AVEGX
AVE MARIA GROWTH 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
VERISIGN INC 0 165,000 165,000 3.89% $40.98M
INTEL CORP 0 900,000 900,000 3.77% $39.72M
BE SEMICON. INDS. NV 0 92,000 92,000 1.87% $19.71M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SILICON LABS 192,790 0 -192,790 0.00% -$25.20M
ATLANTA BRAVES HOLDINGS INC 542,264 0 -542,264 0.00% -$21.39M
SBA COMMUNICATIONS CORP 104,000 0 -104,000 0.00% -$20.12M
WATSCO INC 55,000 0 -55,000 0.00% -$18.53M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
S&P GLOBAL INC 96,000 111,000 15,000 4.48% -$2.96M
Silicon Motion Technology Corp. SPONSORED ADR 220,000 300,000 80,000 3.20% $13.29M
RAMBUS INC 180,337 370,337 190,000 3.03% $15.29M
MOODYS CORP 35,000 70,000 35,000 2.90% $12.66M
ACCENTURE PLC-A 119,000 139,000 20,000 2.62% -$4.37M
BROADRIDGE FINL 97,000 165,000 68,000 2.55% $5.16M
SHIFT4 PAYMENTS INC 264,941 324,941 60,000 1.35% -$2.47M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MASTERCARD INC CL A 142,000 117,000 -25,000 5.55% -$22.60M
API GROUP CORP 2,442,500 1,442,500 -1,000,000 5.55% -$35.00M
Federated Government Obligations Tax-Managed Fund Institutional Shares 28,851,829 22,657,360 -6,194,469 2.15% -$6.19M
XPEL INC 505,000 485,000 -20,000 2.04% -$3.74M
BLACKLINE INC 690,000 175,000 -515,000 0.62% -$31.68M
TIC SOLUTIONS INC 450,000 200,000 -250,000 0.12% -$3.23M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 550,000 550,000 0 9.11% -$6.66M
O'REILLY AUTOMOTIVE INC 665,000 665,000 0 5.83% $731.50K
HEICO CORP CL A 278,590 278,590 0 5.59% -$11.52M
TEXAS INSTRUMENTS INC 240,000 240,000 0 4.43% $4.96M
Tower Semiconductor Ltd (Tel Aviv) 260,000 260,000 0 4.33% $15.10M
TAIWAN SEMIC MFG CO LTD SP ADR 123,000 123,000 0 3.95% $4.19M
ROPER TECHNOLOGIES INC 106,500 106,500 0 3.58% -$9.72M
APTARGROUP INC 270,000 270,000 0 3.23% $1.10M
LOWES COS INC 131,000 131,000 0 2.94% -$639.28K
EXPAND ENERGY CORP 220,000 220,000 0 2.29% -$127.60K
ENTEGRIS INC 200,000 200,000 0 2.23% $6.60M
COPART INC 540,000 540,000 0 1.70% -$3.21M
CFD_EQS GSILGB2X BJXBP41 225,000 225,000 0 1.61% -$778.50K
ZOETIS INC CL A 100,000 100,000 0 1.12% -$761.00K
IQVIA HOLDINGS INC 64,000 64,000 0 1.04% -$3.51M
TEXAS PACIFIC LAND CORP 18,000 18,000 0 0.81% $3.37M
SYNOPSYS INC 13,596 13,596 0 0.51% -$995.77K

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