Cheviot Value Management, LLC holds a focused book of 441 stocks worth $984.0M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
69% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cheviot Value Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 79 / 80 | $3.0B |
| MORGAN STANLEY | 78 / 80 | $541.0B |
| JPMORGAN CHASE & CO | 78 / 80 | $519.0B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $353.5B |
| ROYAL BANK OF CANADA | 78 / 80 | $151.7B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $97.8B |
| LPL Financial LLC | 78 / 80 | $68.9B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $60.7B |
Ranked by how many of Cheviot Value Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B New Stock | $118.9M | 237.7K | 12.1% | ▼~0% Reduced · −5 sh | |
| 2 | Ishares 0-3 Month Treasury Bond ETF ETF | $100.9M | 1.00M | 10.3% | ▼−6.1% Reduced · −65K sh | |
| 3 | Agnico Eagle Mines Ltd Com Stock | $63.6M | 409.8K | 6.5% | ▼−0.3% Reduced · −1K sh | |
| 4 | Alphabet Inc Cap STK CL A Stock | $56.8M | 159.0K | 5.8% | ▼−4.4% Reduced · −7K sh | |
| 5 | State Street Doubleline Total Return Tactical ETF ETF | $54.0M | 1.37M | 5.5% | ▼−0.8% Reduced · −12K sh | |
| 6 | Johnson & Johnson Com Stock | $39.3M | 154.7K | 4.0% | ▼−2.9% Reduced · −5K sh | |
| 7 | Ishares Iboxx $ Investment Grade Corporate Bond ETF ETF | $35.3M | 323.9K | 3.6% | ▼−2.4% Reduced · −8K sh | |
| 8 | Flexshares Iboxx 5 Year Target Duration Tips Index Fund ETF | $32.6M | 1.37M | 3.3% | ▲+0.8% Added · +10K sh | |
| 9 | Visa Inc Com CL A Stock | $27.6M | 80.4K | 2.8% | ▲+2.8% Added · +2K sh | |
| 10 | Meta Platforms Inc CL A Stock | $24.7M | 43.8K | 2.5% | ▲+8.2% Added · +3K sh | |
| 11 | Sprott Asset Management LP Physical Gold An CEF | $22.8M | 567.2K | 2.3% | ▼−1.2% Reduced · −7K sh | |
| 12 | Unilever PLC Spon ADR New ADR | $22.1M | 367.5K | 2.2% | ▲+11% Added · +36K sh | |
| 13 | Merck & Co Inc Com Stock | $22.0M | 171.1K | 2.2% | ▼−0.2% Reduced · −386 sh | |
| 14 | Microsoft Corp Com Stock | $21.6M | 57.8K | 2.2% | ▲+0.1% Added · +79 sh | |
| 15 | Newmont Corp Com Stock | $20.4M | 218.4K | 2.1% | ▼−2.0% Reduced · −4K sh | |
| 16 | Amazon Com Inc Com Stock | $19.5M | 81.7K | 2.0% | ▲+1.3% Added · +1K sh | |
| 17 | ExxonMobil Holdings Corp Com SHS Stock | $17.0M | 124.6K | 1.7% | ▲New New position | |
| 18 | Markel Group Inc Com Stock | $15.6M | 8.0K | 1.6% | ▲+15% Added · +1K sh | |
| 19 | Comcast Corp New CL A Stock | $15.4M | 627.1K | 1.6% | ▲+6.3% Added · +37K sh | |
| 20 | Berkshire Hathaway Inc Del CL A Stock | $15.0M | 20 | 1.5% | —Held | |
| 21 | Pfizer Inc Com Stock | $14.8M | 612.6K | 1.5% | ▲+0.3% Added · +2K sh | |
| 22 | Chevron Corporation Com Stock | $13.7M | 82.4K | 1.4% | ▼−0.7% Reduced · −539 sh | |
| 23 | ConocoPhillips Com Stock | $12.4M | 119.6K | 1.3% | ▼−0.8% Reduced · −946 sh | |
| 24 | Barrick MNG Corp Stock | $11.3M | 308.9K | 1.2% | ▼−3.2% Reduced · −10K sh | |
| 25 | Apple Inc Com Stock | $10.0M | 34.5K | 1.0% | ▼−0.1% Reduced · −55 sh | |
| 26 | Invesco QQQ Trust Series I ETF | $8.8M | 12.0K | 0.9% | ▼−0.7% Reduced · −80 sh | |
| 27 | Abbvie Inc Com Stock | $7.0M | 27.9K | 0.7% | ▼−0.7% Reduced · −186 sh | |
| 28 | Wisdomtree Emerging Markets High Dividend Fund ETF | $6.9M | 127.5K | 0.7% | ▲+0.1% Added · +86 sh | |
| 29 | Alamos Gold Inc Com CL A Stock | $6.6M | 217.4K | 0.7% | ▲+3.3% Added · +7K sh | |
| 30 | Ishares Ibonds Dec 2031 Term Corporate ETF ETF | $6.2M | 298.1K | 0.6% | ▼−0.7% Reduced · −2K sh | |
| 31 | Ishares Ibonds Dec 2028 Term Corporate ETF ETF | $6.2M | 244.9K | 0.6% | ▼−2.6% Reduced · −6K sh | |
| 32 | Pan Amern Silver Corp Com Stock | $5.8M | 130.0K | 0.6% | ▼−1.4% Reduced · −2K sh | |
| 33 | Oakmark U.S. Large Cap ETF ETF | $5.4M | 193.0K | 0.6% | ▲+13% Added · +22K sh | |
| 34 | Schwab Short-Term US Treasury ETF ETF | $5.1M | 213.1K | 0.5% | ▲+61% Added · +80K sh | |
| 35 | Schwab Fundamental Emerging Markets Equity ETF ETF | $5.1M | 129.2K | 0.5% | ▼−1.4% Reduced · −2K sh | |
| 36 | Occidental Pete Corp Com Stock | $4.7M | 96.6K | 0.5% | ▼−3.0% Reduced · −3K sh | |
| 37 | Vaneck Gold Miners ETF ETF | $4.3M | 57.1K | 0.4% | ▼−0.3% Reduced · −195 sh | |
| 38 | CVS Health Corp Com Stock | $4.3M | 41.6K | 0.4% | ▼−1.8% Reduced · −760 sh | |
| 39 | Sandisk Corp Com Stock | $3.9M | 1.7K | 0.4% | ▼−3.3% Reduced · −58 sh | |
| 40 | Applied Matls Inc Com Stock | $3.7M | 5.1K | 0.4% | ▼−0.5% Reduced · −25 sh | |
| 41 | Phillips 66 Com Stock | $3.7M | 21.9K | 0.4% | ▼−2.0% Reduced · −459 sh | |
| 42 | Ishares Core U.S. Aggregate Bond ETF ETF | $3.5M | 35.8K | 0.4% | ▲+2.5% Added · +870 sh | |
| 43 | Vanguard S&P 500 ETF ETF | $3.5M | 5.2K | 0.4% | ▲+1.6% Added · +80 sh | |
| 44 | Liberty Broadband Corp Com Ser C Stock | $3.3M | 98.6K | 0.3% | ▼−22% Reduced · −28K sh | |
| 45 | Ishares U.S. Treasury Bond ETF ETF | $3.3M | 142.8K | 0.3% | ▲+14% Added · +18K sh | |
| 46 | Nvidia Corporation Com Stock | $2.8M | 14.1K | 0.3% | ▲+2.8% Added · +385 sh | |
| 47 | Invesco International Dividend Achievers ETF ETF | $2.7M | 122.5K | 0.3% | ▲+0.4% Added · +460 sh | |
| 48 | Western Digital Corp Com Stock | $2.7M | 4.2K | 0.3% | ▼−1.7% Reduced · −75 sh | |
| 49 | JPMorgan Chase & Co Com Stock | $2.7M | 8.3K | 0.3% | ▲+1.2% Added · +100 sh | |
| 50 | Vaneck Semiconductor ETF ETF | $2.5M | 3.9K | 0.3% | ▼−6.1% Reduced · −250 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1427147/holdings"
Use Arkolith to show Cheviot Value Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 443 | $984.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 426 | $995.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 416 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 444 | $940.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 433 | $872.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 455 | $813.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 70 | $523.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 67 | $530.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.