Cheviot Value Management, LLC New Holdings in Q1 2025

Cheviot Value Management, LLC

  • $820 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RC
Ready Capital Corp

Real Estate
3.49K
New
$4.9 - $7.05 $17.1K - $24.6K
3.49K $17K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
876
New
$18.36 - $20.51 $16.1K - $18K
876 $17K
RACE
Ferrari N.V.

Consumer Cyclical
40
New
$413.73 - $508.15 $16.5K - $20.3K
40 $17K
BAX
Baxter International Inc

Healthcare
475
New
$29.26 - $36.57 $13.9K - $17.4K
475 $16K
MET
Metlife Inc

Financial Services
200
New
$77.7 - $87.0 $15.5K - $17.4K
200 $16K
ECC
Eagle Point Credit CO Inc.

Financial Services
2K
New
$7.7 - $9.14 $15.4K - $18.3K
2K $16K
AMD
Advanced Micro Devices Inc

Technology
165
New
$96.63 - $129.55 $15.9K - $21.4K
165 $16K
K
Kellogg CO

Consumer Defensive
200
New
$81.06 - $82.9 $16.2K - $16.6K
200 $16K
EXPE
Expedia Group, Inc.

Consumer Cyclical
100
New
$157.11 - $206.52 $15.7K - $20.7K
100 $16K
IHF
Ishares Tr

ETFs
299
New
$47.84 - $53.21 $14.3K - $15.9K
299 $15K
EFA
Ishares Tr Msci Eafe ETF

ETFs
190
New
$74.85 - $84.89 $14.2K - $16.1K
190 $15K
NEE
Nextera Energy Inc

Utilities
223
New
$66.96 - $76.16 $14.9K - $17K
223 $15K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
521
New
$25.81 - $28.52 $13.4K - $14.9K
521 $14K
MMM
3 M CO

Industrials
100
New
$129.7 - $155.12 $13K - $15.5K
100 $14K
VEA
Vanguard Ftse Developed Market

ETFs
284
New
$47.4 - $52.99 $13.5K - $15K
284 $14K
PSI
Invesco Exchange Traded Fd Tr

ETFs
300
New
$47.38 - $64.98 $14.2K - $19.5K
300 $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
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
255
New
$48.31 - $49.23 $12.3K - $12.6K
255 $12K
IWD
Ishares Russell 1000 Val ETF

ETFs
65
New
$182.82 - $196.21 $11.9K - $12.8K
65 $12K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
800
New
$14.67 - $22.01 $11.7K - $17.6K
800 $12K
INTU
Intuit Inc

Technology
18
New
$555.63 - $630.23 $10K - $11.3K
18 $11K
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
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
244
New
$43.63 - $46.01 $10.6K - $11.2K
244 $10K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
178
New
$57.21 - $65.8 $10.2K - $11.7K
178 $10K
TECH
Bio Techne Corp

Healthcare
172
New
$58.47 - $78.75 $10.1K - $13.5K
172 $10K
UPS
United Parcel Service Inc

Industrials
100
New
$109.66 - $136.26 $11K - $13.6K
100 $10K
TTC
Toro CO

Industrials
142
New
$71.86 - $87.28 $10.2K - $12.4K
142 $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
EES
Wisdomtree U.S. Smallcap Fund

ETFs
199
New
$48.37 - $55.84 $9.63K - $11.1K
199 $9K
BUG
Global X Fds Cybersecurity ETF

ETFs
300
New
$31.56 - $36.78 $9.47K - $11K
300 $9K
TNL
Travel & Leisure Co.

Consumer Cyclical
200
New
$46.29 - $57.86 $9.26K - $11.6K
200 $9K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
353
New
$23.43 - $25.55 $8.27K - $9.02K
353 $9K
USB
Us Bancorp \De\

Financial Services
225
New
$40.92 - $50.9 $9.21K - $11.5K
225 $9K
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
FINX
Global X Fds Fintech ETF (De)

ETFs
325
New
$27.43 - $33.5 $8.91K - $10.9K
325 $8K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
172
New
$48.65 - $53.06 $8.37K - $9.13K
172 $8K
NOW
Service Now, Inc.

Technology
11
New
$783.83 - $1170.39 $8.62K - $12.9K
11 $8K
KLAC
Kla Corp

Technology
11
New
$636.62 - $777.63 $7K - $8.55K
11 $7K
KRE
Spdr S&P Regional Banking ETF

ETFs
125
New
$55.11 - $65.5 $6.89K - $8.19K
125 $7K
CTRA
Coterra Energy Inc.

Energy
250
New
$25.51 - $29.83 $6.38K - $7.46K
250 $7K
SYK
Stryker Corp

Healthcare
20
New
$355.18 - $399.9 $7.1K - $8K
20 $7K
ZM
Zoom Video Communications, Inc.

Technology
100
New
$72.23 - $88.64 $7.22K - $8.86K
100 $7K
BANR
Banner Corp

Financial Services
110
New
$62.19 - $71.35 $6.84K - $7.85K
110 $7K
DD
Du Pont De Nemours, Inc.

Basic Materials
85
New
$72.7 - $84.32 $6.18K - $7.17K
85 $6K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
282
New
$22.46 - $23.26 $6.33K - $6.56K
282 $6K
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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