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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 $1,233,805
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 17,193 $6,132,055 5.64%
2.
Coca-Cola European Partners Plc
 CCEP 75,315 $5,026,523 4.62%
3.
Apple Inc.
 AAPL 24,225 $4,664,095 4.29%
4.
Goldman Sachs Etf Tr
 45,957 $4,583,751 4.22%
5.
Invitation Homes Inc.
 INVH 125,819 $4,291,686 3.95%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)