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David Horvitz

Cheviot Value Management, Llc

Assets Managed
$995.581M
Holdings
426
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-2.21%(2Q avg: 3.04%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cheviot Value Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 426 positions.

Assets under management

The assets under management (AUM) of Cheviot Value Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 995.581M in assets, with a quarterly growth rate of -2.21% and a 2-quarter average growth rate of 3.04%. The portfolio is managed by David Horvitz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.4%
11.44%
$113.894M
237,675 shares@ $479.2 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 9.43%
10.8%
$107.506M
1.068M shares@ $100.67 avg price
AEM
Agnico Eagle Mines Ltd
Recent Activity
Decreased -3.46%
8.39%
$83.443M
411,089 shares@ $202.98 avg price
TOTL
Spdr Doubleline Tr Tact Etf
Recent Activity
Increased 8.71%
5.51%
$54.819M
1.38M shares@ $39.73 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -8.19%
4.81%
$47.821M
166,300 shares@ $287.56 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -3.85%
3.92%
$38.951M
159,348 shares@ $244.45 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 3.95%
3.64%
$36.173M
331,893 shares@ $108.99 avg price
TDTF
Flexshares Iboxx 5-year Targ
Recent Activity
Increased 5.62%
3.3%
$32.852M
1.363M shares@ $24.11 avg price
CEF
Sprott Physical Gold And Sil
Recent Activity
Decreased -8.38%
2.76%
$27.384M
573,842 shares@ $47.72 avg price
NEM
Newmont Corp
Recent Activity
Decreased -6.63%
2.43%
$24.129M
222,899 shares@ $108.26 avg price

1-10 of 426