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
ED
Consolidated Edison Inc

Utilities
200
New
$88.0 - $110.59 $17.6K - $22.1K
200 $22K
RIO
Rio Tinto PLC

Basic Materials
368
New
$58.19 - $64.29 $21.4K - $23.7K
368 $22K
ARCC
Ares Capital Corp

Financial Services
1K
New
$21.28 - $23.81 $21.3K - $23.8K
1K $22K
CHK
Chesapeake Energy Corp

Energy
265
New
N/A
265 $22K
OGN
Organon & Co.

Healthcare
1.42K
New
$14.29 - $16.41 $20.3K - $23.3K
1.42K $21K
SRE
Sempra Energy

Utilities
300
New
$67.85 - $87.67 $20.4K - $26.3K
300 $21K
LGND
Ligand Pharmaceuticals Inc

Healthcare
200
New
$105.14 - $122.23 $21K - $24.4K
200 $21K
JKHY
Henry Jack & Associates Inc

Technology
110
New
$166.47 - $191.28 $18.3K - $21K
110 $20K
SPOT
Spotify Technology S.A.

Communication Services
35
New
$457.79 - $648.32 $16K - $22.7K
35 $19K
RKLB
Rocket Lab Usa, Inc.

Industrials
1.1K
New
$17.12 - $31.57 $18.8K - $34.7K
1.1K $19K
MU
Micron Technology Inc

Technology
230
New
$86.89 - $109.38 $20K - $25.2K
230 $19K
ADM
Archer Daniels Midland CO

Consumer Defensive
400
New
$45.22 - $52.17 $18.1K - $20.9K
400 $19K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
389
New
$49.67 - $51.43 $19.3K - $20K
389 $19K
OXLC
Oxford Lane Capital Corp.

Financial Services
4K
New
$4.3 - $5.17 $17.2K - $20.7K
4K $18K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
200
New
$87.72 - $111.91 $17.5K - $22.4K
200 $18K
DE
Deere & CO

Industrials
40
New
$408.57 - $509.27 $16.3K - $20.4K
40 $18K
BTI
British American Tobacco P.L.C.

Consumer Defensive
450
New
$35.35 - $42.74 $15.9K - $19.2K
450 $18K
VIG
Vanguard Dividend Appreciation

ETFs
100
New
N/A
100 $18K
RACE
Ferrari N.V.

Consumer Cyclical
40
New
$413.73 - $508.15 $16.5K - $20.3K
40 $17K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
876
New
$18.36 - $20.51 $16.1K - $18K
876 $17K
RC
Ready Capital Corp

Real Estate
3.49K
New
$4.9 - $7.05 $17.1K - $24.6K
3.49K $17K
K
Kellogg CO

Consumer Defensive
200
New
$81.06 - $82.9 $16.2K - $16.6K
200 $16K
ECC
Eagle Point Credit CO Inc.

Financial Services
2K
New
$7.7 - $9.14 $15.4K - $18.3K
2K $16K
MET
Metlife Inc

Financial Services
200
New
$77.7 - $87.0 $15.5K - $17.4K
200 $16K
BAX
Baxter International Inc

Healthcare
475
New
$29.26 - $36.57 $13.9K - $17.4K
475 $16K
AMD
Advanced Micro Devices Inc

Technology
165
New
$96.63 - $129.55 $15.9K - $21.4K
165 $16K
EXPE
Expedia Group, Inc.

Consumer Cyclical
100
New
$157.11 - $206.52 $15.7K - $20.7K
100 $16K
AMP
Ameriprise Financial Inc

Financial Services
33
New
$472.29 - $575.13 $15.6K - $19K
33 $15K
NEE
Nextera Energy Inc

Utilities
223
New
$66.96 - $76.16 $14.9K - $17K
223 $15K
EFA
Ishares Tr Msci Eafe ETF

ETFs
190
New
$74.85 - $84.89 $14.2K - $16.1K
190 $15K
IHF
Ishares Tr

ETFs
299
New
$47.84 - $53.21 $14.3K - $15.9K
299 $15K
PSI
Invesco Exchange Traded Fd Tr

ETFs
300
New
$47.38 - $64.98 $14.2K - $19.5K
300 $14K
MMM
3 M CO

Industrials
100
New
$129.7 - $155.12 $13K - $15.5K
100 $14K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
521
New
$25.81 - $28.52 $13.4K - $14.9K
521 $14K
VEA
Vanguard Ftse Developed Market

ETFs
284
New
$47.4 - $52.99 $13.5K - $15K
284 $14K
ITOT
Ishares Core S&P Total U.S. St

ETFs
121
New
$120.29 - $134.6 $14.6K - $16.3K
121 $14K
DAL
Delta Air Lines, Inc.

Industrials
318
New
$43.6 - $69.06 $13.9K - $22K
318 $13K
IWD
Ishares Russell 1000 Val ETF

ETFs
65
New
$182.82 - $196.21 $11.9K - $12.8K
65 $12K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
255
New
$48.31 - $49.23 $12.3K - $12.6K
255 $12K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
800
New
$14.67 - $22.01 $11.7K - $17.6K
800 $12K
HD
Home Depot, Inc.

Consumer Cyclical
100
+ 8.89%
$347.25 - $424.87 $34.7K - $42.5K
1.23K $448K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
100
New
$98.98 - $113.18 $9.9K - $11.3K
100 $11K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
728
New
$14.13 - $16.72 $10.3K - $12.2K
728 $11K
INTU
Intuit Inc

Technology
18
New
$555.63 - $630.23 $10K - $11.3K
18 $11K
UPS
United Parcel Service Inc

Industrials
100
New
$109.66 - $136.26 $11K - $13.6K
100 $10K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
50
+ 1.88%
$126.11 - $135.06 $6.31K - $6.75K
2.71K $349K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
178
New
$57.21 - $65.8 $10.2K - $11.7K
178 $10K
TTC
Toro CO

Industrials
142
New
$71.86 - $87.28 $10.2K - $12.4K
142 $10K
TECH
Bio Techne Corp

Healthcare
172
New
$58.47 - $78.75 $10.1K - $13.5K
172 $10K
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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