Tevis Investment Management Portfolio Holdings

Tevis Investment Management

  • $162 Million
  • Q3 2025

Tevis Investment Management has filed its 13F form on December 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $162 Million distributed in 106 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 $6.84M, Coca Cola Europacific Partners PLC with a value of $6.75M, Apple Inc. with a value of $5.96M, and Unilever PLC with a value of $5.81M.

Examining the 13F form we can see an increase of $9.48M in the current position value, from $152M to 162M.

Below you can find more details about Tevis Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
Consumer Defensive: $29.8 Million
Technology: $25.5 Million
Financial Services: $20.3 Million
Healthcare: $17.2 Million
Industrials: $12.4 Million
Energy: $12.1 Million
Communication Services: $12 Million
Consumer Cyclical: $9.63 Million
Other: $22.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$9.58 Million 5.92% of portfolio
19,059
Q3 2025 Added 3.98%
$0
$6.84 Million 4.23% of portfolio
68,207
Q3 2025 Added 9.77%
$41.3B
$6.75 Million 4.18% of portfolio
74,715
Q2 2025 Reduced 0.8%
$4.3T
$5.96 Million 3.68% of portfolio
23,402
Q3 2025 Reduced 0.26%
$150B
$5.81 Million 3.59% of portfolio
98,076
Q3 2025 Added 4.77%
$3.78T
$5.43 Million 3.36% of portfolio
10,479
Q3 2025 Added 0.79%
$128B
$5.1 Million 3.15% of portfolio
53,510
Q3 2025 Added 1.82%
$1.65T
$4.88 Million 3.02% of portfolio
20,076
Q3 2025 Reduced 3.7%
$465B
$4.31 Million 2.66% of portfolio
23,098
Q3 2025 Reduced 0.43%
$17.4B
$4.29 Million 2.65% of portfolio
146,241
Q2 2025 Added 2.87%
$522B
$4.27 Million 2.64% of portfolio
23,017
Q3 2025 Added 3.51%
$37.7B
$3.48 Million 2.15% of portfolio
15,597
Q3 2025 Reduced 1.14%
$76.5B
$3.42 Million 2.11% of portfolio
20,299
Q3 2025 Added 0.2%
$24.9B
$3.3 Million 2.04% of portfolio
32,833
Q3 2025 Reduced 1.14%
$96.7B
$3.03 Million 1.88% of portfolio
60,121
Q3 2025 Reduced 4.43%
$193B
$2.67 Million 1.65% of portfolio
23,351
Q3 2025 Reduced 14.95%
$109B
$2.48 Million 1.53% of portfolio
44,700
Q3 2025 Added 12.14%
$346B
$2.28 Million 1.41% of portfolio
14,811
Q3 2025 Added 4.65%
$34B
$2.17 Million 1.34% of portfolio
187,065
Q3 2025 Added 3.84%
$303B
$2.14 Million 1.32% of portfolio
13,788
Q3 2025 Added 4.94%
$258B
$2.09 Million 1.29% of portfolio
12,489
Q3 2025 Reduced 12.88%
$405B
$2.06 Million 1.28% of portfolio
2,132
Q3 2025 Added 0.8%
$237B
$2 Million 1.24% of portfolio
12,320
Q4 2022 Added 2.67%
$64.7B
$1.92 Million 1.18% of portfolio
17,084
Q3 2025 Added 1.93%
$67.3B
$1.84 Million 1.14% of portfolio
6,605
Q3 2025 Added 0.15%
$490B
$1.75 Million 1.08% of portfolio
15,477
Q3 2025 Added 0.11%
$306B
$1.73 Million 1.07% of portfolio
26,150
Q3 2025 Added 0.03%
$23.5B
$1.72 Million 1.06% of portfolio
16,655
Q3 2025 Added 0.46%
$31.5B
$1.67 Million 1.03% of portfolio
22,845
Q3 2025 New
$132B
$1.63 Million 1.01% of portfolio
7,736
Q3 2025 Added 5.91%
$94.5B
$1.57 Million 0.97% of portfolio
4,618
Q3 2025 Added 8.97%
$26.3B
$1.55 Million 0.96% of portfolio
8,277
Q2 2025 Added 114.71%
$14.2B
$1.44 Million 0.89% of portfolio
30,364
Q3 2025 Added 6.18%
$190B
$1.42 Million 0.88% of portfolio
13,989
Q3 2025 Reduced 26.6%
$971B
$1.42 Million 0.88% of portfolio
1,861
Q3 2025 Added 41.95%
$100B
$1.4 Million 0.87% of portfolio
22,983
Q3 2025 Added 6.41%
$47.4B
$1.37 Million 0.85% of portfolio
20,307
Q3 2025 Reduced 1.14%
$5.3B
$1.35 Million 0.83% of portfolio
12,979
Q3 2025 Added 4.43%
$881B
$1.34 Million 0.83% of portfolio
4,238
Q3 2025 Added 0.81%
$120B
$1.34 Million 0.83% of portfolio
42,685
Q3 2025 Added 4.62%
$204B
$1.33 Million 0.82% of portfolio
9,459
Q3 2025 Added 7.31%
$68.9B
$1.33 Million 0.82% of portfolio
5,622
Q3 2025 Added 22.91%
$75.4B
$1.3 Million 0.81% of portfolio
9,938
Q2 2025 Added 479.81%
$97.3B
$1.31 Million 0.81% of portfolio
15,498
Q3 2025 Added 19.05%
$533B
$1.31 Million 0.81% of portfolio
3,824
Q3 2025 Added 0.92%
$21.3B
$1.23 Million 0.76% of portfolio
13,813
Q3 2025 New
$279B
$1.21 Million 0.75% of portfolio
11,773
Q3 2025 Reduced 1.39%
$30.9B
$1.16 Million 0.71% of portfolio
9,169
Q3 2025 Added 5.67%
$404B
$1.14 Million 0.7% of portfolio
1,227
Q3 2025 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $162 Million
  • Prior Value $152 Million
  • Filing
  • Period Q3 2025
  • Filing Date December 02, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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