# EDGAR Filing Document

**Accession Number:** 0001940416
**File Stem:** 0001986152-25-000111
**Filing Date:** 2025-12
**Character Count:** 13678
**Document Hash:** 90901dad9992c4bf249a1f3d50d3a70b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001986152-25-000111.hdr.sgml**: 20251202

**ACCESSION NUMBER**: 0001986152-25-000111

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251202

**DATE AS OF CHANGE**: 20251202

**EFFECTIVENESS DATE**: 20251202

**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:** 251541842

**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:** 09-30-2025

**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

**CRD Number (if applicable):** 000167750

**SEC File Number (if applicable):** 801-121011

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:** Tammi Ellis<br>**Title:** Compliance Consultant<br>**Phone:** 7204145177

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

Tammi Ellis  Broomfield, CO  12-02-2025<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:** 106

**Form 13F Information Table Value Total:** $166100067

      (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 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 3421599 | 20299 | SH |  | SOLE |  | 20299 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 644983 | 2365 | SH |  | SOLE |  | 2365 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 9581722 | 19059 | SH |  | SOLE |  | 19059 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 970954 | 14191 | SH |  | SOLE |  | 14191 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 575505 | 2130 | SH |  | SOLE |  | 2130 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1341163 | 42685 | SH |  | SOLE |  | 42685 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 1373362 | 20307 | SH |  | SOLE |  | 20307 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 1303667 | 9938 | SH |  | SOLE |  | 9938 | 0 | 0 |
| ENBRIDGE INC | COM | 29250N105 |  | 3033706 | 60121 | SH |  | SOLE |  | 60121 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 1915474 | 17084 | SH |  | SOLE |  | 17084 | 0 | 0 |
| FRANCO NEV CORP | COM | 351858105 |  | 3476727 | 15597 | SH |  | SOLE |  | 15597 | 0 | 0 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 1256949 | 16737 | SH |  | SOLE |  | 16737 | 0 | 0 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 6836388 | 68207 | SH |  | SOLE |  | 68207 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1628428 | 7736 | SH |  | SOLE |  | 7736 | 0 | 0 |
| HUBBELL INC | COM | 443510607 |  | 472050 | 1097 | SH |  | SOLE |  | 1097 | 0 | 0 |
| IDEX CORP | COM | 45167R104 |  | 637856 | 3919 | SH |  | SOLE |  | 3919 | 0 | 0 |
| LOEWS CORP | COM | 540424108 |  | 3296105 | 32833 | SH |  | SOLE |  | 32833 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 5134317 | 53510 | SH |  | SOLE |  | 53510 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 |  | 1667000 | 22845 | SH |  | SOLE |  | 22845 | 0 | 0 |
| SS TECHNOLOGIES HLDGS INC | COM | 78467J100 |  | 1226042 | 13813 | SH |  | SOLE |  | 13813 | 0 | 0 |
| SYSCO CORP | COM | 871829107 |  | 1036661 | 12590 | SH |  | SOLE |  | 12590 | 0 | 0 |
| HERSHEY CO | COM | 427866108 |  | 1548213 | 8277 | SH |  | SOLE |  | 8277 | 0 | 0 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 1844248 | 6605 | SH |  | SOLE |  | 6605 | 0 | 0 |
| UGI CORP NEW | COM | 902681105 |  | 522015 | 15520 | SH |  | SOLE |  | 15520 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 5813945 | 98076 | SH |  | SOLE |  | 98076 | 0 | 0 |
| ARROW ELECTRS INC | COM | 042735100 |  | 867449 | 7169 | SH |  | SOLE |  | 7169 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2141198 | 13788 | SH |  | SOLE |  | 13788 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1419884 | 13989 | SH |  | SOLE |  | 13989 | 0 | 0 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 1721294 | 16655 | SH |  | SOLE |  | 16655 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 1333616 | 5622 | SH |  | SOLE |  | 5622 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 1401274 | 22983 | SH |  | SOLE |  | 22983 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 4267801 | 23017 | SH |  | SOLE |  | 23017 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1336792 | 4238 | SH |  | SOLE |  | 4238 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 |  | 1155661 | 9169 | SH |  | SOLE |  | 9169 | 0 | 0 |
| LIBERTY GLOBAL LTD | COM CL A | G61188101 |  | 767809 | 66999 | SH |  | SOLE |  | 66999 | 0 | 0 |
| MAGNA INTL INC | COM | 559222401 |  | 1438646 | 30364 | SH |  | SOLE |  | 30364 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 5427488 | 10479 | SH |  | SOLE |  | 10479 | 0 | 0 |
| THOR INDS INC | COM | 885160101 |  | 1345793 | 12979 | SH |  | SOLE |  | 12979 | 0 | 0 |
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 |  | 2169954 | 187065 | SH |  | SOLE |  | 187065 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 817479 | 3315 | SH |  | SOLE |  | 3315 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 412012 | 1168 | SH |  | SOLE |  | 1168 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4880480 | 20076 | SH |  | SOLE |  | 20076 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 5958864 | 23402 | SH |  | SOLE |  | 23402 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 2063968 | 2132 | SH |  | SOLE |  | 2132 | 0 | 0 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 |  | 1070140 | 8045 | SH |  | SOLE |  | 8045 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 517771 | 6477 | SH |  | SOLE |  | 6477 | 0 | 0 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 791496 | 8294 | SH |  | SOLE |  | 8294 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 1419943 | 1861 | SH |  | SOLE |  | 1861 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1574738 | 4618 | SH |  | SOLE |  | 4618 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 457082 | 6517 | SH |  | SOLE |  | 6517 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 2480403 | 44700 | SH |  | SOLE |  | 44700 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4309920 | 23098 | SH |  | SOLE |  | 23098 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 2670374 | 9495 | SH |  | SOLE |  | 9495 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 1328392 | 9459 | SH |  | SOLE |  | 9459 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2275735 | 14811 | SH |  | SOLE |  | 14811 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 2089786 | 12489 | SH |  | SOLE |  | 12489 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 1311131 | 15498 | SH |  | SOLE |  | 15498 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 997017 | 2461 | SH |  | SOLE |  | 2461 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 2673721 | 23351 | SH |  | SOLE |  | 23351 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1305437 | 3824 | SH |  | SOLE |  | 3824 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1213310 | 11773 | SH |  | SOLE |  | 11773 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 446861 | 3054 | SH |  | SOLE |  | 3054 | 0 | 0 |
| 3M CO | COM | 88579Y101 |  | 475316 | 3063 | SH |  | SOLE |  | 3063 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1056790 | 4813 | SH |  | SOLE |  | 4813 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 1747588 | 26150 | SH |  | SOLE |  | 26150 | 0 | 0 |
| COHEN  STEERS ETF TRUST | REAL ESTATE ACTI | 19249U104 |  | 698166 | 26801 | SH |  | SOLE |  | 26801 | 0 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 398092 | 8383 | SH |  | SOLE |  | 8383 | 0 | 0 |
| AECOM | COM | 00766T100 |  | 372231 | 2853 | SH |  | SOLE |  | 2853 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 684400 | 4697 | SH |  | SOLE |  | 4697 | 0 | 0 |
| CENCORA INC | COM | 03073E105 |  | 511612 | 1637 | SH |  | SOLE |  | 1637 | 0 | 0 |
| COCA COLA CONS INC | COM | 191098102 |  | 422010 | 3602 | SH |  | SOLE |  | 3602 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1135360 | 1227 | SH |  | SOLE |  | 1227 | 0 | 0 |
| DOXIMITY INC | CL A | 26622P107 |  | 528801 | 7229 | SH |  | SOLE |  | 7229 | 0 | 0 |
| EXLSERVICE HOLDINGS INC | COM | 302081104 |  | 419474 | 9527 | SH |  | SOLE |  | 9527 | 0 | 0 |
| FERRARI N V | COM | N3167Y103 |  | 469208 | 967 | SH |  | SOLE |  | 967 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 487389 | 1176 | SH |  | SOLE |  | 1176 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 500466 | 717 | SH |  | SOLE |  | 717 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 404073 | 1688 | SH |  | SOLE |  | 1688 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 385671 | 914 | SH |  | SOLE |  | 914 | 0 | 0 |
| VERISIGN INC | COM | 92343E102 |  | 316194 | 1131 | SH |  | SOLE |  | 1131 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 941381 | 1655 | SH |  | SOLE |  | 1655 | 0 | 0 |
| LIBERTY GLOBAL LTD | COM CL C | G61188127 |  | 220219 | 18742 | SH |  | SOLE |  | 18742 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 680127 | 8026 | SH |  | SOLE |  | 8026 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1744993 | 15477 | SH |  | SOLE |  | 15477 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 358535 | 597 | SH |  | SOLE |  | 597 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 634106 | 1033 | SH |  | SOLE |  | 1033 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 264423 | 2795 | SH |  | SOLE |  | 2795 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 863566 | 12866 | SH |  | SOLE |  | 12866 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 229803 | 2425 | SH |  | SOLE |  | 2425 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 242460 | 2777 | SH |  | SOLE |  | 2777 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 224885 | 336 | SH |  | SOLE |  | 336 | 0 | 0 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 340912 | 3262 | SH |  | SOLE |  | 3262 | 0 | 0 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 |  | 6754983 | 74715 | SH |  | SOLE |  | 74715 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 238123 | 3329 | SH |  | SOLE |  | 3329 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 562548 | 4200 | SH |  | SOLE |  | 4200 | 0 | 0 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 210455 | 1512 | SH |  | SOLE |  | 1512 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 511551 | 2177 | SH |  | SOLE |  | 2177 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 926160 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 210103 | 6719 | SH |  | SOLE |  | 6719 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 627972 | 2085 | SH |  | SOLE |  | 2085 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 319748 | 520 | SH |  | SOLE |  | 520 | 0 | 0 |
| KELLANOVA | COM | 487836108 |  | 229656 | 2800 | SH |  | SOLE |  | 2800 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 480965 | 7638 | SH |  | SOLE |  | 7638 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 519792 | 20400 | SH |  | SOLE |  | 20400 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1998304 | 12320 | SH |  | SOLE |  | 12320 | 0 | 0 |
| INVITATION HOMES INC | COM | 46187W107 |  | 4331658 | 146241 | SH |  | SOLE |  | 146241 | 0 | 0 |

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