13F Filings History of Tevis Investment Management

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$165,571,266
Signature - Title
Tammi Ellis - Compliance Consultant
Location
Plano, TX
Summary
This page shows a list of all the recent 13F filings made by Tevis Investment Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tevis Investment Management reported 106 stock holdings with total value $165,571,266 as of Q4 2025. Top holdings included BRKB, GBIL, CCEP, AAPL, and UL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 106 $165,571,266 $0 $0 $0 BRKB, GBIL, CCEP, AAPL, UL 13F-HR 30 Jan 2026, 19:29
Q3 2025 106 $166,100,067 +$8,606,641 -$7,614,036 +$992,605 BRKB, GBIL, CCEP, AAPL, UL 13F-HR 02 Dec 2025, 10:03
Q2 2025 104 $156,116,896 +$27,282,505 -$14,574,319 +$12,708,186 BRKB, CCEP, GBIL, UL, MSFT 13F-HR 01 Aug 2025, 15:23
Q1 2025 96 $134,764,403 $0 $0 $0 BRKB, GBIL, AAPL, CCEP, UL 13F-HR 25 Apr 2025, 14:55
Q4 2024 96 $134,764,403 +$11,147,224 -$6,420,778 +$4,726,446 BRKB, GBIL, AAPL, CCEP, UL 13F-HR 28 Jan 2025, 16:14
Q3 2024 88 $135,220,729 +$6,897,106 -$4,991,332 +$1,905,774 BRKB, GBIL, AAPL, CCEP, UL 13F-HR 25 Oct 2024, 17:49
Q2 2024 88 $124,495,791 +$10,185,264 -$3,435,963 +$6,749,301 BRKB, GBIL, CCEP, AAPL, INVH 13F-HR 23 Jul 2024, 16:36
Q1 2024 89 $117,611,194 +$6,816,031 -$4,901,778 +$1,914,253 BRKB, GBIL, CCEP, INVH, AAPL 13F-HR 16 Apr 2024, 12:15
Q4 2023 88 $108,574,821 +$10,146,880 -$6,314,140 +$3,832,740 BRKB, CCEP, AAPL, GBIL, INVH 13F-HR 19 Jan 2024, 13:43
Q3 2023 82 $98,578,491 +$7,852,560 -$7,455,424 +$397,136 BRKB, CCEP, AAPL, INVH, GBIL 13F-HR 16 Oct 2023, 13:25
Q2 2023 86 $102,462,136 +$4,765,670 -$4,541,698 +$223,972 BRKB, CCEP, AAPL, INVH, BIL Restatement 01 Aug 2023, 10:00
Q1 2023 85 $98,398,173 +$8,034,786 -$6,059,110 +$1,975,676 CCEP, BRKB, AAPL, BIL, INVH 13F-HR 02 May 2023, 17:14
Q4 2022 83 $93,868,427 +$4,157,179 -$21,983,091 -$17,825,912 CCEP, BRKB, INVH, AAPL, MRK 13F-HR 30 Jan 2023, 19:32
Q3 2022 388 $101,896,000 +$9,048,798 -$2,284,328 +$6,764,470 BRKB, CCEP, INVH, AAPL, BIL 13F-HR 07 Nov 2022, 12:21
Q2 2022 543 $104,258,000 +$10,063,102 -$4,649,286 +$5,413,816 CCEP, BRKB, INVH, AAPL, UL 13F-HR 08 Aug 2022, 15:46
Q1 2022 546 $110,394,000 +$12,897,495 -$15,552,211 -$2,654,716 BRKB, CCEP, AAPL, INVH, AEM 13F-HR 05 Aug 2022, 14:14
Q4 2021 606 $114,528,000 $0 $0 $0 CCEP, BRKB, AAPL, INVH, PFE 13F-HR 05 Aug 2022, 13:24