account_balance
Investment manager · 13F filer · SEC CIK 909151
Schwartz Investment Counsel Inc
Reported value$2.87Bas of Sep 30, 2026
Positions142 13 new, 9 sold out
Top 10 weight38.7%NVDA alone is 6%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
5.5%
TPLTexas Pacific Land Corporati
5.4%Added +15%
TXNTexas Instrs Inc
3.9%Trimmed −14%
SIMOSilicon Motion Technology Co
3.9%Added +49%
TSMTaiwan Semiconductor Manufac
3.7%
VRSNVerisign Inc
3.5%Trimmed −2%
HEI-AHeico Corp New
3.5%
MAMastercard Incorporated
3.2%Trimmed −10%
SNSharkninja Inc
3.1%
SPGIS&P Global Inc
2.8%Trimmed −3%
MCOMoodys Corp
2.4%
LBLandbridge Company LLC
2.4%Added +31%
NVDANvidia Corporation
5.5%
TPLTexas Pacific Land Corporati
5.4%Added +15%
TXN3.9%SIMO3.9%TSM3.7%VRSN3.5%HEI-A3.5%MA3.2%SN3.1%SPGI2.8%MCO2.4%LB2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 5.5% HeldTPL Texas Pacific Land Corporati 5.4% Added +15%TXN Texas Instrs Inc 3.9% Trimmed −14%SIMO Silicon Motion Technology Co 3.9% Added +49%TSM Taiwan Semiconductor Manufac 3.7% HeldVRSN Verisign Inc 3.5% Trimmed −2%HEI-A Heico Corp New 3.5% HeldMA Mastercard Incorporated 3.2% Trimmed −10%SN Sharkninja Inc 3.1% HeldSPGI S&P Global Inc 2.8% Trimmed −3%MCO Moodys Corp 2.4% HeldLB Landbridge Company LLC 2.4% Added +31%
What changed