Fund HoldingsErvin Investment Management, LLC

Total Portfolio Value
$148.18M
Total Bought
$10.63M
Total Sold
$19.61M
Net Transaction
-$8.98M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL87,32186,046-1,27539,58145,82730.93%+6,246
ETFS GOLD TR(SGOL)102,385137,065+34,6802,5654,0872.76%+1,523
ISHARES TR011,981+11,98101,2060.81%+1,206
LOEWS CORP(L)88,54888,566+187,4998,1405.49%+641
SPDR INDEX SHS FDS
ST STR PO EX ETF
93,62799,403+5,7763,1953,6192.44%+424
MARKEL GROUP INC(MKL)2,5692,588+194,4354,8393.27%+404
EXXON MOBIL CORP26,68426,600-842,8703,1642.13%+293
PHILIP MORRIS INTL INC(PM)7,2947,29408781,1580.78%+280
SPDR INDEX SHS FDS
ST PORT MARK ETF
72,94777,668+4,7212,7993,0582.06%+259
ASML HOLDING N V
N Y REGISTRY SHS
1,0481,477+4297269790.66%+252
YUM BRANDS INC(YUM)10,96710,872-951,4711,7111.15%+239
GE AEROSPACE(GE)3,7093,70906197420.50%+124
SPROUTS FMRS MKT INC(SFM)3,2163,150-664094810.32%+72
ALTRIA GROUP INC(MO)5,7005,70002983420.23%+44
VANGUARD STAR FDS13,72913,72908098530.58%+44
YUM CHINA HLDGS INC(YUMC)7,8477,535-3123783920.26%+14
AMAZON COM INC(AMZN)2,5512,942+3915605600.38%0
BOEING CO(BA)1,4301,43002532440.16%-9
TECK RESOURCES LTD(TECK)10,44510,980+5354234000.27%-23
VANGUARD WORLD FD11,71611,71601,2291,1480.77%-81
NEXTERA ENERGY PARTNERS LP(XIFR)11,11910,749-3701981020.07%-96
AMERICAN EXPRESS CO(AXP)4,2664,26601,2661,1480.77%-118
ISHARES TR2,6192,524-951,5421,4180.96%-124
CNX RES CORP(CNX)9,6006,600-3,0003522080.14%-144
DIAGEO PLC(DEO)6,3515,861-4908076140.41%-193
BROOKFIELD ASSET MANAGMT LTD(BAM)34,85234,739-1131,8891,6831.14%-206
ORACLE CORP(ORCL)11,03511,295+2601,8391,5791.07%-260
VANGUARD INDEX FDS2,6161,696-9207584660.31%-292
VANGUARD INDEX FDS24,51724,350-1674,8594,5363.06%-323
GENERAL MTRS CO(GM)76,63079,450+2,8204,0823,7372.52%-346
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
17,2001,642-15,558392360.02%-356
ALPHABET INC(GOOG)11,75911,639-1202,2391,8181.23%-421
BROOKFIELD CORP(BN)161,430163,425+1,9959,2748,5655.78%-709
ALPHABET INC(GOOG)35,15036,517+1,3676,6545,6473.81%-1,007
MICROSOFT CORP(MSFT)35,61135,703+9215,01013,4029.04%-1,607
JEFFERIES FINL GROUP INC(JEF)35,15087,485+52,3356,6544,6873.16%-1,967
APPLE INC(AAPL)58,14156,385-1,75614,56012,5258.45%-2,035
SPDR SER TR
ST STR PR SP1500
162,53877,668-84,87011,6103,0582.06%-8,552
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