SCHWARTZ INVESTMENT COUNSEL INC

All 13F Filings

Location
Plymouth, MI
Most recent 13F
Q2 2026
Holdings value ($000)
3,013,688
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/27/2026 138 3,013,688 13F-HR SCHWARTZ INVESTMENT COUNSEL INC
Q1 2026 5/4/2026 129 2,815,006 13F-HR SCHWARTZ INVESTMENT COUNSEL INC
Q4 2025 2/4/2026 133 2,861,229 13F-HR SCHWARTZ INVESTMENT COUNSEL INC
Q3 2025 10/29/2025 130 2,980,435 13F-HR SCHWARTZ INVESTMENT COUNSEL INC
Q2 2025 7/30/2025 124 3,035,084 13F-HR SCHWARTZ INVESTMENT COUNSEL INC
Q2 2014 8/5/2014 178 1,412,661 13F-HR SCHWARTZ INVESTMENT COUNSEL INC
Q1 2014 5/8/2014 181 1,346,237 13F-HR SCHWARTZ INVESTMENT COUNSEL INC
Q4 2013 2/11/2014 200 1,333,598 13F-HR SCHWARTZ INVESTMENT COUNSEL INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 3 M 99.6% 200.2 K 0 200.2 K
ETFs 12.26 K 0.4% 0 1.429 K -1.429 K
Debt 1.071 K 0.0% 0 105 -105
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Fund Snapshot

Q2 2026
Latest filed
7/27/2026
Total value ($000)
3,013,688
Holdings
138
QoQ value change ($000)
198,682 (7.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.