Scholtz & Company, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $224 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22.6M, Mastercard Inc with a value of $13.4M, Amazon Com Inc with a value of $12.5M, Rheinmetall Ag Unsponsored Adr with a value of $12M, and Meta Platforms, Inc. with a value of $11.8M.

Examining the 13F form we can see an increase of $26.6M in the current position value, from $197M to 224M.

Scholtz & Company, LLC is based out at Stamford, CT

Below you can find more details about Scholtz & Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $224 Million
Technology: $51.7 Million
Financial Services: $42.1 Million
Industrials: $41.2 Million
Consumer Cyclical: $31.6 Million
Healthcare: $23.3 Million
Communication Services: $22.2 Million
Consumer Defensive: $5.88 Million
ETFs: $4.4 Million
Other: $1.19 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $224 Million
  • Prior Value $197 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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