Tevis Investment Management
All 13F Filings
- Location
- Plano, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 182,774
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 104 | 182,774 | 13F-HR | Tevis Investment Management |
| Q1 2026 | 5/1/2026 | 99 | 175,598 | 13F-HR | Tevis Investment Management |
| Q4 2025 | 2/2/2026 | 106 | 166,100 | 13F-HR | Tevis Investment Management |
| Q3 2025 | 12/2/2025 | 106 | 166,100 | 13F-HR | Tevis Investment Management |
| Q2 2025 | 8/1/2025 | 104 | 156,117 | 13F-HR | Tevis Investment Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 163.8 K | 89.6% | 12.24 K | 0 | 12.24 K |
| ETFs | 19 K | 10.4% | 0 | 5.066 K | -5.066 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
182,774
Holdings
104
QoQ value change ($000)
7,176
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.