SCHWARTZ INVESTMENT COUNSEL INC
PLYMOUTH MI · SEC CIK 0000909151
$28.15亿2026Q1 申报市值
129持仓数
32.9%前十大占比 · 第一大 6.9%
6 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VRSN 加仓+$5,061.58万
INTC 新建仓+$4,228.54万
POOL 加仓+$2,458.31万
RMBS 加仓+$2,064.72万
DPZ 新建仓+$1,973.35万
2026Q1 卖出最多 按季末市值估算
WSO 减仓-$5,165.82万
APG 减仓-$4,052.00万
TPL 减仓-$3,045.63万
SLAB 清仓-$2,519.77万
MA 减仓-$2,201.00万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $163.41万 | 0.06% | 3,410 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $136.57万 | 0.05% | 25,000 | -25,000 | -50.0% | -$136.57万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $117.61万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $93.15万 | 0.03% | 4,300 | -400 | -8.5% | -$8.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $90.51万 | 0.03% | 2,445 | -500 | -17.0% | -$18.51万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $84.99万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $75.46万 | 0.03% | 12,500 | -12,500 | -50.0% | -$75.46万 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $73.05万 | 0.03% | 5,593 | 5,593 | — | $73.05万 | 新建仓 |
| SHOP | SHOPIFY INC | $72.95万 | 0.03% | 6,150 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $69.14万 | 0.02% | 12,792 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC | $65.95万 | 0.02% | 78,700 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $58.75万 | 0.02% | 1,124 | -500 | -30.8% | -$26.14万 | 减仓 |
| SYK | STRYKER CORPORATION | $55.86万 | 0.02% | 1,700 | -200 | -10.5% | -$6.57万 | 减仓 |
| PHM | PULTE GROUP INC | $51.72万 | 0.02% | 4,398 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $47.98万 | 0.02% | 1,963 | -300 | -13.3% | -$7.33万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $44.65万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $44.43万 | 0.02% | 1,470 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $40.33万 | 0.01% | 3,360 | 3,360 | — | $40.33万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $39.00万 | 0.01% | 1,359 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $36.66万 | 0.01% | 2,950 | -100 | -3.3% | -$1.24万 | 减仓 |
| CB | CHUBB LTD SWITZ | $32.59万 | 0.01% | 1,000 | -300 | -23.1% | -$9.78万 | 减仓 |
| DE | DEERE & CO | $30.98万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $29.90万 | 0.01% | 305 | -100 | -24.7% | -$9.80万 | 减仓 |
| KR | KROGER CO | $26.77万 | 0.01% | 3,700 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $24.69万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $22.27万 | 0.01% | 1,700 | -300 | -15.0% | -$3.93万 | 减仓 |
| GGG | GRACO INC | $21.37万 | 0.01% | 2,524 | -900 | -26.3% | -$7.62万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $20.52万 | 0.01% | 598 | -200 | -25.1% | -$6.86万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.47万 | 0.01% | 300 | 300 | — | $20.47万 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -192,790 | -100.0% | -$2,519.77万 | 清仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $0 | 0.00% | 0 | -542,264 | -100.0% | -$2,139.23万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -397,500 | -100.0% | -$1,987.90万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -130,000 | -100.0% | -$1,770.60万 | 清仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -577,805 | -100.0% | -$886.35万 | 清仓 |
| HAE | HAEMONETICS CORP | $0 | 0.00% | 0 | -65,000 | -100.0% | -$520.98万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -7,800 | -100.0% | -$73.02万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -950 | -100.0% | -$23.02万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -1,879 | -100.0% | -$21.08万 | 清仓 |