account_balance

Investment manager · 13F filer · SEC CIK 1427147

Cheviot Value Management, LLC

Reported value$1.03Bas of Sep 30, 2026
Positions529 101 new, 13 sold out
Top 10 weight54.7%BRK-B alone is 11%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 11.5% Held
SGOV iShares 0-3 Month Treasury Bond ETF 10.0% Held
AEM Agnico Eagle Mines Ltd 7.3% HeldGOOGL Alphabet Inc. 5.3% Held
TOTL State Street Doubleline Total Return Tactical ETF 4.4% Trimmed −11%
JNJ Johnson & Johnson 3.9% Trimmed −2%META Meta Platforms, Inc. 3.4% Added +10%
TDTF Northern Trust Iboxx 5-Year Target Duration Tips ETF 3.2% Added +7%
MSFT Microsoft Corp 3.0% Added +3%V Visa Inc. 2.8% Held
LQD iShares Iboxx $ Investment Grade Corporate Bond ETF 2.5% Trimmed −22%
NEM Newmont Corp 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • CHTR $830K
  • SPYM $459K
  • VNQ $212K
  • VB $134K
arrow_upwardAdded
  • AGG +178%
  • SCHO +141%
  • OAKM +95%
  • MKL +25%
arrow_downwardTrimmed
  • CMCSA −67%
  • LQD −22%
  • TOTL −11%
  • OXY −5%
remove_circleSold out
  • LBRDK $3.28M
  • VUG $438K
  • VYM $421K
  • TEVA $27.1K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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