Fund HoldingsErvin Investment Management, LLC

Total Portfolio Value
$170.76M
Total Bought
$12.70M
Total Sold
$6.09M
Net Transaction
+$6.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR07,483+7,48301,0660.62%+1,066
EXXON MOBIL CORP23,27622,178-1,0982,8013,7632.20%+962
VANGUARD INDEX FDS24,37927,378+2,9995,1635,9483.48%+785
ASML HOLDING N V
N Y REGISTRY SHS
2,5642,554-102,7433,3731.98%+630
ADVANCED MICRO DEVICES INC(AMD)02,941+2,94105980.35%+598
ETFS GOLD TR(SGOL)146,880144,420-2,4606,0346,4443.77%+410
SPDR INDEX SHS FDS
ST STR PO EX ETF
109,553114,088+4,5354,8655,2083.05%+343
SUNCOR ENERGY INC NEW(SU)03,759+3,75902490.15%+249
CHUBB LIMITED
COM
0670+67002180.13%+218
SPDR INDEX SHS FDS
ST PORT MARK ETF
84,53888,449+3,9113,9574,1492.43%+192
GE VERNOVA INC(GEV)55055003594800.28%+121
LOEWS CORP(L)79,18078,760-4208,3388,4074.92%+68
YUM BRANDS INC(YUM)10,74710,74701,6261,6710.98%+45
ALTRIA GROUP INC(MO)5,3515,35103093530.21%+45
VANGUARD WORLD FD3,6684,228+5602633030.18%+41
TECK RESOURCES LTD(TECK)8,8558,85504244580.27%+34
ABRDN SILVER ETF TRUST7,1007,10004805080.30%+28
BOEING CO(BA)1,7302,005+2753763990.23%+23
VANGUARD STAR FDS13,53913,53901,0211,0440.61%+23
COCA COLA CO(KO)3,0873,08702162350.14%+19
SPDR GOLD TR(GLD)54354302152340.14%+18
CNX RES CORP(CNX)10,30010,30003793970.23%+18
PHILIP MORRIS INTL INC(PM)7,2447,134-1101,1621,1800.69%+18
YUM CHINA HLDGS INC(YUMC)7,0807,08003383450.20%+7
ISHARES TR18,11318,11301,8181,8231.07%+5
VANGUARD WORLD FD11,87112,828+9571,4361,4400.84%+4
AURORA INNOVATION INC10,00010,000038410.02%+3
SPROUTS FMRS MKT INC(SFM)2,8312,83102262180.13%-7
AMAZON COM INC(AMZN)2,1202,266+1464894720.28%-17
GE HEALTHCARE TECHNOLOGIES I(GEHC)3,1623,16202592250.13%-34
DIAGEO PLC(DEO)4,5764,57603953410.20%-54
VANGUARD INDEX FDS1,5861,486-1005324770.28%-55
ISHARES TR2,1362,120-161,4631,3850.81%-78
GE AEROSPACE(GE)3,8593,669-1901,1891,0410.61%-148
INVESCO QQQ TR3460-3462130-213
SPDR SERIES TRUST
ST STR PR SP1500
161,659165,710+4,05113,33713,1017.67%-236
BROOKFIELD ASSET MANAGMT LTD(BAM)33,03732,941-961,7311,4640.86%-267
AMERICAN EXPRESS CO(AXP)3,9563,871-851,4641,1710.69%-293
ALPHABET INC(GOOG)11,00710,551-4563,4543,0271.77%-427
ORACLE CORP(ORCL)9,1109,11001,7761,3400.78%-435
MARKEL GROUP INC(MKL)2,5902,635+455,5685,0432.95%-525
GENERAL MTRS CO(GM)73,96672,475-1,4916,0155,3993.16%-616
ALPHABET INC(GOOG)29,91529,612-3039,3648,5154.99%-848
APPLE INC(AAPL)51,25050,749-50113,93312,8797.54%-1,053
BROOKFIELD CORP(BN)233,105233,124+1910,6979,4355.52%-1,263
JEFFERIES FINL GROUP INC(JEF)87,10490,308+3,2045,3983,7272.18%-1,671
BERKSHIRE HATHAWAY INC DEL80,86081,191+33140,64438,90622.78%-1,738
MICROSOFT CORP(MSFT)33,06333,120+5715,99012,2607.18%-3,730
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