AVEAX
AVE MARIA GROWTH FOCUSED FUND
Schwartz Investment Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US LIME & MINERA 0 5,593 5,593 1.01% $730.50K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
DIGITALBRIDGE GROUP INC 248,504 0 -248,504 0.00% -$3.81M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TEXAS PACIFIC LAND CORP 8,544 10,116 1,572 6.66% $2.35M
APOLLO GLOBAL MANAGEMENT INC 31,445 32,593 1,148 5.03% -$920.47K
eDreams ODIGEO S.A. 997,792 1,012,944 15,152 5.02% -$1.04M
BROOKFIELD CORP CL A 87,398 89,441 2,043 5.02% -$391.02K
BROOKFIELD ASSET MANAGEMENT LTD A 73,254 74,277 1,023 4.58% -$536.16K
TIC SOLUTIONS INC 362,777 407,476 44,699 3.72% -$986.48K
CHEMED CORP 3,654 6,190 2,536 3.24% $774.81K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Sigmaroc Plc ORD GBP0.01 2,598,697 2,406,636 -192,061 5.20% -$693.02K
Federated Government Obligations Tax-Managed Fund Institutional Shares 92,819 59,948 -32,871 0.08% -$32.87K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
API GROUP CORP 402,152 402,152 0 22.59% $908.86K
WATERBRIDGE IN-A 369,325 369,325 0 13.72% $2.50M
Landbridge Company, LLC 73,222 73,222 0 7.01% $1.47M
SECURE WASTE INF 320,306 320,306 0 6.97% $995.53K
GFL ENVIRONM-SUB 88,793 88,793 0 5.14% -$109.22K
Brookfield Wealth Solutions Ltd 87,398 87,398 0 5.02% -$397.66K

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