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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 $209,371,857
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 46,957 $19,792,412 9.45%
2.
Mastercard Inc
 MA 28,406 $14,957,747 7.14%
3.
Amazon Com Inc
 AMZN 58,827 $12,906,056 6.16%
4.
Chipotle Mexican Grill Inc
 CMG 198,277 $11,956,103 5.71%
5.
Alphabet Inc.
 GOOGL 61,079 $11,562,255 5.52%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)