Ervin Investment Management, LLC
Top Portfolio Positions
35 positions ·
$131,792,174 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
81,191 | $38,906,727 | 29.52% | |
| AAPL |
Apple Inc.
Technology
|
50,749 | $12,879,588 | 9.77% | |
| MSFT |
Microsoft Corp
Technology
|
33,120 | $12,260,030 | 9.30% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
233,124 | $9,434,528 | 7.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,612 | $8,515,226 | 6.46% | |
| L |
Loews Corp
Financial Services
|
78,760 | $8,406,842 | 6.38% | |
| SGOL |
abrdn Gold ETF Trust
|
144,420 | $6,444,020 | 4.89% | |
| GM |
General Motors Co
Consumer Cyclical
|
72,475 | $5,399,387 | 4.10% | |
| MKL |
Markel Group Inc.
Financial Services
|
2,635 | $5,043,574 | 3.83% | |
| XOM |
Exxon Mobil Corp
Energy
|
22,178 | $3,762,719 | 2.86% |
Portfolio Trend
18 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,444,020 | 144,420 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,033,830 | 146,880 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,328,983 | 144,770 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $4,513,689 | 143,110 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,087,278 | 137,065 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,564,744 | 102,385 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,972,076 | 78,475 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,570,176 | 70,665 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,499,013 | 70,575 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,349,821 | 68,380 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,172,581 | 66,285 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,118,090 | 60,865 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,010,299 | 53,540 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $824,059 | 47,170 | Shares | Sole | 2023-04-14 | |
| 2022-09-30 | $643,964 | 40,450 | Shares | Sole | 2023-04-14 | |
| 2022-06-30 | $395,124 | 22,800 | Shares | Sole | 2023-04-14 | |
| 2022-03-31 | $361,381 | 19,450 | Shares | Sole | 2023-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||