SBCM
Schwerin Boyle Capital Management Portfolio holdings
AUM
$897M
1-Year Est. Return
21.11%
1 Year Est. Return
+21.11%
AUM
$970M
AUM Growth
-$4.77M
(-0.49%)
Holding
54
Top Buys
| 1 | +$19.1M | |
| 2 | +$8.32M | |
| 3 | +$4.26M | |
| 4 |
Gentex
GNTX
|
+$2.13M |
| 5 |
SHYF
The Shyft Group
SHYF
|
+$2.01M |
Top Sells
| 1 | +$18.7M | |
| 2 | +$5.11M | |
| 3 | +$3.64M | |
| 4 |
American Express
AXP
|
+$2.4M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.25M |
Sector Composition
| 1 | Financials | 39.62% |
| 2 | Communication Services | 14.88% |
| 3 | Technology | 12.01% |
| 4 | Industrials | 9.54% |
| 5 | Energy | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.08T
| $171M | 17.6% |
320,642
-6,832
|
|
||
|
2
Meta Platforms (Facebook)
META
$1.57T
| $60.1M | 6.2% |
104,281
-3,899
|
|
||
3
Wells Fargo
WFC
$270B
| $57.8M | 5.96% |
805,377
-27,836
|
|
||
|
4
American Express
AXP
$254B
| $49.2M | 5.07% |
182,714
-8,934
|
|
||
5
Alphabet (Google) Class C
GOOG
$3.38T
| $40.5M | 4.17% |
259,235
-2,120
|
|
||
6
Accenture
ACN
$152B
| $36.1M | 3.72% |
115,574
-1,241
|
|
||
7
Mastercard
MA
$496B
| $34.8M | 3.59% |
63,480
-1,426
|
|
||
8
JPMorgan Chase
JPM
$855B
| $34.4M | 3.54% |
140,118
-6,118
|
|
||
9
CarMax
KMX
$4.75B
| $32.4M | 3.34% |
416,069
-9,136
|
|
||
10
Gartner
IT
$16.6B
| $30.7M | 3.16% |
73,066
-1,349
|
|
||
11
Exxon Mobil
XOM
$494B
| $30.4M | 3.13% |
255,549
-926
|
|
||
12
Acuity Brands
AYI
$11B
| $24.8M | 2.55% |
94,030
-525
|
|
||
13
Verizon
VZ
$169B
| $21.3M | 2.19% |
469,075
-13,800
|
|
||
14
Loews
L
$21.2B
| $20.1M | 2.08% |
219,209
-10,066
|
|
||
15
SPX Corp
SPXC
$11.1B
| $19.7M | 2.03% |
152,830
-4,070
|
|
||
16
McKesson
MCK
$105B
| $19.5M | 2.01% |
29,020
|
|
||
17
Sensata Technologies
ST
$4.52B
| $19.4M | 2% |
798,250
+342,850
|
|
||
18
Coca-Cola
KO
$303B
| $19.1M | 1.97% |
+266,550
|
|
||
19
Pfizer
PFE
$139B
| $17.5M | 1.8% |
690,485
-28,940
|
|
||
20
AGCO
AGCO
$7.88B
| $17.2M | 1.78% |
186,112
-152
|
|
||
21
Schwab International Equity ETF
SCHF
$52.4B
| $14M | 1.44% |
706,500
|
|
||
22
SLB Ltd
SLB
$54.8B
| $13.9M | 1.43% |
331,902
+1,542
|
|
||
23
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $13.4M | 1.38% |
296,020
|
|
||
24
Phillips 66
PSX
$55.6B
| $13M | 1.34% |
105,236
-424
|
|
||
|
25
Gentex
GNTX
$5.15B
| $12.1M | 1.25% |
519,218
+91,218
|
|