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
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
244
New
$43.63 - $46.01 $10.6K - $11.2K
244 $10K
PDI
Pimco Dynamic Income Fund

Financial Services
500
New
$18.51 - $20.05 $9.26K - $10K
500 $9K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
108
New
$91.45 - $91.75 $9.88K - $9.91K
108 $9K
BUG
Global X Fds Cybersecurity ETF

ETFs
300
New
$31.56 - $36.78 $9.47K - $11K
300 $9K
USB
Us Bancorp \De\

Financial Services
225
New
$40.92 - $50.9 $9.21K - $11.5K
225 $9K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
353
New
$23.43 - $25.55 $8.27K - $9.02K
353 $9K
TNL
Travel & Leisure Co.

Consumer Cyclical
200
New
$46.29 - $57.86 $9.26K - $11.6K
200 $9K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
199
New
$48.37 - $55.84 $9.63K - $11.1K
199 $9K
FINX
Global X Fds Fintech ETF (De)

ETFs
325
New
$27.43 - $33.5 $8.91K - $10.9K
325 $8K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
193
New
$42.5 - $46.71 $8.2K - $9.02K
193 $8K
T
At&T Inc.

Communication Services
300
New
$21.56 - $28.28 $6.47K - $8.48K
300 $8K
NOW
Service Now, Inc.

Technology
11
New
$783.83 - $1170.39 $8.62K - $12.9K
11 $8K
SYK
Stryker Corp

Healthcare
20
New
$355.18 - $399.9 $7.1K - $8K
20 $7K
KLAC
Kla Corp

Technology
11
New
$636.62 - $777.63 $7K - $8.55K
11 $7K
ZM
Zoom Video Communications, Inc.

Technology
100
New
$72.23 - $88.64 $7.22K - $8.86K
100 $7K
KRE
Spdr S&P Regional Banking ETF

ETFs
125
New
$55.11 - $65.5 $6.89K - $8.19K
125 $7K
BANR
Banner Corp

Financial Services
110
New
$62.19 - $71.35 $6.84K - $7.85K
110 $7K
CTRA
Coterra Energy Inc.

Energy
250
New
$25.51 - $29.83 $6.38K - $7.46K
250 $7K
DD
Du Pont De Nemours, Inc.

Basic Materials
85
New
$72.7 - $84.32 $6.18K - $7.17K
85 $6K
UBER
Uber Technologies, Inc

Technology
83
New
$63.17 - $81.49 $5.24K - $6.76K
83 $6K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
68
New
$89.18 - $104.04 $6.06K - $7.07K
68 $6K
AJG
Arthur J. Gallagher & Co.

Financial Services
20
New
$275.89 - $345.24 $5.52K - $6.9K
20 $6K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
282
New
$22.46 - $23.26 $6.33K - $6.56K
282 $6K
JOBY
Joby Aviation, Inc.

Industrials
1K
New
$5.99 - $10.27 $5.99K - $10.3K
1K $6K
CTVA
Corteva, Inc.

Basic Materials
85
New
$55.94 - $66.15 $4.75K - $5.62K
85 $5K
URI
United Rentals, Inc.

Industrials
9
New
$594.17 - $789.56 $5.35K - $7.11K
9 $5K
EEM
Ishares Msci Emerging Markets

ETFs
120
New
$40.81 - $45.34 $4.9K - $5.44K
120 $5K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
New
$47.79 - $59.89 $4.78K - $5.99K
100 $5K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
83
New
$62.43 - $84.12 $5.18K - $6.98K
83 $5K
MRVL
Marvell Technology, Inc.

Technology
84
New
$61.57 - $126.06 $5.17K - $10.6K
84 $5K
MSCI
Msci Inc.

Financial Services
9
New
$541.46 - $628.34 $4.87K - $5.66K
9 $5K
MTD
Mettler Toledo International Inc

Healthcare
5
New
$1177.09 - $1390.0 $5.89K - $6.95K
5 $5K
VO
Vanguard Mid Cap ETF

ETFs
20
New
$251.87 - $277.95 $5.04K - $5.56K
20 $5K
IHDG
Wisdomtree Tr

ETFs
116
New
$43.4 - $47.51 $5.03K - $5.51K
116 $5K
IEFA
Ishares Tr

ETFs
66
New
$69.57 - $78.65 $4.59K - $5.19K
66 $4K
PYPL
Pay Pal Holdings, Inc.

Financial Services
68
New
$65.15 - $91.81 $4.43K - $6.24K
68 $4K
SAP
Sap Se

Technology
16
New
$241.4 - $293.69 $3.86K - $4.7K
16 $4K
SCHX
Schwab Strategic Tr Us Large C

ETFs
191
New
$21.75 - $24.28 $4.15K - $4.64K
191 $4K
VRSK
Verisk Analytics, Inc.

Industrials
15
New
$268.63 - $301.33 $4.03K - $4.52K
15 $4K
IVE
Ishares S&P 500 Value ETF

ETFs
22
New
$185.78 - $198.58 $4.09K - $4.37K
22 $4K
FNDA
Schwab Fundamental U S Small C

ETFs
152
New
$26.87 - $30.99 $4.08K - $4.71K
152 $4K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
200
New
$21.64 - $23.93 $4.33K - $4.79K
200 $4K
MPWR
Monolithic Power Systems Inc

Technology
8
New
$565.7 - $720.25 $4.53K - $5.76K
8 $4K
ECL
Ecolab Inc.

Basic Materials
16
New
$229.72 - $269.82 $3.68K - $4.32K
16 $4K
BLKB
Blackbaud Inc

Technology
72
New
$61.9 - $80.79 $4.46K - $5.82K
72 $4K
IVW
Ishares S&P 500 Growth ETF

ETFs
48
New
$92.45 - $106.69 $4.44K - $5.12K
48 $4K
SWKS
Skyworks Solutions, Inc.

Technology
70
New
$64.12 - $93.96 $4.49K - $6.58K
70 $4K
SNAP
Snap Inc

Communication Services
500
New
$8.37 - $12.57 $4.19K - $6.29K
500 $4K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
60
New
$63.07 - $73.5 $3.78K - $4.41K
60 $4K
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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