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| Scholtz & Company LLC
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|---|---|
| CRD # | 107363 |
| SEC # | 801-77840 |
| CIK # | 0001606134 |
| AUM | 340.5 M (2026-03-16) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-714-9900 |
| Address | 107 Elm Street Stamford, CT 06902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.1 | ||
| Alphabet Inc | 13.5 | ||
| Amazon Com Inc | 13.5 | ||
| Mastercard Inc | 11.9 | ||
| Facebook Inc | 8.6 | ||
| Nvidia Corp | 6.6 | ||
| General Electric Co | 6.6 | ||
| Visa Inc | 6.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.4 | ||
| Morgan Stanley | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 49.0 |
| (b) Individuals (high net worth individuals) | 102 | 280.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 8.4 |
| (h) Charitable organizations | 1 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 380 | 340.5 |
| By Discretionary | ||
| Discretionary | 380 | 340.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 380 | 340.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 339.2 | |
| Total | 380 | 340.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001606134] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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