Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 40.06% of Cheviot Value Management's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp (+$17M), UL, MKL, SCHO, META, CMCSA, V, SPCX, OAKM, GOVT.
Started 27 new stock positions in NVAX, SXT, LNT, AA, CRWV, SPCX, OLED, KODK, Exxon Mobil Corp, REGN.
Reduced shares in these 10 stocks: , SGOV (-$6.6M), GOOGL, JNJ, LBRDK, LQD, MICC, TOTL, NEM, SPY.
Sold out of its positions in AFRM, MUC, CI, XOM, FLO, GLIBA, GM, GNPX, Honeywell International, Kala Pharmaceuticals.
Cheviot Value Management was a net seller of stock by $-7.0M.
Cheviot Value Management has $984M in assets under management (AUM), dropping by -1.16%.
Central Index Key (CIK): 0001427147

Tip: Access up to 7 years of quarterly data

Positions held by Chevoit Value Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cheviot Value Management

Cheviot Value Management holds 443 positions in its portfolio as reported in the June 2026 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)	12.1	$119M		238k	500.39	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	10.3	$101M	-6%	1.0M	100.67	View chart
Agnico Eagle Mines Stock (AEM)	6.5	$64M		410k	155.13	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	5.8	$57M	-4%	159k	357.37	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	5.5	$54M		1.4M	39.47	View chart
Johnson & Johnson Stock (JNJ)	4.0	$39M	-2%	155k	253.97	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	3.6	$35M	-2%	324k	109.07	View chart
Flexshares Iboxx 5 Year Target Duration Tips Index Fund Etf (TDTF)	3.3	$33M		1.4M	23.77	View chart
Visa Inc Com Cl A Stock (V)	2.8	$28M	+2%	80k	343.09	View chart
Meta Platforms Inc Cl A Stock (META)	2.5	$25M	+8%	44k	563.29	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	2.3	$23M		567k	40.23	View chart
Unilever Adr (UL)	2.2	$22M	+10%	368k	60.12	View chart
Merck & Co Stock (MRK)	2.2	$22M		171k	128.50	View chart
Microsoft Corp Stock (MSFT)	2.2	$22M		58k	373.02	View chart
Newmont Corp Stock (NEM)	2.1	$20M	-2%	218k	93.40	View chart
Amazon Stock (AMZN)	2.0	$20M		82k	238.34	View chart
Exxonmobil Holdings Corp Stock	1.7	$17M	NEW	125k	136.72	View chart
Markel Group Stock (MKL)	1.6	$16M	+14%	8.0k	1953.01	View chart
Comcast Corp New Cl A Stock (CMCSA)	1.6	$15M	+6%	627k	24.55	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	1.5	$15M		20.00	748850.00	View chart
Pfizer Stock (PFE)	1.5	$15M		613k	24.08	View chart
Chevron Corporation Stock (CVX)	1.4	$14M		82k	165.76	View chart
Conocophillips Stock (COP)	1.3	$12M		120k	103.96	View chart
Barrick Mng Corp Stock (B)	1.2	$11M	-3%	309k	36.73	View chart
Apple Stock (AAPL)	1.0	$10M		35k	289.36	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.9	$8.8M		12k	736.42	View chart
Abbvie Stock (ABBV)	0.7	$7.0M		28k	251.64	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.7	$6.9M		128k	53.79	View chart
Alamos Gold Inc Com Cl A Stock (AGI)	0.7	$6.6M	+3%	217k	30.34	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.6	$6.2M		298k	20.84	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.6	$6.2M	-2%	245k	25.25	View chart
Pan Amern Silver Corp Stock (PAAS)	0.6	$5.8M		130k	44.79	View chart
Oakmark U.s. Large Cap Etf Etf (OAKM)	0.6	$5.4M	+12%	193k	28.17	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.5	$5.1M	+60%	213k	24.14	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.5	$5.1M		129k	39.68	View chart
Occidental Pete Corp Stock (OXY)	0.5	$4.7M	-2%	97k	48.57	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.4	$4.3M		57k	75.45	View chart
Cvs Health Corp Stock (CVS)	0.4	$4.3M		42k	103.45	View chart
Sandisk Corp Stock (SNDK)	0.4	$3.9M	-3%	1.7k	2273.73	View chart
Applied Matls Stock (AMAT)	0.4	$3.7M		5.1k	723.00	View chart
Phillips 66 Stock (PSX)	0.4	$3.7M	-2%	22k	169.05	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.4	$3.5M	+2%	36k	98.98	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$3.5M		5.2k	686.82	View chart
Liberty Broadband Corp Com Ser C Stock (LBRDK)	0.3	$3.3M	-22%	99k	33.26	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.3	$3.3M	+14%	143k	22.78	View chart
Nvidia Corporation Stock (NVDA)	0.3	$2.8M	+2%	14k	200.09	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.3	$2.7M		123k	22.20	View chart
Western Digital Corp Stock (WDC)	0.3	$2.7M		4.2k	638.72	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$2.7M		8.3k	327.33	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.3	$2.5M	-6%	3.9k	655.89	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$2.0M		26k	77.91	View chart
Philip Morris Intl Stock (PM)	0.2	$1.7M		9.6k	180.92	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$1.7M		4.8k	353.30	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$1.6M		1.7k	935.31	View chart
Corning Stock (GLW)	0.2	$1.6M		6.2k	255.44	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.1	$1.4M		27k	52.59	View chart
Amgen Stock (AMGN)	0.1	$1.4M	+3%	3.9k	362.12	View chart
Verizon Communications Stock (VZ)	0.1	$1.4M		33k	42.34	View chart
Abbott Laboratories Stock (ABT)	0.1	$1.2M		14k	90.74	View chart
Intel Corp Stock (INTC)	0.1	$1.2M		8.3k	139.63	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.1	$1.1M		7.2k	158.25	View chart
Morgan Stanley Stock (MS)	0.1	$993k	+4%	4.8k	209.04	View chart
Mcdonalds Corp Stock (MCD)	0.1	$904k		3.3k	270.31	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$864k	-31%	1.2k	746.48	View chart
Cadence Design System Stock (CDNS)	0.1	$855k		2.3k	375.32	View chart
Cardinal Health Stock (CAH)	0.1	$843k	-13%	3.6k	237.56	View chart
Tesla Stock (TSLA)	0.1	$843k		2.0k	420.60	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$837k		17k	49.78	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$836k	+30%	3.4k	242.42	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$794k		14k	56.98	View chart
Magnum Ice Cream Co Nv Ord Stock (MICC)	0.1	$766k	-38%	44k	17.41	View chart
Devon Energy Corp Stock (DVN)	0.1	$746k	-17%	18k	41.32	View chart
Spacex Stock (SPCX)	0.1	$729k	NEW	4.3k	170.86	View chart
Eli Lilly & Co Stock (LLY)	0.1	$697k		581.00	1199.43	View chart
Simon Ppty Group Reit (SPG)	0.1	$686k		3.1k	223.65	View chart
Wells Fargo & Co Stock (WFC)	0.1	$657k	-16%	8.0k	82.64	View chart
Qualcomm Stock (QCOM)	0.1	$643k	+2%	3.5k	184.79	View chart
Caterpillar Stock (CAT)	0.1	$621k		583.00	1064.90	View chart
Synopsys Stock (SNPS)	0.1	$614k		1.4k	446.07	View chart
3M Stock (MMM)	0.1	$613k	-16%	3.8k	161.91	View chart
Rtx Corporation Stock (RTX)	0.1	$610k		3.2k	189.75	View chart
Cisco Sys Stock (CSCO)	0.1	$591k	+8%	5.0k	117.46	View chart
Altria Group Stock (MO)	0.1	$577k		8.0k	71.95	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$567k		1.1k	513.60	View chart
Texas Instrs Stock (TXN)	0.1	$565k		1.9k	298.07	View chart
Home Depot Stock (HD)	0.1	$564k	+18%	1.6k	352.68	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$561k		3.6k	156.95	View chart
Goldman Sachs Group Stock (GS)	0.1	$539k		533.00	1011.37	View chart
Medtronic Stock (MDT)	0.1	$539k	-5%	6.9k	78.23	View chart
Micron Technology Stock (MU)	0.1	$531k	+100%	460.00	1154.29	View chart
Target Corp Stock (TGT)	0.1	$515k		3.9k	130.61	View chart
Oracle Corp Stock (ORCL)	0.1	$514k		3.5k	146.54	View chart
Cencora Stock (COR)	0.1	$503k		1.8k	282.98	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$483k		1.5k	314.59	View chart
Ford Mtr Stock (F)	0.0	$453k		33k	13.90	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$441k	+700%	3.7k	119.52	View chart
British Amern Tob Adr (BTI)	0.0	$438k		7.1k	61.76	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$438k	+500%	5.1k	86.14	View chart
Reinsurance Group Amer Stock (RGA)	0.0	$436k		2.1k	212.65	View chart
Ross Stores Stock (ROST)	0.0	$426k		2.0k	212.85	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$421k		2.7k	158.03	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$412k		1.7k	246.22	View chart
Citigroup Stock (C)	0.0	$404k		2.9k	139.96	View chart
Disney Walt Stock (DIS)	0.0	$394k	-17%	4.1k	96.25	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$387k	-37%	11k	36.01	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$383k		6.5k	58.92	View chart
Boeing Stock (BA)	0.0	$370k	+7%	1.7k	216.47	View chart
Unitedhealth Group Stock (UNH)	0.0	$368k		886.00	415.63	View chart
Best Buy Stock (BBY)	0.0	$357k	-7%	4.7k	75.88	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$355k		1.6k	222.88	View chart
State Str Corp Stock (STT)	0.0	$351k		2.1k	169.60	View chart
Omnicom Group Stock (OMC)	0.0	$339k	NEW	4.7k	72.83	View chart
Coca Cola Stock (KO)	0.0	$332k		4.1k	81.27	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$331k		650.00	509.31	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$326k		1.7k	190.52	View chart
Fiserv Stock (FISV)	0.0	$322k	-2%	6.6k	49.05	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$319k		6.1k	52.41	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$315k	-9%	3.8k	82.11	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$314k		158.00	1989.44	View chart
Valero Energy Corp Stock (VLO)	0.0	$304k		1.2k	260.54	View chart
Ishares Silver Trust Etf (SLV)	0.0	$290k		5.4k	53.47	View chart
Tjx Cos Stock (TJX)	0.0	$288k	+18%	1.9k	151.50	View chart
Builders Firstsource Stock (BLDR)	0.0	$280k	+10%	3.1k	89.48	View chart
Csx Corp Stock (CSX)	0.0	$272k		5.7k	47.53	View chart
Liberty Cap Corp Ser C Gci Group Stock (GLIBK)	0.0	$268k	-45%	12k	21.56	View chart
Automatic Data Processing Stock (ADP)	0.0	$262k		1.2k	223.95	View chart
Aecom Stock (ACM)	0.0	$250k		3.6k	69.80	View chart
Ubs Group Stock (UBS)	0.0	$241k	-4%	4.9k	49.56	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$241k		1.6k	148.31	View chart
Prologis Reit (PLD)	0.0	$217k		1.6k	135.47	View chart
Walmart Stock (WMT)	0.0	$205k		1.8k	113.26	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$203k		405.00	501.36	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$198k	+2%	1.9k	103.96	View chart
Wisdomtree Emerging Markets Multifactor Fund Etf (EMMF)	0.0	$178k		4.6k	38.63	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$175k	+3%	474.00	370.05	View chart
Canadian Natl Ry Stock (CNI)	0.0	$173k		1.5k	119.24	View chart
Servicenow Stock (NOW)	0.0	$171k	+262%	1.7k	99.28	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$168k	+19%	1.9k	90.60	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$168k		1.1k	158.66	View chart
Capital One Finl Corp Stock (COF)	0.0	$166k		825.00	200.62	View chart
American Express Stock (AXP)	0.0	$161k		475.00	338.25	View chart
Digital Rlty Tr Reit (DLR)	0.0	$159k		886.00	179.58	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$159k		7.8k	20.49	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.0	$158k		1.8k	89.92	View chart
United States Oil Fund Etf (USO)	0.0	$152k		1.4k	106.44	View chart
Spdr Gold Shares Etf (GLD)	0.0	$146k	-8%	397.00	368.38	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$142k		4.5k	31.71	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$141k		277.00	509.46	View chart
Granite Constr Stock (GVA)	0.0	$141k		889.00	158.13	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$139k		550.00	252.23	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$135k		282.00	477.57	View chart
Nasdaq Stock (NDAQ)	0.0	$129k		1.6k	78.82	View chart
Yum Brands Stock (YUM)	0.0	$126k		790.00	159.86	View chart
Schwab Fundamental U.s. Broad Market Etf Etf (FNDB)	0.0	$124k		4.1k	30.46	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$124k		288.00	431.66	View chart
Rocket Lab Corp Stock (RKLB)	0.0	$124k		1.2k	101.65	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$123k		2.3k	53.11	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$123k	+400%	4.5k	27.41	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$122k		2.1k	57.62	View chart
Netflix Stock (NFLX)	0.0	$119k	+9%	1.7k	71.40	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$111k		1.1k	102.29	View chart
Allstate Corp Stock (ALL)	0.0	$110k		464.00	237.94	View chart
Franco Nev Corp Stock (FNV)	0.0	$109k		525.00	208.44	View chart
Starbucks Corp Stock (SBUX)	0.0	$109k		1.1k	102.17	View chart
Danaher Corp Del Stock (DHR)	0.0	$100k		525.00	190.48	View chart
Moodys Corp Stock (MCO)	0.0	$100k		220.00	452.92	View chart
Ha Sustainable Infra Cap Reit (HASI)	0.0	$99k		2.5k	39.04	View chart
Honeywell Intl Stock (HON)	0.0	$97k	NEW	432.00	223.90	View chart
Honeywell Aerospace Stock (HONA)	0.0	$96k	NEW	432.00	221.08	View chart
Berkley W R Corp Stock (WRB)	0.0	$95k		1.4k	70.53	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$94k		974.00	96.32	View chart
Gilead Sciences Stock (GILD)	0.0	$93k		737.00	126.35	View chart
Parker-hannifin Corp Stock (PH)	0.0	$93k		95.00	978.12	View chart
International Business Machs Stock (IBM)	0.0	$92k		328.00	281.21	View chart
Axon Enterprise Stock (AXON)	0.0	$91k		163.00	560.61	View chart
Global X Cybersecurity Etf Etf (BUG)	0.0	$90k	+38%	2.4k	38.19	View chart
Rocket Cos Inc Com Cl A Stock (RKT)	0.0	$89k	+4%	5.7k	15.75	View chart
Ishares Short-term California Muni Active Etf Etf (CALI)	0.0	$88k		1.8k	50.53	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$88k	+19%	756.00	116.67	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$85k		2.5k	33.84	View chart
Nike Inc Cl B Stock (NKE)	0.0	$84k	-42%	2.1k	41.05	View chart
Cleveland-cliffs Stock (CLF)	0.0	$83k	-7%	8.9k	9.39	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$83k		2.3k	36.76	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$79k		3.5k	22.26	View chart
Invesco Ai And Next Gen Software Etf Etf (IGPT)	0.0	$78k		750.00	104.10	View chart
Broadcom Stock (AVGO)	0.0	$76k	+33%	200.00	377.75	View chart
Wp Carey Reit (WPC)	0.0	$72k	+65%	1.0k	71.50	View chart
Kohls Corp Stock (KSS)	0.0	$72k		4.1k	17.72	View chart
Quest Diagnostics Stock (DGX)	0.0	$69k		324.00	211.95	View chart
Oneok Stock (OKE)	0.0	$66k	+64%	763.00	86.94	View chart
Adobe Stock (ADBE)	0.0	$66k		322.00	205.02	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$66k		500.00	131.43	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$66k	-33%	437.00	150.13	View chart
Ligand Pharmaceuticals Stock (LGND)	0.0	$63k		200.00	316.09	View chart
Weyerhaeuser Reit (WY)	0.0	$63k	-9%	2.6k	23.94	View chart
Cme Group Stock (CME)	0.0	$62k		280.00	220.83	View chart
Invesco Semiconductors Etf Etf (PSI)	0.0	$56k		300.00	187.82	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$55k		249.00	219.43	View chart
Progressive Corp Stock (PGR)	0.0	$55k		250.00	218.45	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$55k		571.00	95.62	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$54k		752.00	71.86	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$54k		458.00	117.02	View chart
Blackrock Stock (BLK)	0.0	$51k	+60%	53.00	961.57	View chart
Copart Stock (CPRT)	0.0	$50k		1.8k	28.19	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$50k		325.00	154.26	View chart
Coeur Mng Stock (CDE)	0.0	$49k	-58%	3.0k	16.32	View chart
Procter & Gamble Stock (PG)	0.0	$48k	-31%	327.00	146.64	View chart
Lowes Cos Stock (LOW)	0.0	$48k		217.00	220.49	View chart
Deere & Co Stock (DE)	0.0	$48k		75.00	633.51	View chart
Kkr & Co Stock (KKR)	0.0	$47k		510.00	91.78	View chart
Pepsico Stock (PEP)	0.0	$45k	-15%	332.00	135.50	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$43k	NEW	1.0k	43.30	View chart
Paychex Stock (PAYX)	0.0	$43k		432.00	98.33	View chart
Viatris Stock (VTRS)	0.0	$42k		2.6k	15.88	View chart
S&p Global Stock (SPGI)	0.0	$42k	+96%	102.00	407.26	View chart
Republic Svcs Stock (RSG)	0.0	$41k		194.00	213.08	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.0	$41k		1.4k	30.17	View chart
Fair Isaac Corp Stock (FICO)	0.0	$41k		34.00	1194.79	View chart
Aci Worldwide Stock (ACIW)	0.0	$40k		800.00	50.29	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$40k	+101%	716.00	56.18	View chart
Sysco Corp Stock (SYY)	0.0	$40k		475.00	83.58	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$40k		53.00	748.89	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$39k		500.00	77.54	View chart
Alliant Energy Corp Stock (LNT)	0.0	$38k	NEW	500.00	76.29	View chart
Carrier Global Corporation Stock (CARR)	0.0	$37k		502.00	73.35	View chart
Blackstone Stock (BX)	0.0	$35k		300.00	117.67	View chart
Rio Tinto Adr (RIO)	0.0	$35k		368.00	94.89	View chart
Factset Resh Sys Stock (FDS)	0.0	$35k	+196%	151.00	230.08	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$35k		400.00	86.65	View chart
Brown & Brown Stock (BRO)	0.0	$34k		530.00	64.15	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$34k		402.00	83.75	View chart
Kla Corp Stock (KLAC)	0.0	$33k	+900%	110.00	301.71	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$33k		218.00	151.45	View chart
Yum China Hldgs Stock (YUMC)	0.0	$33k		798.00	40.87	View chart
Ppg Inds Stock (PPG)	0.0	$29k		243.00	121.18	View chart
Air Products And Chemicals Stock (APD)	0.0	$29k		100.00	293.18	View chart
Generac Hldgs Stock (GNRC)	0.0	$29k		100.00	292.81	View chart
Hca Healthcare Stock (HCA)	0.0	$29k		75.00	389.89	View chart
Southern Stock (SO)	0.0	$29k		305.00	95.71	View chart
Fidelity Disruptive Technology Etf Etf (FDTX)	0.0	$29k		500.00	57.90	View chart
HP Stock (HPQ)	0.0	$29k		1.3k	21.94	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$28k		1.1k	25.52	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$28k	+5%	758.00	36.26	View chart
Teva Pharmaceutical Inds Adr (TEVA)	0.0	$27k		800.00	33.88	View chart
Prudential Finl Stock (PRU)	0.0	$27k		250.00	107.93	View chart
Newamsterdam Pharma Company Nv Ordinary Shares Stock (NAMS)	0.0	$27k		796.00	33.89	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$26k		250.00	104.93	View chart
Alcoa Corp Stock (AA)	0.0	$26k	NEW	500.00	52.14	View chart
Expedia Group Stock (EXPE)	0.0	$26k		100.00	255.88	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$25k		343.00	73.41	View chart
Range Nuclear Renaissance Index Etf Etf (NUKZ)	0.0	$25k		360.00	68.16	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$24k		876.00	27.70	View chart
Expand Energy Corporation Stock (EXE)	0.0	$24k		265.00	91.19	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$24k		100.00	236.62	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$23k	NEW	400.00	57.84	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$23k		95.00	242.43	View chart
Diageo Adr (DEO)	0.0	$22k		273.00	80.38	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.0	$21k		184.00	115.98	View chart
Universal Corp Va Mtns Bk Ent Stock (UVV)	0.0	$21k	NEW	400.00	52.17	View chart
Nice Adr (NICE)	0.0	$20k		225.00	90.85	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$20k		195.00	103.88	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$20k		389.00	51.29	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$20k		278.00	71.25	View chart
Whirlpool Corp Stock (WHR)	0.0	$20k	-9%	500.00	39.42	View chart
Nextera Energy Stock (NEE)	0.0	$20k		223.00	87.77	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$19k		141.00	137.53	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$19k		115.00	164.27	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$19k	NEW	30.00	623.53	View chart
Autodesk Stock (ADSK)	0.0	$19k		96.00	194.42	View chart
Ares Capital Corp Cef (ARCC)	0.0	$19k		1.0k	18.53	View chart
Dolby Laboratories Inc Com Cl A Stock (DLB)	0.0	$18k		337.00	52.58	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$17k		140.00	124.44	View chart
Qnity Electronics Stock (Q)	0.0	$17k		106.00	163.31	View chart
Sumitomo Mitsui Fin Grp Adr (SMFG)	0.0	$17k		728.00	23.58	View chart
Metlife Stock (MET)	0.0	$17k		200.00	84.61	View chart
Ishares U.s. Healthcare Providers Etf Etf (IHF)	0.0	$17k		299.00	55.33	View chart
At&t Stock (T)	0.0	$16k		791.00	20.70	View chart
Spotify Technology S A Stock (SPOT)	0.0	$16k		35.00	459.14	View chart
Ameriprise Finl Stock (AMP)	0.0	$15k		33.00	458.76	View chart
Stmicroelectronics N V Ny Registry Adr (STM)	0.0	$15k		200.00	74.89	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$15k		106.00	137.74	View chart
Toro Stock (TTC)	0.0	$14k		142.00	97.42	View chart
Ferrari N V Stock (RACE)	0.0	$14k		37.00	372.30	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$14k		178.00	77.11	View chart
Us Bancorp Stock (USB)	0.0	$14k		225.00	60.40	View chart
Chart Inds Stock (GTLS)	0.0	$14k		65.00	208.94	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.0	$14k		199.00	67.79	View chart
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)	0.0	$13k		244.00	52.68	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.0	$13k		255.00	49.78	View chart
Sensient Technologies Corp Stock (SXT)	0.0	$12k	NEW	100.00	123.29	View chart
Bio-techne Corp Stock (TECH)	0.0	$12k		172.00	70.65	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$12k	+108%	403.00	29.46	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$11k	NEW	100.00	112.32	View chart
Biohaven Stock (BHVN)	0.0	$11k		750.00	14.88	View chart
Organon & Co Stock (OGN)	0.0	$11k	-27%	807.00	13.55	View chart
Universal Display Corp Stock (OLED)	0.0	$11k	NEW	125.00	86.59	View chart
Carmax Stock (KMX)	0.0	$11k		200.00	52.89	View chart
Strategy Inc Cl A Stock (MSTR)	0.0	$10k		120.00	86.93	View chart
United Rentals Stock (URI)	0.0	$10k		9.00	1132.89	View chart
Waters Corp Stock (WAT)	0.0	$10k		27.00	375.04	View chart
Roundhill Generative Ai & Technology Etf Stock (CHAT)	0.0	$9.9k	NEW	100.00	98.68	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.0	$9.4k		500.00	18.87	View chart
Delta Air Lines Stock (DAL)	0.0	$9.4k	-50%	100.00	93.66	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.0	$9.4k		125.00	74.85	View chart
Baxter Intl Stock (BAX)	0.0	$9.3k		435.00	21.32	View chart
Veralto Corp Stock (VLTO)	0.0	$9.2k	-21%	104.00	88.68	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$8.9k	-28%	101.00	88.60	View chart
Joby Aviation Stock (JOBY)	0.0	$8.9k		1.0k	8.92	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$8.9k		172.00	51.85	View chart
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)	0.0	$8.6k	NEW	300.00	28.60	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$8.2k		120.00	68.41	View chart
Anglogold Ashanti Stock (AU)	0.0	$8.1k		100.00	80.89	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$7.9k		35.00	225.49	View chart
Global X Silver Miners Etf Etf (SIL)	0.0	$7.7k		100.00	77.46	View chart
Rigetti Computing Stock (RGTI)	0.0	$7.7k		400.00	19.32	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.0	$7.7k		68.00	112.88	View chart
Fedex Fght Hldg Stock (FDXF)	0.0	$7.6k	NEW	50.00	151.00	View chart
Banner Corp Stock (BANR)	0.0	$7.3k		110.00	66.44	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$6.9k	NEW	222.00	31.10	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.0	$6.8k		292.00	23.15	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$6.6k		22.00	300.45	View chart
Amplify Junior Silver Miners Etf Etf (SILJ)	0.0	$6.5k	+25%	250.00	25.92	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.0	$6.5k		75.00	86.31	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$6.4k	+300%	80.00	80.58	View chart
Stryker Corporation Stock (SYK)	0.0	$6.4k		20.00	319.45	View chart
Mettler Toledo International Stock (MTD)	0.0	$6.4k		5.00	1277.60	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$6.4k		66.00	96.58	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.0	$6.1k		116.00	52.38	View chart
Fuelcell Energy Stock (FCEL)	0.0	$6.0k		167.00	36.01	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$5.9k	-81%	21.00	281.05	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$5.8k		74.00	78.49	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$5.8k		63.00	91.44	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$5.7k	+400%	50.00	114.18	View chart
Ishares Lifepath Target Date 2055 Etf Etf (ITDG)	0.0	$5.3k		126.00	42.16	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$5.3k		60.00	88.53	View chart
Msci Stock (MSCI)	0.0	$5.0k		9.00	560.00	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$5.0k		22.00	227.05	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$5.0k		60.00	82.83	View chart
Skyworks Solutions Stock (SWKS)	0.0	$4.7k		70.00	67.80	View chart
Keycorp Stock (KEY)	0.0	$4.6k		200.00	23.05	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$4.6k		77.00	59.69	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$4.3k		30.00	141.90	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$4.2k		27.00	156.30	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$4.2k		17.00	246.24	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$4.1k		155.00	26.66	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$4.0k		108.00	36.87	View chart
State Street Multi-asset Real Return Etf Etf (RLY)	0.0	$3.8k		111.00	34.51	View chart
Macom Tech Solutions Hldgs Stock (MTSI)	0.0	$3.8k		10.00	380.40	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$3.8k		83.00	45.52	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$3.5k		24.00	146.21	View chart
Goldman Sachs Activebeta Emerging Markets Equity Etf Etf (GEM)	0.0	$3.4k		65.00	52.00	View chart
Midcap Financial Invstmnt Corp Cef (MFIC)	0.0	$3.4k		333.00	10.08	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$3.2k		69.00	45.70	View chart
Cava Stock (CAVA)	0.0	$3.1k		40.00	78.47	View chart
Global X Fintech Etf Etf (FINX)	0.0	$3.1k	-61%	125.00	24.69	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.0	$3.0k		40.00	75.62	View chart
Paypal Hldgs Stock (PYPL)	0.0	$2.9k		68.00	43.18	View chart
United States Natural Gas Fund Etf (UNG)	0.0	$2.8k		240.00	11.72	View chart
Cronos Group Stock (CRON)	0.0	$2.5k		900.00	2.78	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$2.5k		55.00	45.11	View chart
Omniab Stock (OABI)	0.0	$2.4k		980.00	2.46	View chart
Highlander Silver Corp Stock (HSLV)	0.0	$2.3k		500.00	4.66	View chart
Dominion Energy Stock (D)	0.0	$2.3k		34.00	68.29	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.0	$2.3k		146.00	15.88	View chart
Netease Adr (NTES)	0.0	$2.3k		18.00	128.17	View chart
Tejon Ranch Stock (TRC)	0.0	$2.2k		120.00	18.70	View chart
Ionis Pharmaceuticals Stock (IONS)	0.0	$2.2k		28.00	79.29	View chart
Snap Inc Cl A Stock (SNAP)	0.0	$2.2k		500.00	4.44	View chart
Ubiquiti Stock (UI)	0.0	$2.1k	NEW	4.00	534.50	View chart
Blackbaud Stock (BLKB)	0.0	$2.1k		72.00	29.62	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.0	$2.1k		42.00	50.00	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$2.1k		40.00	52.33	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$2.0k	NEW	56.00	36.12	View chart
Niocorp Devs Stock (NB)	0.0	$1.9k		400.00	4.82	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$1.9k		20.00	96.00	View chart
Cannae Hldgs Stock (CNNE)	0.0	$1.9k		130.00	14.40	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$1.5k	+131%	88.00	17.35	View chart
Iren Limited Ordinary Shares Stock (IREN)	0.0	$1.5k	NEW	33.00	45.73	View chart
Direxion Daily Regional Banks Bull 3x Shares Etf (DPST)	0.0	$1.4k		10.00	141.40	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$1.3k		4.00	336.00	View chart
Glass House Brands Inc Sub Reg Ltd Vtg Stock (GLAS)	0.0	$1.3k	NEW	100.00	13.00	View chart
Sentinelone Inc Cl A Stock (S)	0.0	$1.2k		68.00	16.97	View chart
Brighthouse Finl Stock (BHF)	0.0	$1.1k		18.00	63.28	View chart
Trivago N V Spon Ads A Shs N Adr	0.0	$1.1k		200.00	5.47	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$1.1k		29.00	37.03	View chart
Eastman Kodak Stock (KODK)	0.0	$1.0k	NEW	112.00	9.25	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$1.0k		38.00	27.05	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$1.0k	-28%	10.00	100.30	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.0	$995.000000	NEW	10.00	99.50	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.0	$983.000000		10.00	98.30	View chart
Mays J W Stock (MAYS)	0.0	$936.000000		24.00	39.00	View chart
Wec Energy Group Stock (WEC)	0.0	$934.000000		8.00	116.75	View chart
Mannkind Corp Stock (MNKD)	0.0	$852.000000		200.00	4.26	View chart
Grayscale Ethereum Staking Etf Etf (ETHE)	0.0	$803.999700		63.00	12.76	View chart
Intuit Stock (INTU)	0.0	$783.000000		3.00	261.00	View chart
Vanguard Value Etf Etf (VTV)	0.0	$654.000000		3.00	218.00	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$646.999600		17.00	38.06	View chart
Moderna Stock (MRNA)	0.0	$630.000000		9.00	70.00	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.0	$609.999500		11.00	55.45	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$608.000400		9.00	67.56	View chart
Genprex Stock	0.0	$519.000000	NEW	1.0k	0.52	View chart
Chewy Inc Cl A Stock (CHWY)	0.0	$491.000000		25.00	19.64	View chart
Amplify Blockchain Technology Etf Etf (BLOK)	0.0	$463.000300		7.00	66.14	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.0	$454.000000		10.00	45.40	View chart
Ulta Beauty Stock (ULTA)	0.0	$451.000000		1.00	451.00	View chart
Net Lease Office Properties Reit (NLOP)	0.0	$445.000000		40.00	11.12	View chart
Novavax Stock (NVAX)	0.0	$432.998000	NEW	46.00	9.41	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$415.000000		16.00	25.94	View chart
Plug Pwr Stock (PLUG)	0.0	$360.004400		133.00	2.71	View chart
Southern Copper Corp Stock (SCCO)	0.0	$349.000000		2.00	174.50	View chart
Nyxoah S A Stock (NYXH)	0.0	$338.000000		200.00	1.69	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$284.000100		3.00	94.67	View chart
Wabtec Stock (WAB)	0.0	$270.000000		1.00	270.00	View chart
Lululemon Athletica Stock (LULU)	0.0	$228.000000		2.00	114.00	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$223.000000	NEW	4.00	55.75	View chart
Canopy Growth Corporation Stock (CGC)	0.0	$221.995800		234.00	0.95	View chart
Dxc Technology Stock (DXC)	0.0	$185.999100		21.00	8.86	View chart
Vodafone Group Adr (VOD)	0.0	$185.000200		14.00	13.21	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$176.000000		2.00	88.00	View chart
Liberty Broadband Corp Com Ser A Stock (LBRDA)	0.0	$166.000000		5.00	33.20	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$158.000000		2.00	79.00	View chart
Allspring Income Opportunit Inc Oppty Cef (EAD)	0.0	$123.999700		19.00	6.53	View chart
Lumen Technologies Stock (LUMN)	0.0	$123.000000		16.00	7.69	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$121.000000		1.00	121.00	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$118.000000		2.00	59.00	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$116.000000		2.00	58.00	View chart
Grupo Aeroportuario Del Centro Adr (OMAB)	0.0	$113.000000		1.00	113.00	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$106.000000		2.00	53.00	View chart
Nanoviricides Stock (NNVC)	0.0	$99.000000		72.00	1.38	View chart
Tilray Brands Stock (TLRY)	0.0	$99.000000		22.00	4.50	View chart
Kenvue Stock (KVUE)	0.0	$96.000000		5.00	19.20	View chart
Grayscale Ethereum Staking Mini Etf Etf (ETH)	0.0	$90.000000		6.00	15.00	View chart
Relx Adr (RELX)	0.0	$63.000000		2.00	31.50	View chart
Core Laboratories Stock (CLB)	0.0	$47.000000		4.00	11.75	View chart
Stevanato Group S P A Ord Stock (STVN)	0.0	$36.000000		2.00	18.00	View chart
Nvni Group Limited Ord Stock	0.0	$27.000400		28.00	0.96	View chart
Gamestop Corp Cl A Stock (GME)	0.0	$22.000000		1.00	22.00	View chart
Pg&e Corp Stock (PCG)	0.0	$17.000000		1.00	17.00	View chart
Embecta Corp Stock (EMBC)	0.0	$13.000000		4.00	3.25	View chart
Aurora Cannabis Stock (ACB)	0.0	$11.000000		4.00	2.75	View chart
Lisata Therapeutics Stock (LSTA)	0.0	$9.999900		3.00	3.33	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 2026 Q2 filed Aug. 6, 2026
Cheviot Value Management 2026 Q1 filed May 12, 2026
Cheviot Value Management 2025 Q4 filed Feb. 3, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z