Tevis Investment Management
RIA/Wealth
Tevis Investment Management is a RIA/Wealth based in Plano, TX led by William Ryan Tevis, reporting $206.5M in AUM as of Q3 2025 with BRK.B as the largest holding (6% allocation).
PresidentWilliam Ryan Tevis
- Portfolio Value
- $166.1M
- Positions
- 106
- Top Holding
- BRK.B at 5.77%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Tevis Investment Management's portfolio (35.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $9.6M | 5.77% | +$367.0K Bought | 0.00% 19.1K shares | |
ETF ETF | $6.8M | 4.12% | +$608.7K Bought | — 68.2K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $6.8M | 4.07% | — | 0.02% 74.7K shares | |
Consumer Electronics Technology | $6.0M | 3.59% | -$15.3K Sold | 0.00% 23.4K shares | |
Unknown Unknown | $5.8M | 3.50% | +$264.4K Bought | — 98.1K shares | |
Software - Infrastructure Technology | $5.4M | 3.27% | +$42.5K Bought | 0.00% 10.5K shares | |
Medical - Devices Healthcare | $5.1M | 3.09% | +$91.9K Bought | 0.00% 53.5K shares | |
Internet Content & Information Communication Services | $4.9M | 2.94% | -$187.4K Sold | 0.00% 20.1K shares | |
REIT - Residential Real Estate | $4.3M | 2.61% | — | 0.02% 146.2K shares | |
Semiconductors Technology | $4.3M | 2.59% | -$18.5K Sold | 0.00% 23.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Tevis Investment Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+41.95% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-36.22% | |
-26.6% |
Analytics
Portfolio insights and performance metrics for Tevis Investment Management
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