SCHOLTZ & COMPANY, LLC
Top Portfolio Positions
47 positions ·
$190,088,167 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
40,661 | $15,051,482 | 7.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
46,875 | $13,479,375 | 7.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
64,712 | $13,477,568 | 7.09% | |
| MA |
Mastercard Inc
Financial Services
|
23,827 | $11,905,398 | 6.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,019 | $8,592,820 | 4.52% | |
| NVDA |
Nvidia Corp
Technology
|
37,718 | $6,578,019 | 3.46% | |
| GE |
General Electric Co
Industrials
|
23,149 | $6,568,991 | 3.46% | |
| V |
Visa Inc.
Financial Services
|
21,684 | $6,553,772 | 3.45% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
18,893 | $6,384,889 | 3.36% | |
| MS |
Morgan Stanley
Financial Services
|
32,427 | $5,336,511 | 2.81% |
Portfolio Trend
Holdings in HGTY
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,427,567 | 325,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,345,353 | 323,315 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,913,782 | 325,065 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,429,331 | 240,290 | Shares | Sole | 2025-08-04 | |
| No 13F history on record for this holder in this stock. | ||||||