Fund Holdings

SCHOLTZ & COMPANY, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ALPHABET INCORPORATED CAP STK(GOOG)58,82053,327-5,49310,365,84912,963,7945.70%+2,597,945
VALVOLINE INC(VVV)072,165+72,16502,591,4451.14%+2,591,445
EATON CORPORATION(ETN)06,113+6,11302,287,7901.01%+2,287,790
DEXCOM INC(DXCM)6,68631,947+25,261583,6212,149,7140.94%+1,566,093
SPDR GOLD TRUST(GLD)12,29514,806+2,5113,747,8855,263,0892.31%+1,515,204
HAGERTY INC CL A(HGTY)240,290325,065+84,7752,429,3323,913,7831.72%+1,484,451
RHEINMETALL AG UNSPONSORD ADR28,51928,536+1712,031,61013,308,0385.85%+1,276,428
AMAZON COM INCORPORATED(AMZN)57,05362,155+5,10212,516,85813,647,3736.00%+1,130,515
NVIDIA CORP COM(NVDA)37,70237,622-805,956,5397,019,5133.08%+1,062,974
TAIWAN SEMICONDUCTOR MANUFACTU(TSM)19,22919,077-1524,355,1765,328,0152.34%+972,839
PHILIP MORRIS INTERNATIONAL(PM)13,59920,939+7,3402,476,7863,396,3061.49%+919,520
WYNN RESORTS LTD(WYNN)22,43722,544+1072,101,6742,891,7191.27%+790,045
GENERAL ELECTRIC COMPANY(GE)28,07226,598-1,4747,225,4528,001,2103.52%+775,758
ASML HOLDING N.V.3,7593,753-63,012,4253,633,2421.60%+620,817
INSULET CORP(PODD)9,34611,258+1,9122,936,3263,475,6821.53%+539,356
MICROSOFT CORPORATION(MSFT)45,44444,275-1,16922,604,34322,932,28110.07%+327,938
MORGAN STANLEY(MS)33,96032,118-1,8424,783,6065,105,4772.24%+321,871
CASEYS GENERAL STORES INC(CASY)5,5955,513-822,854,9613,116,6091.37%+261,648
BROADCOM INC(AVGO)4,2344,248+141,167,1021,401,4580.62%+234,356
MASTERCARD INCORPORATED(MA)23,89523,855-4013,427,55613,568,9635.96%+141,407
FRANCO-NEVADA CORPORATION(FNV)1,4751,600+125241,782356,6560.16%+114,874
THE TJX COMPANIES INC(TJX)2,7603,085+325340,832445,9060.20%+105,074
ABBOTT LABORATORIES46,63348,047+1,4146,342,5546,435,4152.83%+92,861
APPLE COMPUTER(AAPL)1,6661,696+30341,714431,7370.19%+90,023
SPDR S&P 500 ETF(SPY)1,0561,046-10652,450696,8240.31%+44,374
NEXTERA ENERGY INCORPORATED(NEE)4,4594,659+200309,544351,7080.15%+42,164
LOCKHEED MARTIN CORPORATION(LMT)1,000975-25463,140486,7300.21%+23,590
LAMAR ADVERTISING COMPANY(LAMR)2,0482,158+110248,545264,1820.12%+15,637
THE SHERWIN WILLIAMS COMPANY(SHW)1,1501,1500394,864398,1990.17%+3,335
APYX MEDICAL CORPORATION20,00020,000045,00042,8000.02%-2,200
HONEYWELL INTL INC COM(HON)1,2551,355+100292,264285,2270.13%-7,037
PENUMBRA INC(PEN)8,0667,879-1872,069,9781,995,9080.88%-74,070
PFIZER INC(PFE)14,06210,062-4,000340,863256,3800.11%-84,483
OLLIES BARGAIN OUTLET HOLDINGS(OLLI)22,47622,295-1812,961,8872,862,6781.26%-99,209
COSTCO WHOLESALE CORPORATION(COST)450350-100445,473323,9700.14%-121,503
WASTE MGMT INC DEL COM(WM)18,86118,979+1184,315,7744,191,1331.84%-124,641
META PLATFORMS INC(META)16,00015,820-18011,809,44011,617,8925.10%-191,548
LIBERTY MEDIA CORP LBTY ONE S(FWONA)40,02337,867-2,1564,182,4033,955,2081.74%-227,195
BERKSHIRE HATHAWAY INC CLASS B5590-559271,5450-271,545
DRAFTKINGS INC(DKNG)70,27771,579+1,3023,014,1812,677,0551.18%-337,126
VISA INC(V)22,18322,021-1627,876,0747,517,5293.30%-358,545
S&P GLOBAL INC(SPGI)8,2348,136-984,341,7063,959,8731.74%-381,833
CLEARWATER ANALYTICS HOLDINGS103,936101,611-2,3252,279,3161,831,0300.80%-448,286
ZOETIS INC(ZTS)23,28621,468-1,8183,631,4523,141,1981.38%-490,254
INTUIT COM(INTU)7,7688,008+2406,118,3105,468,7432.40%-649,567
PALOMAR HOLDINGS INC(PLMR)37,58243,587+6,0055,797,0235,088,7822.24%-708,241
TETRA TECH INC(TTEK)111,05393,235-17,8183,993,4663,112,1841.37%-881,282
UBER TECHNOLOGIES INC(UBER)63,40950,105-13,3045,916,0604,908,7872.16%-1,007,273
QUANTA SERVICES INC14,1209,749-4,3715,338,4904,040,1811.77%-1,298,309
VERICEL CORP(VCEL)50,5730-50,5732,151,8810-2,151,881
TRANSDIGM GROUP INC(TDG)4,9673,583-1,3847,553,0194,722,4662.07%-2,830,553
UNITEDHEALTH GROUP INCORPORATE(UNH)16,6506,773-9,8775,194,3002,338,7171.03%-2,855,583
BLUE OWL CAPITAL INC CL A(OBDC)166,7900-166,7903,204,0360-3,204,036
CHIPOTLE MEXICAN GRILL(CMG)191,992189,447-2,54510,780,3517,424,4283.26%-3,355,923
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