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Home > Institutional Investor > Scholtz & Company, Llc > Profile

Instuitional Investor - Scholtz & Company, Llc

Fund Profile
Filing Period:
Fund Name: Scholtz & Company, Llc
Portfolio Value $1,387,482
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 54,076 $20,335 10.06%
2.
Mastercard Inc
 MA 31,481 $13,427 6.64%
3.
Unitedhealth Group Inc
 UNH 24,305 $12,796 6.33%
4.
Meta Platforms Inc.
 META 27,223 $9,636 4.76%
5.
Amazon Com Inc
 AMZN 56,023 $8,512 4.21%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)