SCHOLTZ & COMPANY, LLC Diversified Active

Location: Stamford, CT

CIK: 0001606134 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 11, 2026

Total Value: $230M (100.0% shares, 0.0% debt)

Holdings (51)

MSFT MICROSOFT CORPORATION 9.5%
Value $21.97M Shares 45,436 Est. Cost $109.79 Unrealized +356.0%
GOOGL ALPHABET INCORPORATED CAP STK 7.3%
Value $16.83M Shares 53,758 Est. Cost $180.70 Unrealized +58.1%
AMZN AMAZON COM INCORPORATED 6.5%
Value $14.91M Shares 64,591 Est. Cost $143.58 Unrealized +59.3%
MA MASTERCARD INCORPORATED 6.0%
Value $13.92M Shares 24,379 Est. Cost $542.38 Unrealized +3.1%
META META PLATFORMS INC 4.7%
Value $10.74M Shares 16,265 Est. Cost $643.91 Unrealized +3.6%
RNMBY RHEINMETALL AG UNSPONSORD ADR 4.2%
Value $9.687M Shares 26,420 Est. Cost $286.17 Unrealized
GE GENERAL ELECTRIC COMPANY 3.6%
Value $8.214M Shares 26,667 Est. Cost $119.55 Unrealized +151.6%
V VISA INC 3.4%
Value $7.83M Shares 22,327 Est. Cost $336.38 Unrealized +1.2%
NVDA NVIDIA CORP COM 3.1%
Value $7.168M Shares 38,432 Est. Cost $127.96 Unrealized +45.5%
CMG CHIPOTLE MEXICAN GRILL 3.1%
Value $7.155M Shares 193,382 Est. Cost $60.72 Unrealized -40.4%
INTU INTUIT COM 2.8%
Value $6.367M Shares 9,611 Est. Cost $549.87 Unrealized +20.2%
ABT ABBOTT LABORATORIES 2.7%
Value $6.164M Shares 49,197 Est. Cost $100.18 Unrealized +27.1%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 2.5%
Value $5.785M Shares 19,036 Est. Cost $226.49 Unrealized
MS MORGAN STANLEY 2.5%
Value $5.72M Shares 32,219 Est. Cost $121.85 Unrealized +36.6%
SPGI S&P GLOBAL INC 2.2%
Value $4.952M Shares 9,476 Est. Cost $505.69 Unrealized -2.3%
RKT ROCKET COS INC CL A 2.1%
Value $4.923M Shares 254,298 Est. Cost $17.88 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 2.0%
Value $4.701M Shares 3,535 Est. Cost $554.96 Unrealized +136.2%
DXCM DEXCOM INC 2.0%
Value $4.536M Shares 68,339 Est. Cost $71.66 Unrealized -9.8%
WYNN WYNN RESORTS LTD 1.9%
Value $4.433M Shares 36,838 Est. Cost $99.69 Unrealized +23.9%
HGTY HAGERTY INC CL A 1.9%
Value $4.345M Shares 323,315 Est. Cost $9.78 Unrealized +27.7%
WM WASTE MGMT INC DEL COM 1.8%
Value $4.231M Shares 19,257 Est. Cost $218.30 Unrealized -2.6%
PWR QUANTA SERVICES INC 1.8%
Value $4.179M Shares 9,902 Est. Cost $305.03 Unrealized +44.0%
UBER UBER TECHNOLOGIES INC 1.8%
Value $4.167M Shares 50,996 Est. Cost $72.36 Unrealized +24.4%
ASML ASML HOLDING N.V. 1.7%
Value $4.003M Shares 3,742 Est. Cost $708.03 Unrealized
OLLI OLLIES BARGAIN OUTLET HOLDINGS 1.6%
Value $3.751M Shares 34,218 Est. Cost $105.00 Unrealized +14.8%
PODD INSULET CORP 1.6%
Value $3.688M Shares 12,976 Est. Cost $282.49 Unrealized +10.7%
NFLX NETFLIX INC 1.6%
Value $3.628M Shares 38,699 Est. Cost $107.81 Unrealized 0.0%
DKNG DRAFTKINGS INC 1.5%
Value $3.363M Shares 97,581 Est. Cost $38.94 Unrealized -15.5%
CASY CASEYS GENERAL STORES INC 1.3%
Value $3.074M Shares 5,562 Est. Cost $400.59 Unrealized +37.2%
ETN EATON CORPORATION 1.3%
Value $3.071M Shares 9,643 Est. Cost $360.02 Unrealized -1.6%
FNV FRANCO-NEVADA CORPORATION 1.3%
Value $2.925M Shares 14,112 Est. Cost $195.96 Unrealized +3.5%
PLMR PALOMAR HOLDINGS INC 1.2%
Value $2.863M Shares 21,246 Est. Cost $119.62 Unrealized +2.0%
PEN PENUMBRA INC 1.1%
Value $2.482M Shares 7,982 Est. Cost $270.83 Unrealized +2.0%
VVV VALVOLINE INC 0.9%
Value $2.15M Shares 73,985 Est. Cost $38.02 Unrealized -15.6%
UNH UNITEDHEALTH GROUP INCORPORATE 0.9%
Value $2.032M Shares 6,155 Est. Cost $499.48 Unrealized -32.5%
CWAN CLEARWATER ANALYTICS HOLDINGS 0.9%
Value $2.014M Shares 83,515 Est. Cost $23.01 Unrealized -12.9%
FWONK LIBERTY MEDIA CORP LBTY ONE S 0.8%
Value $1.849M Shares 18,771 Est. Cost $78.44 Unrealized
AVGO BROADCOM INC 0.7%
Value $1.625M Shares 4,696 Est. Cost $223.86 Unrealized +59.5%
SPY STATE STREET SPDR S&P 500 ETF 0.3%
Value $702K Shares 1,030 Est. Cost $559.39 Unrealized
GLD SPDR GOLD TRUST 0.3%
Value $614K Shares 1,549 Est. Cost $299.56 Unrealized
TJX THE TJX COMPANIES INC 0.2%
Value $474K Shares 3,085 Est. Cost $102.20 Unrealized +44.5%
LMT LOCKHEED MARTIN CORPORATION 0.2%
Value $472K Shares 975 Est. Cost $417.42 Unrealized +14.1%
AAPL APPLE COMPUTER 0.2%
Value $461K Shares 1,696 Est. Cost $197.11 Unrealized +36.1%
NEE NEXTERA ENERGY INCORPORATED 0.2%
Value $374K Shares 4,659 Est. Cost $68.81 Unrealized +19.9%
SCHY SCHWAB INTERNATIONAL DIVIDEND 0.2%
Value $363K Shares 12,157 Est. Cost $29.82 Unrealized
SHW THE SHERWIN WILLIAMS COMPANY 0.1%
Value $316K Shares 975 Est. Cost $264.03 Unrealized +26.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value $277K Shares 10,087 Est. Cost $27.43 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value $264K Shares 1,355 Est. Cost $189.72 Unrealized +2.8%
PFE PFIZER INC 0.1%
Value $251K Shares 10,062 Est. Cost $26.40 Unrealized -5.2%
LAMR LAMAR ADVERTISING COMPANY 0.1%
Value $233K Shares 1,843 Est. Cost $133.03 Unrealized
APYX APYX MEDICAL CORPORATION 0.0%
Value $70,000 Shares 20,000 Est. Cost $1.38 Unrealized +153.1%