Schwerin Boyle Capital Management Inc 13F Holdings · Q2 2026
Schwerin Boyle Capital Management Inc reported 49 securities worth $815.97M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRKB (13.07%), GOOG (6.40%), WFC (6.23%). Among its top 25 positions this quarter: 2 new, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATH B | $106.6M | 13.07% | 213,066 | Trimmed |
| 2 | GOOG | ALPHABET, INC | $52.2M | 6.40% | 147,745 | Trimmed |
| 3 | WFC | WELLS FARGO | $50.8M | 6.23% | 615,291 | Trimmed |
| 4 | AXP | AMER EXPRESS | $47.2M | 5.78% | 139,529 | Trimmed |
| 5 | META | META PLATFORMS | $43.5M | 5.33% | 77,214 | Trimmed |
| 6 | JPM | JP MORGAN CHASE | $36.0M | 4.41% | 109,913 | Trimmed |
| 7 | SPXC | SPX TECH. INC. | $28.9M | 3.54% | 117,955 | Trimmed |
| 8 | AYI | ACUITY INC. | $27.4M | 3.36% | 72,688 | Trimmed |
| 9 | XOM | EXXON MOBIL | $27.0M | 3.31% | 197,612 | New |
| 10 | ST | SENSATA TECH | $26.7M | 3.27% | 558,975 | Trimmed |
| 11 | MA | MASTERCARD INC | $25.1M | 3.07% | 48,810 | Trimmed |
| 12 | SCHF | SCHWAB INTL EQUITY ETF | $17.5M | 2.15% | 632,381 | Hold |
| 13 | L | LOEWS CORP | $17.5M | 2.14% | 154,251 | Trimmed |
| 14 | AGCO | AGCO CORP | $17.4M | 2.13% | 145,436 | Trimmed |
| 15 | VWO | VANGUARD FTSE EMERGING MARKET | $15.8M | 1.94% | 264,964 | Hold |
| 16 | GNTX | GENTEX CORP | $15.7M | 1.92% | 621,286 | Hold |
| 17 | VZ | VERIZON COMM | $15.6M | 1.92% | 369,064 | Trimmed |
| 18 | PSX | PHILLIPS 66 | $15.2M | 1.86% | 89,788 | Trimmed |
| 19 | KO | COCA COLA | $15.0M | 1.84% | 184,920 | Trimmed |
| 20 | XMTR | XOMETRY INC-A | $14.6M | 1.79% | 151,127 | Hold |
| 21 | PFE | PFIZER INC | $12.8M | 1.56% | 529,743 | Trimmed |
| 22 | MCK | MCKESSON CORP | $12.1M | 1.48% | 16,000 | Hold |
| 23 | MTH | MERITAGE HOMES | $11.9M | 1.46% | 142,423 | New |
| 24 | OXY | OCCIDENTAL PETRO | $11.9M | 1.46% | 245,660 | Trimmed |
| 25 | SLB | SLB | $11.9M | 1.45% | 255,095 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR