Ervin Investment Management, LLC Top Holdings and 13F Report (2025) About Ervin Investment Management, LLCInvestment ActivityErvin Investment Management, LLC has $148.18 million in total holdings as of March 31, 2025.Ervin Investment Management, LLC owns shares of 38 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.30% of the portfolio was purchased this quarter.About 3.59% of the portfolio was sold this quarter.This quarter, Ervin Investment Management, LLC has purchased 37 new stocks and bought additional shares in 14 stocks.Ervin Investment Management, LLC sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $45,826,542Microsoft $13,402,418Apple $12,524,715Brookfield $8,565,084Loews $8,140,068 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $1,206,127 Holding Largest Purchases this Quarter Jefferies Financial Group 52,335 shares (about $2.80M)iShares 0-3 Month Treasury Bond ETF 11,981 shares (about $1.21M)abrdn Physical Gold Shares ETF 34,680 shares (about $1.03M)ASML 429 shares (about $284.27K)Alphabet 1,367 shares (about $211.39K) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 84,870 shares (about $3.34M)Berkshire Hathaway 1,275 shares (about $679.04K)Apple 1,756 shares (about $390.06K)Brookfield Renewable Partners 15,558 shares (about $344.72K)Vanguard Total Stock Market ETF 920 shares (about $252.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofErvin Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$45,826,542$679,042 ▼-1.5%86,04630.9%FinanceMSFTMicrosoft$13,402,418$34,536 ▲0.3%35,7039.0%Computer and TechnologyAAPLApple$12,524,715$390,058 ▼-3.0%56,3858.5%Computer and TechnologyBNBrookfield$8,565,084$104,558 ▲1.2%163,4255.8%FinanceLLoews$8,140,068$1,654 ▲0.0%88,5665.5%FinanceGOOGLAlphabet$5,646,934$211,391 ▲3.9%36,5173.8%Computer and TechnologyMKLMarkel Group$4,839,171$35,527 ▲0.7%2,5883.3%Multi-Sector ConglomeratesJEFJefferies Financial Group$4,686,571$2,803,586 ▲148.9%87,4853.2%FinanceVBRVanguard Small-Cap Value ETF$4,536,092$31,110 ▼-0.7%24,3503.1%ETFSGOLabrdn Physical Gold Shares ETF$4,087,278$1,034,158 ▲33.9%137,0652.8%ETFGMGeneral Motors$3,736,534$132,625 ▲3.7%79,4502.5%Auto/Tires/TrucksSPDWSPDR Portfolio Developed World ex-US ETF$3,619,272$210,305 ▲6.2%99,4032.4%ETFXOMExxon Mobil$3,163,538$9,990 ▼-0.3%26,6002.1%EnergySPEMSPDR Portfolio Emerging Markets ETF$3,057,789$185,866 ▲6.5%77,6682.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$3,057,789$3,341,332 ▼-52.2%77,6682.1%ETFGOOGAlphabet$1,818,361$18,748 ▼-1.0%11,6391.2%Computer and TechnologyYUMYum! Brands$1,710,818$14,949 ▼-0.9%10,8721.2%Retail/WholesaleBAMBrookfield Asset Management$1,683,105$5,475 ▼-0.3%34,7391.1%FinanceORCLOracle$1,579,196$36,352 ▲2.4%11,2951.1%Computer and TechnologyIVViShares Core S&P 500 ETF$1,418,292$53,383 ▼-3.6%2,5241.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,206,127$1,206,127 ▲New Holding11,9810.8%ETFPMPhilip Morris International$1,157,7770.0%7,2940.8%Consumer StaplesAXPAmerican Express$1,147,8540.0%4,2660.8%FinanceESGVVanguard ESG US Stock ETF$1,147,5820.0%11,7160.8%ETFASMLASML$978,705$284,268 ▲40.9%1,4770.7%Computer and TechnologyVXUSVanguard Total International Stock ETF$852,5710.0%13,7290.6%ETFGEGeneral Electric$742,3560.0%3,7090.5%TransportationDEODiageo$614,174$51,347 ▼-7.7%5,8610.4%Consumer StaplesAMZNAmazon.com$559,745$74,392 ▲15.3%2,9420.4%Retail/WholesaleSFMSprouts Farmers Market$480,816$10,074 ▼-2.1%3,1500.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$466,129$252,853 ▼-35.2%1,6960.3%ETFTECKTeck Resources$400,001$19,490 ▲5.1%10,9800.3%Basic MaterialsYUMCYum China$392,272$16,243 ▼-4.0%7,5350.3%Retail/WholesaleMOAltria Group$342,1140.0%5,7000.2%Consumer StaplesBABoeing$243,8870.0%1,4300.2%AerospaceCNXCNX Resources$207,768$94,440 ▼-31.3%6,6000.1%EnergyNEPNextera Energy Partners$102,116$3,515 ▼-3.3%10,7490.1%EnergyBEPBrookfield Renewable Partners$36,382$344,721 ▼-90.5%1,6420.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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