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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 $202,077,995
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 46,337 $17,394,479 8.61%
2.
Mastercard Inc
 MA 27,751 $15,210,878 7.53%
3.
Amazon Com Inc
 AMZN 57,584 $10,955,932 5.42%
4.
Unitedhealth Group Inc
 UNH 19,801 $10,370,774 5.13%
5.
Chipotle Mexican Grill Inc
 CMG 196,407 $9,861,595 4.88%
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)