AVE MARIA WORLD EQUITY FUND

AVE MARIA WORLD EQUITY FUND is a registered fund series of Schwartz Investment Trust (series S000028831). Net assets $133.9M as of 2026-03-31.

Profile

Advisers

Top holdings (50 reported)

Showing 15 of 50 holdings by value.

HoldingTickerValue% of fund
Comfort Systems USA Inc.$7.3M545.81%
Taiwan Semiconductor Manufacturing Co., Ltd.$7.1M530.00%
Eaton Corporation PLC$5.6M419.36%
Sharkninja Inc.$5.4M400.97%
Hammond Power Solutions Inc.$5.1M383.21%
MasterCard Incorporated$5.0M373.15%
GFL Environmental Inc.$4.4M331.19%
ASML Holding N.V.$4.4M327.77%
SAP SE$4.2M313.26%
Karooooo Limited$3.9M291.68%
Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP$3.8M287.38%
Stoneco Ltd$3.6M270.37%
Nu Holdings Ltd.$3.1M233.52%
Vista Energy S.A.B. de C.V.$2.9M216.43%
Inpost S.A$2.9M214.23%

Net asset history

Report dateNet assets
2026-03-31$133.9M
2025-12-31$133.6M
2025-09-30$138.9M
2025-06-30$130.9M
2025-03-31$111.9M
2024-12-31$116.4M
2024-09-30$117.4M
2024-06-30$109.8M

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