Ervin Investment Management, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$159.8B
Holdings
40
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 80,947 | $39.3B | 24.60% | |
| 2 | MSFTMICROSOFT CORP | 34,253 | $17.0B | 10.66% | |
| 3 | SPTMSPDR SERIES TRUST | 162,883 | $12.2B | 7.63% | |
| 4 | AAPLAPPLE INC | 54,494 | $11.2B | 6.99% | |
| 5 | BNBROOKFIELD CORP | 158,562 | $9.8B | 6.14% | |
| 6 | LLOEWS CORP | 82,484 | $7.6B | 4.73% | |
| 7 | GOOGLALPHABET INC | 34,041 | $6.0B | 3.75% | |
| 8 | MKLMARKEL GROUP INC | 2,492 | $5.0B | 3.11% | |
| 9 | JEFJEFFERIES FINL GROUP INC | 90,145 | $4.9B | 3.08% | |
| 10 | VBRVANGUARD INDEX FDS | 23,822 | $4.6B | 2.91% | |
| 11 | SGOLETFS GOLD TR | 143,110 | $4.5B | 2.82% | |
| 12 | SPDWSPDR INDEX SHS FDS | 105,616 | $4.3B | 2.68% | |
| 13 | GMGENERAL MTRS CO | 78,206 | $3.8B | 2.41% | |
| 14 | SPEMSPDR INDEX SHS FDS | 79,044 | $3.4B | 2.11% | |
| 15 | XOMEXXON MOBIL CORP | 24,291 | $2.6B | 1.64% | |
| 16 | ORCLORACLE CORP | 10,755 | $2.4B | 1.47% | |
| 17 | SGOVISHARES TR | 20,354 | $2.0B | 1.28% | |
| 18 | GOOGALPHABET INC | 11,528 | $2.0B | 1.28% | |
| 19 | BAMBROOKFIELD ASSET MANAGMT LTD | 33,561 | $1.9B | 1.16% | |
| 20 | ASMLASML HOLDING N V | 2,240 | $1.8B | 1.12% | |
| 21 | YUMYUM BRANDS INC | 10,872 | $1.6B | 1.01% | |
| 22 | IVVISHARES TR | 2,336 | $1.5B | 0.91% | |
| 23 | AXPAMERICAN EXPRESS CO | 4,266 | $1.4B | 0.85% | |
| 24 | 4I1PHILIP MORRIS INTL INC | 7,244 | $1.3B | 0.83% | |
| 25 | ESGVVANGUARD WORLD FD | 11,716 | $1.3B | 0.80% | |
| 26 | GEGE AEROSPACE | 3,859 | $993.3M | 0.62% | |
| 27 | VXUSVANGUARD STAR FDS | 13,809 | $954.1M | 0.60% | |
| 28 | VTIVANGUARD INDEX FDS | 1,696 | $515.5M | 0.32% | |
| 29 | DEODIAGEO PLC | 5,101 | $514.4M | 0.32% | |
| 30 | SFMSPROUTS FMRS MKT INC | 2,950 | $485.7M | 0.30% | |
| 31 | TECK/BTECK RESOURCES LTD | 9,975 | $402.8M | 0.25% | |
| 32 | AMZNAMAZON COM INC | 1,823 | $399.9M | 0.25% | |
| 33 | YUMCYUM CHINA HLDGS INC | 7,535 | $336.9M | 0.21% | |
| 34 | MOALTRIA GROUP INC | 5,451 | $319.6M | 0.20% | |
| 35 | BABOEING CO | 1,430 | $299.6M | 0.19% | |
| 36 | GEVGE VERNOVA INC | 550 | $291.0M | 0.18% | |
| 37 | VSGXVANGUARD WORLD FD | 3,668 | $240.3M | 0.15% | |
| 38 | GEHCGE HEALTHCARE TECHNOLOGIES I | 3,162 | $234.2M | 0.15% | |
| 39 | CNXCNX RES CORP | 6,600 | $222.3M | 0.14% | |
| 40 | KOCOCA COLA CO | 3,087 | $218.4M | 0.14% |