Tevis Investment Management Purchases in Q3 2025

Tevis Investment Management

  • $162 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OKE
Oneok Inc

Energy
22.8K
New
$71.36 - $83.47 $1.63M - $1.91M
22.8K $1.67M
SSNC
Ss&C Technologies Holdings Inc

Technology
13.8K
New
$81.85 - $90.2 $1.13M - $1.25M
13.8K $1.23M
AEM
Agnico Eagle Mines LTD

Basic Materials
40
+ 0.2%
$116.14 - $168.56 $4.65K - $6.74K
20.3K $3.42M
JNJ
Johnson & Johnson

Healthcare
780
+ 3.51%
$155.17 - $185.42 $121K - $145K
23K $4.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
730
+ 3.98%
$459.11 - $506.91 $335K - $370K
19.1K $9.58M
IEX
Idex Corp

Industrials
3.92K
New
$157.53 - $185.69 $617K - $728K
3.92K $637K
GBIL
Goldman Sachs Access Treasury

ETFs
6.07K
+ 9.77%
$99.82 - $100.23 $606K - $609K
68.2K $6.84M
MDT
Medtronic PLC

Healthcare
958
+ 1.82%
$87.67 - $95.74 $84K - $91.7K
53.5K $5.1M
LLY
Eli Lilly & CO

Healthcare
550
+ 41.95%
$625.65 - $812.69 $344K - $447K
1.86K $1.42M
ACM
Aecom

Industrials
2.85K
New
$111.08 - $132.99 $317K - $379K
2.85K $372K
GM
General Motors CO

Consumer Cyclical
1.38K
+ 6.41%
$48.89 - $61.24 $67.7K - $84.8K
23K $1.4M
GD
General Dynamics Corp

Industrials
380
+ 8.97%
$293.92 - $341.0 $112K - $130K
4.62K $1.57M
MGA
Magna International Inc

Consumer Cyclical
1.77K
+ 6.18%
$40.03 - $47.38 $70.7K - $83.7K
30.4K $1.44M
VRSN
Verisign Inc

Technology
1.13K
New
$263.02 - $305.98 $297K - $346K
1.13K $316K
FDX
Fedex Corp

Industrials
1.05K
+ 22.91%
$217.1 - $243.2 $228K - $255K
5.62K $1.33M
CVX
Chevron Corp

Energy
649
+ 4.94%
$145.57 - $161.83 $94.5K - $105K
13.8K $2.14M
MSFT
Microsoft Corp

Technology
82
+ 0.79%
$491.09 - $535.64 $40.3K - $43.9K
10.5K $5.43M
VOD
Vodafone Group Public LTD CO

Communication Services
6.92K
+ 3.84%
$10.67 - $12.06 $73.8K - $83.4K
187K $2.17M
THO
Thor Industries Inc

Consumer Cyclical
550
+ 4.43%
$88.76 - $112.33 $48.8K - $61.8K
13K $1.35M
LEN
Lennar Corp

Consumer Cyclical
492
+ 5.67%
$107.73 - $142.4 $53K - $70.1K
9.17K $1.16M
PEP
Pepsico Inc

Consumer Defensive
644
+ 7.31%
$133.81 - $152.16 $86.2K - $98K
9.46K $1.33M
SBUX
Starbucks Corp

Consumer Cyclical
2.48K
+ 19.05%
$81.9 - $96.86 $203K - $240K
15.5K $1.31M
JPM
Jpmorgan Chase & CO

Financial Services
34
+ 0.81%
$282.78 - $316.06 $9.61K - $10.7K
4.24K $1.34M
DOCS
Doximity, Inc.

Healthcare
528
+ 7.88%
$57.33 - $75.12 $30.3K - $39.7K
7.23K $528K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.41%
$357.4 - $423.42 $3.57K - $4.23K
2.46K $997K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
602
+ 20.07%
$109.55 - $124.15 $65.9K - $74.7K
3.6K $422K
UL
Unilever PLC

Consumer Defensive
4.46K
+ 4.77%
$58.43 - $65.01 $261K - $290K
98.1K $5.81M
TRV
Travelers Companies, Inc.

Financial Services
10
+ 0.15%
$250.62 - $279.43 $2.51K - $2.79K
6.61K $1.84M
XOM
Exxon Mobil Corp

Energy
17
+ 0.11%
$105.83 - $117.22 $1.8K - $1.99K
15.5K $1.75M
ARW
Arrow Electronics Inc

Technology
937
+ 15.04%
$114.66 - $133.24 $107K - $125K
7.17K $867K
EXLS
Exl Service Holdings, Inc.

Technology
761
+ 8.68%
$41.4 - $45.43 $31.5K - $34.6K
9.53K $419K
CL
Colgate Palmolive CO

Consumer Defensive
1.13K
+ 21.16%
$79.36 - $93.33 $89.8K - $106K
6.48K $517K
PG
Procter & Gamble CO

Consumer Defensive
658
+ 4.65%
$150.47 - $161.22 $99K - $106K
14.8K $2.28M
ABT
Abbott Laboratories

Healthcare
200
+ 5.0%
$120.51 - $136.62 $24.1K - $27.3K
4.2K $562K
COP
Conocophillips

Energy
4
+ 0.14%
$91.0 - $98.99 $364 - $396
2.8K $264K
TMUS
T Mobile Us, Inc.

Communication Services
49
+ 2.99%
$226.02 - $259.01 $11.1K - $12.7K
1.69K $404K
SO
Southern CO

Utilities
12
+ 0.5%
$90.83 - $96.0 $1.09K - $1.15K
2.43K $229K
AMZN
Amazon Com Inc

Consumer Cyclical
14
+ 0.29%
$211.65 - $238.24 $2.96K - $3.34K
4.81K $1.06M
DEO
Diageo PLC

Consumer Defensive
489
+ 6.27%
$93.64 - $115.33 $45.8K - $56.4K
8.29K $791K
Cohen & Steers ETF Trust
241
+ 0.91%
N/A
26.8K $0
Liberty Global LTD
8.2K
+ 13.95%
N/A
67K $0
Arista Networks Inc
461
+ 10.88%
N/A
4.7K $0
Ge Healthcare Technologies I
455
+ 2.79%
N/A
16.7K $0
RACE
Ferrari N.V.

Consumer Cyclical
9
+ 0.94%
$436.24 - $517.65 $3.93K - $4.66K
967 $469K
ZTS
Zoetis Inc.

Healthcare
167
+ 5.78%
$141.13 - $159.19 $23.6K - $26.6K
3.05K $446K
CME
Cme Group Inc.

Financial Services
10
+ 0.47%
$258.83 - $287.1 $2.59K - $2.87K
2.13K $575K
V
Visa Inc.

Financial Services
35
+ 0.92%
$332.09 - $358.86 $11.6K - $12.6K
3.82K $1.31M
HON
Honeywell International Inc

Industrials
432
+ 5.91%
$207.7 - $240.4 $89.7K - $104K
7.74K $1.63M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.08%
$915.95 - $994.57 $916 - $995
1.23K $1.14M
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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