Tevis Investment Management 13F Holdings

CIK 0001940416 · PLANO, TX

As of Jun 30, 2025, Tevis Investment Management reported 104 positions worth 56.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services18,329$8.9M5.70%
COCA-COLA EUROPACIFIC PARTNERS PLCCCEPConsumer Defensive74,715$6.9M4.44%
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFGBIL—62,134$6.2M3.99%
UNILEVER PLCULConsumer Defensive93,615$5.7M3.67%
MICROSOFT CORPMSFTTechnology10,397$5.2M3.31%
INVITATION HOMES INCINVHReal Estate146,241$4.8M3.10%
APPLE INCAAPLTechnology23,462$4.8M3.08%
MEDTRONIC PLCMDTHealthcare52,552$4.6M2.96%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—40,428$3.7M2.38%
ALPHABET INCGOOGLEquity20,847$3.7M2.35%
NVIDIA CORPNVDATechnology23,197$3.7M2.35%
WALT DISNEY CODISCommunication Services27,457$3.4M2.19%
JOHNSON & JOHNSONJNJHealthcare22,237$3.4M2.18%
LOEWS CORPLFinancial Services33,213$3.0M1.95%
ENBRIDGE INCENBEnergy62,910$2.9M1.83%
NOVO NORDISK A SNVOHealthcare39,862$2.8M1.76%
FRANCO NEVADA CORPFNVBasic Materials15,777$2.6M1.66%
ORACLE CORPORCLTechnology11,318$2.5M1.59%
AGNICO EAGLE MINES LTDAEMBasic Materials20,259$2.4M1.54%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive12,320$2.3M1.45%
PROCTER & GAMBLE COPGConsumer Defensive14,153$2.3M1.44%
RTX CORPRTXEquity14,336$2.1M1.34%
EOG RESOURCES INCEOGEnergy16,761$2.0M1.28%
VODAFONE GROUP PLC-SP ADRVODCommunication Services180,148$2.0M1.26%
DOLLAR GENERAL CORPDGConsumer Defensive16,578 .9M1.21%