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CIK: 0001427147
Total reported value
$984.0M
$984.0M
455 檔
33.3%
As reported in its official Q1 2025 Form 13F filing, Cheviot Value Management, LLC's tracked investment portfolio stood at $984.0M with 455 total positions.
In Q1 2025, Cheviot Value Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 455 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 15.24% | +0.65% | -0.06% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.41% | -0.54% | — | |
| 3 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 6.80% | -1.92% | +2.49% | |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 4.73% | -0.02% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.14% | +0.97% | — | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.29% | +0.08% | +11.19% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.28% | +0.18% | +15.05% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.20% | -0.04% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | +0.04% | +12.46% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 3.05% | +0.43% | — | |
| 11 | UL | Unilever PLC | Stock-Consumer Staples | 3.00% | — | — | |
| 12 | CEF | Sprott Physical Gold And Sil | Stock-Other | 2.64% | -0.43% | — | |
| 13 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 2.56% | +0.02% | — | |
| 14 | NEM | Newmont CORP | Stock-Materials | 2.36% | -0.35% | +7.24% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.99% | -0.14% | — | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.89% | +0.08% | — | |
| 17 | ABX | Barrick Gold CORP | Stock-Financials | 1.61% | — | — | |
| 18 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 1.60% | -0.31% | +4.91% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.29% | +11.55% | |
| 20 | MKL | Markel Group Inc | Stock-Financials | 1.57% | +0.24% | +0.25% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.52% | -2.14% | EXIT | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.48% | +0.16% | — | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 1.46% | -0.22% | +13.19% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.32% | -0.33% | +1.44% | |
| 25 | COP | Conocophillips | Stock-Energy | 1.10% | -0.34% | — | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 1.02% | -0.01% | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.13% | -0.50% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | +0.10% | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.20% | — | |
| 30 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.66% | +0.06% | — | |
| 31 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.59% | — | — | |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.58% | -0.01% | — | |
| 33 | PAAS | Pan American Silver CORP | Stock-Materials | 0.58% | -0.13% | +2.18% | |
| 34 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.51% | -0.17% | +28.41% | |
| 35 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.49% | +0.02% | +11.13% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | +0.01% | — | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.41% | -0.09% | — | |
| 38 | CVS | Cvs Health CORP | Stock-Healthcare | 0.41% | +0.13% | -5.43% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.39% | +0.20% | — | |
| 40 | PID | Invesco International Divide | ETF-Other | 0.30% | +0.01% | — | |
| 41 | PSX | Phillips 66 | Stock-Energy | 0.30% | -0.03% | +9.93% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.28% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | +0.04% | — | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.25% | -0.03% | — | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.23% | -0.01% | -0.69% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.23% | +0.02% | +1.09% | |
| 47 | DVN | Devon Energy CORP | Stock-Energy | 0.22% | -0.03% | -7.45% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.01% | — | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.05% | +7.25% | |
| 50 | FISV | Fiserv Inc | Stock-Other | 0.18% | -0.01% | -82.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 3 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |
| 9 | MSFT | Microsoft CORP | — | NEW | New buy |
| 10 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 11 | UL | Unilever PLC | — | NEW | New buy |
| 12 | CEF | Sprott Physical Gold And Sil | — | NEW | New buy |
| 13 | TDTF | Flexshares Iboxx 5-year Targ | — | NEW | New buy |
| 14 | NEM | Newmont CORP | — | NEW | New buy |
| 15 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 17 | ABX | Barrick Gold CORP | — | NEW | New buy |
| 18 | LBRDK | Liberty Broadband-c | — | NEW | New buy |
| 19 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 20 | MKL | Markel Group Inc | — | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 22 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 23 | PFE | Pfizer Inc | — | NEW | New buy |
| 24 | CVX | Chevron CORP | — | NEW | New buy |
| 25 | COP | Conocophillips | — | NEW | New buy |
| 26 | MDT | Medtronic plc | — | NEW | New buy |
| 27 | AAPL | Apple Inc | — | NEW | New buy |
| 28 | ABBV | Abbvie Inc | — | NEW | New buy |
| 29 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 30 | DEM | Wisdomtree Emerging Markets | — | NEW | New buy |
| 31 | IBDW | Ishares Ibonds Dec 2031 CORP | — | NEW | New buy |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | — | NEW | New buy |
| 33 | PAAS | Pan American Silver CORP | — | NEW | New buy |
| 34 | OXY | Occidental Petroleum CORP | — | NEW | New buy |
| 35 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | — | NEW | New buy |
| 36 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 37 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 38 | CVS | Cvs Health CORP | — | NEW | New buy |
| 39 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 40 | PID | Invesco International Divide | — | NEW | New buy |
| 41 | PSX | Phillips 66 | — | NEW | New buy |
| 42 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 43 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 44 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 45 | ABT | Abbott Laboratories | — | NEW | New buy |
| 46 | PM | Philip Morris International | — | NEW | New buy |
| 47 | DVN | Devon Energy CORP | — | NEW | New buy |
| 48 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 49 | NVDA | Nvidia CORP | — | NEW | New buy |
| 50 | FISV | Fiserv Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Cheviot Value Management, LLC reported a total U.S. public equity portfolio value of $984.0M across 455 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, SGOV, AEM) accounted for 33.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $123.9M
During Q1 2025, Cheviot Value Management, LLC's top holdings by market value included BRK-B (15.2%)、SGOV (9.4%)、AEM (6.8%). The largest single position, BRK-B, represented 15.2% of total portfolio value.
In Q1 2025, Cheviot Value Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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