SCHOLTZ & COMPANY, LLC Diversified Active

CIK: 0001606134 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $255,948 (100.0% shares, 0.0% debt)

Holdings (72)

MSFT MICROSOFT CORPORATION 7.8%
Value ($000) $19,937 Shares 89,638 Est. Cost $65.90 Unrealized +212.7%
AMZN AMAZON.COM INC 6.7%
Value ($000) $17,161 Shares 5,269 Est. Cost $48.11 Unrealized +231.7%
GOOGL ALPHABET INC CLASS A 4.7%
Value ($000) $11,997 Shares 6,845 Est. Cost $43.24 Unrealized +93.1%
ETSY ETSY INC 4.7%
Value ($000) $11,931 Shares 67,064 Est. Cost $47.35 Unrealized +217.6%
MA MASTERCARD INCORPORATED 4.6%
Value ($000) $11,860 Shares 33,227 Est. Cost $97.76 Unrealized +230.8%
ABT ABBOTT LABORATORIES 3.4%
Value ($000) $8,826 Shares 80,608 Est. Cost $61.90 Unrealized +60.4%
NOW SERVICENOW INC 3.1%
Value ($000) $8,056 Shares 14,636 Est. Cost $59.24 Unrealized +75.5%
IAC/INTERACTIVE CORPORATION 3.1%
Value ($000) $7,958 Shares 42,029 Est. Cost $137.10 Unrealized
TDOC TELADOC INC 3.1%
Value ($000) $7,867 Shares 39,345 Est. Cost $71.74 Unrealized +183.4%
CRM SALESFORCE.COM INC 2.8%
Value ($000) $7,157 Shares 32,164 Est. Cost $128.52 Unrealized +87.0%
FND FLOOR & DECOR HOLDINGS INC 2.6%
Value ($000) $6,547 Shares 70,515 Est. Cost $46.29 Unrealized +80.2%
TCEHY TENCENT HOLDINGS LIMITED 2.5%
Value ($000) $6,347 Shares 88,294 Est. Cost $47.17 Unrealized
RTX RAYTHEON TECHNOLOGY CORPORATIO 2.3%
Value ($000) $5,818 Shares 81,362 Est. Cost $56.41 Unrealized +3.6%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 2.2%
Value ($000) $5,626 Shares 51,600 Est. Cost $56.77 Unrealized
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $5,426 Shares 15,473 Est. Cost $232.34 Unrealized +32.6%
UNP UNION PACIFIC CORPORATION 2.0%
Value ($000) $5,158 Shares 24,770 Est. Cost $145.27 Unrealized +22.6%
IAA INC 2.0%
Value ($000) $5,145 Shares 79,173 Est. Cost $42.91 Unrealized
PGNY PROGYNY INC 2.0%
Value ($000) $4,993 Shares 117,798 Est. Cost $26.51 Unrealized +22.7%
DIS THE WALT DISNEY COMPANY 1.9%
Value ($000) $4,943 Shares 27,282 Est. Cost $140.23 Unrealized 0.0%
DG DOLLAR GENERAL CORPORATION 1.9%
Value ($000) $4,773 Shares 22,698 Est. Cost $105.70 Unrealized +87.4%
APD AIR PRODUCTS AND CHEMICALS INC 1.8%
Value ($000) $4,683 Shares 17,141 Est. Cost $167.98 Unrealized +47.4%
FIVE FIVE BELOW INC 1.8%
Value ($000) $4,615 Shares 26,373 Est. Cost $93.75 Unrealized +58.0%
SPGI S&P GLOBAL INC 1.7%
Value ($000) $4,353 Shares 13,241 Est. Cost $266.84 Unrealized +21.1%
JYNT JOINT CORP 1.6%
Value ($000) $4,163 Shares 158,536 Est. Cost $14.75 Unrealized +55.1%
V VISA INC 1.6%
Value ($000) $4,042 Shares 18,481 Est. Cost $142.44 Unrealized +38.5%
MTCH MATCH GROUP INC 1.6%
Value ($000) $4,017 Shares 26,567 Est. Cost $103.47 Unrealized +24.9%
EW EDWARDS LIFESCIENCES CORPORATI 1.5%
Value ($000) $3,897 Shares 42,718 Est. Cost $66.99 Unrealized +23.8%
AMD ADVANCED MICRO DEVICES 1.5%
Value ($000) $3,871 Shares 42,211 Est. Cost $71.29 Unrealized +21.1%
PYPL PAYPAL HOLDINGS INC 1.5%
Value ($000) $3,750 Shares 16,010 Est. Cost $206.72 Unrealized 0.0%
AFIB ACUTUS MEDICAL INC 1.4%
Value ($000) $3,692 Shares 128,140 Est. Cost $27.07 Unrealized 0.0%
GLOBAL MEDICAL REIT INC. 1.4%
Value ($000) $3,584 Shares 274,461 Est. Cost $11.73 Unrealized
BABA ALIBABA GROUP HOLDING-SP-ADR 1.2%
Value ($000) $3,076 Shares 13,219 Est. Cost $214.28 Unrealized
HUM HUMANA INC COM 1.2%
Value ($000) $2,963 Shares 7,223 Est. Cost $355.71 Unrealized +11.5%
ASPU ASPEN GROUP INC 1.1%
Value ($000) $2,859 Shares 256,900 Est. Cost $10.66 Unrealized +4.0%
BKNG BOOKING HOLDINGS INC 1.1%
Value ($000) $2,766 Shares 1,242 Est. Cost $1898.79 Unrealized 0.0%
SPLUNK INC 1.0%
Value ($000) $2,664 Shares 15,681 Est. Cost $136.83 Unrealized
TWLO TWILIO INC 0.9%
Value ($000) $2,390 Shares 7,060 Est. Cost $109.80 Unrealized +184.6%
SILK ROAD MEDICAL INC 0.9%
Value ($000) $2,363 Shares 37,517 Est. Cost $36.39 Unrealized
CHCT COMMUNITY HEALTHCARE TRUST INC 0.9%
Value ($000) $2,294 Shares 48,690 Est. Cost $39.15 Unrealized
AAPL APPLE COMPUTER 0.8%
Value ($000) $2,019 Shares 15,216 Est. Cost $98.18 Unrealized +19.2%
WDAY WORKDAY INC 0.7%
Value ($000) $1,786 Shares 7,455 Est. Cost $130.74 Unrealized +71.9%
BURL BURLINGTON STORES INC 0.6%
Value ($000) $1,658 Shares 6,338 Est. Cost $222.79 Unrealized 0.0%
PEGA PEGASYSTEMS INC 0.6%
Value ($000) $1,541 Shares 11,562 Est. Cost $63.79 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $1,427 Shares 18,496 Est. Cost $59.23 Unrealized +10.8%
COST COSTCO WHOLESALE CORPORATION 0.4%
Value ($000) $1,070 Shares 2,839 Est. Cost $266.24 Unrealized +30.5%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $961 Shares 6,311 Est. Cost $85.95 Unrealized +45.1%
GDX VANECK VECTORS GOLD MINERS ETF 0.4%
Value ($000) $936 Shares 25,996 Est. Cost $37.48 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $887 Shares 1,774 Est. Cost $363.09 Unrealized +33.1%
EQIX EQUINIX INC 0.3%
Value ($000) $734 Shares 1,028 Est. Cost $585.45 Unrealized +15.3%
PEP PEPSICO INC 0.3%
Value ($000) $688 Shares 4,640 Est. Cost $104.62 Unrealized +15.9%
CRDF CARDIFF ONCOLOGY 0.3%
Value ($000) $650 Shares 36,125 Est. Cost $2.05 Unrealized +759.0%
CCI CROWN CASTLE INTERNATIONAL COR 0.2%
Value ($000) $604 Shares 3,792 Est. Cost $91.92 Unrealized +39.0%
NVDA NVIDIA CORP COM 0.2%
Value ($000) $548 Shares 1,049 Est. Cost $11.86 Unrealized +12.6%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $525 Shares 1,403 Est. Cost $272.56 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $479 Shares 1,833 Est. Cost $194.73 Unrealized +14.5%
ILMN ILLUMINA INC 0.2%
Value ($000) $477 Shares 1,289 Est. Cost $339.42 Unrealized -6.1%
ISRG INTUITIVE SURGICAL 0.2%
Value ($000) $470 Shares 574 Est. Cost $203.08 Unrealized +22.3%
CRSP CRISPR THERAPEUTICS AG 0.2%
Value ($000) $448 Shares 2,929 Est. Cost $92.37 Unrealized +28.0%
SFIX STITCH FIX INC 0.2%
Value ($000) $427 Shares 7,275 Est. Cost $42.79 Unrealized 0.0%
EDIT EDITAS MEDICINE INC 0.2%
Value ($000) $418 Shares 5,955 Est. Cost $41.08 Unrealized 0.0%
XYZ SQUARE INC 0.2%
Value ($000) $398 Shares 1,830 Est. Cost $195.07 Unrealized 0.0%
BA BOEING CO COM 0.2%
Value ($000) $392 Shares 1,831 Est. Cost $320.82 Unrealized -40.1%
ABNB AIRBNB INC CLASS A 0.2%
Value ($000) $389 Shares 2,650 Est. Cost $147.63 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL 0.1%
Value ($000) $379 Shares 273 Est. Cost $15.81 Unrealized +65.9%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $335 Shares 1,508 Est. Cost $208.65 Unrealized +7.7%
CSIQ CANADIAN SOLAR INC 0.1%
Value ($000) $311 Shares 6,061 Est. Cost $41.00 Unrealized 0.0%
INVITAE CORPORATION 0.1%
Value ($000) $288 Shares 6,880 Est. Cost $43.11 Unrealized
RYTM RHYTHM PHARMACEUTICALS INC 0.1%
Value ($000) $280 Shares 9,413 Est. Cost $25.42 Unrealized 0.0%
SPRO SPERO THERAPEUTICS INC 0.1%
Value ($000) $268 Shares 13,810 Est. Cost $11.96 Unrealized +30.3%
RENALYTIX AI 0.1%
Value ($000) $256 Shares 16,000 Est. Cost $16.00 Unrealized
SITM SITIME CORPORATION 0.1%
Value ($000) $209 Shares 1,867 Est. Cost $94.69 Unrealized 0.0%
MIDAS GOLD CORPORATION 0.0%
Value ($000) $122 Shares 128,735 Est. Cost $0.95 Unrealized