13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001427147
Total reported value
$984.0M
$984.0M
416 檔
42.3%
During the Q4 2025 filing period, Cheviot Value Management, LLC (CIK: 0001427147) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $984.0M across 416 reported positions.
In Q4 2025, Cheviot Value Management, LLC adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 416 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.90% | +0.65% | -1.23% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.65% | -0.54% | +12.27% | |
| 3 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 9.33% | -1.92% | -8.01% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.98% | +0.97% | -4.35% | |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 5.02% | -0.02% | +17.47% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.71% | +0.08% | -2.49% | |
| 7 | CEF | Sprott Physical Gold And Sil | Stock-Other | 3.64% | -0.43% | -13.84% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.47% | -0.04% | +8.37% | |
| 9 | NEM | Newmont CORP | Stock-Materials | 3.09% | -0.35% | -24.34% | |
| 10 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 3.05% | +0.02% | +5.93% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | +0.04% | -1.53% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.66% | +0.18% | -1.89% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.36% | +0.43% | +4.13% | |
| 14 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 2.17% | +0.35% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | +0.29% | +8.24% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.78% | +0.16% | +2.68% | |
| 17 | B | Barrick Mining CORP | Stock-Materials | 1.72% | -0.16% | -22.46% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.71% | -2.14% | EXIT | |
| 19 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.56% | -0.14% | +12.02% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.41% | -0.22% | +12.02% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.39% | +0.08% | — | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.39% | -0.33% | +1.52% | |
| 23 | MKL | Markel Group Inc | Stock-Financials | 1.35% | +0.24% | +1.26% | |
| 24 | COP | Conocophillips | Stock-Energy | 1.19% | -0.34% | +6.66% | |
| 25 | PAAS | Pan American Silver CORP | Stock-Materials | 0.92% | -0.13% | -20.90% | |
| 26 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.92% | -0.27% | +11.09% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.13% | -5.45% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.20% | -0.19% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.65% | -0.09% | -10.49% | |
| 30 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.62% | +0.06% | -0.37% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.10% | -1.50% | |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.59% | -0.01% | +8.74% | |
| 33 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.58% | — | +6.47% | |
| 34 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.51% | +0.02% | -0.38% | |
| 35 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.45% | -0.17% | -15.80% | |
| 36 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 0.36% | +0.08% | +140.51% | |
| 37 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 0.32% | -0.31% | -32.69% | |
| 38 | CVS | Cvs Health CORP | Stock-Healthcare | 0.31% | +0.13% | -4.09% | |
| 39 | PSX | Phillips 66 | Stock-Energy | 0.31% | -0.03% | +0.05% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.31% | +0.01% | -11.04% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.30% | +0.20% | +5.89% | |
| 42 | PID | Invesco International Divide | ETF-Other | 0.29% | +0.01% | -0.03% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.06% | +6.26% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.05% | -1.58% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.04% | -1.41% | |
| 46 | URNM | Sprott Uranium Miners ETF | ETF-Other | 0.23% | -0.02% | — | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.20% | — | -3.79% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.17% | +0.20% | — | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.17% | +0.02% | -9.46% | |
| 50 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.17% | +0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AEM | Agnico Eagle Mines LTD | +1.6% | -8.01% | Trim |
| 2 | CEF | Sprott Physical Gold And Sil | +0.8% | -13.84% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -4.35% | Trim |
| 4 | NEM | Newmont CORP | +0.4% | -24.34% | Trim |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +12.27% | Add |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | +0.3% | +17.47% | Add |
| 7 | JNJ | Johnson & Johnson | +0.3% | -2.49% | Trim |
| 8 | AGI | Alamos Gold Inc-class A | +0.3% | +11.09% | Add |
| 9 | B | Barrick Mining CORP | +0.3% | -22.46% | Trim |
| 10 | MRK | Merck & Co. Inc. | +0.3% | +2.68% | Add |
| 11 | PAAS | Pan American Silver CORP | +0.3% | -20.90% | Trim |
| 12 | OAKM | Oakmark US Large Cap ETF | +0.2% | +140.51% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +0.53% | Add |
| 14 | COP | Conocophillips | +0.2% | +6.66% | Add |
| 15 | GDX | Vaneck Gold Miners ETF | +0.2% | -10.49% | Trim |
| 16 | PFE | Pfizer Inc | +0.1% | +12.02% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +8.24% | Add |
| 18 | CVX | Chevron CORP | +0.1% | +1.52% | Add |
| 19 | SNDK | Sandisk CORP | +0.1% | -21.63% | Trim |
| 20 | URNM | Sprott Uranium Miners ETF | +0.1% | — | Unchanged |
| 21 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 22 | GOVT | Ishares US Treasury Bond ETF | 0% | +57.25% | Add |
| 23 | VUSB | Vanguard Ultra Short Bond Et | 0% | +121.12% | Add |
| 24 | MKL | Markel Group Inc | 0% | +1.26% | Add |
| 25 | CMCSA | Comcast Corp-class A | 0% | +12.02% | Add |
| 26 | IBDT | Ishares Ibonds Dec 2028 ETF | — | +8.74% | Add |
| 27 | DEM | Wisdomtree Emerging Markets | — | -0.37% | Trim |
| 28 | INTC | Intel CORP | -0.1% | -64.29% | Trim |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | +8.37% | Add |
| 30 | DIS | Walt Disney Co/the | -0.1% | -51.89% | Trim |
| 31 | BA | Boeing Co/the | -0.1% | -66.16% | Trim |
| 32 | AGG | Ishares Core U.s. Aggregate | -0.1% | -11.04% | Trim |
| 33 | CVS | Cvs Health CORP | -0.1% | -4.09% | Trim |
| 34 | TDTF | Flexshares Iboxx 5-year Targ | -0.1% | +5.93% | Add |
| 35 | AAPL | Apple Inc | -0.2% | -5.45% | Trim |
| 36 | V | Visa Inc-class A Shares | -0.2% | +4.13% | Add |
| 37 | LBRDK | Liberty Broadband-c | -0.4% | -32.69% | Trim |
| 38 | FISV | Fiserv Inc | -0.6% | -86.73% | Trim |
| 39 | META | Meta Platforms Inc-class A | -0.6% | -1.89% | Trim |
| 40 | MSFT | Microsoft CORP | -0.6% | -1.53% | Trim |
| 41 | MDT | Medtronic plc | -0.9% | -90.41% | Trim |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -1.3% | -1.23% | Trim |
| 43 | UL | Unilever PLC | — | EXIT | Sold out |
| 44 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 45 | MICC | The Magnum Ice Cream Company N. | — | NEW | New buy |
| 46 | SIG | Signet Jewelers Limited | — | EXIT | Sold out |
| 47 | VSNT | Versant Media Group Inc | — | NEW | New buy |
| 48 | CHTR | Charter Communications Inc-a | — | EXIT | Sold out |
| 49 | ETSY | Etsy Inc | — | EXIT | Sold out |
| 50 | ALK | Alaska Air Group Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Cheviot Value Management, LLC reported a total U.S. public equity portfolio value of $984.0M across 416 disclosed positions in Q4 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 42.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $22.1M
Top Position Liquidated / Trimmed
UL
前期市值: $23.4M
During Q4 2025, Cheviot Value Management, LLC's top holdings by market value included BRK-B (10.9%)、SGOV (9.7%)、AEM (9.3%). The largest single position, BRK-B, represented 10.9% of total portfolio value.
In Q4 2025, Cheviot Value Management, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 22 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.