SCHOLTZ & COMPANY, LLC
•CIK: 1606134•Filing: Q4 2025
**SCHOLTZ & COMPANY, LLC** manages $230M across a portfolio of 51 positions, exhibiting a clear focus on mega-cap technology and growth names. Top holdings are heavily weighted toward the tech sector, notably MSFT ($22.0M) and GOOGL ($16.8M). The fund maintains significant exposure to e-commerce and digital advertising leaders, including AMZN ($14.9M) and MA ($13.9M). This concentration suggests a conviction in established, market-leading technology platforms.
Total AUM
$230.3M
QoQ Performance
+1.2%
Positions
51
Top 10 Concentration
51.4%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
GOOGL
AMZN
MA
MSFT9.5%
GOOGL7.3%
AMZN6.5%
MA6.0%
META4.7%
RNMBY4.2%
GE3.6%
V3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.3%
Technology28.3%
Consumer11.4%
Financial9.4%
Industrial3.9%
Healthcare3.7%
Communication2.4%
ETF0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑27 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023