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The Analysis of SCHOLTZ & COMPANY, LLC's Holdings & P&L

Currently, SCHOLTZ & COMPANY, LLC holds 49 types of securities in its portfolio with a total value $195.4M. In the most recent quarter, they have increased their positions in SCCO (+18.3K shares, valued at $3.2M), TTEK (+103.2K shares, valued at $3.1M), BSX (+48.0K shares, valued at $3.0M); decreased their positions in N/A (-11.0K shares, valued at $3.7M), N/A (-6.9K shares, valued at $2.0M), MSFT (-4.8K shares, valued at $1.8M); initiated new positions in SCCO (+18.3K shares, valued at $3.2M), TTEK (+103.2K shares, valued at $3.1M), BSX (+48.0K shares, valued at $3.0M).

1M P&L

+1.1M+0.64%

3M P&L

+1.3M+0.71%

HY P&L

-702.0K-0.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure22.0M

11.8%

2Credit Services21.7M

11.7%

3Medical Devices16.9M

9.1%

Top Industries by Stock Count

1Medical Devices5 stocks

11.4%

2N/A4 stocks

9.1%

3Software - Application3 stocks

6.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORPORATION40.7K shares-10.51%2026-03-312026-05-15

ALPHABET INCORPORATED CAP STK ALPHABET INCORPORATED CAP STK46.9K shares-12.80%2026-03-312026-05-15

AMZN AMAZON COM INCORPORATED64.7K shares0.19%2026-03-312026-05-15

MA MASTERCARD INCORPORATED23.8K shares-2.26%2026-03-312026-05-15

META META PLATFORMS INC15.0K shares-7.66%2026-03-312026-05-15

NVDA NVIDIA CORP COM37.7K shares-1.86%2026-03-312026-05-15

GENERAL ELECTRIC COMPANY GENERAL ELECTRIC COMPANY23.1K shares-13.19%2026-03-312026-05-15

V VISA INC21.7K shares-2.88%2026-03-312026-05-15

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TSM TAIWAN SEMICONDUCTOR MANUFACTU18.9K shares-0.75%2026-03-312026-05-15

MS MORGAN STANLEY32.4K shares0.65%2026-03-312026-05-15

PWR QUANTA SERVICES INC9.7K shares-2.44%2026-03-312026-05-15

RHEINMETALL AG UNSPONSORD ADR RHEINMETALL AG UNSPONSORD ADR15.4K shares-41.53%2026-03-312026-05-15

NFLX NETFLIX INC52.4K shares35.32%2026-03-312026-05-15

ASML ASML HOLDING N.V.3.8K shares0.32%2026-03-312026-05-15

CMG CHIPOTLE MEXICAN GRILL152.7K shares-21.01%2026-03-312026-05-15

ABT ABBOTT LABORATORIES43.9K shares-10.81%2026-03-312026-05-15

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SPGI S&P GLOBAL INC10.2K shares7.48%2026-03-312026-05-15

DXCM DEXCOM INC68.6K shares0.45%2026-03-312026-05-15

TDG TRANSDIGM GROUP INC3.7K shares4.33%2026-03-312026-05-15

VVV VALVOLINE INC119.9K shares62.01%2026-03-312026-05-15

RKT ROCKET COS INC CL A273.7K shares7.64%2026-03-312026-05-15

CASY CASEYS GENERAL STORES INC5.3K shares-4.39%2026-03-312026-05-15

WYNN WYNN RESORTS LTD36.8K shares0.02%2026-03-312026-05-15

EATON CORPORATION EATON CORPORATION10.3K shares7.13%2026-03-312026-05-15

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UBER UBER TECHNOLOGIES INC51.0K shares0.08%2026-03-312026-05-15

HGTY HAGERTY INC CL A325.5K shares0.68%2026-03-312026-05-15

PLMR PALOMAR HOLDINGS INC26.8K shares26.25%2026-03-312026-05-15

PODD INSULET CORP15.2K shares16.86%2026-03-312026-05-15

OLLI OLLIES BARGAIN OUTLET HOLDINGS34.4K shares0.52%2026-03-312026-05-15

SCCO SOUTHERN COPPER CORP18.3K sharesnew addition2026-03-312026-05-15

TTEK TETRA TECH INC103.2K sharesnew addition2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP48.0K sharesnew addition2026-03-312026-05-15

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ISRG INTUITIVE SURGICAL5.3K sharesnew addition2026-03-312026-05-15

MSGE MADISON SQUARE GARDEN ENTERTAI37.0K sharesnew addition2026-03-312026-05-15

DRAFTKINGS INC DRAFTKINGS INC98.2K shares0.66%2026-03-312026-05-15

PEN PENUMBRA INC5.2K shares-35.13%2026-03-312026-05-15

BROADCOM INC BROADCOM INC4.6K shares-1.85%2026-03-312026-05-15

SPY STATE STREET SPDR S&P 500 ETF983 shares-4.56%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORPORATION650 shares-33.33%2026-03-312026-05-15

NEE NEXTERA ENERGY INCORPORATED4.2K shares-9.27%2026-03-312026-05-15

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AAPL APPLE COMPUTER1.5K shares-11.26%2026-03-312026-05-15

TJX THE TJX COMPANIES INC2.1K shares-30.31%2026-03-312026-05-15

GLD SPDR GOLD TRUST784 shares-49.39%2026-03-312026-05-15

HON HONEYWELL INTL INC COM1.3K shares-7.38%2026-03-312026-05-15

SHW THE SHERWIN WILLIAMS COMPANY850 shares-12.82%2026-03-312026-05-15

LAMR LAMAR ADVERTISING COMPANY1.9K shares0.81%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION203 sharesnew addition2026-03-312026-05-15

EURONET WORLDWIDE INC - PUTABL EURONET WORLDWIDE INC - PUTABL226.0K sharesnew addition2026-03-312026-05-15

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APYX APYX MEDICAL CORPORATION10.0K shares-50.00%2026-03-312026-05-15

MSFT

MICROSOFT CORPORATION

-10.51%

Shares40.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INCORPORATED CAP STK

-12.80%

Shares46.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INCORPORATED

0.19%

Shares64.7K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-2.26%

Shares23.8K

Event2026-03-31

Filed2026-05-15