Sponsored

The Analysis of Ervin Investment Management, LLC's Holdings & P&L

Currently, Ervin Investment Management, LLC holds 47 types of securities in its portfolio with a total value $170.8M. In the most recent quarter, they have increased their positions in AAPL (+49.0K shares, valued at $12.4M), MSFT (+25.9K shares, valued at $9.6M), BN (+221.3K shares, valued at $9.0M); decreased their positions in IVV (-77.1K shares, valued at $50.3M), ASML (-30.5K shares, valued at $40.3M), MKL (-6.5K shares, valued at $12.4M); initiated new positions in ITOT (+7.5K shares, valued at $1.1M), AMD (+2.9K shares, valued at $598.3K), SU (+3.8K shares, valued at $248.5K).

1M P&L

+4.7M+3.98%

3M P&L

+5.2M+4.38%

HY P&L

+8.2M+7.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A36.7M

32.9%

2Insurance - Property & Casualty13.7M

12.3%

3Software - Infrastructure13.6M

12.2%

Top Industries by Stock Count

1N/A13 stocks

31.7%

2Insurance - Property & Casualty3 stocks

7.3%

3Tobacco2 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL81.2K shares0.41%2026-03-312026-04-08

SPTM SPDR SERIES TRUST165.7K shares96.02%2026-03-312026-04-08

AAPL APPLE INC50.7K shares2833.47%2026-03-312026-04-08

MSFT MICROSOFT CORP33.1K shares357.21%2026-03-312026-04-08

BN BROOKFIELD CORP233.1K shares1863.81%2026-03-312026-04-08

ALPHABET INC ALPHABET INC29.6K shares1296.79%2026-03-312026-04-08

L LOEWS CORP78.8K shares138.21%2026-03-312026-04-08

ETFS GOLD TR ETFS GOLD TR144.4K shares26496.69%2026-03-312026-04-08

Sponsored

VBR VANGUARD INDEX FDS27.4K shares1626.23%2026-03-312026-04-08

GM GENERAL MTRS CO72.5K shares-16.79%2026-03-312026-04-08

SPDW SPDR INDEX SHS FDS114.1K shares4.14%2026-03-312026-04-08

MKL MARKEL GROUP INC2.6K shares-71.08%2026-03-312026-04-08

SPEM SPDR INDEX SHS FDS88.4K shares1145.76%2026-03-312026-04-08

XOM EXXON MOBIL CORP22.2K shares-70.02%2026-03-312026-04-08

JEF JEFFERIES FINL GROUP INC90.3K shares1587.68%2026-03-312026-04-08

ASML ASML HOLDING N V2.6K shares-92.27%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC10.6K shares-79.41%2026-03-312026-04-08

SGOV ISHARES TR18.1K shares599.34%2026-03-312026-04-08

YUM YUM BRANDS INC10.7K shares0.00%2026-03-312026-04-08

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD32.9K shares619.86%2026-03-312026-04-08

ESGV VANGUARD WORLD FD12.8K shares-47.38%2026-03-312026-04-08

IVV ISHARES TR2.1K shares-97.32%2026-03-312026-04-08

ORCL ORACLE CORP9.1K shares2532.95%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC7.1K shares152.00%2026-03-312026-04-08

Sponsored

AXP AMERICAN EXPRESS CO3.9K shares-2.15%2026-03-312026-04-08

ITOT ISHARES TR7.5K sharesnew addition2026-03-312026-04-08

VXUS VANGUARD STAR FDS13.5K shares0.00%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE3.7K shares-66.67%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC2.9K sharesnew addition2026-03-312026-04-08

SIVR ABRDN SILVER ETF TRUST7.1K shares-95.17%2026-03-312026-04-08

GEV GE VERNOVA INC550 shares-74.25%2026-03-312026-04-08

VTI VANGUARD INDEX FDS1.5K shares-59.49%2026-03-312026-04-08

Sponsored

AMZN AMAZON COM INC2.3K shares-77.34%2026-03-312026-04-08

TECK TECK RESOURCES LTD8.9K shares0.00%2026-03-312026-04-08

BA BOEING CO2.0K shares-80.53%2026-03-312026-04-08

CNX CNX RES CORP10.3K shares166.91%2026-03-312026-04-08

MO ALTRIA GROUP INC5.4K shares108.70%2026-03-312026-04-08

YUMC YUM CHINA HLDGS INC7.1K shares0.00%2026-03-312026-04-08

DEO DIAGEO PLC4.6K shares732.00%2026-03-312026-04-08

VSGX VANGUARD WORLD FD4.2K shares-81.84%2026-03-312026-04-08

Sponsored

SU SUNCOR ENERGY INC NEW3.8K sharesnew addition2026-03-312026-04-08

KO COCA COLA CO3.1K shares-2.37%2026-03-312026-04-08

GLD SPDR GOLD TR543 shares-97.00%2026-03-312026-04-08

GEHC GE HEALTHCARE TECHNOLOGIES I3.2K shares-89.43%2026-03-312026-04-08

CB CHUBB LIMITED670 sharesnew addition2026-03-312026-04-08

SFM SPROUTS FMRS MKT INC2.8K shares-98.25%2026-03-312026-04-08

AUR AURORA INNOVATION INC10.0K shares-95.71%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL

0.41%

Shares81.2K

Event2026-03-31

Filed2026-04-08

SPTM

SPDR SERIES TRUST

96.02%

Shares165.7K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

2833.47%

Shares50.7K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

357.21%

Shares33.1K

Event2026-03-31

Filed2026-04-08

BROOKFIELD CORP

1863.81%

Shares233.1K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

1296.79%

Shares29.6K

Event2026-03-31

Filed2026-04-08

LOEWS CORP

138.21%

Shares78.8K

Event2026-03-31

Filed2026-04-08

ETFS GOLD TR

26496.69%

Shares144.4K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

1626.23%

Shares27.4K

Event2026-03-31

Filed2026-04-08

GENERAL MTRS CO

-16.79%

Shares72.5K

Event2026-03-31

Filed2026-04-08

SPDW

SPDR INDEX SHS FDS

4.14%

Shares114.1K

Event2026-03-31

Filed2026-04-08

MKL

MARKEL GROUP INC

-71.08%

Shares2.6K

Event2026-03-31

Filed2026-04-08

SPEM

SPDR INDEX SHS FDS

1145.76%

Shares88.4K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-70.02%

Shares22.2K

Event2026-03-31

Filed2026-04-08

JEF

JEFFERIES FINL GROUP INC

1587.68%

Shares90.3K

Event2026-03-31

Filed2026-04-08

ASML

ASML HOLDING N V

-92.27%

Shares2.6K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-79.41%

Shares10.6K

Event2026-03-31

Filed2026-04-08

SGOV

ISHARES TR

599.34%

Shares18.1K

Event2026-03-31

Filed2026-04-08

YUM

YUM BRANDS INC

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-08

BROOKFIELD ASSET MANAGMT LTD

619.86%

Shares32.9K

Event2026-03-31

Filed2026-04-08

ESGV

VANGUARD WORLD FD

-47.38%

Shares12.8K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-97.32%

Shares2.1K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

2532.95%

Shares9.1K

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTL INC

152.00%

Shares7.1K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

-2.15%

Shares3.9K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

New

Shares7.5K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

0.00%

Shares13.5K

Event2026-03-31

Filed2026-04-08

GE AEROSPACE

-66.67%

Shares3.7K

Event2026-03-31

Filed2026-04-08

AMD

ADVANCED MICRO DEVICES INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-08

SIVR

ABRDN SILVER ETF TRUST

-95.17%

Shares7.1K

Event2026-03-31

Filed2026-04-08

GEV

GE VERNOVA INC

-74.25%

Shares550

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

-59.49%

Shares1.5K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-77.34%

Shares2.3K

Event2026-03-31

Filed2026-04-08

TECK

TECK RESOURCES LTD

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-08

BOEING CO

-80.53%

Shares2.0K

Event2026-03-31

Filed2026-04-08

CNX

CNX RES CORP

166.91%

Shares10.3K

Event2026-03-31

Filed2026-04-08

ALTRIA GROUP INC

108.70%

Shares5.4K

Event2026-03-31

Filed2026-04-08

YUMC

YUM CHINA HLDGS INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-08

DEO

DIAGEO PLC

732.00%

Shares4.6K

Event2026-03-31

Filed2026-04-08

VSGX

VANGUARD WORLD FD

-81.84%

Shares4.2K

Event2026-03-31

Filed2026-04-08

SUNCOR ENERGY INC NEW

New

Shares3.8K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

-2.37%

Shares3.1K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

-97.00%

Shares543

Event2026-03-31

Filed2026-04-08

GEHC

GE HEALTHCARE TECHNOLOGIES I

-89.43%

Shares3.2K

Event2026-03-31

Filed2026-04-08

CHUBB LIMITED

New

Shares670

Event2026-03-31

Filed2026-04-08

SFM

SPROUTS FMRS MKT INC

-98.25%

Shares2.8K

Event2026-03-31

Filed2026-04-08

AUR

AURORA INNOVATION INC

-95.71%

Shares10.0K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available