Cheviot Value Management, LLC
CIK 0001427147 · BEVERLY HILLS, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$984.0M
2026 Q2
Positions
443
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BRK-B
BERKSHIRE HATHAWAY INC DEL CL B NEW
12.1%
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
10.3%
AEM
AGNICO EAGLE MINES LTD COM
6.5%
GOOGL
ALPHABET INC CAP STK CL A
5.8%
TOTL
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
5.5%
JNJ
JOHNSON & JOHNSON COM
4.0%
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
3.6%
TDTF
FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND
3.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.