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Chevoit Value Management

Latest statistics and disclosures from Cheviot Value Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, SGOV, AEM, GOOGL, TOTL, and represent 39.26% of Cheviot Value Management's stock portfolio.
Added to shares of these 10 stocks: TDTF (+$6.9M), FI (+$5.3M), TOTL, LQD, GLIBK, SIG, MMM, BA, CAH, MRK.
Started 22 new stock positions in GLIBK, DOCU, CPRI, VONG, CAH, FLO, UPST, NB, SPG, LIT. KVUE, SIG, ALK, ETSY, GLIBA, IYR, NE, VXUS, SMA, ULTA, MSTR, VUSB.
Reduced shares in these 10 stocks: B, GOOGL, NEM, AEM, META, LBRDK, BRK.B, DVN, PAAS, JNJ.
Sold out of its positions in SAN, CTRA, GHLD, HYLN, SUB, JD, Lucid Group, MFG, Niocorp Developments, Wk Kellogg. ZIMV.
Cheviot Value Management was a net buyer of stock by $11M.
Cheviot Value Management has $940M in assets under management (AUM), dropping by 7.79%.
Central Index Key (CIK): 0001427147

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Portfolio Holdings for Cheviot Value Management

Cheviot Value Management holds 444 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	12.2	$114M		237k	481.44	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	9.3	$88M		869k	100.67	View chart
Agnico Eagle Mines Stock (AEM)	7.7	$73M	-3%	463k	156.79	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	5.4	$51M	-6%	189k	267.47	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	4.7	$44M	+10%	1.1M	40.81	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	3.5	$33M	+14%	295k	112.92	View chart
Johnson & Johnson Stock (JNJ)	3.4	$32M		170k	186.93	View chart
Microsoft Corp Stock (MSFT)	3.3	$31M		58k	542.07	View chart
Meta Platforms Inc Cl A Stock (META)	3.3	$31M	-6%	41k	751.44	View chart
Flexshares Iboxx 5 Year Target Duration Tips Index Fund Etf (TDTF)	3.2	$30M	+30%	1.2M	24.34	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	2.8	$27M		727k	36.53	View chart
Newmont Corp Stock (NEM)	2.7	$25M	-9%	316k	79.34	View chart
Visa Inc Com Cl A Stock (V)	2.6	$25M		71k	346.90	View chart
Unilever Adr (UL)	2.5	$23M		377k	61.92	View chart
Amazon Stock (AMZN)	1.7	$16M		69k	229.25	View chart
Comcast Corp New Cl A Stock (CMCSA)	1.6	$15M	+2%	498k	29.28	View chart
Exxon Mobil Corp Stock (XOM)	1.5	$15M	+2%	126k	115.03	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	1.5	$14M		20.00	722494.70	View chart
Merck & Co Stock (MRK)	1.5	$14M	+4%	165k	87.03	View chart
Barrick Mng Corp Stock (B)	1.4	$14M	-24%	427k	31.84	View chart
Chevron Corp Stock (CVX)	1.3	$13M		82k	154.13	View chart
Markel Group Stock (MKL)	1.3	$12M		6.8k	1837.96	View chart
Pfizer Stock (PFE)	1.3	$12M		496k	24.50	View chart
Apple Stock (AAPL)	1.0	$9.8M		37k	269.00	View chart
Conocophillips Stock (COP)	1.0	$9.7M		112k	86.79	View chart
Medtronic Stock (MDT)	1.0	$9.2M		98k	93.23	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.8	$7.2M		12k	632.91	View chart
Liberty Broadband Corp Com Ser C Stock (LBRDK)	0.7	$6.6M	-14%	116k	57.30	View chart
Abbvie Stock (ABBV)	0.7	$6.5M		29k	227.54	View chart
Fiserv Stock (FI)	0.7	$6.4M	+486%	51k	126.17	View chart
Pan Amern Silver Corp Stock (PAAS)	0.7	$6.3M	-7%	180k	35.24	View chart
Alamos Gold Inc New Com Cl A Stock (AGI)	0.6	$6.0M	+7%	189k	31.54	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.6	$5.9M		126k	46.52	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.6	$5.6M	+8%	263k	21.34	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.6	$5.6M	+5%	218k	25.57	View chart
Occidental Pete Corp Stock (OXY)	0.5	$5.0M		122k	40.83	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.5	$4.8M		130k	37.27	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.5	$4.7M	-2%	66k	71.02	View chart
Cvs Health Corp Stock (CVS)	0.4	$3.7M	-3%	45k	82.20	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.4	$3.6M		35k	101.27	View chart
Phillips 66 Stock (PSX)	0.3	$3.0M		22k	133.66	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.3	$2.9M	-12%	118k	24.44	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.3	$2.8M		129k	21.67	View chart
Nvidia Corporation Stock (NVDA)	0.3	$2.8M		14k	201.03	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$2.5M		8.3k	305.36	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$2.5M	+19%	3.9k	631.63	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$2.1M	-3%	27k	79.17	View chart
Abbott Labs Stock (ABT)	0.2	$1.8M		14k	126.61	View chart
Verizon Communications Stock (VZ)	0.2	$1.7M		44k	39.32	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.2	$1.7M		27k	63.01	View chart
Costco Whsl Corp Stock (COST)	0.2	$1.6M	+3%	1.7k	924.41	View chart
Philip Morris Intl Stock (PM)	0.2	$1.6M		11k	149.82	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$1.5M		4.1k	363.11	View chart
Oakmark U.s. Large Cap Etf Etf (OAKM)	0.2	$1.5M	+10%	55k	27.22	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$1.3M	+3%	4.9k	268.44	View chart
Tesla Stock (TSLA)	0.1	$1.2M	-8%	2.6k	460.55	View chart
Disney Walt Stock (DIS)	0.1	$1.2M	+67%	11k	111.65	View chart
Applied Matls Stock (AMAT)	0.1	$1.2M		5.2k	227.64	View chart
Amgen Stock (AMGN)	0.1	$1.1M		3.8k	292.09	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.0M		3.4k	306.40	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$1.0M	-10%	1.5k	687.26	View chart
Intel Corp Stock (INTC)	0.1	$967k	+164%	23k	41.53	View chart
Gci Liberty Inc Com Ser C Stock (GLIBK)	0.1	$949k	NEW	26k	36.68	View chart
Oracle Corp Stock (ORCL)	0.1	$940k	-9%	3.3k	280.79	View chart
Devon Energy Corp Stock (DVN)	0.1	$938k	-35%	29k	32.01	View chart
Boeing Stock (BA)	0.1	$915k	+337%	4.1k	223.33	View chart
Wells Fargo Stock (WFC)	0.1	$852k		9.8k	86.90	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$842k	+11%	36k	23.33	View chart
Western Digital Corp Stock (WDC)	0.1	$838k	-14%	6.7k	124.92	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.1	$787k		7.0k	112.00	View chart
Cadence Design System Stock (CDNS)	0.1	$781k		2.3k	341.30	View chart
Signet Jewelers Stock (SIG)	0.1	$773k	NEW	7.5k	102.85	View chart
3M Stock (MMM)	0.1	$769k	+4510%	4.6k	166.83	View chart
Bank America Corp Stock (BAC)	0.1	$745k		14k	52.87	View chart
Morgan Stanley Stock (MS)	0.1	$698k	+3%	4.2k	165.21	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$672k		1.2k	565.93	View chart
Cardinal Health Stock (CAH)	0.1	$667k	NEW	4.1k	162.79	View chart
Synopsys Stock (SNPS)	0.1	$643k		1.4k	456.83	View chart
Cencora Stock (COR)	0.1	$600k		1.8k	335.64	View chart
Rtx Corporation Stock (RTX)	0.1	$589k		3.3k	178.67	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$576k		2.6k	217.54	View chart
Altria Group Stock (MO)	0.1	$569k		9.0k	63.28	View chart
Qualcomm Stock (QCOM)	0.1	$562k		3.1k	181.03	View chart
Corning Stock (GLW)	0.1	$542k		6.3k	86.43	View chart
Simon Ppty Group Reit (SPG)	0.1	$542k	NEW	3.1k	176.77	View chart
Home Depot Stock (HD)	0.1	$521k	+10%	1.4k	385.75	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$506k		3.6k	141.78	View chart
Eli Lilly & Co Stock (LLY)	0.1	$477k		581.00	820.10	View chart
Aecom Stock (ACM)	0.0	$466k		3.5k	132.31	View chart
Charter Communications Inc New Cl A Stock (CHTR)	0.0	$457k		1.8k	248.88	View chart
Sandisk Corp Stock (SNDK)	0.0	$451k		2.6k	175.53	View chart
Etsy Stock (ETSY)	0.0	$450k	NEW	6.0k	74.78	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$430k		1.5k	280.40	View chart
Ford Mtr Stock (F)	0.0	$428k	-2%	33k	13.13	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$425k		847.00	502.07	View chart
Goldman Sachs Group Stock (GS)	0.0	$422k		533.00	792.09	View chart
Alaska Air Group Stock (ALK)	0.0	$404k	NEW	9.4k	43.00	View chart
Target Corp Stock (TGT)	0.0	$401k	-9%	4.1k	97.11	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$395k		4.7k	83.11	View chart
Paypal Hldgs Stock (PYPL)	0.0	$390k	+7748%	5.3k	73.02	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$387k		650.00	595.05	View chart
Unitedhealth Group Stock (UNH)	0.0	$384k		1.0k	367.84	View chart
Reinsurance Grp Of America Stock (RGA)	0.0	$383k		2.1k	186.85	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.0	$380k	NEW	7.6k	49.99	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$378k		2.7k	141.87	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$367k		461.00	796.14	View chart
Best Buy Stock (BBY)	0.0	$354k	+2%	4.2k	83.86	View chart
Noble Corp Plc Ord Shs A Stock (NE)	0.0	$343k	NEW	12k	29.95	View chart
Cisco Sys Stock (CSCO)	0.0	$340k	-2%	4.7k	72.62	View chart
British Amern Tob Adr (BTI)	0.0	$332k	+10%	6.3k	52.46	View chart
Automatic Data Processing Stock (ADP)	0.0	$329k		1.2k	279.63	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$327k		1.6k	204.23	View chart
Ross Stores Stock (ROST)	0.0	$321k		2.0k	160.70	View chart
Texas Instrs Stock (TXN)	0.0	$320k		1.9k	166.91	View chart
Caterpillar Stock (CAT)	0.0	$316k		603.00	524.47	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$314k		6.5k	48.30	View chart
Coca Cola Stock (KO)	0.0	$308k		4.4k	70.16	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$306k		1.7k	182.84	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$298k	+53%	5.6k	53.18	View chart
Citigroup Stock (C)	0.0	$292k	+3%	2.9k	101.39	View chart
Builders Firstsource Stock (BLDR)	0.0	$290k	+33%	2.4k	119.35	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$259k		856.00	301.96	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$246k	+2455%	2.6k	96.36	View chart
State Str Corp Stock (STT)	0.0	$246k		2.1k	118.68	View chart
Ishares Silver Trust Etf (SLV)	0.0	$232k		5.4k	42.70	View chart
Tjx Cos Stock (TJX)	0.0	$230k		1.6k	144.03	View chart
Capri Holdings Stock (CPRI)	0.0	$230k	NEW	10k	22.21	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$226k		405.00	557.63	View chart
Ubs Group Stock (UBS)	0.0	$218k		5.6k	39.09	View chart
Nike Inc Cl B Stock (NKE)	0.0	$213k	-2%	3.2k	67.43	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$210k		1.8k	116.72	View chart
Csx Corp Stock (CSX)	0.0	$204k		5.7k	35.68	View chart
Prologis Reit (PLD)	0.0	$201k		1.6k	125.72	View chart
Valero Energy Corp Stock (VLO)	0.0	$196k		1.2k	169.29	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$196k	-4%	1.6k	120.45	View chart
Walmart Stock (WMT)	0.0	$193k		1.9k	103.18	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$189k		1.9k	101.94	View chart
Danaher Corporation Stock (DHR)	0.0	$174k		804.00	216.90	View chart
American Express Stock (AXP)	0.0	$172k		475.00	361.03	View chart
Netflix Stock (NFLX)	0.0	$167k		151.00	1102.50	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$166k		158.00	1052.48	View chart
Ishares Lifepath Target Date 2065 Etf Etf (ITDI)	0.0	$166k		4.4k	38.09	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$166k	+12327%	6.8k	24.25	View chart
Capital One Finl Corp Stock (COF)	0.0	$166k	+36%	750.00	220.99	View chart
Spdr Gold Shares Etf (GLD)	0.0	$158k	+9%	434.00	364.38	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$157k		750.00	209.34	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$155k		459.00	337.95	View chart
Digital Rlty Tr Reit (DLR)	0.0	$154k		886.00	174.06	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$154k		1.1k	145.45	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.0	$146k		1.8k	81.10	View chart
Wisdomtree Emerging Markets Multifactor Fund Etf (EMMF)	0.0	$145k		4.6k	31.55	View chart
Nasdaq Stock (NDAQ)	0.0	$144k		1.6k	87.96	View chart
Canadian Natl Ry Stock (CNI)	0.0	$137k		1.5k	94.73	View chart
Cleveland-cliffs Stock (CLF)	0.0	$135k	-3%	9.6k	14.09	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$135k		277.00	485.77	View chart
Honeywell Intl Stock (HON)	0.0	$133k		622.00	214.41	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$133k	+12%	7.9k	16.89	View chart
Adobe Stock (ADBE)	0.0	$130k		361.00	359.91	View chart
Axon Enterprise Stock (AXON)	0.0	$123k		163.00	755.00	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$120k		4.4k	27.00	View chart
Yum Brands Stock (YUM)	0.0	$113k		798.00	141.09	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$112k		929.00	120.95	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$109k		752.00	145.41	View chart
Moodys Corp Stock (MCO)	0.0	$108k		220.00	490.76	View chart
Schwab Fundamental U.s. Broad Market Etf Etf (FNDB)	0.0	$106k		4.0k	26.20	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$104k	NEW	1.1k	96.43	View chart
Starbucks Corp Stock (SBUX)	0.0	$104k	+21%	1.2k	85.41	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$103k	NEW	819.00	125.88	View chart
International Business Machs Stock (IBM)	0.0	$103k		328.00	312.57	View chart
United States Oil Fund Etf (USO)	0.0	$102k		1.4k	71.39	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$102k		500.00	203.56	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$102k		1.2k	87.36	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$101k	+63000%	1.3k	80.13	View chart
Franco Nev Corp Stock (FNV)	0.0	$98k		525.00	186.91	View chart
Berkley W R Corp Stock (WRB)	0.0	$98k		1.4k	72.61	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$95k		500.00	189.60	View chart
New Gold Inc Cda Stock (NGD)	0.0	$92k	-6%	15k	6.33	View chart
Granite Constr Stock (GVA)	0.0	$92k		887.00	103.82	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$91k	-48%	2.1k	42.82	View chart
Ishares Short-term California Muni Active Etf Etf (CALI)	0.0	$89k		1.8k	50.61	View chart
Allstate Corp Stock (ALL)	0.0	$89k		464.00	190.85	View chart
Procter And Gamble Stock (PG)	0.0	$88k		582.00	151.37	View chart
Progressive Corp Stock (PGR)	0.0	$88k		414.00	211.91	View chart
HP Stock (HPQ)	0.0	$87k	-30%	3.1k	28.07	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$87k		287.00	301.53	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$85k		974.00	87.60	View chart
Gilead Sciences Stock (GILD)	0.0	$85k		723.00	117.92	View chart
Pepsico Stock (PEP)	0.0	$85k		567.00	150.21	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$84k		2.5k	33.50	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$82k	-37%	662.00	123.69	View chart
Copart Stock (CPRT)	0.0	$79k		1.8k	44.07	View chart
Cme Group Stock (CME)	0.0	$75k		280.00	266.33	View chart
Parker-hannifin Corp Stock (PH)	0.0	$73k		95.00	767.01	View chart
Ha Sustainable Infra Cap Reit (HASI)	0.0	$72k		2.5k	28.97	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.0	$72k		3.0k	23.74	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$70k		2.3k	31.22	View chart
Rocket Lab Corp Stock (RKLB)	0.0	$70k		1.1k	63.75	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$69k		326.00	212.96	View chart
Kohls Corp Stock (KSS)	0.0	$67k	-8%	4.1k	16.43	View chart
Kkr & Co Stock (KKR)	0.0	$62k		510.00	120.61	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$60k		3.5k	16.87	View chart
Quest Diagnostics Stock (DGX)	0.0	$58k		324.00	178.28	View chart
Fair Isaac Corp Stock (FICO)	0.0	$57k		34.00	1666.65	View chart
Broadcom Stock (AVGO)	0.0	$56k		150.00	372.97	View chart
Paychex Stock (PAYX)	0.0	$54k		432.00	124.05	View chart
Lowes Cos Stock (LOW)	0.0	$53k		217.00	244.07	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.0	$52k		340.00	153.32	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$52k		571.00	90.38	View chart
Micron Technology Stock (MU)	0.0	$51k		230.00	221.91	View chart
Whirlpool Corp Stock (WHR)	0.0	$50k	+8%	650.00	77.58	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$50k		458.00	108.45	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$50k		249.00	199.13	View chart
Brown & Brown Stock (BRO)	0.0	$49k		600.00	82.38	View chart
Range Nuclear Renaissance Index Etf Etf (NUKZ)	0.0	$48k		665.00	72.55	View chart
Mercadolibre Stock (MELI)	0.0	$48k	+2000%	21.00	2290.14	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$47k		285.00	164.89	View chart
Invesco Ai And Next Gen Software Etf Etf (IGPT)	0.0	$46k		750.00	60.82	View chart
Blackstone Stock (BX)	0.0	$46k		300.00	151.69	View chart
Republic Svcs Stock (RSG)	0.0	$42k		194.00	217.73	View chart
Rocket Cos Inc Com Cl A Stock (RKT)	0.0	$42k	+1424%	2.4k	17.51	View chart
Solventum Corp Stock (SOLV)	0.0	$42k	+2248%	587.00	70.92	View chart
Wp Carey Reit (WPC)	0.0	$40k		608.00	66.11	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$40k		218.00	184.36	View chart
Aci Worldwide Stock (ACIW)	0.0	$40k		800.00	49.75	View chart
Ligand Pharmaceuticals Stock (LGND)	0.0	$38k		200.00	188.87	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$38k		500.00	75.07	View chart
Blackrock Stock (BLK)	0.0	$37k		33.00	1124.94	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$36k		352.00	102.78	View chart
Sysco Corp Stock (SYY)	0.0	$36k		475.00	75.89	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$36k		140.00	253.35	View chart
Carrier Global Corporation Stock (CARR)	0.0	$35k		602.00	58.74	View chart
Hca Healthcare Stock (HCA)	0.0	$35k		75.00	466.47	View chart
Deere & Co Stock (DE)	0.0	$35k	+38%	75.00	466.41	View chart
Yum China Hldgs Stock (YUMC)	0.0	$35k		798.00	43.62	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.0	$35k		1.2k	29.62	View chart
Strategy Inc Cl A Stock (MSTR)	0.0	$34k	NEW	120.00	284.64	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$33k		1.3k	26.11	View chart
Oneok Stock (OKE)	0.0	$32k		463.00	69.10	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$32k		46.00	690.35	View chart
Nice Adr (NICE)	0.0	$31k		225.00	136.89	View chart
Autodesk Stock (ADSK)	0.0	$30k		96.00	311.08	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$30k		400.00	74.37	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$30k		402.00	73.49	View chart
Newamsterdam Pharma Company Nv Ordinary Shares Stock (NAMS)	0.0	$29k		796.00	36.14	View chart
Southern Stock (SO)	0.0	$29k		305.00	93.91	View chart
Sempra Stock (SRE)	0.0	$28k		300.00	92.55	View chart
Viatris Stock (VTRS)	0.0	$27k		2.6k	10.29	View chart
Expand Energy Corporation Stock (EXE)	0.0	$27k		265.00	101.00	View chart
Crh Plc Ord Stock (CRH)	0.0	$27k		221.00	119.94	View chart
Rio Tinto Adr (RIO)	0.0	$27k		368.00	71.96	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$26k		343.00	75.10	View chart
Diageo Adr (DEO)	0.0	$26k		273.00	94.05	View chart
S&p Global Stock (SPGI)	0.0	$26k		52.00	493.67	View chart
Air Prods & Chems Stock (APD)	0.0	$25k		100.00	254.43	View chart
Prudential Finl Stock (PRU)	0.0	$25k		250.00	101.45	View chart
Ppg Inds Stock (PPG)	0.0	$25k		238.00	105.34	View chart
Fedex Corp Stock (FDX)	0.0	$25k		100.00	249.55	View chart
Archer Daniels Midland Stock (ADM)	0.0	$25k		400.00	61.37	View chart
Dolby Laboratories Inc Com Cl A Stock (DLB)	0.0	$24k		357.00	66.55	View chart
Invesco Semiconductors Etf Etf (PSI)	0.0	$23k		300.00	77.49	View chart
Spotify Technology S A Stock (SPOT)	0.0	$23k		35.00	653.43	View chart
Expedia Group Stock (EXPE)	0.0	$23k		100.00	225.30	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$22k		250.00	89.06	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$22k		100.00	219.55	View chart
Global X Cybersecurity Etf Etf (BUG)	0.0	$22k		600.00	35.94	View chart
Fidelity Disruptive Technology Etf Etf (FDTX)	0.0	$22k		500.00	43.01	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$21k		876.00	24.03	View chart
Ares Capital Corp Cef (ARCC)	0.0	$21k		1.0k	20.57	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$21k		389.00	52.69	View chart
Consolidated Edison Stock (ED)	0.0	$20k		200.00	98.55	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$20k		95.00	206.11	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$20k	+5%	568.00	34.27	View chart
Generac Hldgs Stock (GNRC)	0.0	$19k		100.00	190.15	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$19k		195.00	95.66	View chart
Nextera Energy Stock (NEE)	0.0	$19k		223.00	83.57	View chart
Smartstop Self Storag Reit Reit (SMA)	0.0	$19k	NEW	497.00	37.25	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$18k		141.00	125.57	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$17k	-4%	115.00	150.05	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$17k	-2%	278.00	61.66	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$17k		110.00	154.30	View chart
Kellanova Stock (K)	0.0	$17k		200.00	83.09	View chart
Ameriprise Finl Stock (AMP)	0.0	$16k		33.00	484.55	View chart
Teva Pharmaceutical Inds Adr (TEVA)	0.0	$16k		800.00	19.78	View chart
Metlife Stock (MET)	0.0	$16k		200.00	78.75	View chart
Joby Aviation Stock (JOBY)	0.0	$16k		1.0k	15.61	View chart
Ishares U.s. Healthcare Providers Etf Etf (IHF)	0.0	$15k		299.00	51.18	View chart
Ferrari N V Stock (RACE)	0.0	$15k		37.00	402.27	View chart
Rigetti Computing Stock (RGTI)	0.0	$15k		400.00	37.07	View chart
Factset Resh Sys Stock (FDS)	0.0	$15k		51.00	288.39	View chart
Wyndham Hotels & Resorts Stock (WH)	0.0	$15k		200.00	72.38	View chart
Veralto Corp Stock (VLTO)	0.0	$14k		133.00	102.53	View chart
Kla Corp Stock (KLAC)	0.0	$13k		11.00	1206.00	View chart
Chart Inds Stock (GTLS)	0.0	$13k		65.00	199.65	View chart
Travel Plus Leisure Stock (TNL)	0.0	$13k		200.00	64.65	View chart
Biohaven Stock (BHVN)	0.0	$13k		750.00	17.20	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.0	$13k		255.00	50.03	View chart
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)	0.0	$12k		244.00	49.38	View chart
Sumitomo Mitsui Finl Group Adr (SMFG)	0.0	$12k		728.00	16.39	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$12k		178.00	65.64	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$12k	-33%	200.00	57.86	View chart
Global X Fintech Etf Etf (FINX)	0.0	$11k		325.00	34.91	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.0	$11k		199.00	56.00	View chart
Carmax Stock (KMX)	0.0	$11k		250.00	44.45	View chart
Bio-techne Corp Stock (TECH)	0.0	$11k		172.00	63.94	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$11k		192.00	55.68	View chart
Us Bancorp Del Stock (USB)	0.0	$11k		225.00	47.27	View chart
Toro Stock (TTC)	0.0	$11k		142.00	74.77	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$10k		100.00	101.14	View chart
Baxter Intl Stock (BAX)	0.0	$9.9k		435.00	22.86	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$8.5k		24.00	355.21	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.0	$8.4k		353.00	23.79	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$8.1k		172.00	46.95	View chart
United Rentals Stock (URI)	0.0	$7.9k		9.00	875.67	View chart
At&t Stock (T)	0.0	$7.7k		300.00	25.70	View chart
Organon & Co Stock (OGN)	0.0	$7.7k	-2%	1.2k	6.66	View chart
Stryker Corporation Stock (SYK)	0.0	$7.6k		20.00	381.40	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.0	$7.6k		125.00	60.92	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$7.5k		35.00	213.86	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$7.4k		83.00	89.02	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.0	$7.1k		68.00	105.04	View chart
Mettler Toledo International Stock (MTD)	0.0	$7.0k		5.00	1404.60	View chart
General Mtrs Stock (GM)	0.0	$7.0k		100.00	69.87	View chart
Dupont De Nemours Stock (DD)	0.0	$7.0k		85.00	81.91	View chart
Banner Corp Stock (BANR)	0.0	$6.9k		110.00	62.38	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.0	$6.8k		287.00	23.72	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$6.7k		120.00	55.69	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.0	$6.4k		75.00	84.89	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$5.9k		66.00	89.20	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$5.9k		20.00	293.40	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$5.8k	-41%	63.00	91.51	View chart
Docusign Stock (DOCU)	0.0	$5.7k	NEW	80.00	70.70	View chart
Skyworks Solutions Stock (SWKS)	0.0	$5.6k		70.00	80.26	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.0	$5.5k		116.00	47.31	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$5.5k		22.00	248.95	View chart
Corteva Stock (CTVA)	0.0	$5.4k		85.00	63.46	View chart
Msci Stock (MSCI)	0.0	$5.3k		9.00	593.78	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$5.3k		40.00	132.28	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$5.2k		192.00	27.14	View chart
Stmicroelectronics N V Ny Registry Adr (STM)	0.0	$5.0k		200.00	25.21	View chart
Hancock John Tax-advantaged Di Cef (HTD)	0.0	$4.9k		200.00	24.50	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$4.9k		60.00	81.48	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$4.8k		152.00	31.29	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$4.6k		22.00	210.68	View chart
Blackbaud Stock (BLKB)	0.0	$4.6k		72.00	64.15	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$4.6k		50.00	91.30	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$4.5k	NEW	75.00	60.37	View chart
Midcap Financial Invstmnt Corp Cef (MFIC)	0.0	$4.1k		333.00	12.40	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$4.1k		60.00	68.77	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$4.0k		30.00	133.03	View chart
Snap Inc Cl A Stock (SNAP)	0.0	$3.9k		500.00	7.74	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$3.8k		27.00	141.33	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$3.6k		17.00	213.41	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$3.5k		20.00	176.70	View chart
Keycorp Stock (KEY)	0.0	$3.5k		200.00	17.59	View chart
Spdr Ssga Multi-asset Real Return Etf Etf (RLY)	0.0	$3.5k		111.00	31.09	View chart
Labcorp Holdings Stock (LH)	0.0	$3.4k	-63%	13.00	259.69	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$3.2k		108.00	29.88	View chart
Cava Stock (CAVA)	0.0	$3.1k		50.00	62.14	View chart
Niocorp Devs Stock (NB)	0.0	$3.1k	NEW	400.00	7.63	View chart
United States Natural Gas Fund Etf (UNG)	0.0	$3.0k		240.00	12.34	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$2.9k		69.00	41.80	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.0	$2.8k		40.00	70.85	View chart
Goldman Sachs Activebeta Emerging Markets Equity Etf Etf (GEM)	0.0	$2.8k		65.00	42.55	View chart
Mannkind Corp Stock (MNKD)	0.0	$2.7k	+400%	500.00	5.30	View chart
Netease Adr (NTES)	0.0	$2.6k		18.00	145.17	View chart
Cannae Hldgs Stock (CNNE)	0.0	$2.4k		130.00	18.54	View chart
Cronos Group Stock (CRON)	0.0	$2.2k		900.00	2.49	View chart
Dow Stock (DOW)	0.0	$2.2k		85.00	25.38	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.0	$2.1k		63.00	33.19	View chart
Ready Capital Corp Reit (RC)	0.0	$2.1k		653.00	3.18	View chart
Ionis Pharmaceuticals Stock (IONS)	0.0	$2.1k		28.00	73.57	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$2.0k		14.00	146.29	View chart
Intuit Stock (INTU)	0.0	$2.0k		3.00	679.00	View chart
Dominion Energy Stock (D)	0.0	$2.0k		34.00	59.62	View chart
Upstart Hldgs Stock (UPST)	0.0	$2.0k	NEW	39.00	50.69	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.0	$2.0k		146.00	13.44	View chart
Tejon Ranch Stock (TRC)	0.0	$1.9k		120.00	15.99	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.0	$1.9k	-51%	42.00	44.64	View chart
Palladyne Ai Corp Stock (PDYN)	0.0	$1.8k	-50%	235.00	7.87	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$1.8k		20.00	90.85	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$1.8k		10.00	179.00	View chart
The Cigna Group Stock (CI)	0.0	$1.5k		5.00	308.40	View chart
Omniab Stock (OABI)	0.0	$1.5k		980.00	1.55	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.5k		72.00	20.99	View chart
Coinshares Bitcoin Leverage Etf Etf (BTFX)	0.0	$1.4k		26.00	53.08	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$1.3k		4.00	336.50	View chart
Fuelcell Energy Stock (FCEL)	0.0	$1.3k		167.00	7.63	View chart
Flowers Foods Stock (FLO)	0.0	$1.3k	NEW	100.00	12.57	View chart
Sentinelone Inc Cl A Stock (S)	0.0	$1.2k		68.00	17.65	View chart
Net Lease Office Properties Reit (NLOP)	0.0	$1.2k		40.00	29.27	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$1.1k		29.00	37.76	View chart
Nyxoah S A Stock (NYXH)	0.0	$1.0k		200.00	5.07	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$995.999000		38.00	26.21	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.0	$930.000000		10.00	93.00	View chart
Kyndryl Hldgs Stock (KD)	0.0	$923.001600		32.00	28.84	View chart
Wec Energy Group Stock (WEC)	0.0	$922.000000		8.00	115.25	View chart
Mays J W Stock (MAYS)	0.0	$915.000000		24.00	38.12	View chart
Direxion Daily Regional Banks Bull 3x Shares Etf (DPST)	0.0	$859.000000		10.00	85.90	View chart
Chewy Inc Cl A Stock (CHWY)	0.0	$854.000000		25.00	34.16	View chart
Brighthouse Finl Stock (BHF)	0.0	$831.999600		18.00	46.22	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$805.000000		16.00	50.31	View chart
Trivago N V Spon Ads A Shs N Adr	0.0	$628.000000		200.00	3.14	View chart
Laird Superfood Inc Com Stk Stock (LSF)	0.0	$580.000200		122.00	4.75	View chart
Vanguard Value Etf Etf (VTV)	0.0	$561.999900	-40%	3.00	187.33	View chart
Chemours Stock (CC)	0.0	$554.000000		40.00	13.85	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.0	$549.000100		11.00	49.91	View chart
Amplify Blockchain Technology Etf Etf (BLOK)	0.0	$528.999800		7.00	75.57	View chart
Ulta Beauty Stock (ULTA)	0.0	$519.000000	NEW	1.00	519.00	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$518.000400	-40%	9.00	57.56	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.0	$450.000000		10.00	45.00	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$380.000000		5.00	76.00	View chart
Plug Power Stock (PLUG)	0.0	$371.003500		133.00	2.79	View chart
Lululemon Athletica Stock (LULU)	0.0	$360.000000		2.00	180.00	View chart
Tilray Brands Stock (TLRY)	0.0	$315.997100		229.00	1.38	View chart
Canopy Growth Corp Stock (CGC)	0.0	$302.000400		234.00	1.29	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$288.999900		3.00	96.33	View chart
Liberty Broadband Corp Com Ser A Stock (LBRDA)	0.0	$285.000000		5.00	57.00	View chart
Dxc Technology Stock (DXC)	0.0	$281.001000		21.00	13.38	View chart
Moderna Stock (MRNA)	0.0	$227.999700		9.00	25.33	View chart
Grayscale Ethereum Mini Trust Etf Etf (ETH)	0.0	$228.000000		6.00	38.00	View chart
Wabtec Stock (WAB)	0.0	$198.000000		1.00	198.00	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$189.000000		14.00	13.50	View chart
Lumen Technologies Stock (LUMN)	0.0	$161.000000		16.00	10.06	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$152.000000	NEW	2.00	76.00	View chart
Allspring Income Opportunit Inc Oppty Cef (EAD)	0.0	$132.000600		19.00	6.95	View chart
Kala Bio Stock	0.0	$127.005300		153.00	0.83	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$121.000000		2.00	60.50	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$118.000000		2.00	59.00	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$109.000000		2.00	54.50	View chart
Grupo Aeroportuario Del Centro Adr (OMAB)	0.0	$103.000000		1.00	103.00	View chart
Nvni Group Limited Ord Stock (NVNI)	0.0	$100.998800	-90%	28.00	3.61	View chart
Relx Adr (RELX)	0.0	$92.000000		2.00	46.00	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$83.000000		1.00	83.00	View chart
Kenvue Stock (KVUE)	0.0	$73.000000	NEW	5.00	14.60	View chart
Core Laboratories Stock (CLB)	0.0	$66.000000		4.00	16.50	View chart
Embecta Corp Stock (EMBC)	0.0	$56.000000		4.00	14.00	View chart
Stevanato Group S P A Ord Stock (STVN)	0.0	$52.000000		2.00	26.00	View chart
Gci Liberty Inc Com Ser A Stock (GLIBA)	0.0	$37.000000	NEW	1.00	37.00	View chart
Gamestop Corp New Cl A Stock (GME)	0.0	$23.000000		1.00	23.00	View chart
Aurora Cannabis Stock (ACB)	0.0	$20.000000		4.00	5.00	View chart
Pg&e Corp Stock (PCG)	0.0	$16.000000		1.00	16.00	View chart
Lisata Therapeutics Stock (LSTA)	0.0	$8.000100		3.00	2.67	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.0	$0		0	0.00	View chart
Proshares Bitcoin Etf Etf (BITO)	0.0	$0		0	0.00	View chart

Past Filings by Cheviot Value Management

SEC 13F filings are viewable for Cheviot Value Management going back to 2010

Cheviot Value Management 2025 Q3 filed Oct. 31, 2025
Cheviot Value Management 2025 Q2 filed Aug. 13, 2025
Cheviot Value Management 2025 Q1 filed May 9, 2025
Cheviot Value Management 2024 Q4 filed Feb. 14, 2025
Cheviot Value Management 2024 Q3 filed Nov. 14, 2024
Cheviot Value Management 2024 Q2 filed Aug. 14, 2024
Cheviot Value Management 2024 Q1 filed May 14, 2024
Cheviot Value Management 2023 Q4 filed Feb. 14, 2024
Cheviot Value Management 2023 Q2 filed Nov. 7, 2023
Cheviot Value Management 2023 Q3 filed Nov. 7, 2023
Cheviot Value Management 2023 Q1 filed May 15, 2023
Cheviot Value Management 2022 Q4 filed Feb. 13, 2023
Cheviot Value Management 2022 Q3 filed Nov. 14, 2022
Cheviot Value Management 2022 Q2 filed Aug. 3, 2022
Cheviot Value Management 2022 Q1 filed May 11, 2022
Cheviot Value Management 2021 Q4 filed Feb. 14, 2022

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