Fund HoldingsErvin Investment Management, LLC

Total Portfolio Value
$119.27M
Total Bought
$1.48M
Total Sold
$8.03M
Net Transaction
-$6.56M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL95,69794,732-96532,63333,18527.82%+552
JEFFERIES FINL GROUP INC(JEF)97,62597,572-533,2383,5743.00%+336
LOEWS CORP(L)97,88496,598-1,2865,8126,1165.13%+303
ALPHABET INC(GOOG)42,56941,066-1,5035,0965,3744.51%+278
MARKEL GROUP INC(MKL)2,5772,575-23,5653,7923.18%+227
PIONEER NAT RES CO11,56811,408-1602,3972,6192.20%+222
ALPHABET INC(GOOG)13,32313,283-401,6121,7511.47%+140
ABRDN GOLD ETF TRUST(SGOL)60,86566,285+5,4201,1181,1730.98%+54
BERKSHIRE HATHAWAY INC DEL1105185310.45%+14
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
50,09550,09501,4771,4771.24%0
VITESSE ENERGY INC11,66511,375-2902612600.22%-1
CNX RES CORP(CNX)15,00011,500-3,5002662600.22%-6
AMAZON COM INC(AMZN)2,8702,87003743650.31%-9
YUM CHINA HLDGS INC(YUMC)8,6578,582-754894780.40%-11
VANGUARD INDEX FDS2,8802,88006346120.51%-23
SPDR INDEX SHS FDS
ST PORT MARK ETF
66,95367,858+9052,3022,2781.91%-24
GENERAL ELECTRIC CO(GE)3,6643,364-3004023720.31%-31
VANGUARD WORLD FD11,26611,326+608838520.71%-31
ALTRIA GROUP INC(MO)6,1005,800-3002762440.20%-32
BOEING CO(BA)1,4551,430-253072740.23%-33
VANGUARD STAR FDS14,96914,96908398010.67%-38
SPDR INDEX SHS FDS
ST STR PO EX ETF
77,31379,883+2,5702,5162,4772.08%-39
PHILIP MORRIS INTL INC(PM)8,5448,54408347910.66%-43
PFIZER INC(PFE)7,2146,228-9862652070.17%-58
VANGUARD INDEX FDS20,23420,593+3593,3473,2842.75%-62
ISHARES TR2,9292,884-451,3061,2391.04%-67
AMERICAN EXPRESS CO(AXP)4,4654,481+167786690.56%-109
YUM BRANDS INC(YUM)11,48711,412-751,5921,4261.20%-166
SPDR SER TR
ST STR PR SP1500
160,449161,883+1,4348,7358,4977.12%-238
ORACLE CORP(ORCL)13,50012,825-6751,6081,3581.14%-249
BROOKFIELD CORP(BN)162,151162,964+8135,4565,0964.27%-360
GENERAL MTRS CO(GM)77,81077,300-5103,0002,5492.14%-452
NEXTERA ENERGY PARTNERS LP(XIFR)20,57721,822+1,2451,2076480.54%-559
DIAGEO PLC(DEO)7,4410-7,4411,2910-1,291
MICROSOFT CORP(MSFT)42,79241,484-1,30814,57213,09810.98%-1,474
APPLE INC(AAPL)70,36667,426-2,94013,64911,5449.68%-2,105
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