§ 13F · FUND PROFILE
Tevis Investment Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $166M (13F)Positions · 106Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GBIL | GOLDMAN SACHS ETF TR | 208K | $21M | 11.9% | +206% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 20K | $10M | 5.5% | +5% |
| 3 | CCEP | COCA-COLA EUROPACIFIC PARTNE | 74K | $7M | 3.8% | −1% |
| 4 | AAPL | APPLE INC | 23K | $6M | 3.3% | −1% |
| 5 | JNJ | JOHNSON & JOHNSON | 23K | $6M | 3.2% | −1% |
| 6 | MSFT | MICROSOFT CORP | 15K | $5M | 3.1% | +42% |
| 7 | GOOGL | ALPHABET INC | 17K | $5M | 2.9% | −13% |
| 8 | UL | UNILEVER PLC | 85K | $5M | 2.8% | NEW |
| 9 | MDT | MEDTRONIC PLC | 54K | $5M | 2.7% | +1% |
| 10 | NVDA | NVIDIA CORPORATION | 24K | $4M | 2.4% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TEVIS SIGNAL
AC read
Tevis Investment Management is a Other fund managing $166 million in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed