account_balance
Investment manager · 13F filer · SEC CIK 1606134
Scholtz & Company, LLC
Reported value$190Mas of Sep 30, 2026
Positions45 9 new, 12 sold out
Top 10 weight55.2%MSFT alone is 10%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
10.0%Trimmed −4%
GOOGLAlphabet Inc.
7.8%
AMZNAmazon.com Inc
7.6%Trimmed −6%
NVDANVIDIA Corp
5.9%Trimmed −2%
MAMastercard Inc
5.5%Trimmed −14%
METAMeta Platforms, Inc.
4.3%Trimmed −5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.9%Trimmed −16%
VVisa Inc.
3.7%Trimmed −5%
DXCMDexcom Inc
3.4%Trimmed −2%
MCKMcKesson Corp
3.1%Added +7%
GEGeneral Electric Co
2.9%Trimmed −19%
ASMLASML Holding NV
2.8%Trimmed −29%
MSFTMicrosoft Corp
10.0%Trimmed −4%
GOOGLAlphabet Inc.
7.8%
AMZNAmazon.com Inc
7.6%Trimmed −6%
NVDANVIDIA Corp
5.9%Trimmed −2%
MAMastercard Inc
5.5%−14%
METAMeta Platforms, Inc.
4.3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.9%
VVisa Inc.
3.7%
DXCMDexcom Inc
3.4%
MCK3.1%GE2.9%ASMLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 10.0% Trimmed −4%GOOGL Alphabet Inc. 7.8% HeldAMZN Amazon.com Inc 7.6% Trimmed −6%NVDA NVIDIA Corp 5.9% Trimmed −2%MA Mastercard Inc 5.5% Trimmed −14%META Meta Platforms, Inc. 4.3% Trimmed −5%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.9% Trimmed −16%V Visa Inc. 3.7% Trimmed −5%DXCM Dexcom Inc 3.4% Trimmed −2%MCK McKesson Corp 3.1% Added +7%GE General Electric Co 2.9% Trimmed −19%ASML ASML Holding NV 2.8% Trimmed −29%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.