Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SCHOLTZ & COMPANY, LLC (CIK 1606134) reported $200.3M across 48 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($15.7M, 7.85%), AMZN ($14.7M, 7.32%), MSFT ($14.4M, 7.18%), MA ($11.4M, 5.69%), NVDA ($10.0M, 5.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INCORPORATED CAP STK | $15.7M | 7.85% | 44,010 | Trimmed |
| 2 | AMZN | AMAZON COM INCORPORATED | $14.7M | 7.32% | 61,504 | Trimmed |
| 3 | MSFT | MICROSOFT CORPORATION | $14.4M | 7.18% | 38,572 | Trimmed |
| 4 | MA | MASTERCARD INCORPORATED | $11.4M | 5.69% | 22,191 | Trimmed |
| 5 | NVDA | NVIDIA CORP COM | $10.0M | 5.00% | 50,089 | Added |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFACTU | $9.3M | 4.63% | 19,413 | Added |
| 7 | ASML | ASML HOLDING N.V. | $8.2M | 4.09% | 4,116 | Added |
| 8 | GE | GENERAL ELECTRIC COMPANY | $8.2M | 4.08% | 21,844 | Trimmed |
| 9 | V | VISA INC | $7.0M | 3.49% | 20,358 | Trimmed |
| 10 | META | META PLATFORMS INC | $6.6M | 3.32% | 11,805 | Trimmed |
| 11 | MS | MORGAN STANLEY | $6.5M | 3.26% | 31,266 | Trimmed |
| 12 | PWR | QUANTA SERVICES INC | $5.4M | 2.71% | 7,529 | Trimmed |
| 13 | ETN | EATON CORPORATION | $5.2M | 2.60% | 12,215 | Added |
| 14 | DXCM | DEXCOM INC | $5.2M | 2.60% | 77,334 | Added |
| 15 | MSGE | MADISON SQUARE GARDEN ENTERTAI | $5.0M | 2.51% | 62,037 | Added |
| 16 | MCK | MCKESSON HBOC INC COM | $4.9M | 2.44% | 6,473 | New |
| 17 | VVV | VALVOLINE INC | $4.7M | 2.34% | 118,584 | Trimmed |
| 18 | SPGI | S&P GLOBAL INC | $4.1M | 2.03% | 9,958 | Trimmed |
| 19 | SARO | STANDARDAERO INC | $4.0M | 1.98% | 132,404 | New |
| 20 | AVGO | BROADCOM INC | $4.0M | 1.98% | 10,474 | Added |
| 21 | NFLX | NETFLIX INC | $3.9M | 1.93% | 54,213 | Added |
| 22 | HGTY | HAGERTY INC CL A | $3.7M | 1.84% | 308,405 | Trimmed |
| 23 | UBER | UBER TECHNOLOGIES INC | $3.7M | 1.83% | 50,765 | Trimmed |
| 24 | PLMR | PALOMAR HOLDINGS INC | $3.3M | 1.63% | 25,756 | Trimmed |
| 25 | CASY | CASEYS GENERAL STORES INC | $3.1M | 1.52% | 3,841 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30