Ervin Investment Management, LLC Portfolio Holdings
Ervin Investment Management, LLC
- $161 Million
- Q3 2025
Ervin Investment Management, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $161 Million distributed in 42 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 $40.5M, Microsoft Corp with a value of $17.5M, Apple Inc. with a value of $13.6M, Spdr Portfolio S&P 1500 Compos with a value of $13M, and Loews Corp with a value of $8.04M.
Examining the 13F form we can see an increase of $13.8M in the current position value, from $148M to 161M.
Below you can find more details about Ervin Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$161 Million
Financial Services: $60.4 Million
ETFs: $39.5 Million
Technology: $36.3 Million
Communication Services: $10.6 Million
Consumer Cyclical: $7.31 Million
Energy: $2.89 Million
Consumer Defensive: $2.54 Million
Industrials: $1.53 Million
Other: $389,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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