Fund HoldingsErvin Investment Management, LLC

Total Portfolio Value
$155.82M
Total Bought
$5.11M
Total Sold
$10.52M
Net Transaction
-$5.42M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL91,37490,186-1,18837,17141,50926.64%+4,338
BROOKFIELD CORP(BN)164,796164,981+1856,8468,7695.63%+1,923
APPLE INC(AAPL)62,77661,559-1,21713,22214,3439.20%+1,121
JEFFERIES FINL GROUP INC(JEF)95,14994,194-9554,7355,7983.72%+1,063
SPDR SER TR
ST STR PR SP1500
165,512166,679+1,16710,98211,6787.49%+696
VANGUARD INDEX FDS24,39425,196+8024,4525,0593.25%+606
ETFS GOLD TR(SGOL)70,66578,475+7,8101,5701,9721.27%+402
SPDR INDEX SHS FDS
ST STR PO EX ETF
84,18487,966+3,7822,9533,3042.12%+351
LOEWS CORP(L)91,50490,873-6316,8397,1834.61%+345
BROOKFIELD ASSET MANAGMT LTD(BAM)36,79136,761-301,4001,7381.12%+339
ORACLE CORP(ORCL)12,02011,660-3601,6971,9871.28%+290
COCA COLA CO(KO)03,087+3,08702220.14%+222
ASML HOLDING N V
N Y REGISTRY SHS
222538+3162274480.29%+221
SPDR INDEX SHS FDS
ST PORT MARK ETF
70,18669,350-8362,6442,8631.84%+219
VANGUARD WORLD FD03,368+3,36802070.13%+207
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
45,96546,164+1991,1391,3010.83%+162
AMERICAN EXPRESS CO(AXP)4,4814,391-901,0381,1910.76%+153
PHILIP MORRIS INTL INC(PM)7,3357,294-417438850.57%+142
TECK RESOURCES LTD(TECK)8,53510,345+1,8104095400.35%+132
MARKEL GROUP INC(MKL)2,5782,652+744,0634,1602.67%+98
DIAGEO PLC(DEO)6,6716,67108419360.60%+95
YUM CHINA HLDGS INC(YUMC)8,3727,847-5252583530.23%+95
GE AEROSPACE(GE)2,9642,96404715590.36%+88
SPROUTS FMRS MKT INC(SFM)3,2653,26502733600.23%+87
CNX RES CORP(CNX)9,6009,60002333130.20%+79
YUM BRANDS INC(YUM)11,05211,002-501,4641,5370.99%+73
VANGUARD WORLD FD11,62611,716+901,1231,1910.76%+68
ISHARES TR2,7822,751-311,5221,5871.02%+64
VANGUARD STAR FDS13,72913,72908288890.57%+61
ALTRIA GROUP INC(MO)5,7005,70002602910.19%+31
NEXTERA ENERGY PARTNERS LP(XIFR)29,31329,963+6508108280.53%+17
EXXON MOBIL CORP27,63927,146-4933,1823,1822.04%0
VANGUARD INDEX FDS2,8802,620-2607707420.48%-29
AMAZON COM INC(AMZN)2,7712,582-1895354810.31%-54
BOEING CO(BA)1,6801,430-2503062170.14%-88
GENERAL MTRS CO(GM)78,04077,025-1,0153,6263,4542.22%-172
ALPHABET INC(GOOG)12,06811,976-922,2142,0021.28%-211
VITESSE ENERGY INC10,6760-10,6762530-253
ALPHABET INC(GOOG)36,26236,003-2596,6055,9713.83%-634
MICROSOFT CORP(MSFT)37,16136,648-51316,60915,76910.12%-839
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