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Home > Institutional Investor > Tevis Investment Management > Profile

Instuitional Investor - Tevis Investment Management

Fund Profile
Filing Period:
Fund Name: Tevis Investment Management
Portfolio Value $134,764,403
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 17,987 $8,153,147 6.04%
2.
Goldman Sachs Etf Tr
 69,371 $6,959,246 5.16%
3.
Apple Inc.
 AAPL 25,378 $6,355,208 4.71%
4.
Coca-Cola European Partners Plc
 CCEP 75,315 $5,784,945 4.29%
5.
The Unilever Group
 UL 82,280 $4,665,276 3.46%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)