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CIK: 0000937522
Total reported value
$816.0M
$816.0M
47 檔
35.2%
During the Q1 2026 filing period, Schwerin Boyle Capital Management Inc (CIK: 0000937522) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $816.0M across 47 reported positions.
In Q1 2026, Schwerin Boyle Capital Management Inc adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 13.10% | -0.03% | -10.68% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 6.56% | -0.33% | -12.41% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.69% | -0.36% | -11.55% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.55% | +0.85% | -31.34% | |
| 5 | AXP | American Express Co | Stock-Financials | 5.50% | +0.28% | -9.99% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 4.33% | -4.33% | EXIT | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.17% | +0.24% | -6.63% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.14% | -0.07% | -11.19% | |
| 9 | SPXC | Spx Technologies Inc | Stock-Industrials | 3.04% | +0.50% | -9.44% | |
| 10 | AYI | Acuity Inc | Stock-Industrials | 2.63% | +0.73% | -7.33% | |
| 11 | ST | Sensata Technologies Holding plc | Stock-Tech | 2.63% | +0.64% | -12.67% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.37% | -0.45% | -6.58% | |
| 13 | ACN | Accenture plc | Stock-Tech | 2.30% | -0.93% | -10.20% | |
| 14 | AGCO | Agco CORP | Stock-Industrials | 2.21% | -0.08% | -7.28% | |
| 15 | L | Loews CORP | Stock-Financials | 2.15% | -0.01% | -10.64% | |
| 16 | PSX | Phillips 66 | Stock-Energy | 2.12% | -0.26% | -3.10% | |
| 17 | OXY | Occidental Petroleum CORP | Stock-Energy | 2.03% | -0.57% | -10.12% | |
| 18 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 2.03% | -0.76% | — | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.99% | +0.16% | -10.49% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.94% | -0.38% | -7.00% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.88% | -0.04% | -11.61% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.82% | +0.12% | -10.49% | |
| 23 | MCK | Mckesson CORP | Stock-Healthcare | 1.76% | -0.28% | -32.06% | |
| 24 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.72% | +0.20% | -10.70% | |
| 25 | SLB | Slb LTD | Stock-Energy | 1.68% | -0.23% | -6.31% | |
| 26 | ALLE | Allegion plc | Stock-Industrials | 1.18% | -0.09% | -6.17% | |
| 27 | IT | Gartner Inc | Stock-Tech | 1.18% | -0.27% | -8.63% | |
| 28 | DG | Dollar General CORP | Stock-Consumer Staples | 1.14% | -0.07% | -10.85% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.12% | — | |
| 30 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.04% | -0.41% | -9.30% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 1.00% | -0.15% | -10.76% | |
| 32 | COR | Cencora Inc | Stock-Healthcare | 0.94% | -0.14% | -13.55% | |
| 33 | ICE | Intercontinental Exchange In | Stock-Financials | 0.92% | -0.24% | -12.98% | |
| 34 | LUV | Southwest Airlines Co | Stock-Industrials | 0.88% | +0.28% | -10.54% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.04% | +0.05% | |
| 36 | ✓ | Aebi Schmidt Hldg AG | Stock-Other | 0.85% | +0.21% | -10.61% | |
| 37 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.80% | +0.02% | -0.93% | |
| 38 | XMTR | Xometry Inc-a | Stock-Other | 0.78% | +1.01% | -10.49% | |
| 39 | EVTC | Evertec Inc | Stock-Other | 0.70% | -0.04% | -10.49% | |
| 40 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-Other | 0.68% | — | -10.49% | |
| 41 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.55% | -0.06% | -5.11% | |
| 42 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.38% | +0.03% | -1.09% | |
| 43 | LLYVA | Liberty Live Holdings-a | Stock-Other | 0.30% | +0.01% | -20.42% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.18% | — | — | |
| 45 | WAB | Wabtec CORP | Stock-Industrials | 0.08% | +0.01% | -10.63% | |
| 46 | LLYVK | Liberty Live Holdings-c | Stock-Other | 0.04% | — | -0.85% | |
| 47 | DNOW | Dnow Inc | Stock-Other | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.5% | -6.69% | Trim |
| 2 | OXY | Occidental Petroleum CORP | +0.8% | -10.12% | Trim |
| 3 | PSX | Phillips 66 | +0.8% | -3.10% | Trim |
| 4 | VZ | Verizon Communications Inc | +0.6% | -6.58% | Trim |
| 5 | SLB | Slb LTD | +0.5% | -6.31% | Trim |
| 6 | AGCO | Agco CORP | +0.4% | -7.28% | Trim |
| 7 | PFE | Pfizer Inc | +0.3% | -7.00% | Trim |
| 8 | KO | Coca-cola Co/the | +0.2% | -11.61% | Trim |
| 9 | ST | Sensata Technologies Holding plc | +0.2% | -12.67% | Trim |
| 10 | SPXC | Spx Technologies Inc | +0.1% | -9.44% | Trim |
| 11 | SCHF | Schwab Intl Equity ETF | +0.1% | -10.49% | Trim |
| 12 | L | Loews CORP | +0.1% | -10.64% | Trim |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -10.49% | Trim |
| 14 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | -1.09% | Trim |
| 15 | DFJ | Wisdomtree Jpn S/c Dvd Fund | +0.1% | -10.49% | Trim |
| 16 | EVTC | Evertec Inc | 0% | -10.49% | Trim |
| 17 | LLYVA | Liberty Live Holdings-a | 0% | -20.42% | Trim |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 19 | LLYVK | Liberty Live Holdings-c | 0% | -0.85% | Trim |
| 20 | WAB | Wabtec CORP | 0% | -10.63% | Trim |
| 21 | DNOW | Dnow Inc | — | — | Unchanged |
| 22 | ALLE | Allegion plc | 0% | -6.17% | Trim |
| 23 | FWONK | Liberty Media Corp-formula-c | 0% | -0.93% | Trim |
| 24 | ICE | Intercontinental Exchange In | 0% | -12.98% | Trim |
| 25 | JPM | Jpmorgan Chase & Co | -0.1% | -6.63% | Trim |
| 26 | GNTX | Gentex CORP | -0.1% | -10.70% | Trim |
| 27 | LUV | Southwest Airlines Co | -0.1% | -10.54% | Trim |
| 28 | COR | Cencora Inc | -0.1% | -13.55% | Trim |
| 29 | PYPL | Paypal Holdings Inc | -0.1% | -5.11% | Trim |
| 30 | DG | Dollar General CORP | -0.1% | -10.85% | Trim |
| 31 | MSFT | Microsoft CORP | -0.1% | +0.05% | Add |
| 32 | FISV | Fiserv Inc | -0.2% | -10.76% | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -10.68% | Trim |
| 34 | ✓ | Aebi Schmidt Hldg AG | -0.2% | -10.61% | Trim |
| 35 | CTSH | Cognizant Tech Solutions-a | -0.3% | -9.30% | Trim |
| 36 | XMTR | Xometry Inc-a | -0.3% | -10.49% | Trim |
| 37 | MA | Mastercard Inc - A | -0.4% | -11.19% | Trim |
| 38 | MCK | Mckesson CORP | -0.4% | -32.06% | Trim |
| 39 | AYI | Acuity Inc | -0.5% | -7.33% | Trim |
| 40 | IT | Gartner Inc | -0.6% | -8.63% | Trim |
| 41 | ACN | Accenture plc | -0.7% | -10.20% | Trim |
| 42 | META | Meta Platforms Inc-class A | -0.7% | -11.55% | Trim |
| 43 | AXP | American Express Co | -1% | -9.99% | Trim |
| 44 | WFC | Wells Fargo & Co | -1% | -12.41% | Trim |
| 45 | GOOG | Alphabet Inc-cl C | -2.1% | -31.34% | Trim |
| 46 | CHTR | Charter Communications Inc-a | — | NEW | New buy |
| 47 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 48 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Schwerin Boyle Capital Management Inc reported a total U.S. public equity portfolio value of $816.0M across 47 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, WFC, META) accounted for 35.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
CHTR
市值: $16.0M
Top Position Liquidated / Trimmed
IBM
前期市值: $222.2K
During Q1 2026, Schwerin Boyle Capital Management Inc's top holdings by market value included BRK-B (13.1%)、WFC (6.6%)、META (5.7%). The largest single position, BRK-B, represented 13.1% of total portfolio value.
In Q1 2026, Schwerin Boyle Capital Management Inc made 46 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 42 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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