Cheviot Value Management, LLC Diversified Active

CIK: 0001427147 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 13, 2023

Total Value ($000): $406,447 (100.0% shares, 0.0% debt)

Holdings (68)

BRK/B Berkshire Hathaway 19.3%
Value ($000) $78,266 Shares 250,191 Est. Cost $132.20 Unrealized +124.6%
JNJ Johnson & Johnson 5.5%
Value ($000) $22,383 Shares 125,095 Est. Cost $73.44 Unrealized +113.9%
AEM Agnico Eagle Mines 5.5%
Value ($000) $22,237 Shares 424,259 Est. Cost $40.90 Unrealized +7.2%
Alphabet Inc. Class A 4.7%
Value ($000) $19,109 Shares 214,640 Est. Cost $153.33 Unrealized
NEM Newmont Corp 4.1%
Value ($000) $16,646 Shares 349,060 Est. Cost $34.99 Unrealized +16.7%
Unilever 3.9%
Value ($000) $15,903 Shares 313,355 Est. Cost $51.81 Unrealized
Exxon Mobil Corp 3.9%
Value ($000) $15,718 Shares 141,070 Est. Cost $45.49 Unrealized
Barrick Gold Corp 3.9%
Value ($000) $15,708 Shares 906,993 Est. Cost $18.06 Unrealized
MSFT Microsoft Corp 3.8%
Value ($000) $15,611 Shares 64,241 Est. Cost $27.76 Unrealized +743.3%
CVX Chevron Corp 3.6%
Value ($000) $14,725 Shares 81,241 Est. Cost $70.36 Unrealized +117.8%
PFE Pfizer Inc 3.4%
Value ($000) $13,739 Shares 265,494 Est. Cost $20.27 Unrealized +98.2%
Visa Inc 3.2%
Value ($000) $13,122 Shares 62,609 Est. Cost $213.76 Unrealized
Merck & Co. Inc. 3.2%
Value ($000) $13,089 Shares 117,037 Est. Cost $77.88 Unrealized
Sprott Physical Gold & Silver 3.1%
Value ($000) $12,644 Shares 694,904 Est. Cost $14.88 Unrealized
Conocophillips 2.9%
Value ($000) $11,945 Shares 100,050 Est. Cost $57.58 Unrealized
LBRDK Liberty Broadband 2.3%
Value ($000) $9,275 Shares 120,597 Est. Cost $94.16 Unrealized -19.1%
Comcast Corp 1.9%
Value ($000) $7,757 Shares 219,386 Est. Cost $38.73 Unrealized
FISV Fiserv Inc 1.8%
Value ($000) $7,453 Shares 73,133 Est. Cost $101.26 Unrealized -1.6%
MKL Markel Corp 1.6%
Value ($000) $6,504 Shares 4,884 Est. Cost $748.94 Unrealized +65.2%
AAPL Apple Inc 1.5%
Value ($000) $6,203 Shares 47,593 Est. Cost $87.09 Unrealized +61.5%
Meta Platforms, Inc. 1.4%
Value ($000) $5,761 Shares 47,497 Est. Cost $135.69 Unrealized
Abbvie Inc 1.4%
Value ($000) $5,649 Shares 34,279 Est. Cost $84.24 Unrealized
AMZN Amazon 1.4%
Value ($000) $5,533 Shares 65,413 Est. Cost $126.00 Unrealized -21.6%
CVS Cvs Health Corp 1.3%
Value ($000) $5,276 Shares 55,824 Est. Cost $47.69 Unrealized +80.2%
PAAS Pan American Silver Corp 1.2%
Value ($000) $4,689 Shares 283,427 Est. Cost $19.01 Unrealized -15.8%
Medtronic Plc 1.0%
Value ($000) $4,009 Shares 51,016 Est. Cost $92.98 Unrealized
Wisdomtree Emerging Markets Hi 0.9%
Value ($000) $3,643 Shares 102,215 Est. Cost $34.57 Unrealized
Invesco Qqq Trust 0.9%
Value ($000) $3,616 Shares 13,579 Est. Cost $223.73 Unrealized
DVN Devon Energy Corporation 0.8%
Value ($000) $3,380 Shares 54,820 Est. Cost $53.50 Unrealized +10.9%
Verizon 0.6%
Value ($000) $2,415 Shares 61,289 Est. Cost $52.00 Unrealized
FNDE Schwab Fundamental Emerging Ma 0.5%
Value ($000) $2,217 Shares 89,452 Est. Cost $26.95 Unrealized
PSX Phillips 66 0.5%
Value ($000) $2,133 Shares 20,166 Est. Cost $50.08 Unrealized +82.5%
ABT Abbott Laboratories 0.5%
Value ($000) $2,025 Shares 18,444 Est. Cost $26.69 Unrealized +265.7%
Vaneck Vectors Gold Miners 0.4%
Value ($000) $1,826 Shares 63,611 Est. Cost $25.68 Unrealized
DIS Walt Disney Co 0.3%
Value ($000) $1,387 Shares 15,957 Est. Cost $109.49 Unrealized -14.7%
J P Morgan Chase & Co 0.3%
Value ($000) $1,148 Shares 8,558 Est. Cost $103.10 Unrealized
PM Philip Morris Intl 0.3%
Value ($000) $1,064 Shares 10,511 Est. Cost $69.77 Unrealized +16.5%
AMGN Amgen Inc. 0.2%
Value ($000) $970 Shares 3,692 Est. Cost $166.16 Unrealized +46.1%
Sprott Fds Tr Uranium Miners E 0.2%
Value ($000) $753 Shares 23,730 Est. Cost $44.44 Unrealized
Invesco International Dividend 0.2%
Value ($000) $709 Shares 42,386 Est. Cost $11.56 Unrealized
Charter Communicatn Class A 0.2%
Value ($000) $633 Shares 1,866 Est. Cost $339.10 Unrealized
BAC Bank Of America Corp 0.2%
Value ($000) $615 Shares 18,572 Est. Cost $27.92 Unrealized +13.6%
AGI Alamos Gold Inc 0.1%
Value ($000) $591 Shares 58,464 Est. Cost $7.76 Unrealized +11.4%
Costco Wholesale Co 0.1%
Value ($000) $571 Shares 1,250 Est. Cost $322.15 Unrealized
AMAT Applied Materials 0.1%
Value ($000) $550 Shares 5,651 Est. Cost $42.71 Unrealized +118.4%
NSRGY Nestle 0.1%
Value ($000) $497 Shares 4,311 Est. Cost $87.37 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $486 Shares 6,758 Est. Cost $43.73 Unrealized +49.2%
Berkshire Hathaway Class A 0.1%
Value ($000) $469 Shares 1 Est. Cost $272000.00 Unrealized
Altria Group Inc 0.1%
Value ($000) $436 Shares 9,541 Est. Cost $46.66 Unrealized
Chesapeake Energy Corporation 0.1%
Value ($000) $401 Shares 4,250 Est. Cost $94.37 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $375 Shares 1,024 Est. Cost $191.90 Unrealized +80.2%
Mastercard Inc Class A 0.1%
Value ($000) $361 Shares 1,038 Est. Cost $347.73 Unrealized
Unitedhealth Grp Inc 0.1%
Value ($000) $342 Shares 646 Est. Cost $372.24 Unrealized
VEA Vanguard Ftse Developed Market 0.1%
Value ($000) $317 Shares 7,550 Est. Cost $41.05 Unrealized
Spdr S&p 500 0.1%
Value ($000) $314 Shares 820 Est. Cost $424.73 Unrealized
NKE Nike Inc 0.1%
Value ($000) $309 Shares 2,641 Est. Cost $126.47 Unrealized -24.6%
VT Vanguard Total World Stock Ind 0.1%
Value ($000) $308 Shares 3,571 Est. Cost $101.37 Unrealized
Raytheon Technologies Co 0.1%
Value ($000) $296 Shares 2,930 Est. Cost $59.45 Unrealized
Cisco Systems Inc 0.1%
Value ($000) $286 Shares 6,002 Est. Cost $41.80 Unrealized
NOC Northrop Grumman Co 0.1%
Value ($000) $273 Shares 500 Est. Cost $387.65 Unrealized +27.7%
CAT Caterpillar Inc 0.1%
Value ($000) $265 Shares 1,108 Est. Cost $206.59 Unrealized 0.0%
KO The Coca-Cola Co 0.1%
Value ($000) $260 Shares 4,084 Est. Cost $43.51 Unrealized +26.2%
BA Boeing Co 0.1%
Value ($000) $259 Shares 1,362 Est. Cost $163.57 Unrealized 0.0%
HD Home Depot Inc 0.1%
Value ($000) $250 Shares 792 Est. Cost $248.13 Unrealized +13.3%
GOOG Alphabet Inc Cl C 0.1%
Value ($000) $247 Shares 2,788 Est. Cost $107.64 Unrealized -12.0%
LMT Lockheed Martin Corp 0.1%
Value ($000) $240 Shares 494 Est. Cost $426.55 Unrealized 0.0%
ROST Ross Stores Inc 0.1%
Value ($000) $232 Shares 2,000 Est. Cost $98.51 Unrealized 0.0%
NGD New Gold Inc F 0.0%
Value ($000) $23 Shares 23,585 Est. Cost $1.93 Unrealized -47.7%