Fund HoldingsSCHOLTZ & COMPANY, LLC

Total Portfolio Value
$211.91M
Total Bought
$16.73M
Total Sold
$42.31M
Net Transaction
-$25.58M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
LIBERTY MEDIA CORP LBTY ONE S(FWONA)054,833+54,83304,2462.00%+4,246
OLLIES BARGAIN OUTLET HOLDINGS(OLLI)020,721+20,72102,0140.95%+2,014
FIRST SOLAR INC(FSLR)07,648+7,64801,9080.90%+1,908
RHEINMETALL AG UNSPONSORD ADR55,17467,922+12,7485,6267,3743.48%+1,748
GENERAL ELECTRIC COMPANY(GE)43,71744,875+1,1586,9508,4633.99%+1,513
GLOBAL MEDICAL REIT INC.151,760290,050+138,2901,3782,8741.36%+1,496
TETRA TECH INC(TTEK)38,310186,245+147,9357,8348,7834.14%+950
ABBOTT LABORATORIES40,65641,559+9034,2254,7382.24%+514
TRANSDIGM GROUP INC(TDG)7,5097,070-4399,59410,0904.76%+496
VERICEL CORP(VCEL)29,57343,098+13,5251,3571,8210.86%+464
META PLATFORMS INC(META)18,21616,747-1,4699,1859,5874.52%+402
ZOETIS INC(ZTS)23,86723,118-7494,1384,5172.13%+379
APPLE COMPUTER(AAPL)2,2353,450+1,2154718040.38%+333
LAMAR ADVERTISING COMPANY(LAMR)02,240+2,24002990.14%+299
HONEYWELL INTL INC COM(HON)01,355+1,35502800.13%+280
JP MORGAN CHASE & CO(JPM)01,191+1,19102510.12%+251
NEXTERA ENERGY INCORPORATED(NEE)02,800+2,80002370.11%+237
SPDR GOLD TRUST(GLD)22,31820,484-1,8344,7994,9792.35%+180
LOCKHEED MARTIN CORPORATION(LMT)1,6501,550-1007719060.43%+135
THE SHERWIN WILLIAMS COMPANY(SHW)1,4501,45004335530.26%+121
INSULET CORP(PODD)9,1518,411-7401,8471,9580.92%+111
BERKSHIRE HATHAWAY INC CLASS B850800-503463680.17%+22
THE TJX COMPANIES INC(TJX)3,2233,158-653553710.18%+16
PFIZER INC(PFE)16,28716,28704564710.22%+16
COSTCO WHOLESALE CORPORATION(COST)590568-225015040.24%+2
PROSPECT CAPITAL CORPORATION(PSEC)0005185200.25%+2
CONSTELLATION BRANDS INC(STZ)1,6881,68804344350.21%+1
APYX MEDICAL CORPORATION20,00020,000027250.01%-2
VISA INC(V)26,06224,677-1,3856,8406,7853.20%-56
ELEVANCE HEALTH INC(ELV)4,7974,827+302,5992,5101.18%-89
SPDR S&P 500 ETF(SPY)1,5971,352-2458697760.37%-93
UBER TECHNOLOGIES INC(UBER)88,24983,235-5,0146,4146,2562.95%-158
MERCK & CO INC COM(MRK)3,1421,947-1,1953892210.10%-168
MEDPACE HOLDINGS INC(MEDP)1,6711,466-2056884890.23%-199
INTUIT COM(INTU)6,9136,883-304,5434,2742.02%-269
DOMINOS PIZZA INC(DPZ)7000-7003610-361
LYFT INC CL A(LYFT)25,8150-25,8153640-364
CHIPOTLE MEXICAN GRILL(CMG)185,850195,315+9,46511,64411,2545.31%-389
SERVICENOW INC(NOW)6900-6905430-543
ADOBE SYSTEMS INCORPORATED(ADBE)7,4306,917-5134,1283,5811.69%-546
MASTERCARD INCORPORATED(MA)33,25228,362-4,89014,66914,0056.61%-664
S&P GLOBAL INC(SPGI)10,7027,824-2,8784,7734,0421.91%-731
ADVANCED MICRO DEVICES(AMD)33,24027,528-5,7125,3924,5172.13%-875
ASML HOLDING N.V.
N Y REGISTRY SHS
2,9662,470-4963,0332,0580.97%-975
MCKESSON HBOC INC COM(MCK)1,6750-1,6759780-978
RCI HOSPITALITY HOLDINGS INC27,9030-27,9031,2150-1,215
DEXCOM INC(DXCM)26,85725,527-1,3303,0451,7110.81%-1,334
ELI LILLY AND COMPANY(LLY)4,3952,963-1,4323,9792,6251.24%-1,354
AMAZON COM INCORPORATED(AMZN)60,24753,539-6,70811,6439,9764.71%-1,667
UNITEDHEALTH GROUP INCORPORATE(UNH)28,65721,381-7,27614,59412,5015.90%-2,093
BLUE OWL CAPITAL INC CL A(OBDC)267,385135,930-131,4554,7462,6321.24%-2,114
ALPHABET INCORPORATED CAP STK(GOOG)65,27458,802-6,47211,8909,7524.60%-2,137
E L F BEAUTY INC(ELF)23,88320,428-3,4555,0332,2271.05%-2,805
PEPSICO INC(PEP)22,1670-22,1673,6560-3,656
MICROSOFT CORPORATION(MSFT)54,84147,179-7,66224,51120,3019.58%-4,210
NVIDIA CORP COM(NVDA)115,58380,873-34,71014,2799,8214.63%-4,458
AUTOZONE INC COM(AZO)2,28169-2,2126,7612170.10%-6,544
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