Ervin Investment Management as of March 31, 2023
Portfolio Holdings for Ervin Investment Management
Ervin Investment Management holds 35 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 26.2 | $30M | 98k | 305.08 | |
| Microsoft Corporation (MSFT) | 11.3 | $13M | 46k | 284.05 | |
| Apple (AAPL) | 10.7 | $12M | 76k | 162.36 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 6.9 | $8.0M | 160k | 49.75 | |
| Loews Corporation (L) | 5.0 | $5.7M | 99k | 57.30 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 4.4 | $5.0M | 159k | 31.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $4.5M | 44k | 100.89 | |
| Markel Corporation (MKL) | 2.8 | $3.2M | 2.5k | 1262.90 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.8 | $3.2M | 21k | 156.17 | |
| Jefferies Finl Group (JEF) | 2.6 | $3.0M | 96k | 30.98 | |
| General Motors Company (GM) | 2.4 | $2.7M | 75k | 35.99 | |
| Pioneer Natural Resources (PXD) | 2.1 | $2.4M | 12k | 202.06 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.0 | $2.3M | 73k | 31.94 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 2.0 | $2.3M | 66k | 34.23 | |
| Yum! Brands (YUM) | 1.3 | $1.5M | 12k | 129.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $1.4M | 13k | 101.32 | |
| Diageo Spon Adr New (DEO) | 1.2 | $1.3M | 7.4k | 180.63 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 1.2 | $1.3M | 43k | 31.21 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 1.2 | $1.3M | 23k | 57.95 | |
| Oracle Corporation (ORCL) | 1.1 | $1.3M | 14k | 90.51 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $1.2M | 2.9k | 405.40 | |
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.9 | $1.0M | 54k | 18.97 | |
| Philip Morris International (PM) | 0.7 | $841k | 8.7k | 96.62 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $824k | 15k | 55.02 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.7 | $765k | 11k | 70.63 | |
| American Express Company (AXP) | 0.6 | $732k | 4.5k | 162.42 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $579k | 2.9k | 201.07 | |
| Yum China Holdings (YUMC) | 0.5 | $545k | 8.7k | 62.99 | |
| General Electric Com New (GE) | 0.5 | $523k | 5.6k | 94.05 | |
| Boeing Company (BA) | 0.4 | $502k | 2.4k | 211.04 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $462k | 1.00 | 461780.00 | |
| Amazon (AMZN) | 0.3 | $294k | 2.9k | 102.00 | |
| Pfizer (PFE) | 0.3 | $291k | 7.2k | 40.38 | |
| Altria (MO) | 0.2 | $272k | 6.1k | 44.50 | |
| Coca-Cola Company (KO) | 0.2 | $200k | 3.2k | 61.85 |
