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PETER DWIGHT SCHOLTZ

Scholtz & Company, Llc

Assets Managed
$195.424M
Holdings
49
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-15.14%(2Q avg: -6.98%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Scholtz & Company, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Scholtz & Company, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 195.424M in assets, with a quarterly growth rate of -15.14% and a 2-quarter average growth rate of -6.98%. The portfolio is managed by PETER DWIGHT SCHOLTZ, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -10.5%
7.71%
$15.052M
40,661 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -12.8%
6.9%
$13.479M
46,875 shares@ $287.56 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.19%
6.9%
$13.478M
64,712 shares@ $208.27 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -2.26%
6.1%
$11.905M
23,827 shares@ $499.67 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -7.66%
4.4%
$8.593M
15,019 shares@ $572.13 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.85%
3.37%
$6.578M
37,718 shares@ $174.4 avg price
GE
General Electric
Recent Activity
Decreased -13.19%
3.37%
$6.569M
23,149 shares@ $283.78 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -2.87%
3.36%
$6.554M
21,684 shares@ $302.24 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -0.75%
3.27%
$6.385M
18,893 shares@ $337.95 avg price
MS
Morgan Stanley
Recent Activity
Increased 0.65%
2.74%
$5.337M
32,427 shares@ $164.57 avg price

1-10 of 49