Ervin Investment Management

Ervin Investment Management as of March 31, 2024

Portfolio Holdings for Ervin Investment Management

Ervin Investment Management holds 36 positions in its portfolio as reported in the March 2024 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) 27.7 $40M 94k 420.52
Microsoft Corporation (MSFT) 11.5 $16M 39k 420.72
Apple (AAPL) 7.8 $11M 65k 171.48
Spdr Ser Tr Portfoli S&p1500 (SPTM) 7.5 $11M 166k 64.15
Loews Corporation (L) 5.2 $7.4M 95k 78.29
Brookfield Corp Cl A Ltd Vt Sh (BN) 4.9 $6.9M 166k 41.87
Alphabet Cap Stk Cl A (GOOGL) 4.1 $5.9M 39k 150.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.2 $4.6M 24k 191.88
Jefferies Finl Group (JEF) 3.0 $4.3M 97k 44.10
Markel Corporation (MKL) 2.8 $4.0M 2.7k 1521.67
General Motors Company (GM) 2.4 $3.5M 77k 45.35
Pioneer Natural Resources 2.1 $3.0M 11k 262.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.1 $3.0M 83k 35.84
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.8 $2.5M 70k 36.19
Alphabet Cap Stk Cl C (GOOG) 1.4 $2.0M 13k 152.26
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 1.1 $1.6M 38k 42.02
Oracle Corporation (ORCL) 1.1 $1.6M 12k 125.61
Yum! Brands (YUM) 1.1 $1.5M 11k 138.65
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.5M 2.9k 525.75
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 1.1 $1.5M 71k 21.24
Brookfield Renewable Partner Partnership Unit (BEP) 0.7 $1.1M 46k 23.23
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $1.1M 11k 93.19
Diageo Spon Adr New (DEO) 0.7 $1.0M 7.0k 148.74
American Express Company (AXP) 0.7 $1.0M 4.5k 227.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $891k 15k 60.30
Nextera Energy Partners Com Unit Part In (NEP) 0.6 $816k 27k 30.08
Philip Morris International (PM) 0.5 $752k 8.2k 91.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $749k 2.9k 259.90
General Electric Com New (GE) 0.4 $520k 3.0k 175.53
Amazon (AMZN) 0.4 $503k 2.8k 180.38
Yum China Holdings (YUMC) 0.2 $333k 8.4k 39.79
Cnx Resources Corporation (CNX) 0.2 $299k 13k 23.72
Teck Resources CL B (TECK) 0.2 $298k 6.5k 45.78
Boeing Company (BA) 0.2 $276k 1.4k 192.99
Vitesse Energy Common Stock (VTS) 0.2 $260k 11k 23.73
Altria (MO) 0.2 $249k 5.7k 43.62