StockDriftsStockDriftsTop 50 Cheviot Value Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 11.44% | 237.7K | $113.9M | +1.40%(+3.28K) | $133.83(+261.69%) | 2026-03-31 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 10.8% | 1.07M | $107.5M | +9.42%(+91.95K) | $100.52(-0.00%) | 2026-03-31 | |
| AEM | AGNICO EAGLE MINES LTD COM | 8.38% | 411.1K | $83.4M | -3.47%(-14.76K) | $48.20(+299.72%) | 2026-03-31 | |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | 5.51% | 1.38M | $54.8M | +8.71%(+110.52K) | $39.97(-1.45%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.8% | 166.3K | $47.8M | -8.19%(-14.84K) | $80.72(+396.88%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 3.91% | 159.3K | $39.0M | -3.85%(-6.38K) | $107.19(+115.32%) | 2026-03-31 | |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 3.63% | 331.9K | $36.2M | +3.94%(+12.59K) | $108.42(+0.12%) | 2026-03-31 | |
| TDTF | FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | 3.3% | 1.36M | $32.9M | +5.61%(+72.43K) | $23.89(+1.33%) | 2026-03-31 | |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 2.75% | 573.8K | $27.4M | -8.38%(-52.50K) | $18.75(+168.89%) | 2026-03-31 | |
| NEM | NEWMONT CORP COM | 2.42% | 222.9K | $24.1M | -6.63%(-15.84K) | $53.90(+115.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.33% | +74.24% |
| Top 20 Holdings Unweighted | +20.49% | +74.94% |
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