Tevis Investment Management
•CIK: 1940416•Filing: Q4 2025
**Tevis Investment Management** is a focused, actively managed fund overseeing $166M across 106 distinct positions. The portfolio exhibits significant conviction in established market leaders, with top holdings including BRK/B at $9.6M and GBIL and INGVF each at $6.8M. Notable allocations also include substantial positions in AAPL ($6.0M), MSFT ($5.4M), and GOOGL ($4.9M). This structure suggests a core strategy emphasizing high-quality, large-cap equity exposure.
Total AUM
$166.1M
QoQ Performance
+0.0%
Positions
104
Top 10 Concentration
35.5%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
BRK/B5.8%
GBIL4.1%
CCEP4.1%
AAPL3.6%
UL3.5%
MSFT3.3%
MDT3.1%
GOOGL2.9%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other51.2%
Technology15.3%
Healthcare8.1%
Financial7.9%
Consumer4.4%
Industrial3.7%
Communication3.0%
Consumer Staples2.7%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023