Tevis Investment Management
Q2 2025 13F Holdings
- Locationplano, TX
- Num holdings
104
- Value ($000)
$156,117
- Date Filed08/01/2025
- Form type13F-HR
- CIK0001940416
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $8.90 M | 6 % | 18,329 | ||
COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | $6.93 M | 4 % | 74,715 | ||
GBIL GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | $6.22 M | 4 % | 62,134 | ||
UL UNILEVER PLC | SPON ADR NEW | 904767704 | $5.73 M | 4 % | 93,615 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.17 M | 3 % | 10,397 | ||
INVH INVITATION HOMES INC | COM | 46187W107 | $4.84 M | 3 % | 146,241 | ||
AAPL APPLE INC | COM | 037833100 | $4.81 M | 3 % | 23,462 | ||
MDT MEDTRONIC PLC | SHS | G5960L103 | $4.62 M | 3 % | 52,552 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $3.71 M | 2 % | 40,428 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $3.67 M | 2 % | 20,847 |
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