Cheviot Value Management, LLC

Est. AUM

$995.6M

13F long equity, this entity only

Positions

426

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$113.9M	237675	11.44%	SOLE
2	ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$107.5M	1068008	10.80%	SOLE
3	AGNICO EAGLE MINES LTD COM	Stock	$83.4M	411089	8.38%	SOLE
4	STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF	ETF	$54.8M	1379788	5.51%	SOLE
5	ALPHABET INC CAP STK CL A	Stock	$47.8M	166300	4.80%	SOLE
6	JOHNSON & JOHNSON COM	Stock	$39.0M	159348	3.91%	SOLE
7	ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$36.2M	331893	3.63%	SOLE
8	FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND	ETF	$32.9M	1362574	3.30%	SOLE
9	SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN	CEF	$27.4M	573842	2.75%	SOLE
10	NEWMONT CORP COM	Stock	$24.1M	222899	2.42%	SOLE
11	VISA INC COM CL A	Stock	$23.6M	78196	2.37%	SOLE
12	META PLATFORMS INC CL A	Stock	$23.2M	40500	2.33%	SOLE
13	MICROSOFT CORP COM	Stock	$21.4M	57708	2.15%	SOLE
14	EXXON MOBIL CORP COM	Stock	$21.3M	125802	2.14%	SOLE
15	MERCK & CO INC COM	Stock	$20.6M	171470	2.07%	SOLE
16	UNILEVER PLC SPON ADR NEW	ADR	$18.9M	331886	1.90%	SOLE
17	CHEVRON CORPORATION COM	Stock	$17.2M	82901	1.72%	SOLE
18	PFIZER INC COM	Stock	$17.1M	610604	1.72%	SOLE
19	COMCAST CORP NEW CL A	Stock	$16.9M	589845	1.70%	SOLE
20	AMAZON COM INC COM	Stock	$16.8M	80701	1.69%	SOLE
21	CONOCOPHILLIPS COM	Stock	$15.9M	120549	1.60%	SOLE
22	BERKSHIRE HATHAWAY INC DEL CL A	Stock	$14.4M	20	1.44%	SOLE
23	MARKEL GROUP INC COM	Stock	$13.3M	6955	1.34%	SOLE
24	BARRICK MNG CORP	Stock	$13.0M	319030	1.31%	SOLE
25	ALAMOS GOLD INC COM CL A	Stock	$9.3M	210376	0.94%	SOLE
26	APPLE INC COM	Stock	$8.8M	34539	0.88%	SOLE
27	PAN AMERN SILVER CORP COM	Stock	$7.2M	131950	0.72%	SOLE
28	INVESCO QQQ TRUST SERIES I	ETF	$7.0M	12067	0.70%	SOLE
29	OCCIDENTAL PETE CORP COM	Stock	$6.5M	99556	0.65%	SOLE
30	LIBERTY BROADBAND CORP COM SER C	Stock	$6.4M	126678	0.64%	SOLE
31	ISHARES IBONDS DEC 2028 TERM CORPORATE ETF	ETF	$6.4M	251342	0.64%	SOLE
32	WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND	ETF	$6.3M	127426	0.64%	SOLE
33	ISHARES IBONDS DEC 2031 TERM CORPORATE ETF	ETF	$6.3M	300130	0.63%	SOLE
34	ABBVIE INC COM	Stock	$6.1M	28080	0.61%	SOLE
35	VANECK GOLD MINERS ETF	ETF	$5.3M	57325	0.53%	SOLE
36	SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF	ETF	$5.0M	131072	0.50%	SOLE
37	OAKMARK U.S. LARGE CAP ETF	ETF	$4.7M	171110	0.47%	SOLE
38	PHILLIPS 66 COM	Stock	$4.1M	22334	0.41%	SOLE
39	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$3.5M	34955	0.35%	SOLE
40	SCHWAB SHORT-TERM US TREASURY ETF	ETF	$3.2M	132631	0.32%	SOLE
41	CVS HEALTH CORP COM	Stock	$3.0M	42357	0.31%	SOLE
42	VANGUARD S&P 500 ETF	ETF	$3.0M	5079	0.30%	SOLE
43	ISHARES U.S. TREASURY BOND ETF	ETF	$2.9M	125050	0.29%	SOLE
44	INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF	ETF	$2.7M	122042	0.27%	SOLE
45	JPMORGAN CHASE & CO COM	Stock	$2.4M	8173	0.24%	SOLE
46	NVIDIA CORPORATION COM	Stock	$2.4M	13711	0.24%	SOLE
47	VANGUARD SHORT-TERM BOND ETF	ETF	$2.0M	25902	0.20%	SOLE
48	APPLIED MATLS INC COM	Stock	$1.8M	5161	0.18%	SOLE
49	SPROTT URANIUM MINERS ETF	ETF	$1.7M	27330	0.17%	SOLE
50	COSTCO WHOLESALE CORPORATION COM	Stock	$1.7M	1689	0.17%	SOLE

1–50 of 426

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.