Fund HoldingsCheviot Value Management, LLC

Total Portfolio Value
$523.00M
Total Bought
$27.73M
Total Sold
$14.18M
Net Transaction
+$13.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Alphabet Inc. Class A196,250197,143+89332,54837,3197.14%+4,771
Visa Inc(V)63,48065,886+2,40617,45420,8233.98%+3,369
Amazon(AMZN)60,70161,550+84911,31013,5032.58%+2,193
Markel Corp(MKL)6,4296,816+38710,08411,7662.25%+1,682
Berkshire Hathaway Class A02+201,3620.26%+1,362
Fiserv Inc(FISV)46,48945,704-7858,3529,3891.80%+1,037
Occidental Petrol Co(OXY)68,31584,003+15,6883,5214,1510.79%+630
Vanguard Growth Etf01,247+1,24705120.10%+512
Vanguard High Dividend Yield I02,662+2,66203400.06%+340
Meta Platforms, Inc.(META)39,07938,716-36322,37022,6694.33%+298
Invesco Qqq Trust11,53211,526-65,6285,8921.13%+264
Ishares Tr Core S&p Scp Etf02,219+2,21902560.05%+256
Invesco International Dividend66,18985,037+18,8481,3091,5570.30%+248
J P Morgan Chase & Co(JPM)7,9137,790-1231,6691,8670.36%+199
Nvidia Corp Com(NVDA)12,64012,595-451,5351,6910.32%+156
Apple Inc(AAPL)37,94235,820-2,1228,8408,9701.72%+130
Goldman Sachs Group(GS)53353302643050.06%+41
Costco Wholesale Co1,1361,133-31,0071,0380.20%+31
Alphabet Inc Cl C(GOOG)1,3351,33502232540.05%+31
Mastercard Inc Class A(MA)972964-84805080.10%+28
Cisco Systems Inc(CSCO)4,2364,171-652252470.05%+21
Charter Communicatn Class A(CHTR)1,8861,836-506116290.12%+18
Vanguard Information Technolog46146102702870.05%+16
Altria Group Inc(MO)10,29510,087-2085255270.10%+2
Ross Stores Inc(ROST)2,0002,00003013030.06%+2
Nestle4,5675,624+1,0574604590.09%-0
New Gold Inc F15,58515,585045390.01%-6
Thermo Fisher Scntfc(TMO)351405+542172110.04%-6
Oracle Corp(ORCL)2,2402,246+63823740.07%-7
Vanguard Total World Stock Ind3,5713,57104274200.08%-8
Unitedhealth Grp Inc(UNH)9511,069+1185565410.10%-15
Raytheon Technologies Co(RTX)3,1503,163+133823660.07%-16
Philip Morris Intl(PM)10,81910,778-411,3131,2970.25%-16
Home Depot Inc(HD)1,1251,12504564380.08%-18
Northrop Grumman Co(NOC)50050002642350.04%-29
Walt Disney Co(DIS)10,0648,427-1,6379689380.18%-30
Abbott Laboratories14,60014,410-1901,6651,6300.31%-35
The Coca-Cola Co(KO)4,0844,08402932540.05%-39
Nike Inc(NKE)2,9312,867-642592170.04%-42
Caterpillar Inc(CAT)788733-553082660.05%-42
Lilly Eli & Co(LLY)58158105154490.09%-66
Chevron Corp(CVX)76,96777,786+81911,33511,2672.15%-68
Pan American Silver Corp(PAAS)192,430194,382+1,9524,0163,9300.75%-86
Alamos Gold Inc52,37751,742-6351,0449540.18%-90
Sprott Fds Tr Uranium Miners E23,73023,935+2051,0899650.18%-124
Schwab Fundamental Emerging Ma108,563116,108+7,5453,5033,3730.64%-130
Sprott Physical Gold & Silver701,581715,807+14,22617,18217,0083.25%-174
Wisdomtree Emerging Markets Hi98,627102,818+4,1914,3414,1630.80%-177
Danaher Corp(DHR)8040-8042240-224
Amgen Inc.(AMGN)3,7583,75801,2119790.19%-231
Applied Materials5,3515,050-3011,0818210.16%-260
Conocophillips(COP)93,26295,979+2,7179,8199,5181.82%-300
Phillips 66(PSX)20,16420,551+3872,6512,3410.45%-309
Pfizer Inc(PFE)416,060440,622+24,56212,04111,6902.24%-351
Vaneck Vectors Gold Miners69,49270,394+9022,7672,3870.46%-380
Devon Energy Corporation(DVN)64,39763,490-9072,5192,0780.40%-441
Merck & Co. Inc.(MRK)108,256119,006+10,75012,29411,8392.26%-455
Johnson & Johnson(JNJ)141,495155,318+13,82322,93122,4624.29%-469
Verizon63,66258,721-4,9412,8592,3480.45%-511
Comcast Corp261,864277,307+15,44310,93810,4071.99%-531
Agnico Eagle Mines(AEM)465,022471,787+6,76537,46236,8987.06%-564
Microsoft Corp(MSFT)52,81052,511-29922,72422,1344.23%-591
Abbvie Inc(ABBV)30,09430,057-375,9435,3411.02%-602
Medtronic Plc84,05986,944+2,8857,5686,9451.33%-623
Liberty Broadband(LBRDA)141,548135,130-6,41810,94010,1021.93%-838
Exxon Mobil Corp118,678117,719-95913,91112,6632.42%-1,248
Cvs Health Corp(CVS)58,66552,136-6,5293,6892,3400.45%-1,348
Berkshire Hathaway243,193242,030-1,163111,932109,70720.98%-2,225
Unilever349,596356,906+7,31022,71020,2373.87%-2,473
Barrick Gold Corp739,227726,027-13,20014,70311,2532.15%-3,450
Newmont Corp(NEM)330,428337,099+6,67117,66112,5472.40%-5,115
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