13F HOLDINGS REPORT (Amended)
Ervin Investment Management, LLC
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001907802-26-000002
Total Value
$178.5M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 80,860 | $40.6M | 22.77% |
| 2 | MICROSOFT CORP | MSFT | 33,063 | $16.0M | 8.96% |
| 3 | APPLE INC | AAPL | 51,250 | $13.9M | 7.81% |
| 4 | SPDR SERIES TRUST | 78464A805 | 161,659 | $13.3M | 7.47% |
| 5 | BROOKFIELD CORP | 11271J107 | 233,105 | $10.7M | 5.99% |
| 6 | ALPHABET INC | GOOG | 29,915 | $9.4M | 5.25% |
| 7 | LOEWS CORP | L | 79,180 | $8.3M | 4.67% |
| 8 | ETFS GOLD TR | 00326A104 | 146,880 | $6.0M | 3.38% |
| 9 | GENERAL MTRS CO | 37045V100 | 73,966 | $6.0M | 3.37% |
| 10 | MARKEL GROUP INC | MKL | 2,590 | $5.6M | 3.12% |
| 11 | JEFFERIES FINL GROUP INC | 47233W109 | 87,104 | $5.4M | 3.02% |
| 12 | VANGUARD INDEX FDS | 922908611 | 24,379 | $5.2M | 2.89% |
| 13 | SPDR INDEX SHS FDS | 78463X889 | 109,553 | $4.9M | 2.73% |
| 14 | SPDR INDEX SHS FDS | 78463X509 | 84,538 | $4.0M | 2.22% |
| 15 | ALPHABET INC | GOOG | 11,007 | $3.5M | 1.94% |
| 16 | EXXON MOBIL CORP | XOM | 23,276 | $2.8M | 1.57% |
| 17 | ASML HOLDING N V | ASMLF | 2,564 | $2.7M | 1.54% |
| 18 | ISHARES TR | 46436E718 | 18,113 | $1.8M | 1.02% |
| 19 | ORACLE CORP | ORCL-PD | 9,110 | $1.8M | 0.99% |
| 20 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 33,037 | $1.7M | 0.97% |
| 21 | YUM BRANDS INC | YUM | 10,747 | $1.6M | 0.91% |
| 22 | AMERICAN EXPRESS CO | AXP | 3,956 | $1.5M | 0.82% |
| 23 | ISHARES TR | 464287200 | 2,136 | $1.5M | 0.82% |
| 24 | VANGUARD WORLD FD | 921910733 | 11,871 | $1.4M | 0.80% |
| 25 | GE AEROSPACE | 369604301 | 3,859 | $1.2M | 0.67% |
| 26 | PHILIP MORRIS INTL INC | 718172109 | 7,244 | $1.2M | 0.65% |
| 27 | VANGUARD STAR FDS | 921909768 | 13,539 | $1.0M | 0.57% |
| 28 | VANGUARD INDEX FDS | 922908769 | 1,586 | $531,738 | 0.30% |
| 29 | AMAZON COM INC | AMZN | 2,120 | $489,338 | 0.27% |
| 30 | ABRDN SILVER ETF TRUST | SIVR | 7,100 | $480,244 | 0.27% |
| 31 | TECK RESOURCES LTD | TCKRF | 8,855 | $424,066 | 0.24% |
| 32 | DIAGEO PLC | DGEAF | 4,576 | $394,772 | 0.22% |
| 33 | CNX RES CORP | CNX | 10,300 | $378,731 | 0.21% |
| 34 | BOEING CO | BA-PA | 1,730 | $375,618 | 0.21% |
| 35 | GE VERNOVA INC | GEV | 550 | $359,464 | 0.20% |
| 36 | YUM CHINA HLDGS INC | YUMC | 7,080 | $337,999 | 0.19% |
| 37 | ALTRIA GROUP INC | MO | 5,351 | $308,539 | 0.17% |
| 38 | VANGUARD WORLD FD | 921910725 | 3,668 | $262,702 | 0.15% |
| 39 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 3,162 | $259,347 | 0.15% |
| 40 | SPROUTS FMRS MKT INC | 85208M102 | 2,831 | $225,546 | 0.13% |
| 41 | COCA COLA CO | KO | 3,087 | $215,812 | 0.12% |
| 42 | SPDR GOLD TR | GLD | 543 | $215,193 | 0.12% |
| 43 | INVESCO QQQ TR | IVZ | 346 | $212,551 | 0.12% |
| 44 | AURORA INNOVATION INC | AUROW | 10,000 | $38,400 | 0.02% |