Ervin Investment Management, LLC

CIK: 0001907802Latest portfolio: $178.5M · Q4 2025

Holdings

44

Total Value

$178.5M

New Positions

3

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
80,860$40.6M22.77%+349
2
LLOEWS CORP
33,063$16.0M8.96%-46,995
3
GOOGALPHABET INC
51,250$13.9M7.81%+40K
4
SFMSPROUTS FMRS MKT INC
161,659$13.3M7.47%+159K
5
AURAURORA INNOVATION INC
233,105$10.7M5.99%+223K
6
GEHCGE HEALTHCARE TECHNOLOGIES I
29,915$9.4M5.25%+27K
7
IVVISHARES TR
79,180$8.3M4.67%+77K
8
SIVRABRDN SILVER ETF TRUST
146,880$6.0M3.38%NEW
9
XOMEXXON MOBIL CORP
73,966$6.0M3.37%+50K
10
SGOVISHARES TR
2,590$5.6M3.12%-17,166
11
GMGENERAL MTRS CO
87,104$5.4M3.02%+7K
12
ESGVVANGUARD WORLD FD
24,379$5.2M2.89%+12K
13
SPDWSPDR INDEX SHS FDS
109,553$4.9M2.73%+3K
14
SPTMSPDR SERIES TRUST
84,538$4.0M2.22%-76,611
15
GEGE AEROSPACE
11,007$3.5M1.93%+7K
16
VSGXVANGUARD WORLD FD
23,276$2.8M1.57%+20K
17
MOALTRIA GROUP INC
2,564$2.7M1.54%-2,887
18
GQ9SPDR GOLD TR
18,113$1.8M1.02%NEW
19
MKLMARKEL GROUP INC
9,110$1.8M0.99%+7K
20
ASMLASML HOLDING N V
33,037$1.7M0.97%+31K
21
YUMYUM BRANDS INC
10,747$1.6M0.91%-80
22
AXPAMERICAN EXPRESS CO
3,956$1.5M0.82%-190
23
GEVGE VERNOVA INC
2,136$1.5M0.82%+2K
24
BNBROOKFIELD CORP
11,871$1.4M0.80%-145,683
25
CNXCNX RES CORP
3,859$1.2M0.67%-2,741

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
AUR233K+223K
IVV79K+77K
XOM74K+50K
GOOG51K+40K
ASML33K+31K
ESGV24K+12K
MKL9K+7K
GM87K+7K
SPDW110K+3K
VTI4K+2K

Decreased Positions

NameSharesChange
BN12K-145683
JEF5K-81347
SPEM7K-73959
AAPL2K-51662
L33K-46995
GOOGL2K-29994
VBR2K-22431
ORCL346-9465
4I13K-4413
MO3K-2887

Sector Breakdown

Financial Services0.0% ($1.5989833855685163e+53T)
Technology0.0% ($10697603317301.2T)
Unknown0.0% ($406441818.4T)
Consumer Defensive0.0% ($133362.7T)
Consumer Cyclical0.0% ($5397.2T)
Energy0.0% ($60.1B)
Communication Services0.0% ($13.9B)
Industrials0.0% ($3.5B)
Healthcare0.0% ($9.4M)
Utilities0.0% ($1.5M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 21, 2026$178.5M44
Q3 2025Oct 7, 2025$174.7B42
Q2 2025Jul 22, 2025$159.8B40
Q1 2025Apr 9, 2025$148.2B38

Fund Information

CIK0001907802
Most Recent FilingJan 21, 2026
Number of Filings4

Ervin Investment Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $178.5M across 44 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK/B), representing 22.8% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.