SCHOLTZ & COMPANY, LLC Diversified Active

CIK: 0001606134 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 9, 2021

Total Value ($000): $292,407 (100.0% shares, 0.0% debt)

Holdings (72)

MSFT MICROSOFT CORPORATION 9.5%
Value ($000) $27,700 Shares 102,251 Est. Cost $85.77 Unrealized +185.3%
AMZN AMAZON.COM INC 6.9%
Value ($000) $20,218 Shares 5,877 Est. Cost $59.72 Unrealized +178.3%
GOOGL ALPHABET INC CLASS A 6.1%
Value ($000) $17,710 Shares 7,253 Est. Cost $47.11 Unrealized +146.0%
ETSY ETSY INC 5.0%
Value ($000) $14,498 Shares 70,432 Est. Cost $55.33 Unrealized +234.5%
MA MASTERCARD INCORPORATED 4.2%
Value ($000) $12,278 Shares 33,630 Est. Cost $97.76 Unrealized +270.6%
ABT ABBOTT LABORATORIES 3.4%
Value ($000) $9,852 Shares 84,985 Est. Cost $64.27 Unrealized +66.9%
CRM SALESFORCE.COM INC 2.8%
Value ($000) $8,316 Shares 34,045 Est. Cost $133.81 Unrealized +70.2%
FND FLOOR & DECOR HOLDINGS INC 2.7%
Value ($000) $7,971 Shares 75,410 Est. Cost $50.93 Unrealized +103.8%
RTX RAYTHEON TECHNOLOGY CORPORATIO 2.6%
Value ($000) $7,580 Shares 88,847 Est. Cost $57.88 Unrealized +30.8%
APD AIR PRODUCTS AND CHEMICALS INC 2.4%
Value ($000) $7,057 Shares 24,530 Est. Cost $195.69 Unrealized +33.2%
RICK RCI HOSPITALITY HOLDINGS INC 2.4%
Value ($000) $6,940 Shares 104,838 Est. Cost $54.11 Unrealized +29.7%
TCEHY TENCENT HOLDINGS LIMITED 2.3%
Value ($000) $6,793 Shares 90,209 Est. Cost $47.56 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTU 2.3%
Value ($000) $6,777 Shares 56,398 Est. Cost $62.12 Unrealized
IAC IAC/INTERACTIVE CORPORATION 2.3%
Value ($000) $6,688 Shares 43,379 Est. Cost $129.53 Unrealized 0.0%
NOW SERVICENOW INC 2.3%
Value ($000) $6,603 Shares 12,015 Est. Cost $60.41 Unrealized +67.8%
UNH UNITEDHEALTH GROUP INC 2.2%
Value ($000) $6,561 Shares 16,384 Est. Cost $238.61 Unrealized +54.7%
AMD ADVANCED MICRO DEVICES 2.2%
Value ($000) $6,505 Shares 69,256 Est. Cost $75.28 Unrealized +7.4%
PYPL PAYPAL HOLDINGS INC 2.1%
Value ($000) $6,040 Shares 20,722 Est. Cost $217.58 Unrealized +21.1%
IAA INC 2.1%
Value ($000) $6,004 Shares 110,078 Est. Cost $47.02 Unrealized
UNP UNION PACIFIC CORPORATION 1.9%
Value ($000) $5,571 Shares 25,329 Est. Cost $146.40 Unrealized +36.9%
SPGI S&P GLOBAL INC 1.9%
Value ($000) $5,470 Shares 13,326 Est. Cost $268.65 Unrealized +37.7%
DIS THE WALT DISNEY COMPANY 1.8%
Value ($000) $5,182 Shares 29,484 Est. Cost $143.16 Unrealized +22.7%
FIVE FIVE BELOW INC 1.7%
Value ($000) $5,106 Shares 26,417 Est. Cost $96.24 Unrealized +98.4%
EW EDWARDS LIFESCIENCES CORPORATI 1.7%
Value ($000) $4,904 Shares 47,347 Est. Cost $69.55 Unrealized +35.5%
NFLX NETFLIX INC 1.6%
Value ($000) $4,599 Shares 8,706 Est. Cost $51.93 Unrealized -1.6%
V VISA INC 1.5%
Value ($000) $4,515 Shares 19,309 Est. Cost $145.59 Unrealized +51.8%
VIMEO INC 1.5%
Value ($000) $4,419 Shares 90,179 Est. Cost $49.00 Unrealized
GLOBAL MEDICAL REIT INC. 1.5%
Value ($000) $4,402 Shares 298,221 Est. Cost $11.95 Unrealized
BABA ALIBABA GROUP HOLDING-SP-ADR 1.5%
Value ($000) $4,340 Shares 19,136 Est. Cost $218.14 Unrealized
DG DOLLAR GENERAL CORPORATION 1.5%
Value ($000) $4,300 Shares 19,871 Est. Cost $108.85 Unrealized +79.7%
GNRC GENERAC HOLDINGS INC 1.3%
Value ($000) $3,781 Shares 9,108 Est. Cost $335.49 Unrealized 0.0%
JYNT JOINT CORP 1.2%
Value ($000) $3,527 Shares 42,025 Est. Cost $14.75 Unrealized +320.3%
MTCH MATCH GROUP INC 1.1%
Value ($000) $3,092 Shares 19,176 Est. Cost $103.47 Unrealized +38.4%
HUM HUMANA INC COM 1.0%
Value ($000) $2,878 Shares 6,500 Est. Cost $357.75 Unrealized +16.9%
TWLO TWILIO INC 1.0%
Value ($000) $2,861 Shares 7,259 Est. Cost $114.11 Unrealized +204.2%
RENALYTIX AI 0.9%
Value ($000) $2,715 Shares 87,975 Est. Cost $24.07 Unrealized
ASPU ASPEN GROUP INC 0.8%
Value ($000) $2,471 Shares 379,050 Est. Cost $8.43 Unrealized -32.3%
PGNY PROGYNY INC 0.8%
Value ($000) $2,377 Shares 40,288 Est. Cost $26.51 Unrealized +111.9%
SPLUNK INC 0.7%
Value ($000) $2,186 Shares 15,122 Est. Cost $136.81 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.6%
Value ($000) $1,743 Shares 4,406 Est. Cost $288.52 Unrealized +24.4%
PEGA PEGASYSTEMS INC 0.6%
Value ($000) $1,650 Shares 11,857 Est. Cost $63.77 Unrealized -1.1%
EARGO INC 0.5%
Value ($000) $1,508 Shares 37,792 Est. Cost $49.36 Unrealized
AAPL APPLE COMPUTER 0.5%
Value ($000) $1,481 Shares 10,812 Est. Cost $99.01 Unrealized +27.7%
NEE NEXTERA ENERGY INCORPORATED 0.5%
Value ($000) $1,420 Shares 19,384 Est. Cost $59.60 Unrealized +11.6%
WDAY WORKDAY INC 0.4%
Value ($000) $1,248 Shares 5,227 Est. Cost $130.74 Unrealized +83.9%
TREX TREX COMPANY INC COM 0.4%
Value ($000) $1,047 Shares 10,239 Est. Cost $97.24 Unrealized +3.8%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,041 Shares 3,530 Est. Cost $222.89 Unrealized +20.3%
EQIX EQUINIX INC 0.3%
Value ($000) $928 Shares 1,156 Est. Cost $590.81 Unrealized +14.9%
XYZ SQUARE INC 0.3%
Value ($000) $753 Shares 3,089 Est. Cost $210.55 Unrealized +10.2%
INVITAE CORPORATION 0.2%
Value ($000) $664 Shares 19,700 Est. Cost $37.14 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $622 Shares 1,454 Est. Cost $277.90 Unrealized
ILMN ILLUMINA INC 0.2%
Value ($000) $592 Shares 1,251 Est. Cost $402.76 Unrealized 0.0%
ISRG INTUITIVE SURGICAL 0.2%
Value ($000) $580 Shares 631 Est. Cost $210.69 Unrealized +33.2%
CCI CROWN CASTLE INTERNATIONAL COR 0.2%
Value ($000) $555 Shares 2,845 Est. Cost $91.92 Unrealized +63.2%
BA BOEING CO COM 0.2%
Value ($000) $540 Shares 2,253 Est. Cost $302.71 Unrealized -20.1%
SWPPX SCHWAB S&P500 INDEX FUND 0.2%
Value ($000) $492 Shares 7,442 Est. Cost $63.07 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.2%
Value ($000) $477 Shares 2,945 Est. Cost $77.87 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG 0.2%
Value ($000) $451 Shares 2,785 Est. Cost $92.37 Unrealized +31.7%
CMG CHIPOTLE MEXICAN GRILL 0.2%
Value ($000) $439 Shares 283 Est. Cost $16.36 Unrealized +74.4%
PEP PEPSICO INC 0.1%
Value ($000) $426 Shares 2,875 Est. Cost $104.62 Unrealized +20.6%
CHCT COMMUNITY HEALTHCARE TRUST INC 0.1%
Value ($000) $391 Shares 8,235 Est. Cost $40.72 Unrealized
BEAM BEAM THERAPEUTICS INC 0.1%
Value ($000) $379 Shares 2,945 Est. Cost $79.68 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST 0.1%
Value ($000) $325 Shares 10,900 Est. Cost $50.05 Unrealized
DBC INVESCO DB COMMODITY INDEX TRA 0.1%
Value ($000) $302 Shares 15,700 Est. Cost $19.24 Unrealized
CM LIFE SCIENCES III INC 0.1%
Value ($000) $243 Shares 22,150 Est. Cost $10.97 Unrealized
EDIT EDITAS MEDICINE INC 0.1%
Value ($000) $233 Shares 4,105 Est. Cost $36.94 Unrealized 0.0%
XOM EXXON MOBIL CORPORATION 0.1%
Value ($000) $227 Shares 3,600 Est. Cost $50.04 Unrealized 0.0%
CATALYST PARTNERS ACQUISITION 0.1%
Value ($000) $224 Shares 22,150 Est. Cost $10.11 Unrealized
PACB PACIFIC BIOSCIENCES OF CALIFOR 0.1%
Value ($000) $216 Shares 6,165 Est. Cost $35.00 Unrealized -16.9%
AWK AMERICAN WATER WORKS 0.1%
Value ($000) $202 Shares 1,310 Est. Cost $142.04 Unrealized 0.0%
ZYNGA INC 0.0%
Value ($000) $128 Shares 12,000 Est. Cost $10.67 Unrealized
PPTA PERPETUA RESOURCES CORPORATION 0.0%
Value ($000) $93 Shares 12,683 Est. Cost $6.90 Unrealized +13.4%