Fund HoldingsSCHOLTZ & COMPANY, LLC

Total Portfolio Value
$234.82M
Total Bought
$28.33M
Total Sold
$25.50M
Net Transaction
+$2.83M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
RHEINMETALL AG UNSPONSORD ADR055,174+55,17405,6262.40%+5,626
ABBOTT LABORATORIES7,03240,656+33,6247994,2251.80%+3,425
ADVANCED MICRO DEVICES(AMD)12,90333,240+20,3372,3295,3922.30%+3,063
NVIDIA CORP COM(NVDA)13,026115,583+102,55711,77014,2796.08%+2,509
ALPHABET INCORPORATED CAP STK(GOOG)65,29365,274-199,85511,8905.06%+2,035
ELI LILLY AND COMPANY(LLY)2,6614,395+1,7342,0703,9791.69%+1,909
INSULET CORP(PODD)09,151+9,15101,8470.79%+1,847
VERICEL CORP(VCEL)029,573+29,57301,3570.58%+1,357
MICROSOFT CORPORATION(MSFT)55,15854,841-31723,20624,51110.44%+1,305
UNITEDHEALTH GROUP INCORPORATE(UNH)27,16028,657+1,49713,43614,5946.21%+1,158
SPDR S&P 500 ETF(SPY)01,597+1,59708690.37%+869
CHIPOTLE MEXICAN GRILL(CMG)3,738185,850+182,11210,86611,6444.96%+778
TETRA TECH INC(TTEK)38,24738,310+637,0657,8343.34%+769
AMAZON COM INCORPORATED(AMZN)60,79060,247-54310,96511,6434.96%+677
S&P GLOBAL INC(SPGI)9,77610,702+9264,1594,7732.03%+614
E L F BEAUTY INC(ELF)22,58323,883+1,3004,4275,0332.14%+606
UBER TECHNOLOGIES INC(UBER)77,97288,249+10,2776,0036,4142.73%+411
ADOBE SYSTEMS INCORPORATED(ADBE)7,4397,430-93,7544,1281.76%+374
LYFT INC CL A(LYFT)025,815+25,81503640.16%+364
THE TJX COMPANIES INC(TJX)03,223+3,22303550.15%+355
SPDR GOLD TRUST(GLD)21,88722,318+4314,5034,7992.04%+296
TRANSDIGM GROUP INC(TDG)7,5657,509-569,3179,5944.09%+277
ASML HOLDING N.V.
N Y REGISTRY SHS
2,8942,966+722,8093,0331.29%+225
ELEVANCE HEALTH INC(ELV)4,8714,797-742,5262,5991.11%+73
APPLE COMPUTER(AAPL)2,4602,235-2254224710.20%+49
MEDPACE HOLDINGS INC(MEDP)1,6001,671+716476880.29%+42
PROSPECT CAPITAL CORPORATION(PSEC)0004785180.22%+40
LOCKHEED MARTIN CORPORATION(LMT)1,6601,650-107557710.33%+16
DOMINOS PIZZA INC(DPZ)70070003483610.15%+14
APYX MEDICAL CORPORATION20,00020,000027270.01%-0
BERKSHIRE HATHAWAY INC CLASS B900850-503783460.15%-33
CONSTELLATION BRANDS INC(STZ)1,7431,688-554744340.18%-39
PFIZER INC(PFE)17,86216,287-1,5754964560.19%-40
GLOBAL MEDICAL REIT INC.162,100151,760-10,3401,4181,3780.59%-40
ZOETIS INC(ZTS)24,77223,867-9054,1924,1381.76%-54
MERCK & CO INC COM(MRK)3,3723,142-2304453890.17%-56
INTUIT COM(INTU)7,0766,913-1634,5994,5431.93%-56
COSTCO WHOLESALE CORPORATION(COST)790590-2005795010.21%-77
GENERAL ELECTRIC COMPANY(GE)40,08543,717+3,6327,0366,9502.96%-86
THE SHERWIN WILLIAMS COMPANY(SHW)1,6001,450-1505564330.18%-123
NETFLIX INC(NFLX)3400-3402060-206
HONEYWELL INTL INC COM(HON)1,0500-1,0502160-216
BLUE OWL CAPITAL INC CL A(OBDC)263,735267,385+3,6504,9744,7462.02%-228
MCKESSON HBOC INC COM(MCK)2,4001,675-7251,2889780.42%-310
PEPSICO INC(PEP)22,68422,167-5173,9703,6561.56%-314
LINDE PLC(LIN)6850-6853180-318
VISA INC(V)26,14426,062-827,2966,8402.91%-456
HOME DEPOT(HD)1,2280-1,2284710-471
AUTOZONE INC COM(AZO)2,3112,281-307,2836,7612.88%-522
DEXCOM INC(DXCM)25,79826,857+1,0593,5783,0451.30%-533
WR BERKLEY CORPORATION9,5100-9,5108410-841
MASTERCARD INCORPORATED(MA)33,08333,252+16915,93214,6696.25%-1,262
SERVICENOW INC(NOW)3,923690-3,2332,9915430.23%-2,448
META PLATFORMS INC(META)24,23018,216-6,01411,7669,1853.91%-2,581
RCI HOSPITALITY HOLDINGS INC97,37927,903-69,4765,6481,2150.52%-4,433
SHOCKWAVE MEDICAL INC21,6720-21,6727,0570-7,057
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