AVEDX
AVE MARIA RISING DIVIDEND FUND
Schwartz Investment Trust

Allocation breakdown

As of March 31, 2026 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of March 31, 2026 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

Services-Business Services, NEC 8.34%
Services-Consumer Credit Reporting, Collection Agencies 6.55%
Search, Detection, Navigation, Guidance, Aeronautical Sys 4.49%
Retail-Family Clothing Stores 4.15%
Retail-Building Materials, Hardware, Garden Supply 3.52%
Retail-Lumber & Other Building Materials Dealers 3.46%
Industrial Instruments For Measurement, Display, and Control 2.38%
Wholesale-Motor Vehicle Supplies & New Parts 3.15%
Guided Missiles & Space Vehicles & Parts 2.95%
Aircraft Engines & Engine Parts 2.86%
Wholesale-Misc Durable Goods 2.19%
Wholesale-Groceries & Related Products 2.14%
Transportation Services 1.83%
General Industrial Machinery & Equipment, NEC 1.78%
Oil Royalty Traders 5.14%
National Commercial Banks 2.99%
Insurance Agents, Brokers & Service 2.65%
Title Insurance 2.26%
Fire, Marine & Casualty Insurance 1.35%
Crude Petroleum & Natural Gas 4.29%
Petroleum Refining 4.26%
Semiconductors & Related Devices 4.67%
Household Appliances 1.72%
Fabricated Rubber Products, NEC 3.25%
Plastics Products, NEC 1.37%
Pharmaceutical Preparations 2.56%
Services-Medical Laboratories 2.02%
Bottled & Canned Soft Drinks & Carbonated Waters 3.24%
Unclassified 8.43%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.