The Analysis of SCHOLTZ & COMPANY, LLC's Holdings
Currently, SCHOLTZ & COMPANY, LLC holds 51 types of securities in its portfolio with a total value $227.6M. In the most recent quarter, they have increased their positions in VVV (+72.2K shares, valued at $2.6M), ETN (+6.1K shares, valued at $2.3M), DXCM (+25.3K shares, valued at $1.7M); decreased their positions in UNH (-9.9K shares, valued at $3.4M), TDG (-1.4K shares, valued at $1.8M), PWR (-4.4K shares, valued at $1.8M); initiated new positions in VVV (+72.2K shares, valued at $2.6M), ETN (+6.1K shares, valued at $2.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORPORATION44.3K shares-2.57%2025-09-302025-11-12
AMZN AMAZON COM INCORPORATED62.2K shares8.94%2025-09-302025-11-12 MA MASTERCARD INCORPORATED23.9K shares-0.17%2025-09-302025-11-12 GOOGL ALPHABET INCORPORATED CAP STK53.3K shares-9.34%2025-09-302025-11-12 META META PLATFORMS INC15.8K shares-1.13%2025-09-302025-11-12 GE GENERAL ELECTRIC COMPANY26.6K shares-5.25%2025-09-302025-11-12 V VISA INC22.0K shares-0.73%2025-09-302025-11-12 CMG CHIPOTLE MEXICAN GRILL189.4K shares-1.33%2025-09-302025-11-12 NVDA NVIDIA CORP COM37.6K shares-0.21%2025-09-302025-11-12 ABT ABBOTT LABORATORIES48.0K shares3.03%2025-09-302025-11-12 INTU INTUIT COM8.0K shares3.09%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MANUFACTU19.1K shares-0.79%2025-09-302025-11-12 GLD SPDR GOLD TRUST14.8K shares20.42%2025-09-302025-11-12 MS MORGAN STANLEY32.1K shares-5.42%2025-09-302025-11-12 PLMR PALOMAR HOLDINGS INC43.6K shares15.98%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC50.1K shares-20.98%2025-09-302025-11-12 TDG TRANSDIGM GROUP INC3.6K shares-27.86%2025-09-302025-11-12 WM WASTE MGMT INC DEL COM19.0K shares0.63%2025-09-302025-11-12 PWR QUANTA SERVICES INC9.7K shares-30.96%2025-09-302025-11-12 SPGI S&P GLOBAL INC8.1K shares-1.19%2025-09-302025-11-12 FWONK LIBERTY MEDIA CORP LBTY ONE S37.9K shares-5.39%2025-09-302025-11-12 HGTY HAGERTY INC CL A325.1K shares35.28%2025-09-302025-11-12 ASML ASML HOLDING N.V.3.8K shares-0.16%2025-09-302025-11-12 PODD INSULET CORP11.3K shares20.46%2025-09-302025-11-12 PM PHILIP MORRIS INTERNATIONAL20.9K shares53.97%2025-09-302025-11-12 ZTS ZOETIS INC21.5K shares-7.81%2025-09-302025-11-12 CASY CASEYS GENERAL STORES INC5.5K shares-1.47%2025-09-302025-11-12 TTEK TETRA TECH INC93.2K shares-16.04%2025-09-302025-11-12 WYNN WYNN RESORTS LTD22.5K shares0.48%2025-09-302025-11-12 OLLI OLLIES BARGAIN OUTLET HOLDINGS22.3K shares-0.81%2025-09-302025-11-12 DKNG DRAFTKINGS INC71.6K shares1.85%2025-09-302025-11-12 VVV VALVOLINE INC72.2K sharesnew addition2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INCORPORATE6.8K shares-59.32%2025-09-302025-11-12 ETN EATON CORPORATION6.1K sharesnew addition2025-09-302025-11-12 DXCM DEXCOM INC31.9K shares377.82%2025-09-302025-11-12 PEN PENUMBRA INC7.9K shares-2.32%2025-09-302025-11-12 CWAN CLEARWATER ANALYTICS HOLDINGS101.6K shares-2.24%2025-09-302025-11-12 AVGO BROADCOM INC4.2K shares0.33%2025-09-302025-11-12 SPY SPDR S&P 500 ETF1.0K shares-0.95%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORPORATION975 shares-2.50%2025-09-302025-11-12 TJX THE TJX COMPANIES INC3.1K shares11.78%2025-09-302025-11-12 AAPL APPLE COMPUTER1.7K shares1.80%2025-09-302025-11-12 SHW THE SHERWIN WILLIAMS COMPANY1.1K shares0.00%2025-09-302025-11-12 FNV FRANCO-NEVADA CORPORATION1.6K shares8.47%2025-09-302025-11-12 NEE NEXTERA ENERGY INCORPORATED4.7K shares4.49%2025-09-302025-11-12 COST COSTCO WHOLESALE CORPORATION350 shares-22.22%2025-09-302025-11-12 HON HONEYWELL INTL INC COM1.4K shares7.97%2025-09-302025-11-12 LAMR LAMAR ADVERTISING COMPANY2.2K shares5.37%2025-09-302025-11-12 PFE PFIZER INC10.1K shares-28.45%2025-09-302025-11-12 APYX APYX MEDICAL CORPORATION20.0K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available