# EDGAR Filing Document

**Accession Number:** 0001940416
**File Stem:** 0001940416-23-000001
**Filing Date:** 2023-1
**Character Count:** 11519
**Document Hash:** 9234afe6dbb8212eca46b0b51029a447
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001940416-23-000001.hdr.sgml**: 20230131

**ACCESSION NUMBER**: 0001940416-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230131

**DATE AS OF CHANGE**: 20230130

**EFFECTIVENESS DATE**: 20230131

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Tevis Investment Management
- **CENTRAL INDEX KEY:** 0001940416
- **IRS NUMBER:** 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:** 23569697

**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:** 12-31-2022

**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:** Wren Green<br>**Title:** Compliance Consultant<br>**Phone:** 720-408-0394

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

E. Wren Green  Westminster, CO  01-30-2023<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:** 83

**Form 13F Information Table Value Total:** $93868427

      (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 |  | 711485 | 5933 | SH |  | SOLE |  | 0 | 0 | 5933 |
| ABBOTT LABS | COM | 002824100 |  | 567834 | 5172 | SH |  | SOLE |  | 0 | 0 | 5172 |
| ABBVIE INC | COM | 00287Y109 |  | 646440 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 757559 | 2839 | SH |  | SOLE |  | 0 | 0 | 2839 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 615177 | 1828 | SH |  | SOLE |  | 0 | 0 | 1828 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 2347608 | 45155 | SH |  | SOLE |  | 0 | 0 | 45155 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 857772 | 9722 | SH |  | SOLE |  | 0 | 0 | 9722 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 583534 | 12766 | SH |  | SOLE |  | 0 | 0 | 12766 |
| AMAZON COM INC | COM | 023135106 |  | 339192 | 4038 | SH |  | SOLE |  | 0 | 0 | 4038 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 231831 | 1521 | SH |  | SOLE |  | 0 | 0 | 1521 |
| AMN HEALTHCARE SVCS INC | COM | 001744101 |  | 423104 | 4115 | SH |  | SOLE |  | 0 | 0 | 4115 |
| APPLE INC | COM | 037833100 |  | 3192027 | 24567 | SH |  | SOLE |  | 0 | 0 | 24567 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 352291 | 3794 | SH |  | SOLE |  | 0 | 0 | 3794 |
| ARISTA NETWORKS INC | COM | 040413106 |  | 346212 | 2853 | SH |  | SOLE |  | 0 | 0 | 2853 |
| ASHLAND INC | COM | 044186104 |  | 321198 | 2987 | SH |  | SOLE |  | 0 | 0 | 2987 |
| BARRICK GOLD CORP | COM | 067901108 |  | 1457689 | 84848 | SH |  | SOLE |  | 0 | 0 | 84848 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 623544 | 2452 | SH |  | SOLE |  | 0 | 0 | 2452 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5048044 | 16342 | SH |  | SOLE |  | 0 | 0 | 16342 |
| BIOGEN INC | COM | 09062X103 |  | 675962 | 2441 | SH |  | SOLE |  | 0 | 0 | 2441 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 |  | 835119 | 9121 | SH |  | SOLE |  | 0 | 0 | 9121 |
| CARLISLE COS INC | COM | 142339100 |  | 239896 | 1018 | SH |  | SOLE |  | 0 | 0 | 1018 |
| CF INDS HLDGS INC | COM | 125269100 |  | 288756 | 3389 | SH |  | SOLE |  | 0 | 0 | 3389 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 326463 | 2177 | SH |  | SOLE |  | 0 | 0 | 2177 |
| CHEVRON CORP NEW | COM | 166764100 |  | 784551 | 4371 | SH |  | SOLE |  | 0 | 0 | 4371 |
| CISCO SYS INC | COM | 17275R102 |  | 1804032 | 37868 | SH |  | SOLE |  | 0 | 0 | 37868 |
| COCA COLA CO | COM | 191216100 |  | 1654114 | 26004 | SH |  | SOLE |  | 0 | 0 | 26004 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 |  | 5079206 | 91815 | SH |  | SOLE |  | 0 | 0 | 91815 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 505903 | 8846 | SH |  | SOLE |  | 0 | 0 | 8846 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1342114 | 38379 | SH |  | SOLE |  | 0 | 0 | 38379 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 373802 | 3168 | SH |  | SOLE |  | 0 | 0 | 3168 |
| CORTEVA INC | COM | 22052L104 |  | 1385445 | 23570 | SH |  | SOLE |  | 0 | 0 | 23570 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 602252 | 1319 | SH |  | SOLE |  | 0 | 0 | 1319 |
| CULLEN FROST BANKERS INC | COM | 229899109 |  | 200337 | 1498 | SH |  | SOLE |  | 0 | 0 | 1498 |
| DISNEY WALT CO | COM | 254687106 |  | 1197554 | 13784 | SH |  | SOLE |  | 0 | 0 | 13784 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 1117864 | 18230 | SH |  | SOLE |  | 0 | 0 | 18230 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 2242005 | 32668 | SH |  | SOLE |  | 0 | 0 | 32668 |
| ENBRIDGE INC | COM | 29250N105 |  | 1743391 | 44588 | SH |  | SOLE |  | 0 | 0 | 44588 |
| EOG RES INC | COM | 26875P101 |  | 1359183 | 10494 | SH |  | SOLE |  | 0 | 0 | 10494 |
| EQUITY COMWLTH | COM SH BEN INT | 294628102 |  | 1444740 | 57859 | SH |  | SOLE |  | 0 | 0 | 57859 |
| EXLSERVICE HOLDINGS INC | COM | 302081104 |  | 311412 | 1838 | SH |  | SOLE |  | 0 | 0 | 1838 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1894807 | 17179 | SH |  | SOLE |  | 0 | 0 | 17179 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 865408 | 3488 | SH |  | SOLE |  | 0 | 0 | 3488 |
| HOME DEPOT INC | COM | 437076102 |  | 1245115 | 3942 | SH |  | SOLE |  | 0 | 0 | 3942 |
| INGREDION INC | COM | 457187102 |  | 1367431 | 13963 | SH |  | SOLE |  | 0 | 0 | 13963 |
| INTERNATIONAL FLAVORS | COM | 459506101 |  | 751179 | 7165 | SH |  | SOLE |  | 0 | 0 | 7165 |
| INVITATION HOMES INC | COM | 46187W107 |  | 3252605 | 109737 | SH |  | SOLE |  | 0 | 0 | 109737 |
| ISHARES TR | CORE S ETF | 464287200 |  | 296994 | 773 | SH |  | SOLE |  | 0 | 0 | 773 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1197146 | 6777 | SH |  | SOLE |  | 0 | 0 | 6777 |
| JONES LANG LASALLE INC | COM | 48020Q107 |  | 430777 | 2703 | SH |  | SOLE |  | 0 | 0 | 2703 |
| KELLOGG CO | COM | 487836108 |  | 203746 | 2860 | SH |  | SOLE |  | 0 | 0 | 2860 |
| LILLY ELI  CO | COM | 532457108 |  | 553539 | 1513 | SH |  | SOLE |  | 0 | 0 | 1513 |
| LOEWS CORP | COM | 540424108 |  | 2110788 | 36187 | SH |  | SOLE |  | 0 | 0 | 36187 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 573755 | 1650 | SH |  | SOLE |  | 0 | 0 | 1650 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1789581 | 23026 | SH |  | SOLE |  | 0 | 0 | 23026 |
| MERCK  CO INC | COM | 58933Y105 |  | 2948385 | 26574 | SH |  | SOLE |  | 0 | 0 | 26574 |
| MICROSOFT CORP | COM | 594918104 |  | 1492764 | 6225 | SH |  | SOLE |  | 0 | 0 | 6225 |
| MOLINA HEALTHCARE INC | COM | 60855R100 |  | 322295 | 976 | SH |  | SOLE |  | 0 | 0 | 976 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 509073 | 7638 | SH |  | SOLE |  | 0 | 0 | 7638 |
| NIKE INC | CL B | 654106103 |  | 1182269 | 10104 | SH |  | SOLE |  | 0 | 0 | 10104 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 1383039 | 10219 | SH |  | SOLE |  | 0 | 0 | 10219 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 383477 | 2624 | SH |  | SOLE |  | 0 | 0 | 2624 |
| ORACLE CORP | COM | 68389X105 |  | 1379444 | 16876 | SH |  | SOLE |  | 0 | 0 | 16876 |
| PEPSICO INC | COM | 713448108 |  | 1141049 | 6316 | SH |  | SOLE |  | 0 | 0 | 6316 |
| PFIZER INC | COM | 717081103 |  | 1045296 | 20400 | SH |  | SOLE |  | 0 | 0 | 20400 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1246907 | 12320 | SH |  | SOLE |  | 0 | 0 | 12320 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1848486 | 12196 | SH |  | SOLE |  | 0 | 0 | 12196 |
| PROSHARES TR | SHORT QQQ NEW | 74347B714 |  | 434947 | 29548 | SH |  | SOLE |  | 0 | 0 | 29548 |
| QUANTA SVCS INC | COM | 74762E102 |  | 323191 | 2268 | SH |  | SOLE |  | 0 | 0 | 2268 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 1760349 | 17443 | SH |  | SOLE |  | 0 | 0 | 17443 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 396602 | 20560 | SH |  | SOLE |  | 0 | 0 | 20560 |
| SHELL PLC | SPON ADS | 780259305 |  | 311517 | 5470 | SH |  | SOLE |  | 0 | 0 | 5470 |
| SPDR SER TR | S OILGAS EXP | 78468R556 |  | 235208 | 1731 | SH |  | SOLE |  | 0 | 0 | 1731 |
| SPDR SER TR | PORTFOLIO LN TSR | 78464A664 |  | 396753 | 13667 | SH |  | SOLE |  | 0 | 0 | 13667 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 2928412 | 32015 | SH |  | SOLE |  | 0 | 0 | 32015 |
| SPROTT PHYSICAL GOLD  SILVE | TR UNIT | 85208R101 |  | 1058910 | 59058 | SH |  | SOLE |  | 0 | 0 | 59058 |
| STARBUCKS CORP | COM | 855244109 |  | 1503178 | 15153 | SH |  | SOLE |  | 0 | 0 | 15153 |
| TJX COS INC NEW | COM | 872540109 |  | 569618 | 7156 | SH |  | SOLE |  | 0 | 0 | 7156 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 1377489 | 7347 | SH |  | SOLE |  | 0 | 0 | 7347 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 2935707 | 58306 | SH |  | SOLE |  | 0 | 0 | 58306 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1203066 | 30535 | SH |  | SOLE |  | 0 | 0 | 30535 |
| VISA INC | COM CL A | 92826C839 |  | 812549 | 3911 | SH |  | SOLE |  | 0 | 0 | 3911 |
| WALMART INC | COM | 931142103 |  | 905180 | 6384 | SH |  | SOLE |  | 0 | 0 | 6384 |
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 |  | 363754 | 8053 | SH |  | SOLE |  | 0 | 0 | 8053 |

---