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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 $170,761,976
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 81,191 $38,906,490 22.78%
2.
Spdr Series Trust
 165,710 $13,100,994 7.67%
3.
Apple Inc.
 AAPL 50,749 $12,879,492 7.54%
4.
Microsoft Corp
 MSFT 33,120 $12,259,901 7.18%
5.
Brookfield Corp
 BN 233,124 $9,434,545 5.52%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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