Tevis Investment Management
Q4 2024 13F Holdings
- Locationplano, TX
- Num holdings
96
- Value ($000)
$134,764
- Date Filed01/28/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $8.15M | 6 % | 17,987 | ||
GBIL GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | $6.96M | 5 % | 69,371 | ||
AAPL APPLE INC | COM | 037833100 | $6.36M | 5 % | 25,378 | ||
COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | $5.78M | 4 % | 75,315 | ||
UL UNILEVER PLC | SPON ADR NEW | 904767704 | $4.67M | 4 % | 82,280 | ||
INVH INVITATION HOMES INC | COM | 46187W107 | $4.59M | 3 % | 142,155 | ||
MDT MEDTRONIC PLC | SHS | G5960L103 | $3.41M | 3 % | 42,304 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.30M | 2 % | 7,831 | ||
AEM AGNICO EAGLE MINES LTD | COM | 008474108 | $3.30M | 2 % | 42,180 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $2.91M | 2 % | 15,372 |
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