AVEWX
AVE MARIA WORLD EQUITY 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
PERMIAN RESOURCES CORP CL A 0 120,500 120,500 1.92% $2.57M
NORBIT ASA 0 100,000 100,000 1.47% $1.97M
Alfa Financial Software Holdings plc 0 525,000 525,000 0.75% $1.01M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ACCENTURE PLC-A 7,400 0 -7,400 0.00% -$1.99M
ITOCHU Corporation 148,500 0 -148,500 0.00% -$1.88M
COCA COLA EUROPEAN PARTNERS PLC 11,600 0 -11,600 0.00% -$1.05M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SABESP(CIA SANEAM BASIC)SP ADR 124,746 126,128 1,382 2.87% $872.96K
VISTA OIL GAS SAB DE CV ADR 30,000 38,400 8,400 2.16% $1.44M
Inpost S.A EUR0.01 154,300 162,000 7,700 2.14% $972.62K
TE CONNECTIVITY 12,000 13,200 1,200 2.06% $28.94K
Nintendo Company Ltd. 34,700 45,000 10,300 1.92% $225.81K
HINGE HEALTH INC 46,000 59,000 13,000 1.70% $138.34K
Tasmea Ltd. 40,000 687,072 647,072 1.62% $2.06M
AJ Bell PLC ORD GBP0.000125 140,000 341,700 201,700 1.59% $1.29M
FIRSTSERVICE-WI 7,500 15,000 7,500 1.56% $917.62K
Federated Government Obligations Tax-Managed Fund Institutional Shares 1,313,191 1,407,143 93,953 1.05% $93.95K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
COMFORT SYSTEMS USA INC 6,600 5,300 -1,300 5.46% $1.15M
CFD_EQS GSILGB2X BJXBP41 25,500 18,300 -7,200 1.03% -$630.75K
DIAMONDBACK ENERGY INC 15,100 6,500 -8,600 0.96% -$984.35K
CAN NATURAL RES 79,800 15,000 -64,800 0.55% -$1.97M
eDreams ODIGEO S.A. 33,834 23,834 -10,000 0.06% -$72.99K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TAIWAN SEMIC MFG CO LTD SP ADR 21,000 21,000 0 5.30% $715.26K
EATON CORP PLC 15,700 15,700 0 4.19% $614.81K
SharkNinja Inc 50,700 50,700 0 4.01% -$304.20K
HAMMOND POWER SOLUTIONS INC COMMON STOCK 40,700 40,700 0 3.83% $400.97K
MASTERCARD INC CL A 10,000 10,000 0 3.73% -$712.20K
GFL ENVIRONM-SUB 106,300 106,300 0 3.31% -$130.75K
ASML HOLDING NV 3,300 3,300 0 3.28% $833.55K
SAP SE 24,600 24,600 0 3.13% -$1.78M
KAROOOOO LTD COMMON STOCK 78,365 78,365 0 2.92% $340.10K
StoneCompany Ltd. - 256,400 256,400 0 2.70% -$171.79K
NU Holdings Ltd/Cayman Islands 217,600 217,600 0 2.33% -$515.71K
Alsea S.A.B. de C.V. COM NPV 857,120 857,120 0 2.07% $198.10K
S&P GLOBAL INC 6,400 6,400 0 2.03% -$622.40K
Sigmaroc Plc ORD GBP0.01 1,730,489 1,730,489 0 2.01% -$262.00K
Dlocal Ltd/Uruguay 207,200 207,200 0 2.01% -$242.42K
Mader Group Ltd. 492,087 492,087 0 1.99% $169.72K
HOWMET AEROSPACE INC 11,500 11,500 0 1.98% $292.56K
HDFC BANK LTD SPON ADR 100,100 100,100 0 1.86% -$1.17M
F&G ANNUITIES 96,384 96,384 0 1.82% -$533.00K
MIRION TECHNOLOGIES INC-A 129,300 129,300 0 1.79% -$624.52K
Auto Partner S.A. 455,506 455,506 0 1.65% $105.84K
SECURE WASTE INF 122,650 122,650 0 1.44% $381.20K
Stevanato Group S.p.A. ORD SHS 126,281 126,281 0 1.30% -$804.41K
Shin-Etsu Chemical Company Ltd. 41,700 41,700 0 1.27% $402.55K
KeePer Technical Laboratory Company Ltd. 88,300 88,300 0 1.26% -$294.01K
WATERBRIDGE IN-A 57,000 57,000 0 1.14% $386.46K
Edenred S.E. 70,500 70,500 0 1.05% -$153.77K
Avant Group Corporation 153,500 153,500 0 0.94% -$459.55K
OBIC BUSINESS 30,600 30,600 0 0.91% -$429.55K
Greggs PLC 47,400 47,400 0 0.72% -$105.14K
Mips AB NPV 37,150 37,150 0 0.68% -$506.26K
PHREESIA INC 78,700 78,700 0 0.49% -$672.10K

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