AVERX
AVE MARIA VALUE 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
EXPAND ENERGY CORP 0 40,300 40,300 3.79% $4.42M
Federated U.S. Treasury Cash Reserves 0 3,094,803 3,094,803 2.65% $3.09M
INTEL CORP 0 50,000 50,000 1.89% $2.21M
VERISIGN INC 0 8,800 8,800 1.87% $2.19M
ACCENTURE PLC-A 0 10,400 10,400 1.77% $2.06M
MIRION TECHNOLOGIES INC-A 0 60,000 60,000 0.96% $1.12M
ROPER TECHNOLOGIES INC 0 3,000 3,000 0.91% $1.06M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
DIGITALBRIDGE GROUP INC 284,301 0 -284,301 0.00% -$4.36M
MASTERCARD INC CL A 3,750 0 -3,750 0.00% -$2.14M
HAEMONETICS CORP MASS 15,000 0 -15,000 0.00% -$1.20M
CONOCOPHILLIPS 7,800 0 -7,800 0.00% -$730.16K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
WATERBRIDGE IN-A 273,148 298,148 25,000 6.85% $2.52M
Federated Government Obligations Tax-Managed Fund Institutional Shares 4,236,440 5,854,017 1,617,576 5.02% $1.62M
MONEY MARKET FUND 620,055 5,659,795 5,039,740 4.85% $5.04M
INTERCONTINENTAL EXCHANGE INC 18,000 27,700 9,700 3.73% $1.44M
WATSCO INC 4,785 7,785 3,000 2.43% $1.22M
BUILDERS FIRSTSOURCE 14,000 31,800 17,800 2.24% $1.18M
ZOETIS INC CL A 7,000 20,500 13,500 2.08% $1.54M
APTARGROUP INC 13,660 17,160 3,500 1.85% $496.53K
SHIFT4 PAYMENTS INC 21,750 45,750 24,000 1.72% $631.05K
SMITH (AO) CORP 17,400 19,800 2,400 1.12% $141.90K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CHEVRON CORP 26,000 20,000 -6,000 3.55% $175.34K
SLB LTD 63,300 60,000 -3,300 2.64% $653.95K
Permian Basin Royalty Trust 133,478 100,000 -33,478 1.84% -$114.46K
XPEL INC 62,884 47,384 -15,500 1.80% -$1.04M
ST JOE COMPANY 42,600 32,600 -10,000 1.76% -$481.88K
PAN AMER SILVER 50,000 25,000 -25,000 1.17% -$1.22M
MASCO CORPORATION 25,000 12,500 -12,500 0.65% -$831.88K
GENUINE PARTS CO 16,750 6,250 -10,500 0.57% -$1.40M
CHEMED CORP 1,750 1,000 -750 0.32% -$371.02K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TEXAS PACIFIC LAND CORP 51,600 51,600 0 20.99% $9.67M
Landbridge Company, LLC 111,059 111,059 0 6.57% $2.23M
FRANCO-NEVADA CORP 22,700 22,700 0 4.81% $902.78K
WHEATON PRECIOUS METALS CORP 40,000 40,000 0 4.49% $539.60K
OCCIDENTAL PETROLEUM CORP 35,500 35,500 0 1.98% $847.74K
MOODYS CORP 3,000 3,000 0 1.12% -$223.80K

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