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Home > Institutional Investor > Ervin Investment Management, Llc > Profile

Instuitional Investor - Ervin Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Ervin Investment Management, Llc
Portfolio Value $159,844,051
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 80,947 $39,321,773 24.6%
2.
Microsoft Corp
 MSFT 34,253 $17,037,611 10.66%
3.
Spdr Series Trust
 162,883 $12,198,280 7.63%
4.
Apple Inc.
 AAPL 54,494 $11,180,456 6.99%
5.
Brookfield Corp
 BN 237,843 $9,807,035 6.14%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)