SCHOLTZ & COMPANY, LLC Diversified Active

CIK: 0001606134 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 15, 2022

Total Value ($000): $309,491 (100.0% shares, 0.0% debt)

Holdings (60)

MSFT MICROSOFT CORPORATION 10.7%
Value ($000) $33,159 Shares 98,595 Est. Cost $85.77 Unrealized +265.4%
GOOGL ALPHABET INC CLASS A 7.3%
Value ($000) $22,611 Shares 7,805 Est. Cost $53.78 Unrealized +165.8%
AMZN AMAZON.COM INC 6.4%
Value ($000) $19,793 Shares 5,936 Est. Cost $60.94 Unrealized +180.8%
ETSY ETSY INC 4.7%
Value ($000) $14,517 Shares 66,304 Est. Cost $57.00 Unrealized +322.6%
MA MASTERCARD INCORPORATED 3.9%
Value ($000) $11,970 Shares 33,313 Est. Cost $97.76 Unrealized +245.5%
UNH UNITEDHEALTH GROUP INC 3.7%
Value ($000) $11,369 Shares 22,641 Est. Cost $284.70 Unrealized +48.3%
AMD ADVANCED MICRO DEVICES 3.3%
Value ($000) $10,244 Shares 71,191 Est. Cost $76.42 Unrealized +75.9%
MRVL MARVELL TECHNOLOGY GROUP LTD 3.2%
Value ($000) $9,867 Shares 112,774 Est. Cost $61.13 Unrealized +20.1%
FND FLOOR & DECOR HOLDINGS INC 2.9%
Value ($000) $8,859 Shares 68,140 Est. Cost $50.93 Unrealized +153.0%
CRM SALESFORCE.COM INC 2.9%
Value ($000) $8,827 Shares 34,733 Est. Cost $135.47 Unrealized +104.9%
RICK RCI HOSPITALITY HOLDINGS INC 2.8%
Value ($000) $8,713 Shares 111,883 Est. Cost $55.18 Unrealized +26.1%
ABT ABBOTT LABORATORIES 2.6%
Value ($000) $7,983 Shares 56,725 Est. Cost $64.27 Unrealized +84.7%
RTX RAYTHEON TECHNOLOGY CORPORATIO 2.5%
Value ($000) $7,884 Shares 91,608 Est. Cost $58.51 Unrealized +35.6%
NOW SERVICENOW INC 2.5%
Value ($000) $7,687 Shares 11,842 Est. Cost $60.41 Unrealized +117.3%
GNRC GENERAC HOLDINGS INC 2.3%
Value ($000) $7,083 Shares 20,128 Est. Cost $380.34 Unrealized +9.1%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 2.3%
Value ($000) $7,010 Shares 58,267 Est. Cost $63.88 Unrealized
TREX TREX COMPANY INC COM 2.2%
Value ($000) $6,938 Shares 51,383 Est. Cost $107.26 Unrealized +11.9%
APD AIR PRODUCTS AND CHEMICALS INC 2.2%
Value ($000) $6,917 Shares 22,733 Est. Cost $196.40 Unrealized +34.2%
SPGI S&P GLOBAL INC 2.1%
Value ($000) $6,364 Shares 13,486 Est. Cost $268.65 Unrealized +64.5%
GLOBAL MEDICAL REIT INC. 2.0%
Value ($000) $6,314 Shares 355,719 Est. Cost $12.76 Unrealized
LAM RESEARCH CORP COM 1.9%
Value ($000) $5,990 Shares 8,329 Est. Cost $573.10 Unrealized
NFLX NETFLIX INC 1.8%
Value ($000) $5,723 Shares 9,500 Est. Cost $52.81 Unrealized +21.0%
FIVE FIVE BELOW INC 1.7%
Value ($000) $5,416 Shares 26,176 Est. Cost $96.24 Unrealized +104.4%
UNP UNION PACIFIC CORPORATION 1.7%
Value ($000) $5,277 Shares 20,948 Est. Cost $146.40 Unrealized +46.9%
EW EDWARDS LIFESCIENCES CORPORATI 1.7%
Value ($000) $5,210 Shares 40,216 Est. Cost $69.55 Unrealized +67.7%
IAC IAC/INTERACTIVE CORPORATION 1.6%
Value ($000) $5,063 Shares 38,736 Est. Cost $129.27 Unrealized -12.8%
TDY TELEDYNE TECHNOLOGIES INCORPOR 1.6%
Value ($000) $4,884 Shares 11,179 Est. Cost $434.96 Unrealized 0.0%
V VISA INC 1.4%
Value ($000) $4,269 Shares 19,697 Est. Cost $146.74 Unrealized +41.8%
PYPL PAYPAL HOLDINGS INC 1.3%
Value ($000) $4,156 Shares 22,039 Est. Cost $228.21 Unrealized -5.4%
HUM HUMANA INC COM 1.0%
Value ($000) $3,101 Shares 6,685 Est. Cost $359.21 Unrealized +18.3%
MTCH MATCH GROUP INC 1.0%
Value ($000) $3,088 Shares 23,352 Est. Cost $110.45 Unrealized +28.2%
AAPL APPLE COMPUTER 1.0%
Value ($000) $2,974 Shares 16,751 Est. Cost $117.41 Unrealized +31.8%
SPLUNK INC 0.8%
Value ($000) $2,517 Shares 21,754 Est. Cost $139.66 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.8%
Value ($000) $2,401 Shares 4,229 Est. Cost $288.52 Unrealized +69.2%
DIS THE WALT DISNEY COMPANY 0.8%
Value ($000) $2,386 Shares 15,405 Est. Cost $143.16 Unrealized +10.2%
NVDA NVIDIA CORP COM 0.7%
Value ($000) $2,286 Shares 7,773 Est. Cost $25.97 Unrealized +5.8%
TWLO TWILIO INC 0.7%
Value ($000) $2,275 Shares 8,639 Est. Cost $144.98 Unrealized +106.3%
DG DOLLAR GENERAL CORPORATION 0.7%
Value ($000) $2,245 Shares 9,520 Est. Cost $110.32 Unrealized +87.1%
PGNY PROGYNY INC 0.7%
Value ($000) $2,101 Shares 41,723 Est. Cost $27.50 Unrealized +103.5%
NEE NEXTERA ENERGY INCORPORATED 0.6%
Value ($000) $1,730 Shares 18,526 Est. Cost $59.60 Unrealized +29.8%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,565 Shares 3,776 Est. Cost $234.56 Unrealized +46.4%
FRCB FIRST REPUBLIC BANK 0.4%
Value ($000) $1,225 Shares 5,931 Est. Cost $208.96 Unrealized 0.0%
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $1,158 Shares 2,439 Est. Cost $363.23 Unrealized
IAA INC 0.3%
Value ($000) $1,082 Shares 21,380 Est. Cost $47.02 Unrealized
SVB FINANCIAL GROUP 0.3%
Value ($000) $848 Shares 1,251 Est. Cost $677.86 Unrealized
INDI INDIE SEMICONDUCTOR 0.2%
Value ($000) $708 Shares 59,015 Est. Cost $11.44 Unrealized +11.1%
LAMR LAMAR ADVERTISING COMPANY 0.2%
Value ($000) $686 Shares 5,655 Est. Cost $121.31 Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $647 Shares 5,995 Est. Cost $89.41 Unrealized 0.0%
DBC INVESCO DB COMMODITY INDEX TRA 0.2%
Value ($000) $596 Shares 28,700 Est. Cost $19.99 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST 0.2%
Value ($000) $571 Shares 17,645 Est. Cost $29.19 Unrealized
GBTC GRAYSCALE BITCOIN TRUST 0.2%
Value ($000) $570 Shares 16,656 Est. Cost $44.55 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.2%
Value ($000) $465 Shares 266 Est. Cost $16.36 Unrealized +115.2%
ISRG INTUITIVE SURGICAL 0.1%
Value ($000) $385 Shares 1,072 Est. Cost $266.67 Unrealized +29.0%
PEP PEPSICO INC 0.1%
Value ($000) $335 Shares 1,930 Est. Cost $104.62 Unrealized +37.1%
SWPPX SCHWAB S&P500 INDEX FUND 0.1%
Value ($000) $328 Shares 4,498 Est. Cost $63.19 Unrealized
CHCT COMMUNITY HEALTHCARE TRUST INC 0.1%
Value ($000) $314 Shares 6,640 Est. Cost $40.72 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $252 Shares 444 Est. Cost $625.08 Unrealized 0.0%
AWK AMERICAN WATER WORKS 0.1%
Value ($000) $248 Shares 1,315 Est. Cost $142.04 Unrealized +12.9%
TSLA TESLA INC 0.1%
Value ($000) $219 Shares 207 Est. Cost $335.39 Unrealized 0.0%
PPTA PERPETUA RESOURCES CORPORATION 0.0%
Value ($000) $88 Shares 18,476 Est. Cost $6.05 Unrealized -19.9%