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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 $130,858,942
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 94,958 $33,867,829 25.88%
2.
Microsoft Corp
 MSFT 41,415 $15,573,565 11.9%
3.
Apple Inc.
 AAPL 66,646 $12,831,281 9.8%
4.
Spdr Series Trust
 165,704 $9,685,377 7.4%
5.
Brookfield Corp
 165,857 $6,654,167 5.08%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)