StockDriftsStockDriftsTop 50 Tevis Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GBIL | GOLDMAN SACHS ETF TR | 8.57% | 156.4K | $15.7M | -24.98%(-52.07K) | $100.09(-0.03%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.62% | 20.5K | $10.3M | +2.52%(+505) | $321.89(+55.75%) | 2026-06-30 | |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 4.06% | 74.2K | $7.4M | +0.00%(+0) | $55.61(+93.56%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.57% | 22.6K | $6.5M | -2.58%(-598) | $162.32(+88.13%) | 2026-06-30 | |
| UL | UNILEVER PLC | 3.23% | 98.2K | $5.9M | +15.02%(+12.83K) | $60.37(+2.85%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.98% | 15.2K | $5.4M | -12.62%(-2.20K) | $145.36(+137.14%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.98% | 21.4K | $5.4M | -5.71%(-1.30K) | $160.08(+62.70%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.94% | 14.4K | $5.4M | -2.94%(-436) | $372.25(+30.58%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.82% | 25.8K | $5.2M | +6.12%(+1.49K) | $84.81(+166.55%) | 2026-06-30 | |
| MDT | MEDTRONIC PLC | 2.69% | 62.2K | $4.9M | +15.10%(+8.17K) | $92.30(-1.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.63% | +35.39% | — | — | +29.83% |
| Top 20 Holdings Unweighted | +11.08% | +37.07% | — | — | +33.48% |
Tevis Investment Management reports $182.77M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are GBIL (8.6%), BRK.B (5.6%) and CCEP (4.1%). The top 20 holdings account for 57.42% of reported assets. Its disclosed equity book has returned +35.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tevis Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1940416). View Tevis Investment Management’s 13F filings on SEC