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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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