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Schwartz Investment Counsel Inc
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CRD # | 104693 |
SEC # | 801-32773 |
CIK # | 0000909151 |
AUM | $2.9 BB (2023-03-16) |
Employees | 20 (55% Investors, 10% Brokers) |
Phone | 734-455-7777 |
Address | 801 W Ann Arbor Trail Plymouth, MI 48170 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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CIK | Period |
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0000909151 | |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
Texas Pacific Land Corp | 12.6 | 0.1 | |
Texas Instruments Inc | 142.2 | 0.1 | |
Mastercard Inc | 309.6 | 0.1 | |
Accenture PLC | 179.5 | 0.1 | |
Copart Inc | 25.9 | 0.1 | |
Pioneer Natural Resources Co | 56.9 | 0.1 | |
Chemed Corp | 7.0 | 0.1 | |
Equinix Inc | 60.9 | 0.1 | |
McGraw-hill Companies Inc | 113.1 | 0.1 | |
Lowes Companies Inc | 111.7 | 0.1 | |
Broadridge Financial Solutions Inc | 16.5 | 0.1 | |
Restoration Hardware Holdings Inc | 6.0 | 0.1 | |
API Group Corp | 3.6 | 0.0 | |
O Reilly Automotive Inc | 41.4 | 0.0 | |
Chevron Corp | 294.6 | 0.0 | |
Roper Industries Inc | 41.5 | 0.0 | |
Lockheed Martin Corp | 112.0 | 0.0 | |
Moodys Corp /DE/ | 49.9 | 0.0 | |
AptarGroup Inc | 6.7 | 0.0 | |
Valvoline Inc | 5.2 | 0.0 | |
Advanced Micro Devices Inc | 131.5 | 0.0 | |
Ansys Inc | 20.9 | 0.0 | |
Ace Ltd | 82.4 | 0.0 | |
Quintiles Transnational Holdings Inc | 40.2 | 0.0 | |
BB&T Corp | 64.4 | 0.0 | |
Chesapeake Energy Corp | 11.3 | 0.0 | |
Genuine Parts Co | 19.2 | 0.0 | |
Henry Jack & Associates Inc | 13.1 | 0.0 | |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 23 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 2.7 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 7 | 0.1 |
Total | 81 | 2.9 |
By Discretionary | ||
Discretionary | 81 | 2.9 |
Non-Discretionary | 0 | 0.0 |
Total | 81 | 2.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.9 | |
Total | 81 | 2.9 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0000909151] | |
SC 13G | [0000909151] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Leeward Investments LLC
✚
|
MA | 2.9 |
Dunham & Associates Investment Counsel Inc
✚
|
CA | 2.9 |
Mozaic LLC
✚
|
CA | 2.9 |
Lake Street Advisors Group LLC
✚
|
NH | 2.9 |
First Endowment Development Corp
✚
|
TX | 2.9 |
Schechter Investment Advisors LLC
✚
|
MI | 2.8 |
Sound Shore Management Inc
✚
|
CT | 2.8 |
Infinex Investments Inc
✚
|
CT | 2.8 |
Radnor Financial Advisors LLC
✚
|
PA | 2.8 |
Raub Brock Capital Management LP
✚
|
CA | 2.8 |