Tevis Investment Management Portfolio Holdings
Tevis Investment Management
- $136 Million
- Q1 2025
Tevis Investment Management has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $136 Million distributed in 96 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 $9.58M, Goldman Sachs Access Treasury with a value of $6.95M, Coca Cola Europacific Partners PLC with a value of $6.55M, Apple Inc. with a value of $5.64M, and Invitation Homes Inc. with a value of $4.95M.
Examining the 13F form we can see an increase of $4.28M in the current position value, from $132M to 136M.
Below you can find more details about Tevis Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$136 Million
Consumer Defensive: $26 Million
Financial Services: $19.7 Million
Technology: $16.4 Million
Healthcare: $13.8 Million
ETFs: $10.9 Million
Basic Materials: $10.4 Million
Energy: $10.3 Million
Industrials: $8.48 Million
Other: $20.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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