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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$8.9 Million 5.85% of portfolio
18,329
Q2 2025 Added 1.9%
$3.95T
$5.17 Million 3.4% of portfolio
10,397
Q2 2025 Added 32.77%
$3.69T
$4.81 Million 3.16% of portfolio
23,462
Q2 2025 Reduced 7.55%
$1.21T
$3.67 Million 2.41% of portfolio
20,847
Q2 2025 Added 35.62%
$456B
$3.66 Million 2.41% of portfolio
23,197
Q2 2025 Added 20.99%
$207B
$3.4 Million 2.24% of portfolio
27,457
Q2 2025 Added 24.34%
$452B
$3.4 Million 2.23% of portfolio
22,237
Q2 2025 Added 25.69%
$684B
$2.47 Million 1.62% of portfolio
11,318
Q2 2025 Added 13.94%
$368B
$2.25 Million 1.48% of portfolio
14,153
Q2 2025 Added 21.66%
$261B
$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%
$302B
$1.88 Million 1.24% of portfolio
13,139
Q2 2025 Added 11.58%
$306B
$1.85 Million 1.21% of portfolio
26,141
Q2 2025 Added 0.03%
$295B
$1.69 Million 1.11% of portfolio
2,115
Q2 2025 Added 116.92%
$442B
$1.67 Million 1.09% of portfolio
15,460
Q2 2025 Reduced 11.31%
$551B
$1.35 Million 0.88% of portfolio
3,789
Q2 2025 Reduced 6.54%
$859B
$1.22 Million 0.8% of portfolio
4,204
Q2 2025 Reduced 0.21%
$281B
$1.17 Million 0.77% of portfolio
11,939
Q2 2025 Reduced 22.36%
$202B
$1.16 Million 0.76% of portfolio
8,815
Q2 2025 Added 14.94%
$2.26T
$1.05 Million 0.69% of portfolio
4,799
Q2 2025 Added 12.1%
$608B
$1.02 Million 0.67% of portfolio
1,311
Q2 2025 Reduced 12.95%
$293B
$984,000 0.65% of portfolio
14,191
Q2 2025 Reduced 54.0%
$548B
$930,000 0.61% of portfolio
1,655
Q4 2024 Added 0.3%
$405B
$898,000 0.59% of portfolio
2,451
Q2 2025 Reduced 4.22%
$351B
$742,000 0.49% of portfolio
4,000
Q4 2021 New
$203B
$635,000 0.42% of portfolio
8,026
Q2 2025 Reduced 59.12%
$229B
$544,000 0.36% of portfolio
4,000
Q3 2024 Reduced 2.01%
$306B
$536,000 0.35% of portfolio
2,085
Q3 2024 Reduced 0.19%
$314B
$390,000 0.26% of portfolio
1,639
Q2 2025 Reduced 5.42%
$258B
$234,000 0.15% of portfolio
3,329
Q3 2024 Reduced 9.95%

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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