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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.2B
$1.32 Million 0.98% of portfolio
66,128
Q3 2024 Reduced 2.59%
$6.02B
$742,000 0.55% of portfolio
6,756
Q3 2024 Added 4.47%
$5.3B
$434,000 0.32% of portfolio
2,015
Q3 2024 Added 13.59%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $134 Million
  • Prior Value $123 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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