SCHOLTZ & COMPANY, LLC Diversified Active

CIK: 0001606134 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value ($000): $253,300 (100.0% shares, 0.0% debt)

Holdings (53)

MSFT MICROSOFT CORPORATION 12.0%
Value ($000) $30,274 Shares 98,193 Est. Cost $85.77 Unrealized +239.8%
GOOGL ALPHABET INC CLASS A 8.2%
Value ($000) $20,693 Shares 7,440 Est. Cost $53.78 Unrealized +150.7%
AMZN AMAZON.COM INC 7.4%
Value ($000) $18,699 Shares 5,736 Est. Cost $60.94 Unrealized +153.5%
UNH UNITEDHEALTH GROUP INC 4.8%
Value ($000) $12,062 Shares 23,652 Est. Cost $291.81 Unrealized +54.6%
MA MASTERCARD INCORPORATED 4.6%
Value ($000) $11,711 Shares 32,768 Est. Cost $97.76 Unrealized +259.7%
RTX RAYTHEON TECHNOLOGY CORPORATIO 3.7%
Value ($000) $9,345 Shares 94,332 Est. Cost $59.32 Unrealized +46.3%
MRVL MARVELL TECHNOLOGY GROUP LTD 3.2%
Value ($000) $8,169 Shares 113,919 Est. Cost $61.23 Unrealized +15.8%
ETSY ETSY INC 3.2%
Value ($000) $8,136 Shares 65,463 Est. Cost $57.00 Unrealized +160.8%
RICK RCI HOSPITALITY HOLDINGS INC 2.9%
Value ($000) $7,336 Shares 119,355 Est. Cost $56.09 Unrealized +24.1%
AMD ADVANCED MICRO DEVICES 2.8%
Value ($000) $7,150 Shares 65,391 Est. Cost $76.42 Unrealized +56.2%
ABT ABBOTT LABORATORIES 2.7%
Value ($000) $6,768 Shares 57,181 Est. Cost $64.27 Unrealized +79.5%
SPGI S&P GLOBAL INC 2.5%
Value ($000) $6,259 Shares 15,258 Est. Cost $283.23 Unrealized +39.2%
CRM SALESFORCE.COM INC 2.5%
Value ($000) $6,250 Shares 29,436 Est. Cost $135.47 Unrealized +57.0%
GNRC GENERAC HOLDINGS INC 2.4%
Value ($000) $5,971 Shares 20,086 Est. Cost $380.34 Unrealized -21.1%
GLOBAL MEDICAL REIT INC. 2.3%
Value ($000) $5,906 Shares 361,859 Est. Cost $12.82 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTU 2.3%
Value ($000) $5,873 Shares 56,332 Est. Cost $63.88 Unrealized
UNP UNION PACIFIC CORPORATION 2.2%
Value ($000) $5,552 Shares 20,321 Est. Cost $146.40 Unrealized +57.5%
TDY TELEDYNE TECHNOLOGIES INCORPOR 2.1%
Value ($000) $5,250 Shares 11,109 Est. Cost $434.96 Unrealized -1.1%
NVDA NVIDIA CORP COM 1.9%
Value ($000) $4,785 Shares 17,538 Est. Cost $25.45 Unrealized -1.6%
GLD SPDR GOLD TRUST 1.9%
Value ($000) $4,737 Shares 26,220 Est. Cost $180.66 Unrealized
LAM RESEARCH CORP COM 1.8%
Value ($000) $4,449 Shares 8,276 Est. Cost $573.10 Unrealized
EW EDWARDS LIFESCIENCES CORPORATI 1.7%
Value ($000) $4,368 Shares 37,108 Est. Cost $69.55 Unrealized +61.3%
NOW SERVICENOW INC 1.7%
Value ($000) $4,341 Shares 7,795 Est. Cost $60.41 Unrealized +85.5%
APD AIR PRODUCTS AND CHEMICALS INC 1.6%
Value ($000) $4,128 Shares 16,516 Est. Cost $196.40 Unrealized +18.1%
NFLX NETFLIX INC 1.6%
Value ($000) $4,008 Shares 10,701 Est. Cost $51.55 Unrealized -19.2%
FIVE FIVE BELOW INC 1.6%
Value ($000) $3,968 Shares 25,056 Est. Cost $96.24 Unrealized +73.3%
SPLUNK INC 1.4%
Value ($000) $3,520 Shares 23,689 Est. Cost $140.39 Unrealized
AAPL APPLE COMPUTER 1.3%
Value ($000) $3,318 Shares 19,003 Est. Cost $123.03 Unrealized +34.0%
V VISA INC 1.3%
Value ($000) $3,178 Shares 14,330 Est. Cost $146.74 Unrealized +43.1%
COST COSTCO WHOLESALE CORPORATION 1.1%
Value ($000) $2,856 Shares 4,959 Est. Cost $319.77 Unrealized +56.6%
TREX TREX COMPANY INC COM 1.0%
Value ($000) $2,606 Shares 39,897 Est. Cost $107.26 Unrealized -17.0%
FND FLOOR & DECOR HOLDINGS INC 1.0%
Value ($000) $2,556 Shares 31,552 Est. Cost $50.93 Unrealized +98.9%
MTCH MATCH GROUP INC 0.9%
Value ($000) $2,369 Shares 21,789 Est. Cost $110.45 Unrealized -2.3%
DG DOLLAR GENERAL CORPORATION 0.8%
Value ($000) $2,094 Shares 9,405 Est. Cost $110.32 Unrealized +80.3%
DIS THE WALT DISNEY COMPANY 0.8%
Value ($000) $1,941 Shares 14,153 Est. Cost $143.16 Unrealized -1.3%
IAC IAC/INTERACTIVE CORPORATION 0.7%
Value ($000) $1,704 Shares 16,997 Est. Cost $129.27 Unrealized -24.8%
TWLO TWILIO INC 0.5%
Value ($000) $1,337 Shares 8,111 Est. Cost $144.98 Unrealized +25.7%
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $1,271 Shares 2,814 Est. Cost $375.01 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.5%
Value ($000) $1,158 Shares 30,185 Est. Cost $38.36 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.4%
Value ($000) $1,045 Shares 12,338 Est. Cost $59.60 Unrealized +20.9%
DBC INVESCO DB COMMODITY INDEX TRA 0.4%
Value ($000) $1,014 Shares 38,900 Est. Cost $21.58 Unrealized
SKYX SQL TECHNOLOGIES CORPORATION 0.3%
Value ($000) $790 Shares 61,499 Est. Cost $12.81 Unrealized 0.0%
URA GLOBAL X URANIUM ETF 0.3%
Value ($000) $709 Shares 27,095 Est. Cost $26.17 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.3%
Value ($000) $692 Shares 3,440 Est. Cost $162.61 Unrealized 0.0%
LAMR LAMAR ADVERTISING COMPANY 0.2%
Value ($000) $613 Shares 5,280 Est. Cost $121.31 Unrealized
ABNB AIRBNB INC CLASS A 0.2%
Value ($000) $563 Shares 3,275 Est. Cost $159.27 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $342 Shares 2,494 Est. Cost $89.41 Unrealized +20.4%
ZG ZILLOW GROUP 0.1%
Value ($000) $340 Shares 7,050 Est. Cost $52.88 Unrealized 0.0%
NVX NOVONIX LIMITED 0.1%
Value ($000) $328 Shares 17,185 Est. Cost $19.09 Unrealized
LTBR LIGHTBRIDGE CORPORATION 0.1%
Value ($000) $291 Shares 34,825 Est. Cost $8.36 Unrealized
CHCT COMMUNITY HEALTHCARE TRUST INC 0.1%
Value ($000) $208 Shares 4,925 Est. Cost $40.72 Unrealized
PPTA PERPETUA RESOURCES CORPORATION 0.1%
Value ($000) $145 Shares 35,351 Est. Cost $5.07 Unrealized -21.1%
INDI INDIE SEMICONDUCTOR 0.0%
Value ($000) $124 Shares 15,890 Est. Cost $11.44 Unrealized -28.3%