Cheviot Value Management, LLC
Top Portfolio Positions
292 positions ·
$564,361,445 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
411,089 | $83,442,845 | 14.79% |
| GOOGL |
Alphabet Inc.
Communication Services
|
166,300 | $47,821,228 | 8.47% |
| JNJ |
Johnson & Johnson
Healthcare
|
159,348 | $38,951,025 | 6.90% |
| CEF |
Sprott Physical Gold & Silver Trust
|
573,842 | $27,383,740 | 4.85% |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
222,899 | $24,128,816 | 4.28% |
| V |
Visa Inc.
Financial Services
|
78,196 | $23,633,959 | 4.19% |
| META |
Meta Platforms, Inc.
Communication Services
|
40,500 | $23,171,265 | 4.11% |
| MSFT |
Microsoft Corp
Technology
|
57,708 | $21,361,770 | 3.79% |
| XOM |
Exxon Mobil Corp
Energy
|
125,802 | $21,343,567 | 3.78% |
| MRK |
Merck & Co., Inc.
Healthcare
|
171,470 | $20,626,126 | 3.65% |
Portfolio Trend
Holdings in MICC
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,066,398 | 71,331 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,176,418 | 74,222 | Shares | Sole | 2026-02-03 | |
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