SCHOLTZ & COMPANY, LLC Diversified Active

CIK: 0001606134 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value ($000): $282,692 (100.0% shares, 0.0% debt)

Holdings (70)

MSFT MICROSOFT CORPORATION 10.0%
Value ($000) $28,370 Shares 100,633 Est. Cost $85.77 Unrealized +227.3%
GOOGL ALPHABET INC CLASS A 7.0%
Value ($000) $19,693 Shares 7,366 Est. Cost $48.46 Unrealized +178.7%
AMZN AMAZON.COM INC 6.8%
Value ($000) $19,286 Shares 5,871 Est. Cost $59.72 Unrealized +188.8%
ETSY ETSY INC 5.2%
Value ($000) $14,815 Shares 71,238 Est. Cost $57.00 Unrealized +255.8%
MA MASTERCARD INCORPORATED 4.1%
Value ($000) $11,523 Shares 33,142 Est. Cost $97.76 Unrealized +262.9%
CRM SALESFORCE.COM INC 3.3%
Value ($000) $9,367 Shares 34,536 Est. Cost $135.47 Unrealized +85.2%
ABT ABBOTT LABORATORIES 3.1%
Value ($000) $8,850 Shares 74,915 Est. Cost $64.27 Unrealized +76.6%
FND FLOOR & DECOR HOLDINGS INC 2.9%
Value ($000) $8,167 Shares 67,611 Est. Cost $50.93 Unrealized +134.3%
RTX RAYTHEON TECHNOLOGY CORPORATIO 2.7%
Value ($000) $7,736 Shares 89,999 Est. Cost $58.13 Unrealized +33.1%
NOW SERVICENOW INC 2.7%
Value ($000) $7,517 Shares 12,080 Est. Cost $60.41 Unrealized +100.5%
UNH UNITEDHEALTH GROUP INC 2.7%
Value ($000) $7,501 Shares 19,198 Est. Cost $260.04 Unrealized +48.0%
AMD ADVANCED MICRO DEVICES 2.6%
Value ($000) $7,232 Shares 70,281 Est. Cost $75.67 Unrealized +35.1%
RICK RCI HOSPITALITY HOLDINGS INC 2.5%
Value ($000) $7,132 Shares 104,102 Est. Cost $54.11 Unrealized +20.8%
PYPL PAYPAL HOLDINGS INC 2.3%
Value ($000) $6,437 Shares 24,738 Est. Cost $228.21 Unrealized +24.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 2.3%
Value ($000) $6,376 Shares 57,106 Est. Cost $62.73 Unrealized
IAA INC 2.1%
Value ($000) $5,995 Shares 109,868 Est. Cost $47.02 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC 2.0%
Value ($000) $5,761 Shares 22,496 Est. Cost $195.69 Unrealized +26.2%
MRVL MARVELL TECHNOLOGY GROUP LTD 2.0%
Value ($000) $5,753 Shares 95,397 Est. Cost $58.88 Unrealized 0.0%
SPGI S&P GLOBAL INC 2.0%
Value ($000) $5,714 Shares 13,448 Est. Cost $268.65 Unrealized +55.5%
NFLX NETFLIX INC 1.9%
Value ($000) $5,392 Shares 8,834 Est. Cost $51.97 Unrealized +5.9%
EW EDWARDS LIFESCIENCES CORPORATI 1.8%
Value ($000) $5,150 Shares 45,490 Est. Cost $69.55 Unrealized +64.1%
IAC IAC/INTERACTIVE CORPORATION 1.8%
Value ($000) $4,969 Shares 38,136 Est. Cost $129.53 Unrealized -14.9%
FIVE FIVE BELOW INC 1.6%
Value ($000) $4,632 Shares 26,197 Est. Cost $96.24 Unrealized +106.9%
LAM RESEARCH CORP COM 1.6%
Value ($000) $4,618 Shares 8,113 Est. Cost $569.21 Unrealized
GLOBAL MEDICAL REIT INC. 1.6%
Value ($000) $4,615 Shares 313,928 Est. Cost $12.09 Unrealized
GNRC GENERAC HOLDINGS INC 1.6%
Value ($000) $4,587 Shares 11,224 Est. Cost $353.00 Unrealized +21.3%
DIS THE WALT DISNEY COMPANY 1.6%
Value ($000) $4,532 Shares 26,791 Est. Cost $143.16 Unrealized +21.6%
UNP UNION PACIFIC CORPORATION 1.6%
Value ($000) $4,524 Shares 23,080 Est. Cost $146.40 Unrealized +33.4%
V VISA INC 1.5%
Value ($000) $4,363 Shares 19,586 Est. Cost $146.74 Unrealized +54.7%
DG DOLLAR GENERAL CORPORATION 1.5%
Value ($000) $4,278 Shares 20,164 Est. Cost $110.32 Unrealized +90.7%
TREX TREX COMPANY INC COM 1.4%
Value ($000) $3,830 Shares 37,572 Est. Cost $102.57 Unrealized +1.9%
SPLUNK INC 1.2%
Value ($000) $3,423 Shares 23,654 Est. Cost $139.66 Unrealized
MTCH MATCH GROUP INC 1.1%
Value ($000) $3,098 Shares 19,732 Est. Cost $104.74 Unrealized +42.0%
HUM HUMANA INC COM 0.9%
Value ($000) $2,607 Shares 6,700 Est. Cost $359.21 Unrealized +13.2%
TWLO TWILIO INC 0.8%
Value ($000) $2,372 Shares 7,434 Est. Cost $120.00 Unrealized +203.5%
PGNY PROGYNY INC 0.8%
Value ($000) $2,312 Shares 41,293 Est. Cost $27.21 Unrealized +103.0%
ASPU ASPEN GROUP INC 0.7%
Value ($000) $2,115 Shares 379,800 Est. Cost $8.43 Unrealized -28.3%
COST COSTCO WHOLESALE CORPORATION 0.7%
Value ($000) $1,969 Shares 4,381 Est. Cost $288.52 Unrealized +45.0%
AAPL APPLE COMPUTER 0.6%
Value ($000) $1,825 Shares 12,901 Est. Cost $106.28 Unrealized +35.4%
NEE NEXTERA ENERGY INCORPORATED 0.5%
Value ($000) $1,530 Shares 19,491 Est. Cost $59.60 Unrealized +20.5%
PEGA PEGASYSTEMS INC 0.5%
Value ($000) $1,522 Shares 11,977 Est. Cost $63.80 Unrealized +4.3%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,091 Shares 3,410 Est. Cost $222.89 Unrealized +37.1%
EQIX EQUINIX INC 0.3%
Value ($000) $902 Shares 1,141 Est. Cost $590.81 Unrealized +29.0%
WDAY WORKDAY INC 0.3%
Value ($000) $769 Shares 3,078 Est. Cost $130.74 Unrealized +89.4%
XYZ SQUARE INC 0.3%
Value ($000) $751 Shares 3,132 Est. Cost $211.19 Unrealized +21.6%
ISRG INTUITIVE SURGICAL 0.2%
Value ($000) $618 Shares 622 Est. Cost $210.69 Unrealized +59.4%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $593 Shares 1,382 Est. Cost $277.90 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.2%
Value ($000) $505 Shares 278 Est. Cost $16.36 Unrealized +122.3%
ILMN ILLUMINA, INC. 0.2%
Value ($000) $498 Shares 1,228 Est. Cost $402.76 Unrealized +14.2%
GBTC GRAYSCALE BITCOIN TRUST 0.1%
Value ($000) $409 Shares 12,070 Est. Cost $48.48 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST 0.1%
Value ($000) $405 Shares 14,245 Est. Cost $28.43 Unrealized
INVITAE CORPORATION 0.1%
Value ($000) $386 Shares 13,570 Est. Cost $37.14 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $375 Shares 1,706 Est. Cost $302.71 Unrealized -26.3%
CHCT COMMUNITY HEALTHCARE TRUST INC 0.1%
Value ($000) $361 Shares 7,985 Est. Cost $40.72 Unrealized
NVDA NVIDIA CORP COM 0.1%
Value ($000) $357 Shares 1,722 Est. Cost $20.72 Unrealized 0.0%
INDI INDIE SEMICONDUCTOR 0.1%
Value ($000) $312 Shares 25,350 Est. Cost $9.76 Unrealized 0.0%
SWPPX SCHWAB S&P500 INDEX FUND 0.1%
Value ($000) $299 Shares 4,442 Est. Cost $63.07 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $297 Shares 1,975 Est. Cost $104.62 Unrealized +29.0%
DBC INVESCO DB COMMODITY INDEX TRA 0.1%
Value ($000) $294 Shares 14,550 Est. Cost $19.24 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.1%
Value ($000) $293 Shares 2,185 Est. Cost $77.87 Unrealized +94.4%
BEAM BEAM THERAPEUTICS INC 0.1%
Value ($000) $250 Shares 2,875 Est. Cost $79.68 Unrealized +26.1%
JYNT JOINT CORP 0.1%
Value ($000) $242 Shares 2,470 Est. Cost $14.75 Unrealized +534.2%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $222 Shares 1,980 Est. Cost $92.37 Unrealized +36.0%
AWK AMERICAN WATER WORKS 0.1%
Value ($000) $222 Shares 1,315 Est. Cost $142.04 Unrealized +12.6%
SEER SEER INC 0.1%
Value ($000) $212 Shares 6,130 Est. Cost $34.41 Unrealized 0.0%
CM LIFE SCIENCES III INC 0.1%
Value ($000) $191 Shares 18,600 Est. Cost $10.97 Unrealized
CRDF CARDIFF ONCOLOGY 0.0%
Value ($000) $111 Shares 16,625 Est. Cost $6.28 Unrealized 0.0%
LUNA LUNA INNOVATIONS INCORPORATED 0.0%
Value ($000) $95 Shares 10,000 Est. Cost $10.80 Unrealized 0.0%
ZYNGA INC 0.0%
Value ($000) $90 Shares 12,000 Est. Cost $10.67 Unrealized
PPTA PERPETUA RESOURCES CORPORATION 0.0%
Value ($000) $54 Shares 10,791 Est. Cost $6.90 Unrealized -19.1%