Institutions / Ervin Investment Management, LLC
Ervin Investment Management, LLC
CIK 1907802 · Institution · as of Dec 31, 2025
Portfolio value
$178.50M
Positions
44
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 44 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $40.64M | 22.8% |
| Microsoft Corp | $15.99M | 9.0% |
| Apple Inc. | $13.93M | 7.8% |
| SPDR Series Trust | $13.34M | 7.5% |
| Brookfield Corp | $10.70M | 6.0% |
| Alphabet Inc. | $9.36M | 5.2% |
| Loews Corp | $8.34M | 4.7% |
| Etfs Gold Tr | $6.03M | 3.4% |
| General Motors Co | $6.01M | 3.4% |
| Markel Group Inc | $5.57M | 3.1% |
| Jefferies Financial Group Inc. | $5.40M | 3.0% |
| Vanguard Index Fds | $5.16M | 2.9% |
| SPDR Index Shs Fds | $4.87M | 2.7% |
| SPDR Index Shs Fds | $3.96M | 2.2% |
| Alphabet Inc. | $3.45M | 1.9% |
| Exxon Mobil Corp | $2.80M | 1.6% |
| Asml Holding N V | $2.74M | 1.5% |
| iShares Tr | $1.82M | 1.0% |
| Oracle Corp | $1.78M | 1.0% |
| Brookfield Asset Managmt Ltd | $1.73M | 1.0% |
| Yum! Brands Inc | $1.63M | 0.9% |
| American Express Co | $1.46M | 0.8% |
| iShares Tr | $1.46M | 0.8% |
| Vanguard World Fd | $1.44M | 0.8% |
| General Electric Co | $1.19M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.