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Portfolio (Quarterly) Guide ↗

SCHWARTZ INVESTMENT COUNSEL INC

· CIK 0000909151
13F Portfolio $2.8B AUM 129 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 29 Added 43 Reduced 10 Exited
Page 1 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TPL TEXAS PACIFIC LAND CORPORATI Energy 410,926.0 $195.0M 6.93% -64K -13.5% $474.56 -18.1%
2 NVDA NVIDIA CORPORATION Technology 550,000.0 $95.9M 3.41% $174.40 +35.2%
3 TXN TEXAS INSTRS INC Technology 488,900.0 $94.9M 3.37% $194.14 +57.8%
4 HEICO CORP NEW 443,590.0 $93.6M 3.33% -12K -2.7% $211.09
5 MA MASTERCARD INCORPORATED Financial Services 183,474.0 $91.7M 3.26% -44K -19.4% $499.66 -1.9%
6 SPGI S&P GLOBAL INC Financial Services 177,550.0 $75.5M 2.68% +15K +9.2% $425.34 -5.0%
7 ROP ROPER TECHNOLOGIES INC Industrials 212,200.0 $75.1M 2.67% +20K +10.7% $353.86 -10.1%
8 APG API GROUP CORP Industrials 1,844,652.0 $74.7M 2.65% -1.0M -35.1% $40.52 +6.7%
9 MCO MOODYS CORP Financial Services 153,000.0 $66.7M 2.37% +35K +29.4% $436.25 -0.8%
10 LOW LOWES COS INC Consumer Cyclical 268,550.0 $63.5M 2.25% $236.28 -5.4%
11 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 665,000.0 $61.4M 2.18% $92.31 -2.8%
12 VRSN VERISIGN INC Technology 244,300.0 $60.7M 2.15% +204K +503.2% $248.36 +18.0%
13 ACN ACCENTURE PLC IRELAND Technology 300,080.0 $59.5M 2.11% +63K +26.6% $198.29 -14.9%
14 CVX CHEVRON CORPORATION Energy 252,067.0 $52.2M 1.85% -16K -6.0% $206.90 -9.8%
15 BR BROADRIDGE FINL SOLUTIONS IN Technology 315,490.0 $51.3M 1.82% +68K +27.6% $162.48 -10.4%
16 ATR APTARGROUP INC Healthcare 387,160.0 $48.8M 1.73% +4K +0.9% $126.02 -9.0%
17 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 144,350.0 $48.8M 1.73% $337.95 +23.6%
18 FANG DIAMONDBACK ENERGY INC Energy 236,700.0 $46.8M 1.66% -9K -3.5% $197.79 +1.2%
19 TSEM TOWER SEMICONDUCTOR LTD Technology 260,000.0 $45.6M 1.62% $175.48 +60.0%
20 EXPAND ENERGY CORPORATION 410,720.0 $45.1M 1.60% +40K +10.9% $109.78
Page 1 of 7  ·  129 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.5%
Industrials 19.1%
Financial Services 17.0%
Energy 15.1%
Consumer Cyclical 12.1%
Healthcare 5.8%
Basic Materials 2.6%
Consumer Defensive 1.7%
Real Estate 1.0%
Utilities 0.1%