Ervin Investment Management, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $134 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $39.6M, Microsoft Corp with a value of $16.4M, Apple Inc. with a value of $11.2M, Spdr Portfolio S&P 1500 Compos with a value of $10.7M, and Loews Corp with a value of $7.41M.

Examining the 13F form we can see an increase of $9.98M in the current position value, from $124M to 134M.

Below you can find more details about Ervin Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Million
Financial Services: $56.3 Million
Technology: $29.1 Million
ETFs: $26.5 Million
Communication Services: $7.89 Million
Consumer Cyclical: $5.85 Million
Energy: $3.27 Million
Consumer Defensive: $2.04 Million
Utilities: $1.88 Million
Other: $1.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 36
  • Current Value $134 Million
  • Prior Value $124 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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