SCHOLTZ & COMPANY, LLC

Est. AUM

$195.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORPORATION	COM	$15.1M	40661	7.70%	SOLE
2	ALPHABET INCORPORATED CAP STK	CAP STK CL A	$13.5M	46875	6.90%	SOLE
3	AMAZON COM INCORPORATED	COM	$13.5M	64712	6.90%	SOLE
4	MASTERCARD INCORPORATED	CL A	$11.9M	23827	6.09%	SOLE
5	META PLATFORMS INC	CL A	$8.6M	15019	4.40%	SOLE
6	NVIDIA CORP COM	COM	$6.6M	37718	3.37%	SOLE
7	GENERAL ELECTRIC COMPANY	COM NEW	$6.6M	23149	3.36%	SOLE
8	VISA INC	COM	$6.6M	21684	3.35%	SOLE
9	TAIWAN SEMICONDUCTOR MANUFACTU	SPONSORED ADS	$6.4M	18893	3.27%	SOLE
10	MORGAN STANLEY	COM NEW	$5.3M	32427	2.73%	SOLE
11	QUANTA SERVICES INC	COM	$5.3M	9660	2.71%	SOLE
12	RHEINMETALL AG UNSPONSORD ADR	COM	$5.1M	15447	2.63%	SOLE
13	NETFLIX INC	COM	$5.0M	52366	2.58%	SOLE
14	ASML HOLDING N.V.	N Y REGISTRY SHS	$5.0M	3754	2.54%	SOLE
15	CHIPOTLE MEXICAN GRILL	COM	$4.9M	152747	2.50%	SOLE
16	ABBOTT LABORATORIES	COM	$4.5M	43877	2.31%	SOLE
17	S&P GLOBAL INC	COM	$4.3M	10185	2.22%	SOLE
18	DEXCOM INC	COM	$4.3M	68648	2.21%	SOLE
19	TRANSDIGM GROUP INC	COM	$4.3M	3688	2.19%	SOLE
20	VALVOLINE INC	COM	$4.0M	119861	2.07%	SOLE
21	ROCKET COS INC CL A	COM CL A	$3.9M	273725	2.00%	SOLE
22	CASEYS GENERAL STORES INC	COM	$3.9M	5318	1.98%	SOLE
23	WYNN RESORTS LTD	COM	$3.7M	36846	1.91%	SOLE
24	EATON CORPORATION	SHS	$3.7M	10331	1.89%	SOLE
25	UBER TECHNOLOGIES INC	COM	$3.7M	51036	1.88%	SOLE
26	HAGERTY INC CL A	CL A COM	$3.4M	325505	1.75%	SOLE
27	PALOMAR HOLDINGS INC	COM	$3.2M	26824	1.64%	SOLE
28	INSULET CORP	COM	$3.2M	15164	1.63%	SOLE
29	OLLIES BARGAIN OUTLET HOLDINGS	COM	$3.2M	34395	1.62%	SOLE
30	SOUTHERN COPPER CORP	COM	$3.1M	18310	1.61%	SOLE
31	TETRA TECH INC	COM	$3.1M	103195	1.59%	SOLE
32	BOSTON SCIENTIFIC CORP	COM	$3.0M	47957	1.54%	SOLE
33	INTUITIVE SURGICAL	COM NEW	$2.4M	5292	1.25%	SOLE
34	MADISON SQUARE GARDEN ENTERTAI	COM CL A	$2.2M	36971	1.11%	SOLE
35	DRAFTKINGS INC	COM CL A	$2.1M	98221	1.09%	SOLE
36	PENUMBRA INC	COM	$1.7M	5178	0.87%	SOLE
37	BROADCOM INC	COM	$1.4M	4609	0.73%	SOLE
38	STATE STREET SPDR S&P 500 ETF	TR UNIT	$639K	983	0.33%	SOLE
39	NEXTERA ENERGY INCORPORATED	COM	$393K	4227	0.20%	SOLE
40	LOCKHEED MARTIN CORPORATION	COM	$393K	650	0.20%	SOLE
41	APPLE COMPUTER	COM	$382K	1505	0.20%	SOLE
42	THE TJX COMPANIES INC	COM	$343K	2150	0.18%	SOLE
43	SPDR GOLD TRUST	GOLD SHS	$337K	784	0.17%	SOLE
44	HONEYWELL INTL INC COM	COM	$284K	1255	0.15%	SOLE
45	THE SHERWIN WILLIAMS COMPANY	COM	$272K	850	0.14%	SOLE
46	LAMAR ADVERTISING COMPANY	CL A	$235K	1858	0.12%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$202K	203	0.10%	SOLE
48	EURONET WORLDWIDE INC - PUTABL	NOTE	$194K	226000	0.10%	SOLE
49	APYX MEDICAL CORPORATION	COM	$37K	10000	0.02%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.