Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ervin Investment Management, LLC (CIK 1907802) reported $170.8M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($38.9M, 22.78%), SPTM ($13.1M, 7.67%), AAPL ($12.9M, 7.54%), MSFT ($12.3M, 7.18%), BN ($9.4M, 5.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.9M | 22.78% | 81,191 | Added |
| 2 | SPTM | SPDR SERIES TRUST | $13.1M | 7.67% | 165,710 | Added |
| 3 | AAPL | APPLE INC | $12.9M | 7.54% | 50,749 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $12.3M | 7.18% | 33,120 | Added |
| 5 | BN | BROOKFIELD CORP | $9.4M | 5.52% | 233,124 | Added |
| 6 | GOOGL | ALPHABET INC | $8.5M | 4.99% | 29,612 | Trimmed |
| 7 | L | LOEWS CORP | $8.4M | 4.92% | 78,760 | Trimmed |
| 8 | SGOL | ETFS GOLD TR | $6.4M | 3.77% | 144,420 | Trimmed |
| 9 | VBR | VANGUARD INDEX FDS | $5.9M | 3.48% | 27,378 | Added |
| 10 | GM | GENERAL MTRS CO | $5.4M | 3.16% | 72,475 | Trimmed |
| 11 | SPDW | SPDR INDEX SHS FDS | $5.2M | 3.05% | 114,088 | Added |
| 12 | MKL | MARKEL GROUP INC | $5.0M | 2.95% | 2,635 | Added |
| 13 | SPEM | SPDR INDEX SHS FDS | $4.1M | 2.43% | 88,449 | Added |
| 14 | XOM | EXXON MOBIL CORP | $3.8M | 2.20% | 22,178 | Trimmed |
| 15 | JEF | JEFFERIES FINL GROUP INC | $3.7M | 2.18% | 90,308 | Added |
| 16 | ASML | ASML HOLDING N V | $3.4M | 1.98% | 2,554 | Trimmed |
| 17 | GOOG | ALPHABET INC | $3.0M | 1.77% | 10,551 | Trimmed |
| 18 | SGOV | ISHARES TR | $1.8M | 1.07% | 18,113 | Hold |
| 19 | YUM | YUM BRANDS INC | $1.7M | 0.98% | 10,747 | Hold |
| 20 | BAM | BROOKFIELD ASSET MANAGMT LTD | $1.5M | 0.86% | 32,941 | Trimmed |
| 21 | ESGV | VANGUARD WORLD FD | $1.4M | 0.84% | 12,828 | Added |
| 22 | IVV | ISHARES TR | $1.4M | 0.81% | 2,120 | Trimmed |
| 23 | ORCL | ORACLE CORP | $1.3M | 0.78% | 9,110 | Hold |
| 24 | AXP | AMERICAN EXPRESS CO | $1.2M | 0.69% | 3,871 | Trimmed |
| 25 | PM | PHILIP MORRIS INTL INC | $1.2M | 0.69% | 7,134 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31