SCHOLTZ & COMPANY, LLC: 13F holdings
CIK 16061342026Q2
| Positions | 48 |
|---|
| Reported value | $200.3m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 48 (-1 vs prior quarter) |
|---|
| Reported value | $200.3m (+2.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INCORPORATED CAP STK | 44,010 | $15.7m | 7.9% |
| AMZN AMAZON COM INCORPORATED | 61,504 | $14.7m | 7.3% |
| MSFT MICROSOFT CORPORATION | 38,572 | $14.4m | 7.2% |
| MA MASTERCARD INCORPORATED | 22,191 | $11.4m | 5.7% |
| NVDA NVIDIA CORP COM | 50,089 | $10.0m | 5.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTU | 19,413 | $9.3m | 4.6% |
| ASML HOLDING N.V. | 4,116 | $8.2m | 4.1% |
| GE GENERAL ELECTRIC COMPANY | 21,844 | $8.2m | 4.1% |
| V VISA INC | 20,358 | $7.0m | 3.5% |
| META META PLATFORMS INC | 11,805 | $6.6m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1606134")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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