SCHOLTZ & COMPANY, LLC 13F Holdings

CIK 0001606134 · NORWALK, CT

As of Sep 30, 2025, SCHOLTZ & COMPANY, LLC reported 51 positions worth $227.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology44,275$22.9M10.07%
AMAZON.COM INCAMZNEquity62,155 3.6M6.00%
MASTERCARD INCMAFinancial Services23,855 3.6M5.96%
RHEINMETALL AG ADRRNMBY—28,536 3.3M5.85%
ALPHABET INCGOOGLEquity53,327 3.0M5.70%
META PLATFORMS INCMETACommunication Services15,820 1.6M5.10%
GE AEROSPACEGEIndustrials26,598$8.0M3.52%
VISA INC-CLASS A SHARESVFinancial Services22,021$7.5M3.30%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical189,447$7.4M3.26%
NVIDIA CORPNVDATechnology37,622$7.0M3.08%
ABBOTT LABORATORIESABTHealthcare48,047$6.4M2.83%
INTUIT INCINTUTechnology8,008$5.5M2.40%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology19,077$5.3M2.34%
SPDR GOLD TRUSTGQ9—14,806$5.3M2.31%
MORGAN STANLEYMSFinancial Services32,118$5.1M2.24%
PALOMAR HOLDINGS INCPLMRFinancial Services43,587$5.1M2.24%
UBER TECHNOLOGIES INCUBERTechnology50,105$4.9M2.16%
TRANSDIGM GROUP INCTDGIndustrials3,583$4.7M2.07%
WASTE MANAGEMENT INCWMIndustrials18,979$4.2M1.84%
QUANTA SERVICES INCPWRIndustrials9,749$4.0M1.77%
S&P GLOBAL INCSPGIFinancial Services8,136$4.0M1.74%
LIBERTY MEDIA CORPFWONKCommunication Services37,867$4.0M1.74%
HAGERTY INCHGTYFinancial Services325,065$3.9M1.72%
ASML HOLDING NVASMLTechnology3,753$3.6M1.60%
INSULET CORPPODDHealthcare11,258$3.5M1.53%