Schwartz Investment Counsel Inc.
Annual return '25
+3.2%
SPY '25
+17.7%
Alpha
-14.6ptsvs SPY
Invested
$2.8B
Holdings
129
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TPL
TEXAS PACIFIC LAND CORPORATI
Q4 2025: Exited (was 153.4k shares)
6.9%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 2.1% (109.0k → 106.7k shares)
3.4%
03
$TXN
TEXAS INSTRS INC
Q4 2025: Sold 99.9% (488.9k → 327 shares)
3.4%
04
$HEI/A
HEICO CORP NEW
Q1 2026: Increased +28.6% (23.8k → 30.6k shares)
3.3%
05
$MA
MASTERCARD INCORPORATED
Q1 2026: Increased +20.0% (1.4k → 1.6k shares)
3.3%
06
$SPGI
S&P GLOBAL INC
Q1 2026: Sold 93.9% (636 → 39 shares)
2.7%
07
$ROP
ROPER TECHNOLOGIES INC
Q1 2026: Sold 93.4% (1.13M → 75.0k shares)
2.7%
08
$APG
API GROUP CORP
Q4 2025: Sold 99.6% (3.09M → 12.0k shares)
2.7%
09
$MCO
MOODYS CORP
Q1 2026: Increased +13342.8% (500 → 67.2k shares)
2.4%
10
$LOW
LOWES COS INC
Q4 2025: Sold 100.0% (268.9k → 18 shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:49 UTC.