Tevis Investment Management Portfolio Holdings
Tevis Investment Management
- $134 Million
- Q3 2024
Tevis Investment Management has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $134 Million distributed in 88 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 $8.29M, Goldman Sachs Access Treasury with a value of $7.63M, Apple Inc. with a value of $5.94M, Coca Cola Europacific Partners PLC with a value of $5.93M, and Unilever PLC with a value of $5.33M.
Examining the 13F form we can see an increase of $10.5M in the current position value, from $123M to 134M.
Below you can find more details about Tevis Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$134 Million
Consumer Defensive: $22.4 Million
Technology: $18.3 Million
Financial Services: $16.7 Million
Healthcare: $15.7 Million
ETFs: $10.2 Million
Energy: $9.23 Million
Basic Materials: $9.23 Million
Communication Services: $8.7 Million
Other: $23.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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