Tevis Investment Management

Q3 2025 13F Holdings

  • Location
    plano, TX
  • Num holdings

    106

  • Value ($000)

    $166,100

  • Date Filed
    12/02/2025
  • Form type
    13F-HR
  • CIK
    0001940416
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$9.58 M
6 %

19,059

GBIL
GBIL

GOLDMAN SACHS ETF TR

ACCES TREASURY
$6.84 M
4 %

68,207

---

COCA-COLA EUROPACIFIC PARTNE

SHS
$6.75 M
4 %

74,715

AAPL
AAPL

APPLE INC

COM
$5.96 M
4 %

23,402

UL
UL

UNILEVER PLC

SPON ADR NEW
$5.81 M
4 %

98,076

MSFT
MSFT

MICROSOFT CORP

COM
$5.43 M
3 %

10,479

MDT
MDT

MEDTRONIC PLC

SHS
$5.13 M
3 %

53,510

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$4.88 M
3 %

20,076

INVH
INVH

INVITATION HOMES INC

COM
$4.33 M
3 %

146,241

NVDA
NVDA

NVIDIA CORPORATION

COM
$4.31 M
3 %

23,098

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