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 $195.4M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($15.1M, 7.70%), GOOGL ($13.5M, 6.90%), AMZN ($13.5M, 6.90%), MA ($11.9M, 6.09%), META ($8.6M, 4.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORPORATION | $15.1M | 7.70% | 40,661 | Trimmed |
| 2 | GOOGL | ALPHABET INCORPORATED CAP STK | $13.5M | 6.90% | 46,875 | Trimmed |
| 3 | AMZN | AMAZON COM INCORPORATED | $13.5M | 6.90% | 64,712 | Added |
| 4 | MA | MASTERCARD INCORPORATED | $11.9M | 6.09% | 23,827 | Trimmed |
| 5 | META | META PLATFORMS INC | $8.6M | 4.40% | 15,019 | Trimmed |
| 6 | NVDA | NVIDIA CORP COM | $6.6M | 3.37% | 37,718 | Trimmed |
| 7 | GE | GENERAL ELECTRIC COMPANY | $6.6M | 3.36% | 23,149 | Trimmed |
| 8 | V | VISA INC | $6.6M | 3.35% | 21,684 | Trimmed |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFACTU | $6.4M | 3.27% | 18,893 | Trimmed |
| 10 | MS | MORGAN STANLEY | $5.3M | 2.73% | 32,427 | Added |
| 11 | PWR | QUANTA SERVICES INC | $5.3M | 2.71% | 9,660 | Trimmed |
| 12 | RNMBY | RHEINMETALL AG UNSPONSORD ADR | $5.1M | 2.63% | 15,447 | Trimmed |
| 13 | NFLX | NETFLIX INC | $5.0M | 2.58% | 52,366 | Added |
| 14 | ASML | ASML HOLDING N.V. | $5.0M | 2.54% | 3,754 | Added |
| 15 | CMG | CHIPOTLE MEXICAN GRILL | $4.9M | 2.50% | 152,747 | Trimmed |
| 16 | ABT | ABBOTT LABORATORIES | $4.5M | 2.31% | 43,877 | Trimmed |
| 17 | SPGI | S&P GLOBAL INC | $4.3M | 2.22% | 10,185 | Added |
| 18 | DXCM | DEXCOM INC | $4.3M | 2.21% | 68,648 | Added |
| 19 | TDG | TRANSDIGM GROUP INC | $4.3M | 2.19% | 3,688 | Added |
| 20 | VVV | VALVOLINE INC | $4.0M | 2.07% | 119,861 | Added |
| 21 | RKT | ROCKET COS INC CL A | $3.9M | 2.00% | 273,725 | Added |
| 22 | CASY | CASEYS GENERAL STORES INC | $3.9M | 1.98% | 5,318 | Trimmed |
| 23 | WYNN | WYNN RESORTS LTD | $3.7M | 1.91% | 36,846 | Added |
| 24 | ETN | EATON CORPORATION | $3.7M | 1.89% | 10,331 | Added |
| 25 | UBER | UBER TECHNOLOGIES INC | $3.7M | 1.88% | 51,036 | Added |
Source: SEC Form 13F filings · as of 2026-03-31