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| Happy Holidays!! thanks for using AUM13F!! |
| Schwartz Investment Counsel Inc
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| CRD # | 104693 |
| SEC # | 801-32773 |
| CIK # | 0000909151 |
| AUM | $3.7 B (2025-05-23) |
| Employees | 20 (55% Investors, 10% Brokers) |
| Phone | 734-455-7777 |
| Address | 801 W Ann Arbor Trail Plymouth, MI 48170 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Texas Pacific Land Corp | 0.2 | ||
| Mastercard Inc | 0.1 | ||
| API Group Corp | 0.1 | ||
| Texas Instruments Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Roper Industries Inc | 0.1 | ||
| McGraw-hill Companies Inc | 0.1 | ||
| Accenture PLC | 0.1 | ||
| O Reilly Automotive Inc | 0.1 | ||
| Chemed Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 18 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 3.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.1 |
| Total | 79 | 3.7 |
| By Discretionary | ||
| Discretionary | 79 | 3.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 79 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 79 | 3.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000909151] | |
| SC 13G | [0000909151] |
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|---|---|---|
|
Journey Strategic Wealth LLC
✚
|
NJ | 3.8 |
|
Accredited Investors Inc
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|
MN | 3.7 |
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Botty Investors LLC
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FL | 3.7 |
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Turtle Creek Management LLC
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TX | 3.7 |
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Weaver C Barksdale & Associates Inc
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TN | 3.6 |
|
Cardinal Capital Management Inc
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|
3.6 | |
|
PCA Investment Advisory Services Inc
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OH | 3.6 |
|
Foster Group Inc
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|
IA | 3.5 |
|
Quotient Wealth Partners LLC
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TX | 3.5 |
|
Highland Capital Management LLC
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|
TN | 3.5 |