Long-term investor
Schwartz Investment Counsel Inc. @schwartzinvestmentcounse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000909151).
Record
- Tracked since 2025-06-30 (448 days), 94 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -1.8% · all -1.8%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TPL · 6.0% · long · since 2025-06-30
- TXN · 4.6% · long · since 2025-06-30
- NVDA · 4.6% · long · since 2025-06-30
- HEI · 3.8% · long · since 2025-06-30
- TSM · 3.7% · long · since 2025-06-30
- MA · 3.1% · long · since 2025-06-30
- VRSN · 3.1% · long · since 2025-06-30
- SIMO · 3.0% · long · since 2025-06-30
- SPGI · 2.8% · long · since 2025-06-30
- APG · 2.6% · long · since 2025-06-30
- SN · 2.5% · long · since 2025-06-30
- MCO · 2.3% · long · since 2025-06-30