AVERX
AVE MARIA VALUE FOCUSED 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 29.41%
Security & Commodity Brokers, Dealers, Exchanges & Services 3.73%
Oil & Gas Field Services, NEC 9.49%
Crude Petroleum & Natural Gas 5.77%
Petroleum Refining 3.55%
Gold and Silver Ores 10.47%
Plastics Products, NEC 1.85%
Services-Business Services, NEC 3.48%
Retail-Lumber & Other Building Materials Dealers 2.24%
Services-Consumer Credit Reporting, Collection Agencies 1.12%
Industrial Instruments For Measurement, Display, and Control 0.91%
Wholesale-Hardware & Plumbing & Heating Equipment & Supplies 2.43%
Coating, Engraving & Allied Services 1.80%
Heating Equip, Except Elec & Warm Air; & Plumbing Fixtures 0.65%
Wholesale-Motor Vehicle Supplies & New Parts 0.57%
Semiconductors & Related Devices 1.89%
Services-Computer Programming Services 1.87%
Measuring & Controlling Devices, NEC 0.96%
Pharmaceutical Preparations 2.08%
Services-Home Health Care Services 0.32%
Land Subdividers & Developers (No Cemeteries) 1.76%
Unclassified 13.64%

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