Cheviot Value Management, LLC
- SEC CIK
- 0001427147
- 最新申報
- 2026/8/6
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 73
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.59 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 239,940 | $6,130 萬 | 17.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 122,387 | $2,011 萬 | 5.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 80,467 | $1,897 萬 | 5.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,449 | $1,743 萬 | 4.8% | – | – | 歷史 |
| NEMNEWMONT Corp | Stock | 284,046 | $1,712 萬 | 4.8% | – | – | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 251,619 | $1,455 萬 | 4.0% | – | – | 歷史 |
| Barrick Gold Corp679011080 | COM | 629,244 | $1,246 萬 | 3.5% | – | – | – |
| LBRDKLiberty Broadband Corp | COM SER C | 82,657 | $1,241 萬 | 3.5% | – | – | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 697,141 | $1,211 萬 | 3.4% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 220,463 | $1,193 萬 | 3.3% | – | – | 歷史 |
| Unilever PLC904784709 | COM | 203,907 | $1,138 萬 | 3.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 32,810 | $966.4 萬 | 2.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 74,690 | $912.3 萬 | 2.5% | – | – | 歷史 |
| PAASPan American Silver Corp | Stock | 294,764 | $885.2 萬 | 2.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 243,081 | $880.7 萬 | 2.5% | – | – | 歷史 |
| CNNECannae Holdings, Inc. | COM | 197,249 | $781.5 萬 | 2.2% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 63,910 | $760.8 萬 | 2.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 68,887 | $721.9 萬 | 2.0% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 125,335 | $699.7 萬 | 1.9% | – | – | 歷史 |
| SYKStryker Corp | Stock | 26,799 | $652.8 萬 | 1.8% | – | – | 歷史 |
| MKLMarkel Group Inc. | COM | 5,285 | $602.3 萬 | 1.7% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 43,832 | $517.8 萬 | 1.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 39,959 | $478.9 萬 | 1.3% | – | – | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 102,663 | $455.4 萬 | 1.3% | – | – | – |
| CVSCVS Health Corp | Stock | 58,414 | $439.4 萬 | 1.2% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 314,195 | $438.9 萬 | 1.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 33,218 | $359.5 萬 | 1.0% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 25,083 | $354.8 萬 | 1.0% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 14,521 | $353.1 萬 | 1.0% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 43,866 | $338.2 萬 | 0.9% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,132 | $323.4 萬 | 0.9% | – | – | – |
| MCDMcDonalds Corp | Stock | 14,234 | $319.0 萬 | 0.9% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 16,237 | $299.6 萬 | 0.8% | – | – | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 58,120 | $178.7 萬 | 0.5% | – | – | – |
| PSXPhillips 66 | Stock | 20,358 | $166.0 萬 | 0.5% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 50,935 | $165.5 萬 | 0.5% | – | – | – |
| COPConocoPhillips | Stock | 29,853 | $158.1 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,931 | $136.0 萬 | 0.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V548 | INTL DIVI ACHI | 79,726 | $133.0 萬 | 0.4% | – | – | – |
| VZVerizon Communications Inc | Stock | 18,682 | $108.6 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 317 | $98.1 萬 | 0.3% | – | – | 歷史 |
| Bayer AG072730302 | Common Stock | 61,731 | $98.0 萬 | 0.3% | – | – | – |
| AMATApplied Materials Inc | Stock | 6,441 | $86.1 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,667 | $85.8 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,823 | $80.9 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 18,447 | $71.4 萬 | 0.2% | – | – | 歷史 |
| Nestle SA ADR641069406 | COM | 5,114 | $57.0 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,047 | $54.8 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 10,497 | $53.7 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,463 | $51.6 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,991 | $49.5 萬 | 0.1% | – | – | 歷史 |
| ROSTRoss Stores, Inc. | COM | 4,000 | $48.0 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,837 | $46.8 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,758 | $42.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,550 | $42.0 萬 | 0.1% | – | – | – |
| TWTRTwitter, Inc. | COM | 6,500 | $41.4 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,632 | $39.5 萬 | 0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,922 | $38.8 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 152 | $31.4 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 3,692 | $28.5 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 5,052 | $26.6 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 4,149 | $26.6 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,133 | $26.3 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 852 | $26.0 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 646 | $24.0 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 662 | $23.6 萬 | 0.1% | – | – | 歷史 |
| Kirkland Lake Gold Ltd49741E100 | COM | 6,275 | $21.2 萬 | 0.1% | – | – | – |
| ETNEaton Corp plc | Stock | 1,496 | $20.7 萬 | 0.1% | – | – | 歷史 |
| Trebia Acquisition CorpG9027T109 | COM CL A | 18,000 | $17.9 萬 | <0.1% | – | – | – |
| AGIAlamos Gold Inc | Stock | 16,125 | $12.6 萬 | <0.1% | – | – | 歷史 |
| New Gold Inc Cda644535106 | COM | 46,185 | $7.10 萬 | <0.1% | – | – | – |
| Bb Liquidating Inc Cl A05532D107 | Com | 10,000 | $0 | 0.0% | – | – | – |
| Berkshire Hat A 100th084990175 | COM | 1 | – | – | – | – | – |