Ervin Investment Management, LLC
CIK: 0001907802SEC EDGAR →
Portfolio Value
$178.5M
Holdings
44
As of
Q4 2025
New Positions
2
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 80,860 | $40.6M | 22.77% |
| 2 | LOEWS CORP | 33,063 | $16.0M | 8.96% |
| 3 | ALPHABET INC | 51,250 | $13.9M | 7.81% |
| 4 | SPROUTS FMRS MKT INC | 161,659 | $13.3M | 7.47% |
| 5 | AURORA INNOVATION INC | 233,105 | $10.7M | 5.99% |
| 6 | GE HEALTHCARE TECHNOLOGIES I | 29,915 | $9.4M | 5.25% |
| 7 | ISHARES TR | 79,180 | $8.3M | 4.67% |
| 8 | ABRDN SILVER ETF TRUST | 146,880 | $6.0M | 3.38% |
| 9 | EXXON MOBIL CORP | 73,966 | $6.0M | 3.37% |
| 10 | ISHARES TR | 2,590 | $5.6M | 3.12% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 17 | $54.6M | 30.6% |
| Unknown | 5 | $43.3M | 24.3% |
| Technology | 6 | $20.2M | 11.3% |
| Consumer Defensive | 4 | $16.7M | 9.4% |
| Communication Services | 2 | $14.4M | 8.1% |
| Healthcare | 1 | $9.4M | 5.2% |
| Consumer Cyclical | 4 | $7.4M | 4.1% |
| Energy | 2 | $7.2M | 4.0% |
| Industrials | 2 | $3.8M | 2.1% |
| Utilities | 1 | $1.5M | 0.8% |