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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 $227,836,818
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 45,444 $22,604,343 9.92%
2.
Mastercard Inc
 MA 23,895 $13,427,556 5.89%
3.
Amazon Com Inc
 AMZN 57,053 $12,516,858 5.49%
4.
Rheinmetall Ag Unsponsord Adr
 28,519 $12,031,610 5.28%
5.
Meta Platforms Inc.
 META 16,000 $11,809,440 5.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)