# EDGAR Filing Document

**Accession Number:** 0001940416
**File Stem:** 0001842054-25-000004
**Filing Date:** 2025-8
**Character Count:** 13439
**Document Hash:** 691b24c9d3f200a8ed0da2d6cf82d25f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001842054-25-000004.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0001842054-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250801

**DATE AS OF CHANGE**: 20250801

**EFFECTIVENESS DATE**: 20250801

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Tevis Investment Management
- **CENTRAL INDEX KEY:** 0001940416

**ORGANIZATION NAME:**
- **EIN:** 462504701
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22588
- **FILM NUMBER:** 251175920

**BUSINESS ADDRESS:**
- **STREET 1:** 5700 WEST PLANO PARKWAY
- **STREET 2:** SUITE 3800
- **CITY:** PLANO
- **STATE:** TX
- **ZIP:** 75093
- **BUSINESS PHONE:** 9729712169

**MAIL ADDRESS:**
- **STREET 1:** 5700 WEST PLANO PARKWAY
- **STREET 2:** SUITE 3800
- **CITY:** PLANO
- **STATE:** TX
- **ZIP:** 75093

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Tevis Investment Management<br>**Address:** 5700 WEST PLANO PARKWAY<br>SUITE 3800<br>PLANO, TX 75093

**Form 13F File Number:** 028-22588

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mark Neitzel<br>**Title:** Compliance Consultant<br>**Phone:** Compliance Analyst

**Signature, Place, and Date of Signing:**

Mark Neitzel  Broomfield, CO  08-01-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 104

**Form 13F Information Table Value Total:** $156116896

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 490061 | 3219 | SH |  | SOLE |  | 3219 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 544040 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 742480 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 975577 | 3264 | SH |  | SOLE |  | 3264 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 464643 | 1201 | SH |  | SOLE |  | 1201 | 0 | 0 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 2409403 | 20259 | SH |  | SOLE |  | 20259 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 667072 | 2365 | SH |  | SOLE |  | 2365 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3673869 | 20847 | SH |  | SOLE |  | 20847 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 767457 | 12866 | SH |  | SOLE |  | 12866 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1052853 | 4799 | SH |  | SOLE |  | 4799 | 0 | 0 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 210334 | 1512 | SH |  | SOLE |  | 1512 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 4813763 | 23462 | SH |  | SOLE |  | 23462 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 433385 | 4236 | SH |  | SOLE |  | 4236 | 0 | 0 |
| ARROW ELECTRS INC | COM | 042735100 |  | 794144 | 6232 | SH |  | SOLE |  | 6232 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 1694940 | 2115 | SH |  | SOLE |  | 2115 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 8903678 | 18329 | SH |  | SOLE |  | 18329 | 0 | 0 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 |  | 909757 | 9421 | SH |  | SOLE |  | 9421 | 0 | 0 |
| CENCORA INC | COM | 03073E105 |  | 503148 | 1678 | SH |  | SOLE |  | 1678 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 530143 | 2177 | SH |  | SOLE |  | 2177 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1881388 | 13139 | SH |  | SOLE |  | 13139 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 984572 | 14191 | SH |  | SOLE |  | 14191 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1622217 | 19058 | SH |  | SOLE |  | 19058 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 584314 | 2120 | SH |  | SOLE |  | 2120 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 1862801 | 26141 | SH |  | SOLE |  | 26141 | 0 | 0 |
| COCA COLA CONS INC | COM | 191098102 |  | 334950 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 |  | 6927575 | 74715 | SH |  | SOLE |  | 74715 | 0 | 0 |
| COHEN  STEERS ETF TRUST | REAL ESTATE ACTI | 19249U104 |  | 685381 | 26560 | SH |  | SOLE |  | 26560 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 485951 | 5346 | SH |  | SOLE |  | 5346 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1456152 | 40800 | SH |  | SOLE |  | 40800 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 250473 | 2791 | SH |  | SOLE |  | 2791 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 1530995 | 20542 | SH |  | SOLE |  | 20542 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1214037 | 1226 | SH |  | SOLE |  | 1226 | 0 | 0 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 787056 | 7805 | SH |  | SOLE |  | 7805 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 3418703 | 27457 | SH |  | SOLE |  | 27457 | 0 | 0 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 1896192 | 16578 | SH |  | SOLE |  | 16578 | 0 | 0 |
| DOXIMITY INC | CL A | 26622P107 |  | 411039 | 6701 | SH |  | SOLE |  | 6701 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 1021964 | 1311 | SH |  | SOLE |  | 1311 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 1325034 | 9938 | SH |  | SOLE |  | 9938 | 0 | 0 |
| ENBRIDGE INC | COM | 29250N105 |  | 2851081 | 62910 | SH |  | SOLE |  | 62910 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 208356 | 6719 | SH |  | SOLE |  | 6719 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 2004781 | 16761 | SH |  | SOLE |  | 16761 | 0 | 0 |
| EXLSERVICE HOLDINGS INC | COM | 302081104 |  | 383863 | 8766 | SH |  | SOLE |  | 8766 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1666582 | 15460 | SH |  | SOLE |  | 15460 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 1046303 | 4574 | SH |  | SOLE |  | 4574 | 0 | 0 |
| FERRARI N V | COM | N3167Y103 |  | 470129 | 958 | SH |  | SOLE |  | 958 | 0 | 0 |
| FRANCO NEV CORP | COM | 351858105 |  | 2586166 | 15777 | SH |  | SOLE |  | 15777 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 536667 | 2085 | SH |  | SOLE |  | 2085 | 0 | 0 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 1206008 | 16282 | SH |  | SOLE |  | 16282 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 275158 | 520 | SH |  | SOLE |  | 520 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1236055 | 4238 | SH |  | SOLE |  | 4238 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 1062887 | 21599 | SH |  | SOLE |  | 21599 | 0 | 0 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 6222720 | 62134 | SH |  | SOLE |  | 62134 | 0 | 0 |
| HERSHEY CO | COM | 427866108 |  | 1373568 | 8277 | SH |  | SOLE |  | 8277 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 898487 | 2451 | SH |  | SOLE |  | 2451 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1700956 | 7304 | SH |  | SOLE |  | 7304 | 0 | 0 |
| HUBBELL INC | COM | 443510607 |  | 448026 | 1097 | SH |  | SOLE |  | 1097 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 329958 | 598 | SH |  | SOLE |  | 598 | 0 | 0 |
| INVITATION HOMES INC | COM | 46187W107 |  | 4839115 | 146241 | SH |  | SOLE |  | 146241 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 239047 | 385 | SH |  | SOLE |  | 385 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 302365 | 3622 | SH |  | SOLE |  | 3622 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3396693 | 22237 | SH |  | SOLE |  | 22237 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1218782 | 4204 | SH |  | SOLE |  | 4204 | 0 | 0 |
| KELLANOVA | COM | 487836108 |  | 222684 | 2800 | SH |  | SOLE |  | 2800 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 |  | 959763 | 8677 | SH |  | SOLE |  | 8677 | 0 | 0 |
| LIBERTY GLOBAL LTD | COM CL A | G61188101 |  | 588578 | 58799 | SH |  | SOLE |  | 58799 | 0 | 0 |
| LIBERTY GLOBAL LTD | COM CL C | G61188127 |  | 193230 | 18742 | SH |  | SOLE |  | 18742 | 0 | 0 |
| LOEWS CORP | COM | 540424108 |  | 3044304 | 33213 | SH |  | SOLE |  | 33213 | 0 | 0 |
| MAGNA INTL INC | COM | 559222401 |  | 1104169 | 28598 | SH |  | SOLE |  | 28598 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 930011 | 1655 | SH |  | SOLE |  | 1655 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 4618271 | 52552 | SH |  | SOLE |  | 52552 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 641843 | 8026 | SH |  | SOLE |  | 8026 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 5171347 | 10397 | SH |  | SOLE |  | 10397 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 518697 | 7638 | SH |  | SOLE |  | 7638 | 0 | 0 |
| NETAPP INC | COM | 64110D104 |  | 385498 | 3618 | SH |  | SOLE |  | 3618 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 732005 | 10218 | SH |  | SOLE |  | 10218 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 2751275 | 39862 | SH |  | SOLE |  | 39862 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3665173 | 23197 | SH |  | SOLE |  | 23197 | 0 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 356274 | 8432 | SH |  | SOLE |  | 8432 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 2474454 | 11318 | SH |  | SOLE |  | 11318 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 1163882 | 8815 | SH |  | SOLE |  | 8815 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 494496 | 20400 | SH |  | SOLE |  | 20400 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 2260474 | 12320 | SH |  | SOLE |  | 12320 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2254910 | 14153 | SH |  | SOLE |  | 14153 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 525180 | 1389 | SH |  | SOLE |  | 1389 | 0 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 444403 | 784 | SH |  | SOLE |  | 784 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 2093344 | 14336 | SH |  | SOLE |  | 14336 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 234395 | 3329 | SH |  | SOLE |  | 3329 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 221576 | 2413 | SH |  | SOLE |  | 2413 | 0 | 0 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 3708460 | 40428 | SH |  | SOLE |  | 40428 | 0 | 0 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 319799 | 3355 | SH |  | SOLE |  | 3355 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 615407 | 802 | SH |  | SOLE |  | 802 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 1192839 | 13018 | SH |  | SOLE |  | 13018 | 0 | 0 |
| SYSCO CORP | COM | 871829107 |  | 953567 | 12590 | SH |  | SOLE |  | 12590 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 390508 | 1639 | SH |  | SOLE |  | 1639 | 0 | 0 |
| THOR INDS INC | COM | 885160101 |  | 1103819 | 12429 | SH |  | SOLE |  | 12429 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 425163 | 972 | SH |  | SOLE |  | 972 | 0 | 0 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 1764426 | 6595 | SH |  | SOLE |  | 6595 | 0 | 0 |
| UGI CORP NEW | COM | 902681105 |  | 571058 | 15520 | SH |  | SOLE |  | 15520 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 5726430 | 93615 | SH |  | SOLE |  | 93615 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 601144 | 1055 | SH |  | SOLE |  | 1055 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1345284 | 3789 | SH |  | SOLE |  | 3789 | 0 | 0 |
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 |  | 1965853 | 180148 | SH |  | SOLE |  | 180148 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1167381 | 11939 | SH |  | SOLE |  | 11939 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 450228 | 2887 | SH |  | SOLE |  | 2887 | 0 | 0 |

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