Long-term investor
Scholtz & Company, LLC @scholtzcompanyllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001606134).
Record
- Tracked since 2025-06-30 (449 days), 101 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +9.1% · 1 year n/a · all +9.4%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K305 · 7.9% · long · since 2025-06-30
- AMZN · 7.3% · long · since 2025-06-30
- MSFT · 7.2% · long · since 2025-06-30
- MA · 5.7% · long · since 2025-06-30
- NVDA · 5.0% · long · since 2025-06-30
- TSM · 4.6% · long · since 2025-06-30
- N07059210 · 4.1% · long · since 2025-06-30
- 369604301 · 4.1% · long · since 2025-06-30
- V · 3.5% · long · since 2025-06-30
- META · 3.3% · long · since 2025-06-30
- MS · 3.3% · long · since 2025-06-30
- PWR · 2.7% · long · since 2025-06-30