Fund HoldingsErvin Investment Management, LLC

Total Portfolio Value
$142.72M
Total Bought
$4.23M
Total Sold
$12.30M
Net Transaction
-$8.07M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL94,95894,052-90633,86839,55127.71%+5,683
BROOKFIELD ASSET MANAGMT LTD(BAM)037,959+37,95901,5951.12%+1,595
SPDR SER TR
ST STR PR SP1500
165,704166,078+3749,68510,6547.46%+969
MICROSOFT CORP(MSFT)41,41538,993-2,42215,57416,40511.49%+831
LOEWS CORP(L)95,09194,674-4176,6177,4125.19%+795
GENERAL MTRS CO(GM)76,70076,550-1502,7553,4722.43%+716
VANGUARD INDEX FDS23,10923,910+8014,1594,5883.21%+429
PIONEER NAT RES CO11,38811,338-502,5612,9762.09%+415
JEFFERIES FINL GROUP INC(JEF)97,77296,612-1,1603,9514,2612.99%+310
TECK RESOURCES LTD(TECK)06,500+6,50002980.21%+298
MARKEL GROUP INC(MKL)2,6392,658+193,7484,0452.83%+297
BROOKFIELD CORP(BN)165,857165,780-776,6546,9414.86%+287
SPDR INDEX SHS FDS
ST STR PO EX ETF
80,55382,959+2,4062,7402,9732.08%+234
ALPHABET INC(GOOG)40,58438,999-1,5855,6695,8864.12%+217
ORACLE CORP(ORCL)12,82512,380-4451,3581,5551.09%+197
AMERICAN EXPRESS CO(AXP)4,4814,48108401,0200.71%+181
ABRDN GOLD ETF TRUST(SGOL)68,38070,575+2,1951,3501,4991.05%+149
ALPHABET INC(GOOG)13,25313,153-1001,8682,0031.40%+135
ISHARES TR2,9192,907-121,3941,5281.07%+134
VANGUARD WORLD FD11,32611,376+509631,0600.74%+97
GENERAL ELECTRIC CO(GE)3,3642,964-4004295200.36%+91
AMAZON COM INC(AMZN)2,8702,786-844365030.35%+66
VANGUARD INDEX FDS2,8802,88006837490.52%+65
NEXTERA ENERGY PARTNERS LP(XIFR)24,70727,136+2,4297518160.57%+65
YUM BRANDS INC(YUM)11,36211,172-1901,4851,5491.09%+64
VANGUARD STAR FDS14,76914,76908568910.62%+35
CNX RES CORP(CNX)13,90012,600-1,3002782990.21%+21
ALTRIA GROUP INC(MO)5,7005,70002302490.17%+19
VITESSE ENERGY INC11,31410,934-3802482590.18%+12
PHILIP MORRIS INTL INC(PM)8,2108,21007727520.53%-20
DIAGEO PLC(DEO)7,2566,966-2901,0571,0360.73%-21
YUM CHINA HLDGS INC(YUMC)8,4828,372-1103603330.23%-27
SPDR INDEX SHS FDS
ST PORT MARK ETF
73,66370,381-3,2822,6082,5471.78%-61
BOEING CO(BA)1,4301,43003732760.19%-97
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
44,32345,792+1,4691,1651,0640.75%-101
BERKSHIRE HATHAWAY INC DEL10-15430-543
APPLE INC(AAPL)66,64665,069-1,57712,83111,1587.82%-1,673
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