Cheviot Value Management, LLC Purchases in Q1 2025

Cheviot Value Management, LLC

  • $820 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FICO
Fair Isaac Corp

Technology
34
New
$1695.35 - $2030.47 $57.6K - $69K
34 $62K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.51K
New
$24.91 - $29.02 $62.5K - $72.9K
2.51K $62K
NXPI
Nxp Semiconductors N.V.

Technology
326
New
$189.99 - $245.86 $61.9K - $80.2K
326 $61K
KO
Coca Cola CO

Consumer Defensive
305
+ 7.47%
$60.81 - $72.32 $18.5K - $22.1K
4.39K $314K
PH
Parker Hannifin Corp

Industrials
95
New
$591.65 - $707.05 $56.2K - $67.2K
95 $57K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
348
New
$165.25 - $224.62 $57.5K - $78.2K
348 $57K
IVV
Ishares Core S&P 500 ETF

ETFs
91
New
$554.06 - $615.85 $50.4K - $56K
91 $51K
BDX
Becton Dickinson & CO

Healthcare
224
New
$222.79 - $249.08 $49.9K - $55.8K
224 $51K
LOW
Lowes Companies Inc

Consumer Cyclical
217
New
$222.66 - $268.42 $48.3K - $58.2K
217 $50K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
578
New
$78.0 - $84.37 $45.1K - $48.8K
578 $46K
OKE
Oneok Inc

Energy
463
New
$89.57 - $109.85 $41.5K - $50.9K
463 $45K
DGX
Quest Diagnostics Inc

Healthcare
324
New
N/A
324 $44K
BX
Blackstone Inc.

Financial Services
321
New
$136.53 - $186.74 $43.8K - $59.9K
321 $44K
ACIW
Aci Worldwide, Inc.

Technology
800
New
$50.38 - $57.35 $40.3K - $45.9K
800 $43K
ACN
Accenture PLC

Technology
140
New
$300.91 - $398.25 $42.1K - $55.8K
140 $43K
QUAL
Ishares Msci Usa Quality Facto

ETFs
249
New
$168.16 - $186.21 $41.9K - $46.4K
249 $42K
PLTR
Palantir Technologies Inc.

Technology
500
New
$64.98 - $124.62 $32.5K - $62.3K
500 $42K
LUV
Southwest Airlines CO

Industrials
1.25K
New
$28.18 - $34.84 $35.2K - $43.6K
1.25K $41K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
798
New
$42.3 - $53.69 $33.8K - $42.8K
798 $41K
CARR
Carrier Global Corp

Industrials
602
New
$62.07 - $70.55 $37.4K - $42.5K
602 $38K
WPC
W. P. Carey Inc.

Real Estate
608
New
$53.5 - $65.05 $32.5K - $39.6K
608 $38K
XLRE
Select Sector Spdr Tr Real Est

ETFs
900
New
$39.18 - $43.52 $35.3K - $39.2K
900 $37K
WHR
Whirlpool Corp

Consumer Cyclical
400
New
$88.58 - $133.14 $35.4K - $53.3K
400 $36K
SHEL
Shell PLC

Energy
500
New
$62.84 - $73.29 $31.4K - $36.6K
500 $36K
SYY
Sysco Corp

Consumer Defensive
475
New
$70.0 - $77.13 $33.3K - $36.6K
475 $35K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
349
New
$97.38 - $104.52 $34K - $36.5K
349 $35K
MSFT
Microsoft Corp

Technology
6.54K
+ 12.46%
$375.39 - $447.2 $2.46M - $2.93M
59.1K $22.2M
KSS
Kohls Corp

Consumer Cyclical
4.36K
New
$8.06 - $14.12 $35.1K - $61.6K
4.36K $35K
NICE
Nice Ltd.

Technology
225
New
$139.18 - $178.5 $31.3K - $40.2K
225 $34K
OTIS
Otis Worldwide Corp

Industrials
322
New
$90.77 - $104.01 $29.2K - $33.5K
322 $33K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.27K
New
$24.73 - $25.62 $31.5K - $32.6K
1.27K $32K
APD
Air Products & Chemicals, Inc.

Basic Materials
100
New
$283.24 - $338.07 $28.3K - $33.8K
100 $29K
SO
Southern CO

Utilities
305
New
$80.96 - $92.96 $24.7K - $28.4K
305 $28K
PHYS
Sprott Physical Gold Trust

Financial Services
1.18K
New
$20.25 - $24.06 $23.8K - $28.3K
1.18K $28K
DEO
Diageo PLC

Consumer Defensive
273
New
$104.79 - $126.12 $28.6K - $34.4K
273 $28K
DLB
Dolby Laboratories, Inc.

Industrials
357
New
$76.37 - $87.32 $27.3K - $31.2K
357 $28K
PRU
Prudential Financial Inc

Financial Services
250
New
$105.04 - $122.33 $26.3K - $30.6K
250 $27K
SPGI
S&P Global Inc.

Financial Services
52
New
$478.26 - $543.77 $24.9K - $28.3K
52 $26K
AVGO
Broadcom Inc.

Technology
150
New
$167.43 - $244.7 $25.1K - $36.7K
150 $25K
PPG
Ppg Industries Inc

Basic Materials
235
New
$107.44 - $124.29 $25.2K - $29.2K
235 $25K
DELL
Dell Technologies Inc.

Technology
284
New
$90.34 - $124.66 $25.7K - $35.4K
284 $25K
HCA
Hca Healthcare, Inc.

Healthcare
75
New
$296.7 - $345.55 $22.3K - $25.9K
75 $25K
BND
Vanguard Bd Index Fd Inc Total

ETFs
343
New
$71.17 - $73.66 $24.4K - $25.3K
343 $25K
VDC
Vanguard Consumer Staples ETF

ETFs
117
New
$206.54 - $226.16 $24.2K - $26.5K
117 $25K
FDX
Fedex Corp

Industrials
100
New
$230.33 - $281.53 $23K - $28.2K
100 $24K
VEU
Vanguard Ftse All World Ex Us

ETFs
402
New
$56.51 - $62.98 $22.7K - $25.3K
402 $24K
FDS
Factset Research Systems Inc

Financial Services
51
New
$427.5 - $476.51 $21.8K - $24.3K
51 $23K
ADSK
Autodesk, Inc.

Technology
96
New
N/A
96 $23K
VTRS
Viatris Inc

Healthcare
2.63K
New
$8.68 - $12.42 $22.9K - $32.7K
2.63K $22K
Activity Summary
Buys All Purchases 441 New Holdings 415 Increased Positions 26 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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