Ervin Investment Management, LLC: 13F holdings
CIK 19078022026Q2
| Positions | 47 |
|---|
| Reported value | $184.1m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 47 (+0 vs prior quarter) |
|---|
| Reported value | $184.1m (+7.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 78,831 | $39.4m | 21.4% |
| SPYM SPDR SERIES TRUST | 168,556 | $15.3m | 8.3% |
| AAPL APPLE INC | 48,875 | $14.1m | 7.7% |
| MSFT MICROSOFT CORP | 33,354 | $12.4m | 6.8% |
| GOOGL ALPHABET INC | 27,808 | $9.9m | 5.4% |
| BN BROOKFIELD CORP | 232,348 | $9.9m | 5.4% |
| L LOEWS CORP | 77,959 | $8.8m | 4.8% |
| VBR VANGUARD INDEX FDS | 28,553 | $6.9m | 3.8% |
| EWU SPDR INDEX SHS FDS | 120,510 | $6.1m | 3.3% |
| SGOL ETFS GOLD TR | 153,105 | $5.9m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1907802")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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