Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SCHOLTZ & COMPANY LLC 11-14-2023 09-30-2023 41 1,296,753,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORPORATION COM 1 $16,823,000 53,279 11.09 11.80 -2,107 -3.80 09-30-2023
MASTERCARD INCORPORATED CL A 2 $11,538,000 29,143 7.61 7.43 -1,046 -3.46 09-30-2023
UNITEDHEALTH GROUP INCORPORATE COM 3 $10,412,000 20,650 6.87 6.40 -631 -2.97 09-30-2023
ALPHABET INCORPORATED CAP STOC CAP STK CL A 4 $7,300,000 55,785 4.81 4.28 -1,334 -2.34 09-30-2023
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