Fund HoldingsSCHOLTZ & COMPANY, LLC

Total Portfolio Value
$1.30M
Total Bought
$29.3K
Total Sold
$37.2K
Net Transaction
-$8.0K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TETRA TECH INC(TTEK)025,813+25,813040.30%+4
ZOETIS INC(ZTS)021,733+21,733040.29%+4
SCHLUMBERGER LTD COM(SLB)063,674+63,674040.29%+4
INTUIT COM(INTU)06,743+6,743030.27%+3
PAYCOM SOFTWARE INC(PAYC)012,477+12,477030.25%+3
UBER TECHNOLOGIES INC(UBER)066,033+66,033030.23%+3
AIRBNB INC CLASS A020,220+20,220030.21%+3
NVIDIA CORP COM(NVDA)2,1847,548+5,364130.25%+2
GXO LOGISTICS INC(GXO)08,891+8,891010.04%+1
VISA INC(V)13,25815,738+2,480340.28%0
ALPHABET INCORPORATED CAP STOC(GOOG)57,11955,785-1,334770.56%0
CHART INDUSTRIES17,48019,188+1,708330.25%0
AXONICS INC04,625+4,625000.02%0
META PLATFORMS INC(META)0782+782000.02%0
MSCI INC(MSCI)0398+398000.02%0
UNITEDHEALTH GROUP INCORPORATE(UNH)21,28120,650-63110100.80%0
LUNA INNOVATIONS INCORPORATED011,000+11,000000.00%0
ADOBE SYSTEMS INCORPORATED(ADBE)7,7827,540-242440.30%0
COSTCO WHOLESALE CORPORATION(COST)4,7464,537-209330.20%0
APYX MEDICAL CORPORATION15,00020,000+5,000000.00%-0
INTRUSION INC10,0000-10,00000-0
AIR PRODUCTS AND CHEMICALS INC4,9575,111+154110.11%-0
GLOBAL MEDICAL REIT INC.164,755162,900-1,855210.11%-0
SPDR S&P 500 ETF(SPY)1,140971-169100.03%-0
SERVICENOW INC(NOW)4,2024,034-168220.17%-0
AUTOZONE INC COM(AZO)2,6972,588-109770.51%-0
ASML HOLDING N.V.
N Y REGISTRY SHS
2,0682,280+212110.10%-0
HERSHEY COMPANY(HSY)8500-85000-0
MERCK & CO INC COM(MRK)1,8540-1,85400-0
LAMAR ADVERTISING COMPANY(LAMR)2,5720-2,57200-0
NEXTERA ENERGY INCORPORATED(NEE)3,5100-3,51000-0
MASTERCARD INCORPORATED(MA)30,18929,143-1,04612120.89%-0
AMAZON COM INCORPORATED(AMZN)53,53452,244-1,290770.51%-0
PROSHARES SHORT S&P 500360,315318,000-42,315550.35%-0
ADVANCED MICRO DEVICES(AMD)25,22724,035-1,192320.19%-0
FORTINET INC(FTNT)35,96736,441+474320.16%-1
TRANSDIGM GROUP INC(TDG)7,9667,735-231770.50%-1
ELEVANCE HEALTH INC(ELV)8,7057,424-1,281430.25%-1
WR BERKLEY CORPORATION27,60015,195-12,405210.07%-1
ABBOTT LABORATORIES37,84934,633-3,216430.26%-1
S&P GLOBAL INC(SPGI)15,57114,091-1,480650.40%-1
CHIPOTLE MEXICAN GRILL(CMG)3,5813,532-49860.50%-1
MARVELL TECHNOLOGY GROUP LTD(MRVL)26,5050-26,50520-2
TAIWAN SEMICONDUCTOR MANUFACTU(TSM)16,2140-16,21420-2
MICROSOFT CORPORATION(MSFT)55,38653,279-2,10719171.30%-2
RCI HOSPITALITY HOLDINGS INC121,483116,159-5,324970.54%-2
CHURCHILL DOWNS INCORPORATED(CHDN)30,76112,521-18,240410.11%-3
SHOCKWAVE MEDICAL INC12,3041,062-11,242400.02%-3
ENERGY RECOVERY INC124,5350-124,53530-3
ZOETIS INC(ZTS)21,9550-21,95540-4
RAYTHEON TECHNOLOGY CORPORATIO(RTX)80,6540-80,65480-8
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