Scholtz & Company, LLC
Scholtz & Company, LLC is a financial advisory firm based in Stamford, Connecticut, providing customized investment management services for individuals and institutions. It provides personalized investment portfolios and financial planning services.
Investment Strategy
Customized equity and fixed-income strategies with ongoing portfolio maintenance to maximize returns while managing risk.
Latest 13F Filing Activity
Scholtz & Company, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 52 equity positions with a total 13F market value of $228M. The fund increased holdings in Microsoft Corporation, Taiwan Semiconductor Manufactu, Morgan Stanley among other positions. Scholtz & Company, LLC reduced exposure to Unitedhealth Group Incorporate, SPDR S&P Regional Banking Etf, Eli Lilly and Company among others.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORPORATION | 9.92% | $22.6M | 45,444 | $110.37 | $497.41 | +$5.2M |
M MA | MASTERCARD INCORPORATED | 5.89% | $13.4M | 23,895 | $152.82 | $561.94 | -$1.8M |
A AMZN | AMAZON COM INCORPORATED | 5.49% | $12.5M | 57,053 | $91.19 | $219.39 | +$1.6M |
R RNMBY | RHEINMETALL AG UNSPONSORD ADR | 5.28% | $12.0M | 28,519 | $104.84 | $422.49 | +$3.4M |
M META | META PLATFORMS INC | 5.18% | $11.8M | 16,000 | $353.68 | $738.09 | +$2.4M |