2,173 Shares 10,884 Est. Cost $124.90 Unrealized +57.8%
CHCT COMMUNITY HEALTHCARE TRUST INC 1.6%
Value ($000) $2,117 Shares 55,305 Est. Cost $37.20 Unrealized
CCI CROWN CASTLE INTERNATIONAL COR 1.5%
Value ($000) $1,995 Shares 13,815 Est. Cost $82.17 Unrealized +39.8%
EW EDWARDS LIFESCIENCES CORPORATI 1.5%
Value ($000) $1,914 Shares 10,147 Est. Cost $41.08 Unrealized +75.6%
SPLUNK INC 1.5%
Value ($000) $1,911 Shares 15,140 Est. Cost $126.22 Unrealized
FND FLOOR & DECOR HOLDINGS INC 1.4%
Value ($000) $1,813 Shares 56,495 Est. Cost $46.69 Unrealized 0.0%
PGNY PROGYNY INC 1.3%
Value ($000) $1,662 Shares 78,410 Est. Cost $27.48 Unrealized 0.0%
WDAY WORKDAY INC 1.2%
Value ($000) $1,548 Shares 11,890 Est. Cost $130.74 Unrealized +28.9%
JYNT JOINT CORP 1.1%
Value ($000) $1,406 Shares 129,595 Est. Cost $15.95 Unrealized -8.0%
BABA ALIBABA GROUP HOLDING-SP-ADR 1.1%
Value ($000) $1,385 Shares 7,124 Est. Cost $211.49 Unrealized
BKNG BOOKING HOLDINGS INC 1.0%
Value ($000) $1,279 Shares 951 Est. Cost $1926.41 Unrealized -10.4%
TWLO TWILIO INC 1.0%
Value ($000) $1,253 Shares 14,005 Est. Cost $109.80 Unrealized 0.0%
KIDS ORTHOPEDIATRICS CORP 1.0%
Value ($000) $1,245 Shares 31,408 Est. Cost $35.44 Unrealized +26.5%
AAPL APPLE COMPUTER 0.7%
Value ($000) $943 Shares 3,709 Est. Cost $71.07 Unrealized 0.0%
BURL BURLINGTON STORES INC 0.7%
Value ($000) $917 Shares 5,788 Est. Cost $159.70 Unrealized +31.8%
COST COSTCO WHOLESALE CORPORATION 0.7%
Value ($000) $863 Shares 3,025 Est. Cost $261.24 Unrealized +6.3%
SILK ROAD MEDICAL INC 0.6%
Value ($000) $761 Shares 24,170 Est. Cost $31.49 Unrealized
UNP UNION PACIFIC CORPORATION 0.5%
Value ($000) $621 Shares 4,400 Est. Cost $91.99 Unrealized +57.6%
AWK AMERICAN WATER WORKS 0.4%
Value ($000) $572 Shares 4,787 Est. Cost $87.11 Unrealized +32.5%
PEP PEPSICO INC 0.4%
Value ($000) $568 Shares 4,730 Est. Cost $103.13 Unrealized +9.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $424 Shares 1,331 Est. Cost $342.05 Unrealized 0.0%
META FACEBOOK INC 0.3%
Value ($000) $386 Shares 2,316 Est. Cost $194.43 Unrealized 0.0%
EQIX EQUINIX INC 0.3%
Value ($000) $337 Shares 540 Est. Cost $536.14 Unrealized 0.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $321 Shares 4,880 Est. Cost $71.00 Unrealized 0.0%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $317 Shares 1,229 Est. Cost $255.26 Unrealized
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $302 Shares 5,093 Est. Cost $55.31 Unrealized 0.0%
BA BOEING CO COM 0.2%
Value ($000) $284 Shares 1,906 Est. Cost $320.82 Unrealized -15.0%
LMT LOCKHEED MARTIN CORPORATION 0.2%
Value ($000) $234 Shares 689 Est. Cost $324.81 Unrealized +3.1%
AMD ADVANCED MICRO DEVICES 0.2%
Value ($000) $219 Shares 4,815 Est. Cost $48.17 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL 0.2%
Value ($000) $219 Shares 335 Est. Cost $15.81 Unrealized 0.0%
MIDAS GOLD CORPORATION 0.0%
Value ($000) $28 Shares 85,800 Est. Cost $0.33 Unrealized