SCHOLTZ & COMPANY, LLC Diversified Active

CIK: 0001606134 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $200,293 (100.0% shares, 0.0% debt)

Holdings (61)

MSFT MICROSOFT CORPORATION 9.1%
Value ($000) $18,156 Shares 89,213 Est. Cost $64.34 Unrealized +169.0%
AMZN AMAZON.COM INC 7.2%
Value ($000) $14,487 Shares 5,251 Est. Cost $48.11 Unrealized +151.0%
MA MASTERCARD INCORPORATED 5.5%
Value ($000) $10,987 Shares 37,156 Est. Cost $97.76 Unrealized +179.6%
ETSY ETSY INC 5.4%
Value ($000) $10,736 Shares 101,060 Est. Cost $47.35 Unrealized +56.2%
GOOGL ALPHABET INC CLASS A 5.2%
Value ($000) $10,494 Shares 7,400 Est. Cost $43.24 Unrealized +54.8%
ABT ABBOTT LABORATORIES 3.9%
Value ($000) $7,730 Shares 84,544 Est. Cost $61.90 Unrealized +32.4%
DG DOLLAR GENERAL CORPORATION 3.5%
Value ($000) $6,966 Shares 36,565 Est. Cost $105.70 Unrealized +58.2%
TDOC TELADOC INC 3.5%
Value ($000) $6,931 Shares 36,320 Est. Cost $61.40 Unrealized +185.4%
CRM SALESFORCE.COM INC 3.1%
Value ($000) $6,238 Shares 33,299 Est. Cost $128.52 Unrealized +29.5%
NOW SERVICENOW INC 3.1%
Value ($000) $6,153 Shares 15,191 Est. Cost $59.24 Unrealized +19.2%
APD AIR PRODUCTS AND CHEMICALS INC 3.0%
Value ($000) $6,060 Shares 25,099 Est. Cost $166.68 Unrealized +19.2%
IAC/INTERACTIVECORP 2.9%
Value ($000) $5,757 Shares 17,803 Est. Cost $214.34 Unrealized
TCEHY TENCENT HOLDINGS LIMITED 2.8%
Value ($000) $5,554 Shares 86,780 Est. Cost $46.61 Unrealized
UNH UNITEDHEALTH GROUP INC 2.7%
Value ($000) $5,365 Shares 18,191 Est. Cost $232.34 Unrealized +12.4%
FND FLOOR & DECOR HOLDINGS INC 2.6%
Value ($000) $5,186 Shares 89,950 Est. Cost $46.29 Unrealized -1.5%
CHCT COMMUNITY HEALTHCARE TRUST INC 2.4%
Value ($000) $4,769 Shares 116,590 Est. Cost $39.15 Unrealized
V VISA INC 2.1%
Value ($000) $4,298 Shares 22,248 Est. Cost $142.44 Unrealized +23.2%
SPGI S&P GLOBAL INC 2.0%
Value ($000) $4,030 Shares 12,230 Est. Cost $262.30 Unrealized +9.4%
FIVE FIVE BELOW INC 1.9%
Value ($000) $3,714 Shares 34,740 Est. Cost $93.75 Unrealized 0.0%
SPLUNK INC 1.7%
Value ($000) $3,464 Shares 17,435 Est. Cost $135.76 Unrealized
JYNT JOINT CORP 1.7%
Value ($000) $3,412 Shares 223,475 Est. Cost $14.75 Unrealized -11.2%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 1.5%
Value ($000) $2,921 Shares 51,450 Est. Cost $56.77 Unrealized
PGNY PROGYNY INC 1.4%
Value ($000) $2,887 Shares 111,855 Est. Cost $26.13 Unrealized -12.1%
HUM HUMANA INC COM 1.4%
Value ($000) $2,831 Shares 7,302 Est. Cost $355.71 Unrealized 0.0%
BABA ALIBABA GROUP HOLDING-SP-ADR 1.4%
Value ($000) $2,731 Shares 12,663 Est. Cost $213.32 Unrealized
UNP UNION PACIFIC CORPORATION 1.4%
Value ($000) $2,722 Shares 16,100 Est. Cost $127.93 Unrealized +10.6%
TCMD TACTILE SYSTEMS TECHNOLOGY 1.3%
Value ($000) $2,643 Shares 63,805 Est. Cost $46.96 Unrealized -0.2%
IAA INC 1.3%
Value ($000) $2,571 Shares 66,650 Est. Cost $38.57 Unrealized
KIDS ORTHOPEDIATRICS CORP 1.3%
Value ($000) $2,550 Shares 58,283 Est. Cost $39.83 Unrealized +12.9%
RTX RAYTHEON TECHNOLOGY CORPORATIO 1.3%
Value ($000) $2,550 Shares 41,390 Est. Cost $54.61 Unrealized 0.0%
GLOBAL MEDICAL REIT INC. 1.3%
Value ($000) $2,531 Shares 223,375 Est. Cost $11.33 Unrealized
EW EDWARDS LIFESCIENCES CORPORATI 1.1%
Value ($000) $2,213 Shares 32,017 Est. Cost $61.56 Unrealized +15.4%
WDAY WORKDAY INC 1.1%
Value ($000) $2,164 Shares 11,550 Est. Cost $130.74 Unrealized +23.6%
SILK ROAD MEDICAL INC 1.0%
Value ($000) $1,916 Shares 45,740 Est. Cost $36.39 Unrealized
CPRT COPART INC 0.9%
Value ($000) $1,727 Shares 20,745 Est. Cost $20.07 Unrealized 0.0%
NEW RELIC INC 0.8%
Value ($000) $1,617 Shares 23,475 Est. Cost $68.88 Unrealized
TWLO TWILIO INC 0.8%
Value ($000) $1,576 Shares 7,183 Est. Cost $109.80 Unrealized +46.2%
BURL BURLINGTON STORES INC 0.7%
Value ($000) $1,459 Shares 7,409 Est. Cost $165.97 Unrealized +13.5%
AAPL APPLE COMPUTER 0.7%
Value ($000) $1,401 Shares 3,840 Est. Cost $71.21 Unrealized +5.5%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,034 Shares 4,305 Est. Cost $38.24 Unrealized +35.9%
COST COSTCO WHOLESALE CORPORATION 0.4%
Value ($000) $889 Shares 2,932 Est. Cost $261.24 Unrealized +6.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $662 Shares 1,521 Est. Cost $345.61 Unrealized +7.2%
GDX VANECK VECTORS GOLD MINERS ETF 0.3%
Value ($000) $645 Shares 17,593 Est. Cost $36.66 Unrealized
EQIX EQUINIX INC 0.3%
Value ($000) $578 Shares 823 Est. Cost $561.13 Unrealized +8.5%
CCI CROWN CASTLE INTERNATIONAL COR 0.3%
Value ($000) $572 Shares 3,420 Est. Cost $82.17 Unrealized +52.2%
PEP PEPSICO INC 0.3%
Value ($000) $545 Shares 4,120 Est. Cost $103.13 Unrealized +7.4%
META FACEBOOK INC 0.3%
Value ($000) $507 Shares 2,231 Est. Cost $194.43 Unrealized +6.6%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $414 Shares 1,343 Est. Cost $259.76 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.2%
Value ($000) $351 Shares 334 Est. Cost $15.81 Unrealized +17.1%
BA BOEING CO COM 0.2%
Value ($000) $349 Shares 1,906 Est. Cost $320.82 Unrealized -52.1%
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $336 Shares 5,168 Est. Cost $55.27 Unrealized -4.8%
AMD ADVANCED MICRO DEVICES 0.1%
Value ($000) $275 Shares 5,225 Est. Cost $48.55 Unrealized +9.2%
BARRICK GOLD CORPORATION 0.1%
Value ($000) $266 Shares 9,900 Est. Cost $26.87 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $266 Shares 2,915 Est. Cost $70.96 Unrealized 0.0%
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value ($000) $251 Shares 689 Est. Cost $324.81 Unrealized -0.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $210 Shares 979 Est. Cost $174.62 Unrealized 0.0%
ISRG INTUITIVE SURGICAL 0.1%
Value ($000) $202 Shares 355 Est. Cost $179.26 Unrealized 0.0%
CRDF CARDIFF ONCOLOGY 0.1%
Value ($000) $185 Shares 36,950 Est. Cost $2.05 Unrealized 0.0%
PARATEK PHARMACEUTICALS INC 0.1%
Value ($000) $123 Shares 23,495 Est. Cost $5.24 Unrealized
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $93 Shares 11,238 Est. Cost $7.73 Unrealized 0.0%
MIDAS GOLD CORPORATION 0.0%
Value ($000) $43 Shares 85,800 Est. Cost $0.33 Unrealized