account_balance

Investment manager · 13F filer · SEC CIK 1940416

Tevis Investment Management

Reported value$189Mas of Sep 30, 2026
Positions108 9 new, 5 sold out
Top 10 weight40.3%GBIL alone is 8%
FiledNov 1344 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
GBIL Goldman Sachs ETF Tr 8.3% Held
BRK-B Berkshire Hathaway Inc 5.4% HeldAAPL Apple Inc. 3.9% HeldCCEP Coca-cola Europacific Partners PLC 3.9% Trimmed −2%MSFT Microsoft Corp 3.9% HeldUL Unilever PLC 3.2% HeldNVDA NVIDIA Corp 3.1% HeldJNJ Johnson & Johnson 3.0% HeldMDT Medtronic PLC 2.9% HeldGOOGL Alphabet Inc. 2.7% Trimmed −3%INVH Invitation Homes Inc. 2.2% HeldCVX Chevron Corp 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 6, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

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.

This is data, not investment advice. About StockToast · Your watchlist