Fund Holdings

SCHOLTZ & COMPANY, LLC

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 155 of 55 holdings (page size 100)
Issuer
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Change
ROCKET COS INC CL A0254,298+254,29804,923,209+4,923,209
ALPHABET INCORPORATED CAP STK53,32753,758+43112,963,79416,826,254+3,862,460
NETFLIX INC038,699+38,69903,628,418+3,628,418
FRANCO-NEVADA CORPORATION1,60014,112+12,512356,6562,925,135+2,568,479
DEXCOM INC31,94768,339+36,3922,149,7144,535,659+2,385,945
WYNN RESORTS LTD22,54436,838+14,2942,891,7194,432,717+1,540,998
AMAZON COM INCORPORATED62,15564,591+2,43613,647,37314,908,895+1,261,522
S&P GLOBAL INC8,1369,476+1,3403,959,8734,952,063+992,190
INTUIT COM8,0089,611+1,6035,468,7436,366,519+897,776
OLLIES BARGAIN OUTLET HOLDINGS22,29534,218+11,9232,862,6783,750,635+887,957
EATON CORPORATION6,1139,643+3,5302,287,7903,071,392+783,602
DRAFTKINGS INC71,57997,581+26,0022,677,0553,362,641+685,586
MORGAN STANLEY32,11832,219+1015,105,4775,719,839+614,362
PENUMBRA INC7,8797,982+1031,995,9082,481,684+485,776
TAIWAN SEMICONDUCTOR MANUFACTU19,07719,036-415,328,0155,784,850+456,835
HAGERTY INC CL A325,065323,315-1,7503,913,7834,345,354+431,571
ASML HOLDING N.V.3,7533,742-113,633,2424,003,416+370,174
SCHWAB INTERNATIONAL DIVIDEND012,157+12,1570362,522+362,522
MASTERCARD INCORPORATED23,85524,379+52413,568,96313,917,484+348,521
VISA INC22,02122,327+3067,517,5297,830,302+312,773
SCHWAB US DIVIDEND EQUITY ETF010,087+10,0870276,686+276,686
BROADCOM INC4,2484,696+4481,401,4581,625,286+223,828
GENERAL ELECTRIC COMPANY26,59826,667+698,001,2108,214,236+213,026
INSULET CORP11,25812,976+1,7183,475,6823,688,298+212,616
CLEARWATER ANALYTICS HOLDINGS101,61183,515-18,0961,831,0302,014,382+183,352
NVIDIA CORP COM37,62238,432+8107,019,5137,167,568+148,055
QUANTA SERVICES INC9,7499,902+1534,040,1814,179,238+139,057
WASTE MGMT INC DEL COM18,97919,257+2784,191,1334,230,955+39,822
APPLE COMPUTER1,6961,6960431,737460,958+29,221
THE TJX COMPANIES INC3,0853,0850445,906473,887+27,981
APYX MEDICAL CORPORATION20,00020,000042,80070,000+27,200
NEXTERA ENERGY INCORPORATED4,6594,6590351,708374,025+22,317
STATE STREET SPDR S&P 500 ETF1,0461,030-16696,824702,378+5,554
PFIZER INC10,06210,0620256,380250,544-5,836
LOCKHEED MARTIN CORPORATION9759750486,730471,578-15,152
HONEYWELL INTL INC COM1,3551,3550285,227264,347-20,880
TRANSDIGM GROUP INC3,5833,535-484,722,4664,701,020-21,446
LAMAR ADVERTISING COMPANY2,1581,843-315264,182233,287-30,895
CASEYS GENERAL STORES INC5,5135,562+493,116,6093,074,173-42,436
THE SHERWIN WILLIAMS COMPANY1,150975-175398,199315,929-82,270
CHIPOTLE MEXICAN GRILL189,447193,382+3,9357,424,4287,155,134-269,294
ABBOTT LABORATORIES48,04749,197+1,1506,435,4156,163,892-271,523
UNITEDHEALTH GROUP INCORPORATE6,7736,155-6182,338,7172,031,827-306,890
COSTCO WHOLESALE CORPORATION3500-350323,9700-323,970
VALVOLINE INC72,16573,985+1,8202,591,4452,150,004-441,441
UBER TECHNOLOGIES INC50,10550,996+8914,908,7874,166,883-741,904
META PLATFORMS INC15,82016,265+44511,617,89210,736,364-881,528
MICROSOFT CORPORATION44,27545,436+1,16122,932,28121,973,800-958,481
LIBERTY MEDIA CORP LBTY ONE S37,86718,771-19,0963,955,2081,849,131-2,106,077
PALOMAR HOLDINGS INC43,58721,246-22,3415,088,7822,863,111-2,225,671
TETRA TECH INC93,2350-93,2353,112,1840-3,112,184
ZOETIS INC21,4680-21,4683,141,1980-3,141,198
PHILIP MORRIS INTERNATIONAL20,9390-20,9393,396,3060-3,396,306
RHEINMETALL AG UNSPONSORD ADR28,53626,420-2,11613,308,0389,687,271-3,620,767
SPDR GOLD TRUST14,8061,549-13,2575,263,089613,884-4,649,205
Page 1 of 1