Cheviot Value Management, LLC Diversified Active

CIK: 0001427147 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $511,956 (100.0% shares, 0.0% debt)

Holdings (69)

BRK/B Berkshire Hathaway 19.9%
Value ($000) $101,966 Shares 250,654 Est. Cost $140.39 Unrealized +191.1%
Alphabet Inc. Class A 7.3%
Value ($000) $37,493 Shares 205,837 Est. Cost $151.81 Unrealized
AEM Agnico Eagle Mines 6.1%
Value ($000) $31,321 Shares 478,918 Est. Cost $41.86 Unrealized +51.8%
MSFT Microsoft Corp 4.9%
Value ($000) $25,305 Shares 56,616 Est. Cost $40.66 Unrealized +926.1%
JNJ Johnson & Johnson 4.1%
Value ($000) $21,168 Shares 144,825 Est. Cost $84.81 Unrealized +66.8%
META Meta Platforms, Inc. 4.1%
Value ($000) $21,131 Shares 41,908 Est. Cost $245.05 Unrealized +97.2%
Unilever 3.9%
Value ($000) $19,986 Shares 363,457 Est. Cost $51.69 Unrealized
Visa Inc 3.3%
Value ($000) $16,949 Shares 64,573 Est. Cost $214.93 Unrealized
Sprott Physical Gold & Silver 3.0%
Value ($000) $15,584 Shares 706,740 Est. Cost $15.03 Unrealized
Barrick Gold Corp 3.0%
Value ($000) $15,199 Shares 911,232 Est. Cost $17.96 Unrealized
Exxon Mobil Corp 2.8%
Value ($000) $14,297 Shares 124,189 Est. Cost $115.12 Unrealized
Merck & Co. Inc. 2.7%
Value ($000) $14,044 Shares 113,441 Est. Cost $78.57 Unrealized
NEM Newmont Corp 2.7%
Value ($000) $14,034 Shares 335,177 Est. Cost $35.15 Unrealized +12.7%
AMZN Amazon 2.4%
Value ($000) $12,443 Shares 64,387 Est. Cost $123.18 Unrealized +49.1%
CVX Chevron Corp 2.4%
Value ($000) $12,340 Shares 78,891 Est. Cost $148.39 Unrealized 0.0%
PFE Pfizer Inc 2.3%
Value ($000) $11,963 Shares 427,539 Est. Cost $22.80 Unrealized +8.6%
Conocophillips 2.1%
Value ($000) $10,654 Shares 93,148 Est. Cost $114.38 Unrealized
Comcast Corp 2.0%
Value ($000) $10,299 Shares 263,008 Est. Cost $39.01 Unrealized
MKL Markel Corp 2.0%
Value ($000) $10,228 Shares 6,491 Est. Cost $917.79 Unrealized +69.2%
AAPL Apple Inc 1.7%
Value ($000) $8,702 Shares 41,316 Est. Cost $91.24 Unrealized +102.9%
LBRDK Liberty Broadband 1.7%
Value ($000) $8,482 Shares 154,717 Est. Cost $85.95 Unrealized -43.8%
FISV Fiserv Inc 1.5%
Value ($000) $7,880 Shares 52,875 Est. Cost $101.26 Unrealized +49.5%
Medtronic Plc 1.3%
Value ($000) $6,867 Shares 87,244 Est. Cost $88.60 Unrealized
Invesco Qqq Trust 1.2%
Value ($000) $5,936 Shares 12,390 Est. Cost $223.73 Unrealized
Abbvie Inc 1.0%
Value ($000) $5,363 Shares 31,267 Est. Cost $85.35 Unrealized
Wisdomtree Emerging Markets Hi 1.0%
Value ($000) $5,174 Shares 119,467 Est. Cost $35.30 Unrealized
PAAS Pan American Silver Corp 0.8%
Value ($000) $4,046 Shares 203,511 Est. Cost $19.02 Unrealized +3.6%
CVS Cvs Health Corp 0.7%
Value ($000) $3,746 Shares 63,435 Est. Cost $50.49 Unrealized +15.9%
FNDE Schwab Fundamental Emerging Ma 0.7%
Value ($000) $3,692 Shares 124,857 Est. Cost $26.76 Unrealized
DVN Devon Energy Corporation 0.6%
Value ($000) $3,229 Shares 68,115 Est. Cost $47.24 Unrealized 0.0%
PSX Phillips 66 0.6%
Value ($000) $3,007 Shares 21,302 Est. Cost $139.62 Unrealized 0.0%
Verizon 0.6%
Value ($000) $2,985 Shares 72,387 Est. Cost $48.14 Unrealized
Vaneck Vectors Gold Miners 0.5%
Value ($000) $2,388 Shares 70,376 Est. Cost $26.42 Unrealized
OXY Occidental Petrol Co 0.4%
Value ($000) $2,220 Shares 35,228 Est. Cost $62.02 Unrealized 0.0%
J P Morgan Chase & Co 0.3%
Value ($000) $1,658 Shares 8,199 Est. Cost $105.60 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $1,570 Shares 15,108 Est. Cost $26.69 Unrealized +285.6%
Invesco International Dividend 0.3%
Value ($000) $1,428 Shares 79,690 Est. Cost $14.62 Unrealized
NVDA Nvidia Corp Com 0.3%
Value ($000) $1,413 Shares 11,440 Est. Cost $93.45 Unrealized +8.1%
AMAT Applied Materials 0.2%
Value ($000) $1,263 Shares 5,351 Est. Cost $42.71 Unrealized +395.1%
AMGN Amgen Inc. 0.2%
Value ($000) $1,175 Shares 3,762 Est. Cost $170.42 Unrealized +63.9%
Sprott Fds Tr Uranium Miners E 0.2%
Value ($000) $1,168 Shares 23,730 Est. Cost $49.24 Unrealized
PM Philip Morris Intl 0.2%
Value ($000) $1,116 Shares 11,009 Est. Cost $70.74 Unrealized +29.1%
DIS Walt Disney Co 0.2%
Value ($000) $1,051 Shares 10,581 Est. Cost $109.49 Unrealized -3.6%
Costco Wholesale Co 0.2%
Value ($000) $967 Shares 1,137 Est. Cost $354.69 Unrealized
AGI Alamos Gold Inc 0.2%
Value ($000) $830 Shares 52,927 Est. Cost $7.95 Unrealized +95.8%
Berkshire Hathaway Class A 0.1%
Value ($000) $612 Shares 1 Est. Cost $272000.00 Unrealized
Charter Communicatn Class A 0.1%
Value ($000) $564 Shares 1,886 Est. Cost $343.79 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $524 Shares 579 Est. Cost $191.90 Unrealized +312.2%
Spdr S&p 500 0.1%
Value ($000) $509 Shares 935 Est. Cost $447.41 Unrealized
NSRGY Nestle 0.1%
Value ($000) $488 Shares 4,765 Est. Cost $91.92 Unrealized
Unitedhealth Grp Inc 0.1%
Value ($000) $487 Shares 956 Est. Cost $417.16 Unrealized
Altria Group Inc 0.1%
Value ($000) $472 Shares 10,360 Est. Cost $46.19 Unrealized
Mastercard Inc Class A 0.1%
Value ($000) $425 Shares 964 Est. Cost $347.73 Unrealized
VT Vanguard Total World Stock Ind 0.1%
Value ($000) $402 Shares 3,571 Est. Cost $101.37 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $387 Shares 1,125 Est. Cost $260.54 Unrealized +25.7%
Oracle Corp 0.1%
Value ($000) $316 Shares 2,240 Est. Cost $93.51 Unrealized
Raytheon Technologies Co 0.1%
Value ($000) $315 Shares 3,138 Est. Cost $61.13 Unrealized
ROST Ross Stores Inc 0.1%
Value ($000) $291 Shares 2,000 Est. Cost $98.51 Unrealized +37.9%
Vanguard Information Technolog 0.1%
Value ($000) $266 Shares 461 Est. Cost $484.00 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $264 Shares 793 Est. Cost $206.59 Unrealized +63.9%
KO The Coca-Cola Co 0.1%
Value ($000) $260 Shares 4,084 Est. Cost $43.51 Unrealized +35.4%
GOOG Alphabet Inc Cl C 0.0%
Value ($000) $256 Shares 1,395 Est. Cost $168.88 Unrealized 0.0%
VOO Vanguard S&p 500 Etf 0.0%
Value ($000) $245 Shares 490 Est. Cost $500.48 Unrealized
Goldman Sachs Group 0.0%
Value ($000) $241 Shares 533 Est. Cost $385.77 Unrealized
NKE Nike Inc 0.0%
Value ($000) $221 Shares 2,931 Est. Cost $124.97 Unrealized -28.2%
NOC Northrop Grumman Co 0.0%
Value ($000) $218 Shares 500 Est. Cost $387.65 Unrealized +14.5%
Cisco Systems Inc 0.0%
Value ($000) $201 Shares 4,236 Est. Cost $42.02 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $201 Shares 804 Est. Cost $241.47 Unrealized +3.6%
NGD New Gold Inc F 0.0%
Value ($000) $30 Shares 15,585 Est. Cost $1.93 Unrealized -1.3%