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Tevis Investment Management

Portfolio Manager
Tevis Investment Management
Performance
-3.79% (2026 Q1)
AUM (13F)
$175.60M
# of Holdings
99
Performance Rank
Allocation (Top 20)
60.06%

Tevis Investment Management Holdings Map

Top 50 Tevis Investment Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GBIL
GOLDMAN SACHS ETF TR
11.89%208.4K$20.9M
+205.59%(+140.23K)
2025-Q1: 69.4K shares2025-Q2: 62.1K shares2025-Q3: 68.2K shares2025-Q4: 68.2K shares2026-Q1: 208.4K shares
$100.09(-0.08%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
5.47%20.0K$9.6M
+5.08%(+969)
2025-Q1: 18.0K shares2025-Q2: 18.3K shares2025-Q3: 19.1K shares2025-Q4: 19.1K shares2026-Q1: 20.0K shares
$317.72(+52.82%)
2026-03-31
CCEP
COCA-COLA EUROPACIFIC PARTNE
3.83%74.2K$6.7M
-0.67%(-500)
2025-Q1: 75.3K shares2025-Q2: 74.7K shares2025-Q3: 74.7K shares2025-Q4: 74.7K shares2026-Q1: 74.2K shares
$55.61(+64.39%)
2026-03-31
AAPL
APPLE INC
3.35%23.2K$5.9M
-0.97%(-226)
2025-Q1: 25.4K shares2025-Q2: 23.5K shares2025-Q3: 23.4K shares2025-Q4: 23.4K shares2026-Q1: 23.2K shares
$162.32(+84.12%)
2026-03-31
JNJ
JOHNSON & JOHNSON
3.16%22.7K$5.6M
-1.32%(-303)
2025-Q1: 17.7K shares2025-Q2: 22.2K shares2025-Q3: 23.0K shares2025-Q4: 23.0K shares2026-Q1: 22.7K shares
$160.08(+43.94%)
2026-03-31
MSFT
MICROSOFT CORP
3.13%14.9K$5.5M
+41.74%(+4.37K)
2025-Q1: 7.8K shares2025-Q2: 10.4K shares2025-Q3: 10.5K shares2025-Q4: 10.5K shares2026-Q1: 14.9K shares
$372.25(+8.86%)
2026-03-31
GOOGL
ALPHABET INC
2.86%17.4K$5.0M
-13.15%(-2.64K)
2025-Q1: 15.4K shares2025-Q2: 20.8K shares2025-Q3: 20.1K shares2025-Q4: 20.1K shares2026-Q1: 17.4K shares
$145.36(+176.98%)
2026-03-31
UL
UNILEVER PLC
2.8%85.4K$4.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 85.4K shares
$60.42(-4.83%)
2026-03-31
MDT
MEDTRONIC PLC
2.69%54.1K$4.7M
+1.05%(+564)
2025-Q1: 42.3K shares2025-Q2: 52.6K shares2025-Q3: 53.5K shares2025-Q4: 53.5K shares2026-Q1: 54.1K shares
$93.86(-18.80%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.41%24.3K$4.2M
+5.26%(+1.22K)
2025-Q1: 19.2K shares2025-Q2: 23.2K shares2025-Q3: 23.1K shares2025-Q4: 23.1K shares2026-Q1: 24.3K shares
$78.83(+186.49%)
2026-03-31

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