AVEMX
AVE MARIA VALUE 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.

Oil Royalty Traders 26.29%
Security & Commodity Brokers, Dealers, Exchanges & Services 2.29%
Insurance Agents, Brokers & Service 2.23%
Gold and Silver Ores 10.26%
Plastics Products, NEC 2.43%
Adhesives & Sealants 1.28%
Wholesale-Computers & Peripheral Equipment & Software 3.82%
Coating, Engraving & Allied Services 2.34%
Aircraft Engines & Engine Parts 1.60%
Wholesale-Machinery, Equipment & Supplies 1.55%
Wholesale-Misc Durable Goods 1.46%
Wholesale-Hardware & Plumbing & Heating Equipment & Supplies 1.20%
Industrial Instruments For Measurement, Display, and Control 2.61%
Retail-Miscellaneous Retail 2.15%
Services-Detective, Guard & Armored Car Services 2.09%
Retail-Lumber & Other Building Materials Dealers 1.64%
Sporting & Athletic Goods, NEC 0.96%
Oil & Gas Field Services, NEC 6.18%
Crude Petroleum & Natural Gas 3.03%
Services-Computer Programming Services 3.32%
Measuring & Controlling Devices, NEC 2.34%
Services-Computer Integrated Systems Design 0.75%
Land Subdividers & Developers (No Cemeteries) 2.78%
Services-Home Health Care Services 0.66%
Unclassified 14.73%

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