Tevis Investment Management Incresed Positions in Q2 2025

Tevis Investment Management

  • $152 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
2.57K
+ 32.77%
$354.56 - $497.45 $910K - $1.28M
10.4K $5.17M
NVO
Novo Nordisk A S

Healthcare
24.8K
+ 164.64%
$58.08 - $81.05 $1.44M - $2.01M
39.9K $2.75M
NVDA
Nvidia Corp

Technology
4.03K
+ 20.99%
$94.31 - $157.99 $380K - $636K
23.2K $3.66M
HON
Honeywell International Inc

Industrials
5.62K
+ 333.73%
$182.86 - $232.88 $1.03M - $1.31M
7.3K $1.7M
GOOGL
Alphabet Inc.

Communication Services
5.48K
+ 35.62%
$144.7 - $178.6 $792K - $978K
20.8K $3.67M
DIS
Walt Disney CO

Communication Services
5.37K
+ 24.34%
$81.72 - $124.01 $439K - $666K
27.5K $3.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.4K
+ 44.42%
$91.43 - $91.74 $1.14M - $1.14M
40.4K $3.71M
EMR
Emerson Electric CO

Industrials
8.22K
+ 479.81%
$94.15 - $133.33 $774K - $1.1M
9.94K $1.33M
ORCL
Oracle Corp

Technology
1.39K
+ 13.94%
$122.82 - $218.63 $170K - $303K
11.3K $2.47M
ASML
Asml Holding Nv

Technology
1.14K
+ 116.92%
$595.37 - $815.24 $679K - $929K
2.12K $1.69M
UL
Unilever PLC

Consumer Defensive
11.3K
+ 13.78%
$57.9 - $65.43 $656K - $742K
93.6K $5.73M
MDT
Medtronic PLC

Healthcare
10.2K
+ 24.22%
$80.68 - $88.86 $827K - $911K
52.6K $4.58M
HSY
Hershey CO

Consumer Defensive
4.42K
+ 114.71%
$151.29 - $173.13 $669K - $766K
8.28K $1.37M
FNV
Franco Nevada Corp

Basic Materials
3.82K
+ 31.95%
$143.04 - $178.17 $546K - $681K
15.8K $2.59M
THO
Thor Industries Inc

Consumer Cyclical
5.63K
+ 82.78%
$64.83 - $89.72 $365K - $505K
12.4K $1.1M
VOD
Vodafone Group Public LTD CO

Communication Services
33.7K
+ 23.01%
$8.19 - $10.66 $276K - $359K
180K $1.92M
FDX
Fedex Corp

Industrials
2.46K
+ 116.47%
$198.07 - $245.17 $487K - $603K
4.57K $1.04M
JNJ
Johnson & Johnson

Healthcare
4.55K
+ 25.69%
$146.36 - $159.82 $665K - $726K
22.2K $3.4M
LEN
Lennar Corp

Consumer Cyclical
3.76K
+ 76.58%
$102.76 - $115.66 $387K - $435K
8.68K $959K
SBUX
Starbucks Corp

Consumer Cyclical
4.68K
+ 56.15%
$79.69 - $99.41 $373K - $465K
13K $1.19M
PG
Procter & Gamble CO

Consumer Defensive
2.52K
+ 21.66%
$157.66 - $172.39 $397K - $434K
14.2K $2.25M
ACN
Accenture PLC

Technology
1.01K
+ 44.49%
$279.23 - $323.21 $281K - $325K
3.26K $975K
CTVA
Corteva, Inc.

Basic Materials
110
+ 0.54%
$55.52 - $74.53 $6.11K - $8.2K
20.5K $1.53M
AMZN
Amazon Com Inc

Consumer Cyclical
518
+ 12.1%
$167.32 - $223.3 $86.7K - $116K
4.8K $1.05M
GD
General Dynamics Corp

Industrials
389
+ 10.11%
$247.68 - $291.66 $96.3K - $113K
4.24K $1.24M
TT
Trane Technologies PLC

Industrials
135
+ 16.13%
$315.21 - $437.41 $42.6K - $59.1K
972 $425K
NTAP
Net App, Inc.

Technology
325
+ 9.87%
$76.1 - $106.55 $24.7K - $34.6K
3.62K $385K
IEFA
Ishares Tr

ETFs
645
+ 21.67%
$67.83 - $84.09 $43.8K - $54.2K
3.62K $302K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.31K
+ 16.11%
$86.97 - $102.82 $114K - $134K
9.42K $903K
CME
Cme Group Inc.

Financial Services
166
+ 8.5%
$252.37 - $290.71 $41.9K - $48.3K
2.12K $584K
ADBE
Adobe Inc.

Technology
154
+ 14.71%
$340.0 - $420.68 $52.4K - $64.8K
1.2K $464K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.5%
$416.06 - $551.64 $1.25K - $1.65K
598 $329K
CMCSA
Comcast Corp

Communication Services
2.59K
+ 6.78%
$32.84 - $36.72 $85.1K - $95.1K
40.8K $1.46M
PEP
Pepsico Inc

Consumer Defensive
1.15K
+ 14.94%
$128.02 - $151.37 $147K - $173K
8.82K $1.16M
ABC
Amerisourcebergen Corp

Healthcare
52
+ 3.2%
N/A
1.68K $310K
EXLS
Exl Service Holdings, Inc.

Technology
742
+ 9.25%
$41.85 - $48.48 $31.1K - $36K
8.77K $383K
Ge Healthcare Technologies I
3.43K
+ 26.67%
N/A
16.3K $0
Liberty Global LTD
7.59K
+ 14.82%
N/A
58.8K $0
KO
Coca Cola CO

Consumer Defensive
9
+ 0.03%
$68.37 - $73.9 $615 - $665
26.1K $1.85M
EOG
Eog Resources Inc

Energy
860
+ 5.41%
$104.61 - $129.97 $90K - $112K
16.8K $2M
COP
Conocophillips

Energy
9
+ 0.32%
$82.66 - $106.1 $744 - $955
2.79K $250K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.72K
+ 963.83%
$105.72 - $1416.0 $287K - $3.85M
3K $334K
CVX
Chevron Corp

Energy
1.36K
+ 11.58%
$133.73 - $168.51 $182K - $230K
13.1K $1.88M
INVH
Invitation Homes Inc.

Real Estate
4.09K
+ 2.87%
$30.53 - $35.47 $125K - $145K
146K $4.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
342
+ 1.9%
$483.48 - $539.8 $165K - $185K
18.3K $8.9M
Activity Summary
Buys All Purchases 62 New Holdings 16 Increased Positions 46 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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