Ervin Investment Management, LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$148.2B
Holdings
38
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 86,046 | $45.8B | 30.93% | |
| 2 | MSFTMICROSOFT CORP | 35,703 | $13.4B | 9.04% | |
| 3 | AAPLAPPLE INC | 56,385 | $12.5B | 8.45% | |
| 4 | BNBROOKFIELD CORP | 163,425 | $8.6B | 5.78% | |
| 5 | LLOEWS CORP | 88,566 | $8.1B | 5.49% | |
| 6 | GOOGLALPHABET INC | 36,517 | $5.6B | 3.81% | |
| 7 | MKLMARKEL GROUP INC | 2,588 | $4.8B | 3.27% | |
| 8 | JEFJEFFERIES FINL GROUP INC | 87,485 | $4.7B | 3.16% | |
| 9 | VBRVANGUARD INDEX FDS | 24,350 | $4.5B | 3.06% | |
| 10 | SGOLETFS GOLD TR | 137,065 | $4.1B | 2.76% | |
| 11 | GMGENERAL MTRS CO | 79,450 | $3.7B | 2.52% | |
| 12 | SPDWSPDR INDEX SHS FDS | 99,403 | $3.6B | 2.44% | |
| 13 | XOMEXXON MOBIL CORP | 26,600 | $3.2B | 2.13% | |
| 14 | SPEMSPDR INDEX SHS FDS | 77,668 | $3.1B | 2.06% | |
| 15 | SPTMSPDR SER TR | 77,668 | $3.1B | 2.06% | |
| 16 | GOOGALPHABET INC | 11,639 | $1.8B | 1.23% | |
| 17 | YUMYUM BRANDS INC | 10,872 | $1.7B | 1.15% | |
| 18 | BAMBROOKFIELD ASSET MANAGMT LTD | 34,739 | $1.7B | 1.14% | |
| 19 | ORCLORACLE CORP | 11,295 | $1.6B | 1.07% | |
| 20 | IVVISHARES TR | 2,524 | $1.4B | 0.96% | |
| 21 | SGOVISHARES TR | 11,981 | $1.2B | 0.81% | |
| 22 | 4I1PHILIP MORRIS INTL INC | 7,294 | $1.2B | 0.78% | |
| 23 | AXPAMERICAN EXPRESS CO | 4,266 | $1.1B | 0.77% | |
| 24 | ESGVVANGUARD WORLD FD | 11,716 | $1.1B | 0.77% | |
| 25 | ASMLASML HOLDING N V | 1,477 | $978.7M | 0.66% | |
| 26 | VXUSVANGUARD STAR FDS | 13,729 | $852.6M | 0.58% | |
| 27 | GEGE AEROSPACE | 3,709 | $742.4M | 0.50% | |
| 28 | DEODIAGEO PLC | 5,861 | $614.2M | 0.41% | |
| 29 | AMZNAMAZON COM INC | 2,942 | $559.7M | 0.38% | |
| 30 | SFMSPROUTS FMRS MKT INC | 3,150 | $480.8M | 0.32% | |
| 31 | VTIVANGUARD INDEX FDS | 1,696 | $466.1M | 0.31% | |
| 32 | TECK/BTECK RESOURCES LTD | 10,980 | $400.0M | 0.27% | |
| 33 | YUMCYUM CHINA HLDGS INC | 7,535 | $392.3M | 0.26% | |
| 34 | MOALTRIA GROUP INC | 5,700 | $342.1M | 0.23% | |
| 35 | BABOEING CO | 1,430 | $243.9M | 0.16% | |
| 36 | CNXCNX RES CORP | 6,600 | $207.8M | 0.14% | |
| 37 | XIFRNEXTERA ENERGY PARTNERS LP | 10,749 | $102.1M | 0.07% | |
| 38 | BEPBROOKFIELD RENEWABLE PARTNER | 1,642 | $36.4M | 0.02% |