We are live on ! Find out more
SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $816M
1-Year Est. Return 14.79%
This Fund
S&P 500
This Quarter Est. Return
+8.14%
1 Year Est. Return
+14.79%
3 Year Est. Return
+72.32%
5 Year Est. Return
+98.74%
10 Year Est. Return
+435.32%
AUM
$816M
AUM Growth
+$28M
Cap. Flow
-$3.05M
Cap. Flow %
-0.37%
Top 10 Hldgs %
54.7%
Holding
49
New
2
Increased
–
Reduced
34
Closed
–

Top Buys

Rank Stock Value
1
MTH icon
Meritage Homes
MTH
+$9.73M
2
SSD icon
Simpson Manufacturing
SSD
+$3.07M

Top Sells

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$2.73M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.68M
3
ST icon
Sensata Technologies
ST
+$1.3M
4
AXP icon
American Express
AXP
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.13M

Sector Composition

Rank Sector Weight
1 Financials 36.06%
2 Communication Services 16.09%
3 Industrials 14.24%
4 Technology 8.53%
5 Energy 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.09T
$107M 13.07%
213,066
-2,343
-1% -$1.13M
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.12T
$52.2M 6.4%
147,745
-4,705
-3% -$1.68M
WFC icon
3
Wells Fargo
WFC
$274B
$50.8M 6.23%
615,291
-33,990
-5% -$2.73M
AXP icon
4
American Express
AXP
$220B
$47.2M 5.78%
139,529
-3,875
-3% -$1.24M
META icon
5
Meta Platforms (Facebook)
META
$1.65T
$43.5M 5.33%
77,214
-1,165
-1% -$712K
JPM icon
6
JPMorgan Chase
JPM
$948B
$36M 4.41%
109,913
-1,700
-2% -$528K
SPXC icon
7
SPX Corp
SPXC
$9.56B
$28.9M 3.54%
117,955
-1,995
-2% -$436K
AYI icon
8
Acuity Brands
AYI
$9.54B
$27.4M 3.36%
72,688
-1,375
-2% -$408K
XOM icon
9
ExxonMobil
XOM
$680B
$27M 3.31%
197,612
-3,550
-2% -$531K
ST icon
10
Sensata Technologies
ST
$6.32B
$26.7M 3.27%
558,975
-28,650
-5% -$1.3M
MA icon
11
Mastercard
MA
$501B
$25.1M 3.07%
48,810
-700
-1% -$349K
SCHF icon
12
Schwab International Equity ETF
SCHF
$69.6B
$17.5M 2.15%
632,381
– –
L icon
13
Loews
L
$22.2B
$17.5M 2.14%
154,251
-4,325
-3% -$469K
AGCO icon
14
AGCO
AGCO
$8.6B
$17.4M 2.13%
145,436
-4,900
-3% -$569K
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$15.8M 1.94%
264,964
– –
GNTX icon
16
Gentex
GNTX
$4.83B
$15.7M 1.92%
621,286
– –
VZ icon
17
Verizon
VZ
$210B
$15.6M 1.92%
369,064
-3,550
-1% -$167K
PSX icon
18
Phillips 66
PSX
$104B
$15.2M 1.86%
89,788
-1,775
-2% -$306K
KO icon
19
Coca-Cola
KO
$380B
$15M 1.84%
184,920
-9,750
-5% -$770K
XMTR icon
20
Xometry
XMTR
$4.96B
$14.6M 1.79%
151,127
– –
PFE icon
21
Pfizer
PFE
$157B
$12.8M 1.56%
529,743
-14,100
-3% -$369K
MCK icon
22
McKesson
MCK
$102B
$12.1M 1.48%
16,000
– –
MTH icon
23
Meritage Homes
MTH
$4.18B
$11.9M 1.46%
+142,423
New +$9.73M
OXY icon
24
Occidental Petroleum
OXY
$60.9B
$11.9M 1.46%
245,660
-950
-0.4% -$53.9K
SLB icon
25
SLB Ltd
SLB
$82.9B
$11.9M 1.45%
255,095
-2,875
-1% -$154K
1
2

Similar funds

FAN
Financial Advisors Network Tustin, California $816M AUM 20.98% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $817M AUM 20.89% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
FRIHG
Fund Resources Investment Holding Group Hong Kong $817M AUM
MMPW
Mitchell McLeod Pugh & Williams Mobile, Alabama $815M AUM 30.42% 1-Year Est. Return
DA
Dillon & Associates Jackson, Michigan $817M AUM 22.58% 1-Year Est. Return

Schwerin Boyle Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Schwerin Boyle Capital Management held 49 positions worth $816M, up 3.6% from $788M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 4.1%. Schwerin Boyle Capital Management opened 2 new positions and made no exits, leaving the 49-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 36% of assets, down from 36% a quarter earlier, followed by Communication Services and Industrials.

  • Schwerin Boyle Capital Management's largest Q2 2026 buy was Meritage Homes: 142,423 shares worth $11.9M.
  • Schwerin Boyle Capital Management's biggest Q2 2026 reduction was Wells Fargo, cutting an estimated $2.73M.
  • Schwerin Boyle Capital Management's ten largest holdings make up 55% of its $816M portfolio in Q2 2026.
  • Schwerin Boyle Capital Management opened 2 new positions and closed 0 in Q2 2026.
  • Schwerin Boyle Capital Management's portfolio value rose 3.6% quarter-over-quarter to $816M.

Based on Schwerin Boyle Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.