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CIK: 0001427147
Total reported value
$984.0M
$984.0M
433 檔
34.9%
In Q2 2025, Cheviot Value Management, LLC's U.S. equity holdings reached a combined market value of $984.0M, distributed across 433 disclosed stock positions.
During Q2 2025, Cheviot Value Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 433 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.79% | +0.65% | -0.91% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.03% | -0.54% | +14.16% | |
| 3 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 7.44% | -1.92% | -1.04% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.67% | +0.97% | -1.30% | |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 4.49% | -0.02% | +0.99% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.90% | +0.18% | -0.65% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.50% | +0.04% | -0.95% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.43% | +0.08% | -0.10% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.24% | -0.04% | +6.05% | |
| 10 | NEM | Newmont CORP | Stock-Materials | 2.77% | -0.35% | -3.09% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.74% | +0.43% | -0.15% | |
| 12 | UL | Unilever PLC | Stock-Consumer Staples | 2.67% | — | -0.72% | |
| 13 | CEF | Sprott Physical Gold And Sil | Stock-Other | 2.64% | -0.43% | -0.36% | |
| 14 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 2.59% | +0.02% | +7.01% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.76% | -0.14% | +3.34% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.29% | +0.37% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.60% | +0.08% | — | |
| 18 | B | Barrick Mining CORP | Stock-Materials | 1.52% | -0.16% | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.50% | -2.14% | EXIT | |
| 20 | MKL | Markel Group Inc | Stock-Financials | 1.49% | +0.24% | -0.16% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.46% | +0.16% | +8.73% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.43% | -0.33% | +1.92% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 1.39% | -0.22% | -0.77% | |
| 24 | COP | Conocophillips | Stock-Energy | 1.20% | -0.34% | +8.98% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 1.05% | -0.01% | -0.65% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.13% | +3.14% | |
| 27 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 0.91% | -0.31% | -4.32% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.20% | +1.59% | |
| 29 | PAAS | Pan American Silver CORP | Stock-Materials | 0.71% | -0.13% | -2.48% | |
| 30 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.67% | +0.06% | +1.88% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.10% | -0.89% | |
| 32 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.62% | -0.17% | +14.00% | |
| 33 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.60% | -0.01% | +9.02% | |
| 34 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.59% | — | +4.96% | |
| 35 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.53% | -0.27% | +236.79% | |
| 36 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.51% | +0.02% | +1.66% | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.45% | -0.09% | -1.02% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.40% | +0.01% | +0.81% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.38% | +0.20% | +4.67% | |
| 40 | CVS | Cvs Health CORP | Stock-Healthcare | 0.35% | +0.13% | -6.43% | |
| 41 | PID | Invesco International Divide | ETF-Other | 0.31% | +0.01% | +3.92% | |
| 42 | PSX | Phillips 66 | Stock-Energy | 0.31% | -0.03% | -0.47% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.05% | +2.88% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.04% | -1.11% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.25% | — | -4.23% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.22% | -0.01% | +0.48% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.22% | -0.03% | -3.80% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.06% | +13.90% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.21% | +0.02% | -1.81% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | -0.01% | — |
According to official SEC Form 13F filings, Cheviot Value Management, LLC reported a total U.S. public equity portfolio value of $984.0M across 433 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, SGOV, AEM) accounted for 34.9% of total reported equity market value during Q2 2025.
During Q2 2025, Cheviot Value Management, LLC's top holdings by market value included BRK-B (12.8%)、SGOV (10.0%)、AEM (7.4%). The largest single position, BRK-B, represented 12.8% of total portfolio value.
In Q2 2025, Cheviot Value Management, LLC made 0 total portfolio adjustments, initiating 0 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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