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CIK: 0001427147
Total reported value
$984.0M
$984.0M
444 檔
37.5%
According to the latest 13F quarterly dataset, Cheviot Value Management, LLC managed an equity portfolio of $984.0M at the end of Q3 2025, spanning 444 distinct U.S. exchange-listed positions.
In Q3 2025, Cheviot Value Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 444 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.15% | +0.65% | -0.99% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.31% | -0.54% | -0.10% | |
| 3 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 7.72% | -1.92% | -3.26% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.39% | +0.97% | -6.45% | |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 4.69% | -0.02% | +10.54% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.54% | -0.04% | +14.06% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.38% | +0.08% | -1.49% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | +0.04% | -0.87% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.30% | +0.18% | -6.71% | |
| 10 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 3.15% | +0.02% | +30.16% | |
| 11 | CEF | Sprott Physical Gold And Sil | Stock-Other | 2.82% | -0.43% | -0.80% | |
| 12 | NEM | Newmont CORP | Stock-Materials | 2.66% | -0.35% | -9.92% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.60% | +0.43% | -0.64% | |
| 14 | UL | Unilever PLC | Stock-Consumer Staples | 2.48% | — | -1.05% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.29% | +0.29% | |
| 16 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.55% | -0.14% | +2.48% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.54% | -2.14% | EXIT | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.54% | +0.08% | — | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.53% | +0.16% | +4.44% | |
| 20 | B | Barrick Mining CORP | Stock-Materials | 1.44% | -0.16% | -24.72% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.34% | -0.33% | +1.89% | |
| 22 | MKL | Markel Group Inc | Stock-Financials | 1.32% | +0.24% | -0.98% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 1.29% | -0.22% | +0.26% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.05% | +0.13% | -0.40% | |
| 25 | COP | Conocophillips | Stock-Energy | 1.03% | -0.34% | +0.50% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 0.97% | -0.01% | -0.68% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.20% | +1.17% | |
| 28 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 0.70% | -0.31% | -14.87% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.10% | -1.02% | |
| 30 | FISV | Fiserv Inc | Stock-Other | 0.68% | -0.01% | +486.07% | |
| 31 | PAAS | Pan American Silver CORP | Stock-Materials | 0.67% | -0.13% | -7.12% | |
| 32 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.63% | -0.27% | +7.16% | |
| 33 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.62% | +0.06% | -0.14% | |
| 34 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.60% | — | +8.12% | |
| 35 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.59% | -0.01% | +5.85% | |
| 36 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.53% | -0.17% | -0.57% | |
| 37 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.51% | +0.02% | -1.15% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.50% | -0.09% | -2.46% | |
| 39 | CVS | Cvs Health CORP | Stock-Healthcare | 0.39% | +0.13% | -3.06% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.38% | +0.01% | +1.00% | |
| 41 | PSX | Phillips 66 | Stock-Energy | 0.31% | -0.03% | -1.56% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.31% | +0.20% | -12.88% | |
| 43 | PID | Invesco International Divide | ETF-Other | 0.30% | +0.01% | -1.44% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.05% | -0.63% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.04% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.06% | +19.44% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.23% | — | -3.71% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.19% | -0.01% | -0.27% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.19% | -0.03% | -1.02% | |
| 50 | URNM | Sprott Uranium Miners ETF | ETF-Other | 0.18% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.3% | -6.45% | Trim |
| 2 | AEM | Agnico Eagle Mines LTD | +0.9% | -3.26% | Trim |
| 3 | TDTF | Flexshares Iboxx 5-year Targ | +0.6% | +30.16% | Add |
| 4 | FISV | Fiserv Inc | +0.5% | +486.07% | Add |
| 5 | AGI | Alamos Gold Inc-class A | +0.5% | +7.16% | Add |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +14.06% | Add |
| 7 | NEM | Newmont CORP | +0.3% | -9.92% | Trim |
| 8 | CEF | Sprott Physical Gold And Sil | +0.2% | -0.80% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | -0.40% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | -0.87% | Trim |
| 11 | OAKM | Oakmark US Large Cap ETF | +0.1% | +10.62% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +0.29% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | -0.63% | Add |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.17% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | -1.49% | Trim |
| 16 | PAAS | Pan American Silver CORP | +0.1% | -7.12% | Trim |
| 17 | GDX | Vaneck Gold Miners ETF | +0.1% | -2.46% | Trim |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +19.44% | Add |
| 19 | INTC | Intel CORP | +0.1% | +164.17% | Add |
| 20 | BA | Boeing Co/the | +0.1% | +337.61% | Add |
| 21 | MMM | 3m Co | +0.1% | +4510.00% | Add |
| 22 | URNM | Sprott Uranium Miners ETF | +0.1% | — | Add |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +4.44% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +3.54% | Add |
| 25 | SMH | Vaneck Semiconductor ETF | +0.1% | — | Unchanged |
| 26 | DIS | Walt Disney Co/the | +0.1% | +67.33% | Add |
| 27 | META | Meta Platforms Inc-class A | 0% | -6.71% | Trim |
| 28 | XOM | Exxon Mobil CORP | 0% | +2.99% | Add |
| 29 | CVX | Chevron CORP | 0% | +1.89% | Add |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | -1.15% | Add |
| 31 | OXY | Occidental Petroleum CORP | 0% | -0.57% | Add |
| 32 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | +8.12% | Add |
| 33 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +5.85% | Add |
| 34 | PSX | Phillips 66 | 0% | -1.56% | Trim |
| 35 | ABBV | Abbvie Inc | 0% | -1.02% | Trim |
| 36 | TOTL | Ss Doubleline Tr Tact ETF | 0% | +10.54% | Add |
| 37 | MDT | Medtronic plc | -0.1% | -0.68% | Trim |
| 38 | COP | Conocophillips | -0.1% | +0.50% | Add |
| 39 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -0.10% | Add |
| 40 | DVN | Devon Energy CORP | -0.1% | -35.10% | Trim |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | Unchanged |
| 42 | CMCSA | Comcast Corp-class A | -0.4% | +2.48% | Add |
| 43 | UL | Unilever PLC | -0.5% | -1.05% | Trim |
| 44 | LBRDK | Liberty Broadband-c | -0.9% | -14.87% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -3.1% | -0.99% | Trim |
| 46 | B | Barrick Mining CORP | — | NEW | New buy |
| 47 | ABX | Barrick Gold CORP | — | EXIT | Sold out |
| 48 | GLIBK | Liberty Capital Corp-cl C | — | NEW | New buy |
| 49 | SIG | Signet Jewelers Limited | — | NEW | New buy |
| 50 | CAH | Cardinal Health 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 444 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, SGOV, AEM) accounted for 37.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
B
市值: $13.6M
Top Position Liquidated / Trimmed
ABX
前期市值: $13.1M
During Q3 2025, Cheviot Value Management, LLC's top holdings by market value included BRK-B (12.2%)、SGOV (9.3%)、AEM (7.7%). The largest single position, BRK-B, represented 12.2% of total portfolio value.
In Q3 2025, Cheviot Value Management, LLC made 48 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 16 holdings, and fully liquidating 1 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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