SCHOLTZ & COMPANY, LLC V — VISA INC

Ownership history in SCHOLTZ & COMPANY, LLC  ·  28 quarters on record

AI Ownership Summary

SCHOLTZ & COMPANY, LLC reported VISA INC (V) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.09% in 2025 Q1. The latest visible filing shows V at 3.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCHOLTZ & COMPANY, LLC's position in VISA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

V was reported at 3.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

V stock page SCHOLTZ & COMPANY, LLC fund profile SCHOLTZ & COMPANY, LLC full holdings
How SCHOLTZ & COMPANY, LLC held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 22,327 +306 +1.4% 3.40% $7.8M 2026-02-14 (Est.) $313.43
2025 Q3 REDUCED — — — 22,021 -162 -0.7% 3.30% $7.5M 2025-11-12 $337.48
2025 Q2 REDUCED 5.9% -4.0% ✅ 22,183 -1,383 -5.9% 3.46% $7.9M 2025-08-04 $339.47
2025 Q1 REDUCED — — — 23,566 -747 -3.1% 4.09% $8.3M 2025-05-15 $359.46
2024 Q4 REDUCED — — — 24,313 -364 -1.5% 3.67% $7.7M 2025-02-12 $348.16
2024 Q3 REDUCED 5.3% +14.9% ❌ 24,677 -1,385 -5.3% 3.20% $6.8M 2024-11-12 $306.40
2024 Q2 REDUCED — — — 26,062 -82 -0.3% 2.91% $6.8M 2024-08-08 $255.93
2024 Q1 ADDED — — — 26,144 +1,542 +6.3% 3.22% $7.3M 2024-05-14 $273.07
2023 Q4 ADDED — — — 24,602 +8,864 +56.3% 3.17% $6.4M 2024-02-13 $271.17
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Alfreton Capital LLP 3Y 32.97% Hingham Institution for Savings 17.4% Troy Asset Management Ltd 3Y 7Y 14.71% Egerton Capital (UK) LLP 3Y 7Y 13.79% GCQ FUNDS MANAGEMENT PTY Ltd 12.34% Blacksheep Fund Management Ltd 3Y 12.31% Katamaran Capital LLP 11.08% Venator Management LLC 3Y 10.84% Mayar Capital Ltd. 3Y 10.68% TRB Advisors LP 3Y 7Y 10.36%

FAQ About SCHOLTZ & COMPANY, LLC and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has SCHOLTZ & COMPANY, LLC reported owning V?

SCHOLTZ & COMPANY, LLC reported V across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported V position in SCHOLTZ & COMPANY, LLC's portfolio?

The largest reported portfolio weight for V was 4.09% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when SCHOLTZ & COMPANY, LLC reported 22,327 shares, equal to 3.40% of portfolio, with an estimated market value of $7.8M.

What does the chart on this V ownership page compare?

The chart compares SCHOLTZ & COMPANY, LLC's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SCHOLTZ & COMPANY, LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, SCHOLTZ & COMPANY, LLC correctly timed 15 out of 27 reported position changes (56%). The annualised alpha on V relative to SPY over the holding period was -3.9%.

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