Schwartz Investment Counsel Inc Q2 2026 Portfolio Activity: Major Purchases and Sales Observed
Schwartz Investment Counsel Inc's portfolio saw significant changes in the second quarter of 2026, marked by substantial buying activity in several Technology stocks including TSM and notable selling from Financial Services holdings.
For the period ending June 30th, 2026 (Q2), Schwartz Investment Counsel Inc demonstrated active management of its portfolio through observable changes in stock holdings. The firm's overall portfolio value stood at $2.9 billion as of this date, reflecting a dynamic investment approach focused on capitalizing on market movements and sector trends.
The second quarter saw notable buying activity concentrated primarily within the Technology sector. Taiwan Semiconductor Manufacturing Co (TSM) experienced a significant increase in weight, climbing by 63.41 percentage points to reach an allocation of approximately 3.7%. This substantial buying was mirrored by gains in other Technology positions like Verisign (VRSN), which increased its portfolio weight by about 50%.
Within the same quarter, there were also major purchases observed outside of Technology. The firm notably added positions in RB Global Inc (RBA), increasing its allocation significantly to reach approximately 1.7%, and in SHARKNINJA INC (symbol: SN), boosting its weight by about 146% to around 2.5%. These additions suggest a strategic approach towards undervalued or emerging opportunities.
Conversely, the investor was observed exiting several positions during Q2, particularly in Financial Services and Technology sectors. Intel Corporation (INTC) saw its portfolio weight decrease by roughly -57% due to substantial share reduction. Similarly, RAMBUS INC DEL experienced a significant sell-off resulting in an approximately 76% decline in its allocation.
Selling activity was also prominent among Financial Services holdings. Shares of TRUIST FINL CORP (TFC) were reduced by about -71%, FIDELITY NATL FINL INC (FNF) saw a roughly -73% change, and ACCENTURE PLC IRELAND (ACN) experienced approximately an 80% reduction in its portfolio weight. These exits indicate potential profit-taking or strategic shifts away from these sectors.
While Technology was the dominant sector for buying, other areas like Utilities also showed positive changes with COMPANHIA DE SANEAMENTO BASI (SBS) increasing its allocation by about 401%. However, overall portfolio turnover was high, reflecting a proactive stance. Detailed analysis of all holdings and sector allocations can be found in the official filing.