Schwartz Investment Counsel Inc Portfolio Holdings

Schwartz Investment Counsel Inc

  • $2.79 Billion
  • Q2 2025

Schwartz Investment Counsel Inc has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.79 Billion distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $163M, Mastercard Inc with a value of $131M, A Pi Group Corp with a value of $106M, Nvidia Corp with a value of $100M, and Roper Technologies Inc with a value of $96.2M.

Examining the 13F form we can see an increase of $97.8M in the current position value, from $2.69B to 2.79B.

Schwartz Investment Counsel Inc is based out at Plymouth, MI

Below you can find more details about Schwartz Investment Counsel Inc portfolio as well as his latest detailed transactions.

Portfolio value $2.79 Billion
Technology: $599 Million
Industrials: $536 Million
Financial Services: $524 Million
Consumer Cyclical: $366 Million
Energy: $342 Million
Healthcare: $217 Million
Real Estate: $82 Million
Consumer Defensive: $63.6 Million
Other: $60.3 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $2.79 Billion
  • Prior Value $2.69 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Schwartz Investment Counsel Inc Portfolio

Follow Schwartz Investment Counsel Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwartz Investment Counsel Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schwartz Investment Counsel Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email