StockDriftsStockDriftsTop 50 Schwartz Investment Counsel INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.53% | 695.8K | $158.9M | -0.12%(-854) | $51.61(+322.30%) | 2026-09-30 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 5.41% | 477.1K | $155.5M | +15.39%(+63.64K) | $115.06(+187.19%) | 2026-09-30 | |
| TXN | TEXAS INSTRS INC | 3.95% | 404.6K | $113.3M | -13.70%(-64.25K) | $77.95(+296.30%) | 2026-09-30 | |
| SIMO | SILICON MOTION TECHNOLOGY CO | 3.91% | 401.3K | $112.4M | +48.63%(+131.30K) | $152.57(+33.82%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.72% | 234.3K | $106.9M | -0.65%(-1.53K) | $257.30(+69.79%) | 2026-09-30 | |
| VRSN | VERISIGN INC | 3.53% | 359.5K | $101.4M | -2.12%(-7.80K) | $241.80(+26.51%) | 2026-09-30 | |
| HEI-A | HEICO CORP NEW | 3.53% | 443.6K | $101.3M | +0.00%(+0) | $62.11(+277.61%) | 2026-09-30 | |
| MA | MASTERCARD INCORPORATED | 3.19% | 165.9K | $91.5M | -9.59%(-17.59K) | $168.65(+261.62%) | 2026-09-30 | |
| SN | SHARKNINJA INC | 3.11% | 495.7K | $89.3M | +0.00%(+0) | $108.59(+81.90%) | 2026-09-30 | |
| SPGI | S&P GLOBAL INC | 2.82% | 205.1K | $80.9M | -2.61%(-5.50K) | $294.60(+52.38%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.05% | +26.14% | +4.58% | +25.12% |
| Top 20 Holdings Unweighted | +6.79% | +21.79% | +3.40% | +18.18% |
Schwartz Investment Counsel INC reports $2.87B in US-listed equity holdings across 142 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.5%), TPL (5.4%) and TXN (4.0%). The top 20 holdings account for 58.63% of reported assets. Its disclosed equity book has returned +26.14% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Schwartz Investment Counsel INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 909151). View Schwartz Investment Counsel INC’s 13F filings on SEC