Schwartz Investment Counsel
$2.8B Assets Reported
139 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | 410,926 | $195M | 6.9% |
| NVDA | NVIDIA CORPORATION | 550,000 | $96M | 3.4% |
| TXN | TEXAS INSTRS INC | 488,900 | $95M | 3.4% |
| HEIA | HEICO CORP NEW | 443,590 | $94M | 3.3% |
| MA | MASTERCARD INCORPORATED | 183,474 | $92M | 3.3% |
| SPGI | S&P GLOBAL INC | 177,550 | $76M | 2.7% |
| ROP | ROPER TECHNOLOGIES INC | 212,200 | $75M | 2.7% |
| APG | API GROUP CORP | 1,844,652 | $75M | 2.7% |
| MCO | MOODYS CORP | 153,000 | $67M | 2.4% |
| LOW | LOWES COS INC | 268,550 | $63M | 2.3% |
Track Schwartz Investment Counsel's 13F portfolio: $2.8B in reported holdings, 139 positions. Top holdings, AUM, and quarterly changes on SentiSense.