Tevis Investment Management Portfolio Holdings

Tevis Investment Management

  • $152 Million
  • Q2 2025

Tevis Investment Management has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $152 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $8.9M, Coca Cola Europacific Partners PLC with a value of $6.93M, Goldman Sachs Access Treasury with a value of $6.22M, Unilever PLC with a value of $5.73M, and Microsoft Corp with a value of $5.17M.

Examining the 13F form we can see an increase of $16M in the current position value, from $136M to 152M.

Below you can find more details about Tevis Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $152 Million
Consumer Defensive: $29.9 Million
Technology: $21.8 Million
Financial Services: $19.4 Million
Healthcare: $15.3 Million
ETFs: $11.7 Million
Communication Services: $11.5 Million
Industrials: $11.2 Million
Energy: $9.98 Million
Other: $21.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$611B
$8.9 Million 5.85% of portfolio
18,329
Q2 2025 Added 1.9%
$41.7B
$6.93 Million 4.55% of portfolio
74,715
Q2 2025 Reduced 0.8%
$0
$6.22 Million 4.09% of portfolio
62,134
Q2 2025 Reduced 10.43%
$154B
$5.73 Million 3.76% of portfolio
93,615
Q2 2025 Added 13.78%
$3.91T
$5.17 Million 3.4% of portfolio
10,397
Q2 2025 Added 32.77%
$3.43T
$4.81 Million 3.16% of portfolio
23,462
Q2 2025 Reduced 7.55%
$18.5B
$4.8 Million 3.15% of portfolio
146,241
Q2 2025 Added 2.87%
$119B
$4.58 Million 3.01% of portfolio
52,552
Q2 2025 Added 24.22%
$0
$3.71 Million 2.44% of portfolio
40,428
Q2 2025 Added 44.42%
$1.16T
$3.67 Million 2.41% of portfolio
20,847
Q2 2025 Added 35.62%
$447B
$3.66 Million 2.41% of portfolio
23,197
Q2 2025 Added 20.99%
$210B
$3.4 Million 2.24% of portfolio
27,457
Q2 2025 Added 24.34%
$446B
$3.4 Million 2.23% of portfolio
22,237
Q2 2025 Added 25.69%
$22.5B
$3.04 Million 2.0% of portfolio
33,213
Q2 2025 Reduced 0.4%
$95.2B
$2.85 Million 1.87% of portfolio
62,910
Q2 2025 Reduced 4.53%
$102B
$2.75 Million 1.81% of portfolio
39,862
Q2 2025 Added 164.64%
$691B
$2.47 Million 1.62% of portfolio
11,318
Q2 2025 Added 13.94%
$61.6B
$2.41 Million 1.58% of portfolio
20,259
Q2 2025 Reduced 51.97%
$362B
$2.25 Million 1.48% of portfolio
14,153
Q2 2025 Added 21.66%
$259B
$2.24 Million 1.47% of portfolio
12,320
Q4 2022 Added 2.67%
$229B
$2.09 Million 1.37% of portfolio
14,336
Q2 2025 Reduced 36.8%
$68.3B
$2 Million 1.32% of portfolio
16,761
Q2 2025 Added 5.41%
$31.1B
$1.92 Million 1.26% of portfolio
180,148
Q2 2025 Added 23.01%
$25.6B
$1.9 Million 1.25% of portfolio
16,578
Q2 2025 Added 44.61%
$299B
$1.88 Million 1.24% of portfolio
13,139
Q2 2025 Added 11.58%
$301B
$1.85 Million 1.21% of portfolio
26,141
Q2 2025 Added 0.03%
$62.7B
$1.76 Million 1.16% of portfolio
6,595
Q2 2025 Reduced 1.2%
$147B
$1.7 Million 1.12% of portfolio
7,304
Q2 2025 Added 333.73%
$274B
$1.69 Million 1.11% of portfolio
2,115
Q2 2025 Added 116.92%
$444B
$1.67 Million 1.09% of portfolio
15,460
Q2 2025 Reduced 11.31%
$179B
$1.62 Million 1.07% of portfolio
19,058
Q2 2025 Reduced 4.24%
$51.1B
$1.53 Million 1.0% of portfolio
20,542
Q2 2025 Added 0.54%
$142B
$1.46 Million 0.96% of portfolio
40,800
Q2 2025 Added 6.78%
$27.7B
$1.37 Million 0.9% of portfolio
8,277
Q2 2025 Added 114.71%
$555B
$1.35 Million 0.88% of portfolio
3,789
Q2 2025 Reduced 6.54%
$79.2B
$1.33 Million 0.87% of portfolio
9,938
Q2 2025 Added 479.81%
$86.5B
$1.24 Million 0.81% of portfolio
4,238
Q2 2025 Added 10.11%
$429B
$1.21 Million 0.8% of portfolio
1,226
Q2 2025 Reduced 5.84%
$855B
$1.22 Million 0.8% of portfolio
4,204
Q2 2025 Reduced 0.21%
$103B
$1.19 Million 0.78% of portfolio
13,018
Q2 2025 Added 56.15%
$281B
$1.17 Million 0.77% of portfolio
11,939
Q2 2025 Reduced 22.36%
$194B
$1.16 Million 0.76% of portfolio
8,815
Q2 2025 Added 14.94%
$12.1B
$1.1 Million 0.73% of portfolio
28,598
Q2 2025 Reduced 6.19%
$5.11B
$1.1 Million 0.72% of portfolio
12,429
Q2 2025 Added 82.78%
$74.5B
$1.06 Million 0.7% of portfolio
21,599
Q2 2025 Reduced 4.56%
$2.26T
$1.05 Million 0.69% of portfolio
4,799
Q2 2025 Added 12.1%
$58.9B
$1.04 Million 0.68% of portfolio
4,574
Q2 2025 Added 116.47%
$709B
$1.02 Million 0.67% of portfolio
1,311
Q2 2025 Reduced 12.95%
$284B
$984,000 0.65% of portfolio
14,191
Q2 2025 Reduced 54.0%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $152 Million
  • Prior Value $136 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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