Ervin Investment Management, LLC Portfolio Holdings
Ervin Investment Management, LLC
- $148 Million
- Q2 2025
Ervin Investment Management, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $148 Million distributed in 40 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 $39.3M, Microsoft Corp with a value of $17M, Spdr Portfolio S&P 1500 Compos with a value of $12.2M, Apple Inc. with a value of $11.2M, and Loews Corp with a value of $7.56M.
Examining the 13F form we can see an increase of $8.26M in the current position value, from $139M to 148M.
Below you can find more details about Ervin Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$148 Million
Financial Services: $58.1 Million
ETFs: $35.5 Million
Technology: $32.4 Million
Communication Services: $8.04 Million
Consumer Cyclical: $6.19 Million
Consumer Defensive: $2.86 Million
Energy: $2.84 Million
Industrials: $1.29 Million
Other: $402,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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