Ervin Investment Management

Ervin Investment Management as of March 31, 2025

Portfolio Holdings for Ervin Investment Management

Ervin Investment Management holds 38 positions in its portfolio as reported in the March 2025 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) 30.9 $46M 86k 532.58
Microsoft Corporation (MSFT) 9.0 $13M 36k 375.39
Apple (AAPL) 8.5 $13M 56k 222.13
Brookfield Corp Cl A Ltd Vt Sh (BN) 5.8 $8.6M 163k 52.41
Loews Corporation (L) 5.5 $8.1M 89k 91.91
Alphabet Cap Stk Cl A (GOOGL) 3.8 $5.6M 37k 154.64
Markel Corporation (MKL) 3.3 $4.8M 2.6k 1869.85
Jefferies Finl Group (JEF) 3.2 $4.7M 88k 53.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.1 $4.5M 24k 186.29
Etfs Gold Tr Physcl Gold Shs (SGOL) 2.8 $4.1M 137k 29.82
General Motors Company (GM) 2.5 $3.7M 80k 47.03
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.4 $3.6M 99k 36.41
Exxon Mobil Corporation (XOM) 2.1 $3.2M 27k 118.93
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.1 $3.1M 78k 39.37
Spdr Ser Tr Portfoli S&p1500 (SPTM) 2.1 $3.1M 78k 39.37
Alphabet Cap Stk Cl C (GOOG) 1.2 $1.8M 12k 156.23
Yum! Brands (YUM) 1.2 $1.7M 11k 157.36
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 1.1 $1.7M 35k 48.45
Oracle Corporation (ORCL) 1.1 $1.6M 11k 139.81
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.4M 2.5k 561.92
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.8 $1.2M 12k 100.67
Philip Morris International (PM) 0.8 $1.2M 7.3k 158.73
American Express Company (AXP) 0.8 $1.1M 4.3k 269.07
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $1.1M 12k 97.95
Asml Holding N V N Y Registry Shs (ASML) 0.7 $979k 1.5k 662.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $853k 14k 62.10
Ge Aerospace Com New (GE) 0.5 $742k 3.7k 200.15
Diageo Spon Adr New (DEO) 0.4 $614k 5.9k 104.79
Amazon (AMZN) 0.4 $560k 2.9k 190.26
Sprouts Fmrs Mkt (SFM) 0.3 $481k 3.2k 152.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $466k 1.7k 274.84
Teck Resources CL B (TECK) 0.3 $400k 11k 36.43
Yum China Holdings (YUMC) 0.3 $392k 7.5k 52.06
Altria (MO) 0.2 $342k 5.7k 60.02
Boeing Company (BA) 0.2 $244k 1.4k 170.55
Cnx Resources Corporation (CNX) 0.1 $208k 6.6k 31.48
Nextera Energy Partners Com Unit Part In (XIFR) 0.1 $102k 11k 9.50
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $36k 1.6k 22.16