Ervin Investment Management as of March 31, 2026
Portfolio Holdings for Ervin Investment Management
Ervin Investment Management holds 47 positions in its portfolio as reported in the March 2026 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) | 22.8 | $39M | 81k | 479.20 | |
| Spdr Series Trust State Street Spd (SPTM) | 7.7 | $13M | 166k | 79.06 | |
| Apple (AAPL) | 7.5 | $13M | 51k | 253.79 | |
| Microsoft Corporation (MSFT) | 7.2 | $12M | 33k | 370.17 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 5.5 | $9.4M | 233k | 40.47 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $8.5M | 30k | 287.56 | |
| Loews Corporation (L) | 4.9 | $8.4M | 79k | 106.74 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 3.8 | $6.4M | 144k | 44.62 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.5 | $5.9M | 27k | 217.25 | |
| General Motors Company (GM) | 3.2 | $5.4M | 73k | 74.50 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.0 | $5.2M | 114k | 45.65 | |
| Markel Corporation (MKL) | 3.0 | $5.0M | 2.6k | 1913.83 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 2.4 | $4.1M | 88k | 46.91 | |
| Exxon Mobil Corporation (XOM) | 2.2 | $3.8M | 22k | 169.66 | |
| Jefferies Finl Group (JEF) | 2.2 | $3.7M | 90k | 41.27 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.0 | $3.4M | 2.6k | 1320.83 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $3.0M | 11k | 286.86 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.1 | $1.8M | 18k | 100.66 | |
| Yum! Brands (YUM) | 1.0 | $1.7M | 11k | 155.48 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.9 | $1.5M | 33k | 44.45 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.8 | $1.4M | 13k | 112.27 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.4M | 2.1k | 653.21 | |
| Oracle Corporation (ORCL) | 0.8 | $1.3M | 9.1k | 147.10 | |
| Philip Morris International (PM) | 0.7 | $1.2M | 7.1k | 165.34 | |
| American Express Company (AXP) | 0.7 | $1.2M | 3.9k | 302.51 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $1.1M | 7.5k | 142.43 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $1.0M | 14k | 77.11 | |
| Ge Aerospace Com New (GE) | 0.6 | $1.0M | 3.7k | 283.77 | |
| Advanced Micro Devices (AMD) | 0.4 | $598k | 2.9k | 203.43 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.3 | $508k | 7.1k | 71.61 | |
| Ge Vernova (GEV) | 0.3 | $480k | 550.00 | 872.90 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $477k | 1.5k | 320.81 | |
| Amazon (AMZN) | 0.3 | $472k | 2.3k | 208.27 | |
| Teck Resources CL B (TECK) | 0.3 | $458k | 8.9k | 51.75 | |
| Boeing Company (BA) | 0.2 | $399k | 2.0k | 199.03 | |
| Cnx Resources Corporation (CNX) | 0.2 | $397k | 10k | 38.55 | |
| Altria (MO) | 0.2 | $353k | 5.4k | 65.99 | |
| Yum China Holdings (YUMC) | 0.2 | $345k | 7.1k | 48.78 | |
| Diageo Spon Adr New (DEO) | 0.2 | $341k | 4.6k | 74.45 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $303k | 4.2k | 71.73 | |
| Suncor Energy (SU) | 0.1 | $249k | 3.8k | 66.11 | |
| Coca-Cola Company (KO) | 0.1 | $235k | 3.1k | 76.05 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $234k | 543.00 | 430.28 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $225k | 3.2k | 71.18 | |
| Chubb (CB) | 0.1 | $218k | 670.00 | 325.93 | |
| Sprouts Fmrs Mkt (SFM) | 0.1 | $218k | 2.8k | 77.13 | |
| Aurora Innovation Class A Com (AUR) | 0.0 | $41k | 10k | 4.12 |
