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Tevis Investment Management

Q1 2026 13F Holdings

  • Location
    plano, TX
  • Num holdings

    99

  • Value ($000)

    $175,598

  • Date Filed
    05/04/2026
  • Form type
    13F-HR
  • CIK
    0001940416
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GBIL

GOLDMAN SACHS ETF TR

ACCES TREASURY
381430529
$20.88M
12 %

208,435

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$9.6M
6 %

20,028

---

COCA-COLA EUROPACIFIC PARTNE

SHS
G25839104
$6.73M
4 %

74,215

A
AAPL

APPLE INC

COM
037833100
$5.88M
3 %

23,176

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$5.55M
3 %

22,714

M
MSFT

MICROSOFT CORP

COM
594918104
$5.5M
3 %

14,853

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$5.01M
3 %

17,436

---

UNILEVER PLC

SPON ADR NEW
904767803
$4.91M
3 %

85,405

M
MDT

MEDTRONIC PLC

SHS
G5960L103
$4.72M
3 %

54,074

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.24M
2 %

24,313

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