Tevis Investment Management - Portfolio overview

Tevis Investment Management has 125 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. GBIL - GOLDMAN SACHS ETF TR, 10.62%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 4.88%
3. CCEP - COCA-COLA EUROPACIFIC PARTNE, 3.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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