Ervin Investment Management, LLC
Ervin Investment Management, LLC reported 47 holdings worth US$184M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Ervin Investment Management, LLC reported 47 holdings worth US$184M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Alphabet Inc (google) Class C. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$184M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 78,831 | US$39.4M | 21.4% |
| Apple Inc | 48,875 | US$14.1M | 7.7% |
| Alphabet Inc (google) Class C | 37,493 | US$13.4M | 7.3% |
| Microsoft Corp. | 33,354 | US$12.4M | 6.8% |
| Brookfield Corporation | 232K | US$9.9M | 5.4% |
| Loews Corporation | 77,959 | US$8.83M | 4.8% |
| General Motors Company | 71,315 | US$5.5M | 3.0% |
| Markel Group Inc. | 2,711 | US$5.29M | 2.9% |
| Asml Holding Nv | 2,499 | US$4.97M | 2.7% |
| Jefferies Financial Group Inc. | 92,178 | US$4.61M | 2.5% |
| Exxon Mobil Corporation | 20,052 | US$2.74M | 1.5% |
| Mercadolibre, Inc. | 1,152 | US$1.96M | 1.1% |
| Advanced Micro Devices Inc | 2,740 | US$1.59M | 0.86% |
| Yum! Brands, Inc. | 9,922 | US$1.59M | 0.86% |
| Brookfield Asset Management Inc | 30,907 | US$1.39M | 0.75% |
| Ge Aerospace | 3,669 | US$1.37M | 0.74% |
| Oracle Corporation | 8,913 | US$1.31M | 0.71% |
| American Express Company | 3,488 | US$1.18M | 0.64% |
| Philip Morris International Inc | 6,509 | US$1.18M | 0.64% |
| Ge Vernova Inc. | 550 | US$646K | 0.35% |
| Amazon.com, Inc. | 2,436 | US$581K | 0.32% |
| Teck Resources Limited Class A | 8,695 | US$517K | 0.28% |
| Boeing Company (the) | 2,005 | US$434K | 0.24% |
| Cnx Resources Corporation | 10,300 | US$349K | 0.19% |
| Altria Group, Inc. | 4,801 | US$345K | 0.19% |
| Diageo Plc | 4,201 | US$338K | 0.18% |
| Yum China Holdings, Inc. | 6,580 | US$269K | 0.15% |
| Coca-cola Company (the) | 3,087 | US$251K | 0.14% |
| Sprouts Farmers Market, Inc. | 2,831 | US$239K | 0.13% |
| Ge Healthcare Technologies Inc. | 3,162 | US$202K | 0.11% |
| Aurora Innovation, Inc. | 10,000 | US$68,200 | 0.04% |
| Suncor Energy Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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