SCHOLTZ & COMPANY, LLC Diversified Active

CIK: 0001606134 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 16, 2020

Total Value ($000): $228,939 (100.0% shares, 0.0% debt)

Holdings (68)

MSFT MICROSOFT CORPORATION 8.1%
Value ($000) $18,645 Shares 88,648 Est. Cost $64.34 Unrealized +212.0%
AMZN AMAZON.COM INC 7.2%
Value ($000) $16,443 Shares 5,222 Est. Cost $48.11 Unrealized +227.7%
MA MASTERCARD INCORPORATED 5.3%
Value ($000) $12,167 Shares 35,979 Est. Cost $97.76 Unrealized +222.9%
ETSY ETSY INC 5.3%
Value ($000) $12,107 Shares 99,540 Est. Cost $47.35 Unrealized +147.2%
GOOGL ALPHABET INC CLASS A 4.6%
Value ($000) $10,504 Shares 7,167 Est. Cost $43.24 Unrealized +74.9%
ABT ABBOTT LABORATORIES 4.0%
Value ($000) $9,234 Shares 84,844 Est. Cost $61.90 Unrealized +49.2%
CRM SALESFORCE.COM INC 3.6%
Value ($000) $8,293 Shares 32,997 Est. Cost $128.52 Unrealized +68.3%
TDOC TELADOC INC 3.5%
Value ($000) $7,998 Shares 36,479 Est. Cost $61.40 Unrealized +244.9%
NOW SERVICENOW INC 3.2%
Value ($000) $7,287 Shares 15,024 Est. Cost $59.24 Unrealized +50.8%
DG DOLLAR GENERAL CORPORATION 2.9%
Value ($000) $6,679 Shares 31,862 Est. Cost $105.70 Unrealized +72.2%
FND FLOOR & DECOR HOLDINGS INC 2.9%
Value ($000) $6,658 Shares 89,015 Est. Cost $46.29 Unrealized +48.4%
TCEHY TENCENT HOLDINGS LIMITED 2.6%
Value ($000) $5,842 Shares 86,350 Est. Cost $46.61 Unrealized
CHCT COMMUNITY HEALTHCARE TRUST INC 2.4%
Value ($000) $5,428 Shares 116,090 Est. Cost $39.15 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC 2.2%
Value ($000) $5,023 Shares 16,864 Est. Cost $166.68 Unrealized +51.0%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $4,866 Shares 15,607 Est. Cost $232.34 Unrealized +21.0%
SPGI S&P GLOBAL INC 1.9%
Value ($000) $4,419 Shares 12,255 Est. Cost $262.30 Unrealized +28.6%
V VISA INC 1.9%
Value ($000) $4,268 Shares 21,342 Est. Cost $142.44 Unrealized +34.9%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 1.8%
Value ($000) $4,179 Shares 51,550 Est. Cost $56.77 Unrealized
JYNT JOINT CORP 1.7%
Value ($000) $3,854 Shares 221,650 Est. Cost $14.75 Unrealized +10.7%
IAC/INTERACTIVE CORPORATION 1.7%
Value ($000) $3,781 Shares 31,565 Est. Cost $119.78 Unrealized
BABA ALIBABA GROUP HOLDING-SP-ADR 1.6%
Value ($000) $3,692 Shares 12,558 Est. Cost $213.32 Unrealized
GLOBAL MEDICAL REIT INC. 1.6%
Value ($000) $3,657 Shares 270,900 Est. Cost $11.71 Unrealized
IAA INC 1.5%
Value ($000) $3,446 Shares 66,180 Est. Cost $38.57 Unrealized
AMD ADVANCED MICRO DEVICES 1.5%
Value ($000) $3,398 Shares 41,450 Est. Cost $71.01 Unrealized +4.6%
SPLUNK INC 1.5%
Value ($000) $3,348 Shares 17,798 Est. Cost $136.83 Unrealized
FIVE FIVE BELOW INC 1.5%
Value ($000) $3,330 Shares 26,222 Est. Cost $93.75 Unrealized +21.4%
KIDS ORTHOPEDIATRICS CORP 1.4%
Value ($000) $3,299 Shares 71,838 Est. Cost $41.07 Unrealized +13.0%
PGNY PROGYNY INC 1.4%
Value ($000) $3,263 Shares 110,865 Est. Cost $26.13 Unrealized +5.5%
UNP UNION PACIFIC CORPORATION 1.4%
Value ($000) $3,189 Shares 16,200 Est. Cost $127.93 Unrealized +28.9%
HUM HUMANA INC COM 1.3%
Value ($000) $3,022 Shares 7,302 Est. Cost $355.71 Unrealized +7.7%
MTCH MATCH GROUP INC 1.3%
Value ($000) $3,011 Shares 27,215 Est. Cost $103.47 Unrealized 0.0%
SILK ROAD MEDICAL INC 1.3%
Value ($000) $2,964 Shares 44,095 Est. Cost $36.39 Unrealized
ASPU ASPEN GROUP INC 1.2%
Value ($000) $2,737 Shares 245,050 Est. Cost $10.64 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORPORATI 1.1%
Value ($000) $2,545 Shares 31,886 Est. Cost $61.56 Unrealized +26.7%
RTX RAYTHEON TECHNOLOGY CORPORATIO 1.1%
Value ($000) $2,455 Shares 42,665 Est. Cost $54.58 Unrealized -1.6%
AAPL APPLE COMPUTER 0.9%
Value ($000) $1,986 Shares 17,146 Est. Cost $98.18 Unrealized +7.9%
CPRT COPART INC 0.9%
Value ($000) $1,979 Shares 18,820 Est. Cost $20.07 Unrealized +20.7%
TCMD TACTILE SYSTEMS TECHNOLOGY 0.9%
Value ($000) $1,956 Shares 53,455 Est. Cost $46.96 Unrealized -22.0%
TWLO TWILIO INC 0.8%
Value ($000) $1,769 Shares 7,158 Est. Cost $109.80 Unrealized +124.5%
WDAY WORKDAY INC 0.7%
Value ($000) $1,690 Shares 7,855 Est. Cost $130.74 Unrealized +51.3%
NEW RELIC INC 0.6%
Value ($000) $1,281 Shares 22,735 Est. Cost $68.88 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,223 Shares 4,405 Est. Cost $38.74 Unrealized +55.6%
COST COSTCO WHOLESALE CORPORATION 0.5%
Value ($000) $1,163 Shares 3,275 Est. Cost $266.24 Unrealized +16.1%
GDX VANECK VECTORS GOLD MINERS ETF 0.4%
Value ($000) $1,022 Shares 26,091 Est. Cost $37.48 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $849 Shares 1,731 Est. Cost $360.11 Unrealized +29.2%
EQIX EQUINIX INC 0.3%
Value ($000) $773 Shares 1,017 Est. Cost $584.48 Unrealized +16.9%
GBTC GRAYSCALE BITCOIN TRUST 0.3%
Value ($000) $750 Shares 68,413 Est. Cost $10.96 Unrealized
CCI CROWN CASTLE INTERNATIONAL COR 0.3%
Value ($000) $719 Shares 4,318 Est. Cost $91.92 Unrealized +40.4%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $693 Shares 5,891 Est. Cost $83.18 Unrealized +14.4%
PEP PEPSICO INC 0.3%
Value ($000) $651 Shares 4,700 Est. Cost $104.62 Unrealized +10.1%
CRDF CARDIFF ONCOLOGY 0.2%
Value ($000) $523 Shares 36,825 Est. Cost $2.05 Unrealized +222.8%
NVDA NVIDIA CORP COM 0.2%
Value ($000) $483 Shares 893 Est. Cost $11.60 Unrealized 0.0%
BARRICK GOLD CORPORATION 0.2%
Value ($000) $450 Shares 16,025 Est. Cost $27.33 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $417 Shares 1,246 Est. Cost $259.76 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.2%
Value ($000) $346 Shares 278 Est. Cost $15.81 Unrealized +52.4%
ILMN ILLUMINA INC 0.1%
Value ($000) $319 Shares 1,032 Est. Cost $344.57 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $315 Shares 1,396 Est. Cost $185.87 Unrealized +14.2%
BA BOEING CO COM 0.1%
Value ($000) $315 Shares 1,906 Est. Cost $320.82 Unrealized -46.9%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $304 Shares 1,412 Est. Cost $207.56 Unrealized 0.0%
ISRG INTUITIVE SURGICAL 0.1%
Value ($000) $295 Shares 416 Est. Cost $185.90 Unrealized +20.8%
META FACEBOOK INC 0.1%
Value ($000) $282 Shares 1,078 Est. Cost $194.43 Unrealized +31.7%
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value ($000) $262 Shares 683 Est. Cost $324.81 Unrealized +1.3%
INVITAE CORPORATION 0.1%
Value ($000) $261 Shares 6,030 Est. Cost $43.28 Unrealized
NVR NVR INC 0.1%
Value ($000) $245 Shares 60 Est. Cost $3860.26 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $215 Shares 2,565 Est. Cost $88.70 Unrealized 0.0%
SPRO SPERO THERAPEUTICS INC 0.1%
Value ($000) $149 Shares 13,330 Est. Cost $11.83 Unrealized 0.0%
MIDAS GOLD CORPORATION 0.1%
Value ($000) $135 Shares 129,485 Est. Cost $0.57 Unrealized
PARATEK PHARMACEUTICALS INC 0.0%
Value ($000) $88 Shares 16,195 Est. Cost $5.24 Unrealized