Fund Holdings

Cheviot Value Management, LLC

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1100 of 415 holdings (page size 100)
Issuer
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Change
AGNICO EAGLE MINES LTD COM462,946425,853-37,09372,585,30394,960,960+22,375,657
UNILEVER PLC SPON ADR NEW0332,017+332,017022,089,091+22,089,091
ISHARES 0-3 MONTH TREASURY BOND ETF1,132,6281,256,344+123,71693,138,412104,166,671+11,028,259
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN726,943626,340-100,60326,555,22837,022,957+10,467,729
ALPHABET INC CAP STK CL A189,380181,144-8,23650,653,55560,866,173+10,212,618
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF1,080,5011,269,271+188,77044,095,22851,151,605+7,056,377
NEWMONT CORP COM315,560238,737-76,82325,036,50831,501,334+6,464,826
JOHNSON & JOHNSON COM169,962165,729-4,23331,771,07437,739,823+5,968,749
BARRICK MNG CORP426,584330,761-95,82313,582,43517,523,718+3,941,283
MERCK & CO INC COM165,312169,736+4,42414,387,08318,144,758+3,757,675
ALAMOS GOLD INC NEW COM CL A189,029209,985+20,9565,961,9759,329,634+3,367,659
PAN AMERN SILVER CORP COM179,917142,308-37,6096,340,2809,380,953+3,040,673
EXXON MOBIL CORP COM126,220126,893+67314,519,13017,457,945+2,938,815
CONOCOPHILLIPS COM111,938119,389+7,4519,715,13412,104,878+2,389,744
AMAZON COM INC COM69,11474,808+5,69415,844,38518,179,092+2,334,707
OAKMARK U.S. LARGE CAP ETF54,630131,390+76,7601,487,0293,713,081+2,226,052
PFIZER INC COM496,176555,832+59,65612,156,31814,373,809+2,217,491
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF294,643319,299+24,65633,271,08835,330,434+2,059,346
VANECK GOLD MINERS ETF65,88958,977-6,9124,679,4386,614,862+1,935,424
CHEVRON CORP NEW COM81,94383,192+1,24912,629,81014,136,746+1,506,936
FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND1,217,9011,290,146+72,24529,643,70731,047,365+1,403,658
MARKEL GROUP INC COM6,7556,840+8512,415,42013,752,367+1,336,947
MAGNUM ICE CREAM CO NV ORD SHS074,222+74,22201,321,894+1,321,894
COMCAST CORP NEW CL A497,971557,851+59,88014,580,58815,848,544+1,267,956
SANDISK CORP COM2,5702,014-556451,1121,062,647+611,535
VERSANT MEDIA GROUP INC COM CL A017,672+17,6720593,602+593,602
SPROTT URANIUM MINERS ETF27,33027,33001,722,0632,295,447+573,384
APPLIED MATLS INC COM5,1615,16101,174,8501,737,967+563,117
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF217,986237,044+19,0585,573,8926,046,988+473,096
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND125,969125,506-4635,860,0826,328,034+467,952
ISHARES U.S. TREASURY BOND ETF36,08456,742+20,658841,8471,305,914+464,067
VANGUARD ULTRA-SHORT BOND ETF7,60016,805+9,205379,924839,914+459,990
WESTERN DIGITAL CORP COM6,7094,365-2,344838,0881,220,891+382,803
ISHARES SILVER TRUST5,4305,4300231,861573,408+341,547
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF129,657129,165-4924,832,3095,151,116+318,807
ALPHABET INC CAP STK CL C4,9474,836-1111,327,9891,626,375+298,386
VANECK SEMICONDUCTOR ETF4,1004,10001,488,7511,708,183+219,432
VANGUARD S&P 500 GROWTH ETF0435+4350197,120+197,120
CARDINAL HEALTH INC COM4,1004,1000667,439862,599+195,160
AMGEN INC COM3,7623,76201,098,8431,287,432+188,589
PHILLIPS 66 COM22,13522,146+112,958,5553,146,541+187,986
VANGUARD S&P 500 ETF3,8964,140+2442,460,8342,647,676+186,842
SCHWAB SHORT-TERM US TREASURY ETF117,876124,818+6,9422,880,8893,043,063+162,174
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF129,175129,134-412,799,2122,942,966+143,754
PHILIP MORRIS INTL INC COM10,6899,678-1,0111,601,3921,728,364+126,972
ELI LILLY & CO COM5815810476,478594,828+118,350
CORNING INC COM6,2716,262-9541,986653,053+111,067
STATE STREET SPDR S&P BIOTECH ETF7,0257,100+75786,800894,174+107,374
BRITISH AMERN TOB PLC SPONSORED ADR6,3257,175+850331,810431,648+99,838
TEXAS INSTRS INC COM1,9161,9160319,800414,182+94,382
NEW GOLD INC CDA COM14,60014,600092,418183,522+91,104
MORGAN STANLEY COM NEW4,2254,325+100698,012788,621+90,609
GOLDMAN SACHS GROUP INC COM5335330422,184499,320+77,136
DEVON ENERGY CORP NEW COM29,29925,431-3,868937,8561,012,902+75,046
SYNOPSYS INC COM1,4081,397-11643,217714,356+71,139
CATERPILLAR INC COM603593-10316,255381,465+65,210
PNC FINL SVCS GROUP INC COM1,6751,6750306,257370,828+64,571
NORTHROP GRUMMAN CORP COM6506500386,783447,935+61,152
ASML HLDG NV N Y REGISTRY SHS1581580166,292224,821+58,529
SPDR GOLD SHARES4344340158,141214,639+56,498
ROSS STORES INC COM2,0002,0000321,400372,080+50,680
RTX CORPORATION COM3,2963,205-91588,903639,326+50,423
MICRON TECHNOLOGY INC COM230230051,039100,114+49,075
HONEYWELL INTL INC COM622822+200133,363178,078+44,715
WASTE MGMT INC DEL COM1,6021,6020327,176371,023+43,847
ISHARES U.S. AEROSPACE & DEFENSE ETF2,6492,6490576,263619,045+42,782
FRANCO NEV CORP COM525525098,128140,511+42,383
ROCKET COS INC COM CL A2,4083,908+1,50042,16481,130+38,966
ROCKET LAB CORP COM1,1001,216+11670,125107,701+37,576
CITIGROUP INC COM NEW2,8832,8830292,307329,239+36,932
VANGUARD ENERGY ETF662820+15881,880115,726+33,846
LOCKHEED MARTIN CORP COM2772770134,558165,444+30,886
UBS GROUP AG SHS5,5785,119-459218,044245,507+27,463
CENCORA INC COM1,7881,7880600,124626,766+26,642
BRISTOL-MYERS SQUIBB CO COM2,1252,125090,993116,068+25,075
BUILDERS FIRSTSOURCE INC COM2,4302,675+245290,021313,216+23,195
FORD MTR CO COM32,59532,5950427,972450,463+22,491
SIMON PPTY GROUP INC NEW COM3,0653,0650541,800563,224+21,424
THERMO FISHER SCIENTIFIC INC COM4054050225,840246,248+20,408
REINSURANCE GRP OF AMERICA INC COM NEW2,0502,0500383,043403,317+20,274
STATE STR CORP COM2,0692,0690245,549264,873+19,324
VANGUARD HIGH DIVIDEND YIELD INDEX ETF2,6622,6620377,658395,813+18,155
VANGUARD TOTAL WORLD STOCK ETF3,5713,5710506,296524,223+17,927
NASDAQ INC COM1,6381,6380144,078161,687+17,609
VALERO ENERGY CORP COM1,1581,161+3196,042213,608+17,566
ISHARES GLOBAL CLEAN ENERGY ETF7,8887,920+32133,228150,721+17,493
WALMART INC COM1,8741,807-67193,354210,616+17,262
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF6,5006,5000313,950330,850+16,900
GILEAD SCIENCES INC COM723728+585,256101,698+16,442
HA SUSTAINABLE INFRA CAP INC COM2,4832,514+3171,94487,041+15,097
STATE STREET ENERGY SELECT SECTOR SPDR ETF1,1622,324+1,162101,512116,316+14,804
MCDONALDS CORP COM3,3653,343-221,031,0361,045,690+14,654
CAPITAL ONE FINL CORP COM750825+75165,743180,188+14,445
WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND4,6064,6060145,301159,598+14,297
GRANITE CONSTR INC COM887888+192,091106,277+14,186
PARKER-HANNIFIN CORP COM9595072,86687,046+14,180
CISCO SYS INC COM4,6794,479-200339,789353,662+13,873
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR1,1751,175034,80447,940+13,136
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS287287086,53998,240+11,701
AT&T INC COM300791+4917,71019,039+11,329
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