Tevis Investment Management: 13F holdings
CIK 19404162026Q2
| Positions | 104 |
|---|---|
| Reported value | $182.8m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GBIL GOLDMAN SACHS ETF TR | 156,368 | $15.7m | 8.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 20,533 | $10.3m | 5.6% |
| COCA-COLA EUROPACIFIC PARTNE | 74,215 | $7.4m | 4.1% |
| AAPL APPLE INC | 22,578 | $6.5m | 3.6% |
| UL UNILEVER PLC | 98,231 | $5.9m | 3.2% |
| GOOGL ALPHABET INC | 15,235 | $5.4m | 3.0% |
| JNJ JOHNSON & JOHNSON | 21,418 | $5.4m | 3.0% |
| MSFT MICROSOFT CORP | 14,417 | $5.4m | 2.9% |
| NVDA NVIDIA CORPORATION | 25,800 | $5.2m | 2.8% |
| MEDTRONIC PLC | 62,241 | $4.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1940416")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.