13F HOLDINGS REPORT
SCHOLTZ & COMPANY, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001606134-25-000006
Total Value
$227.6M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORPORATION | MSFT | 44,275 | $22.9M | 10.07% |
| 2 | AMAZON COM INCORPORATED | AMZN | 62,155 | $13.6M | 6.00% |
| 3 | MASTERCARD INCORPORATED | MA | 23,855 | $13.6M | 5.96% |
| 4 | RHEINMETALL AG UNSPONSORD ADR | RH | 28,536 | $13.3M | 5.85% |
| 5 | ALPHABET INCORPORATED CAP STK | GOOG | 53,327 | $13.0M | 5.70% |
| 6 | META PLATFORMS INC | META | 15,820 | $11.6M | 5.10% |
| 7 | GENERAL ELECTRIC COMPANY | 369604301 | 26,598 | $8.0M | 3.52% |
| 8 | VISA INC | V | 22,021 | $7.5M | 3.30% |
| 9 | CHIPOTLE MEXICAN GRILL | CMG | 189,447 | $7.4M | 3.26% |
| 10 | NVIDIA CORP COM | NVDA | 37,622 | $7.0M | 3.08% |
| 11 | ABBOTT LABORATORIES | ABLZF | 48,047 | $6.4M | 2.83% |
| 12 | INTUIT COM | INTU | 8,008 | $5.5M | 2.40% |
| 13 | TAIWAN SEMICONDUCTOR MANUFACTU | 874039100 | 19,077 | $5.3M | 2.34% |
| 14 | SPDR GOLD TRUST | GLD | 14,806 | $5.3M | 2.31% |
| 15 | MORGAN STANLEY | MS-PQ | 32,118 | $5.1M | 2.24% |
| 16 | PALOMAR HOLDINGS INC | PLMR | 43,587 | $5.1M | 2.24% |
| 17 | UBER TECHNOLOGIES INC | UBER | 50,105 | $4.9M | 2.16% |
| 18 | TRANSDIGM GROUP INC | TDG | 3,583 | $4.7M | 2.07% |
| 19 | WASTE MGMT INC DEL COM | 94106L109 | 18,979 | $4.2M | 1.84% |
| 20 | QUANTA SERVICES INC | 74762E102 | 9,749 | $4.0M | 1.77% |
| 21 | S&P GLOBAL INC | SPGI | 8,136 | $4.0M | 1.74% |
| 22 | LIBERTY MEDIA CORP LBTY ONE S | FWONB | 37,867 | $4.0M | 1.74% |
| 23 | HAGERTY INC CL A | HGTY | 325,065 | $3.9M | 1.72% |
| 24 | ASML HOLDING N.V. | ASMLF | 3,753 | $3.6M | 1.60% |
| 25 | INSULET CORP | PODD | 11,258 | $3.5M | 1.53% |
| 26 | PHILIP MORRIS INTERNATIONAL | 718172109 | 20,939 | $3.4M | 1.49% |
| 27 | ZOETIS INC | ZTS | 21,468 | $3.1M | 1.38% |
| 28 | CASEYS GENERAL STORES INC | 147528103 | 5,513 | $3.1M | 1.37% |
| 29 | TETRA TECH INC | TTEK | 93,235 | $3.1M | 1.37% |
| 30 | WYNN RESORTS LTD | WYNN | 22,544 | $2.9M | 1.27% |
| 31 | OLLIES BARGAIN OUTLET HOLDINGS | 681116109 | 22,295 | $2.9M | 1.26% |
| 32 | DRAFTKINGS INC | DKNG | 71,579 | $2.7M | 1.18% |
| 33 | VALVOLINE INC | VVV | 72,165 | $2.6M | 1.14% |
| 34 | UNITEDHEALTH GROUP INCORPORATE | UNH | 6,773 | $2.3M | 1.03% |
| 35 | EATON CORPORATION | ETN | 6,113 | $2.3M | 1.01% |
| 36 | DEXCOM INC | DXCM | 31,947 | $2.1M | 0.94% |
| 37 | PENUMBRA INC | PEN | 7,879 | $2.0M | 0.88% |
| 38 | CLEARWATER ANALYTICS HOLDINGS | CWAN | 101,611 | $1.8M | 0.80% |
| 39 | BROADCOM INC | AVGO | 4,248 | $1.4M | 0.62% |
| 40 | SPDR S&P 500 ETF | SPY | 1,046 | $696,824 | 0.31% |
| 41 | LOCKHEED MARTIN CORPORATION | LMT | 975 | $486,730 | 0.21% |
| 42 | THE TJX COMPANIES INC | 872540109 | 3,085 | $445,906 | 0.20% |
| 43 | APPLE COMPUTER | AAPL | 1,696 | $431,737 | 0.19% |
| 44 | THE SHERWIN WILLIAMS COMPANY | SHW | 1,150 | $398,199 | 0.17% |
| 45 | FRANCO-NEVADA CORPORATION | FNV | 1,600 | $356,656 | 0.16% |
| 46 | NEXTERA ENERGY INCORPORATED | NEE-PW | 4,659 | $351,708 | 0.15% |
| 47 | COSTCO WHOLESALE CORPORATION | 22160K105 | 350 | $323,970 | 0.14% |
| 48 | HONEYWELL INTL INC COM | 438516106 | 1,355 | $285,227 | 0.13% |
| 49 | LAMAR ADVERTISING COMPANY | LAMR | 2,158 | $264,182 | 0.12% |
| 50 | PFIZER INC | PFE | 10,062 | $256,380 | 0.11% |
| 51 | APYX MEDICAL CORPORATION | APYX | 20,000 | $42,800 | 0.02% |