Top 50 Tevis Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GBIL | GOLDMAN SACHS ETF TR | 11.89% | 208.4K | $20.9M | +205.59%(+140.23K) | $100.09(-0.08%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.47% | 20.0K | $9.6M | +5.08%(+969) | $317.72(+52.82%) | 2026-03-31 | |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 3.83% | 74.2K | $6.7M | -0.67%(-500) | $55.61(+64.39%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.35% | 23.2K | $5.9M | -0.97%(-226) | $162.32(+84.12%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.16% | 22.7K | $5.6M | -1.32%(-303) | $160.08(+43.94%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.13% | 14.9K | $5.5M | +41.74%(+4.37K) | $372.25(+8.86%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.86% | 17.4K | $5.0M | -13.15%(-2.64K) | $145.36(+176.98%) | 2026-03-31 | |
| UL | UNILEVER PLC | 2.8% | 85.4K | $4.9M | new | $60.42(-4.83%) | 2026-03-31 | |
| MDT | MEDTRONIC PLC | 2.69% | 54.1K | $4.7M | +1.05%(+564) | $93.86(-18.80%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.41% | 24.3K | $4.2M | +5.26%(+1.22K) | $78.83(+186.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.69% | +35.63% |
| Top 20 Holdings Unweighted | +11.32% | +37.94% |
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