Schwerin Boyle Capital Management Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Schwerin Boyle Capital Management Inc disclosed 46 stock positions valued at approximately $815.97M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATH B, ALPHABET, INC, and WELLS FARGO.
- Report Period
- June 30, 2026
- No. of Stocks
- 46
- Portfolio Value
- $815.97M
Holdings by Sector
Schwerin Boyle Capital Management Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATH B | BRK-B | Financial Services | 13.07% | 213,066 | -2,343 | -1.09% | $106,616,096 |
| ALPHABET, INC | GOOG | Communication Services | 6.40% | 147,745 | -4,705 | -3.09% | $52,202,741 |
| WELLS FARGO | WFC | Financial Services | 6.23% | 615,291 | -33,990 | -5.24% | $50,847,648 |
| AMER EXPRESS | AXP | Financial Services | 5.78% | 139,529 | -3,875 | -2.70% | $47,195,684 |
| META PLATFORMS | META | Communication Services | 5.33% | 77,214 | -1,165 | -1.49% | $43,493,874 |
| JP MORGAN CHASE | JPM | Financial Services | 4.41% | 109,913 | -1,700 | -1.52% | $35,977,822 |
| SPX TECH. INC. | SPXC | Industrials | 3.54% | 117,955 | -1,995 | -1.66% | $28,919,027 |
| ACUITY INC. | AYI | Industrials | 3.36% | 72,688 | -1,375 | -1.86% | $27,378,662 |
| SENSATA TECH | ST | Other | 3.27% | 558,975 | -28,650 | -4.88% | $26,685,466 |
| MASTERCARD INC | MA | Financial Services | 3.07% | 48,810 | -700 | -1.41% | $25,068,816 |
| SCHWAB INTL EQUITY ETF | SCHF | Other | 2.15% | 632,381 | - | - | $17,516,954 |
| LOEWS CORP | L | Financial Services | 2.14% | 154,251 | -4,325 | -2.73% | $17,462,756 |
| AGCO CORP | AGCO | Industrials | 2.13% | 145,436 | -4,900 | -3.26% | $17,408,689 |
| VANGUARD FTSE EMERGING MARKET | VWO | Other | 1.94% | 264,964 | - | - | $15,815,701 |
| GENTEX CORP | GNTX | Consumer Cyclical | 1.92% | 621,286 | - | - | $15,699,897 |
| VERIZON COMM | VZ | Communication Services | 1.92% | 369,064 | -3,550 | -0.95% | $15,626,170 |
| PHILLIPS 66 | PSX | Energy | 1.86% | 89,788 | -1,775 | -1.94% | $15,178,661 |
| COCA COLA | KO | Consumer Defensive | 1.84% | 184,920 | -9,750 | -5.01% | $15,028,448 |
| XOMETRY INC-A | XMTR | Industrials | 1.79% | 151,127 | - | - | $14,586,778 |
| PFIZER INC | PFE | Healthcare | 1.56% | 529,743 | -14,100 | -2.59% | $12,756,211 |
| MCKESSON CORP | MCK | Healthcare | 1.48% | 16,000 | - | - | $12,089,600 |
| MERITAGE HOMES | MTH | Consumer Cyclical | 1.46% | 142,423 | +142,423 | +100.00% | $11,942,169 |
| OCCIDENTAL PETRO | OXY | Energy | 1.46% | 245,660 | -950 | -0.39% | $11,931,706 |
| SLB | SLB | Energy | 1.45% | 255,095 | -2,875 | -1.11% | $11,859,367 |
| ACCENTURE PLC | ACN | Technology | 1.37% | 90,024 | -1,375 | -1.50% | $11,202,587 |
| CHARTER COMM. | CHTR | Communication Services | 1.27% | 72,995 | -1,100 | -1.48% | $10,380,619 |
| AMAZON.COM | AMZN | Consumer Cyclical | 1.26% | 43,150 | - | - | $10,284,371 |
| SOUTHWEST AIR | LUV | Industrials | 1.16% | 183,927 | - | - | $9,457,526 |
| ALLEGION PLC | ALLE | Industrials | 1.09% | 63,323 | -800 | -1.25% | $8,896,319 |
| DOLLAR GENERAL | DG | Consumer Defensive | 1.07% | 75,958 | - | - | $8,743,525 |
Showing 30 of 46 holdings in the latest reporting period.