Tevis Investment Management
CIK: 0001940416SEC EDGAR →
Portfolio Value
$166.1B
Holdings
106
As of
Q4 2025
New Positions
5
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 19,059 | $9.6B | 5.77% |
| 2 | GOLDMAN SACHS ETF TR | 68,207 | $6.8B | 4.12% |
| 3 | COCA-COLA EUROPACIFIC PARTNE | 74,715 | $6.8B | 4.07% |
| 4 | APPLE INC | 23,402 | $6.0B | 3.59% |
| 5 | UNILEVER PLC | 98,076 | $5.8B | 3.50% |
| 6 | MICROSOFT CORP | 10,479 | $5.4B | 3.27% |
| 7 | MEDTRONIC PLC | 53,510 | $5.1B | 3.09% |
| 8 | ALPHABET INC | 20,076 | $4.9B | 2.94% |
| 9 | INVITATION HOMES INC | 146,241 | $4.3B | 2.61% |
| 10 | NVIDIA CORPORATION | 23,098 | $4.3B | 2.59% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Defensive | 15 | $27.6B | 16.6% |
| Technology | 13 | $26.1B | 15.7% |
| Healthcare | 11 | $18.2B | 11.0% |
| Financial Services | 11 | $18.0B | 10.9% |
| Unknown | 7 | $14.0B | 8.5% |
| Communication Services | 8 | $13.0B | 7.8% |
| Industrials | 13 | $12.5B | 7.5% |
| Energy | 10 | $12.1B | 7.3% |
| Consumer Cyclical | 10 | $10.1B | 6.1% |
| Basic Materials | 4 | $8.9B | 5.4% |
| Real Estate | 1 | $4.3B | 2.6% |
| Utilities | 3 | $1.1B | 0.6% |