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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001907802

Ervin Investment Management, LLC

SEATTLE, WA · File #028-21640

Latest AUM
$178.5M
Positions
44
Top-10 Concentration
72.8%
Filings
17

Sector Allocation

Financials
10.9%$19.4M
Healthcare
5.2%$9.4M
Energy
4.0%$7.2M
Technology
0.9%$1.5M
Industrials
0.8%$1.5M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BERKSHIRE HATHAWAY INC DELBRK-A80,860$40.6M22.77%
2MICROSOFT CORPMSFT33,063$16.0M8.96%
3APPLE INCAAPL51,250$13.9M7.81%
4SPDR SERIES TRUST78464A805161,659$13.3M7.47%
5BROOKFIELD CORP11271J107233,105$10.7M5.99%
6ALPHABET INCGOOG29,915$9.4M5.25%
7LOEWS CORPL79,180$8.3M4.67%
8ETFS GOLD TR00326A104146,880$6.0M3.38%
9GENERAL MTRS CO37045V10073,966$6.0M3.37%
10MARKEL GROUP INCMKL2,590$5.6M3.12%
11JEFFERIES FINL GROUP INC47233W10987,104$5.4M3.02%
12VANGUARD INDEX FDS92290861124,379$5.2M2.89%
13SPDR INDEX SHS FDS78463X889109,553$4.9M2.73%
14SPDR INDEX SHS FDS78463X50984,538$4.0M2.22%
15ALPHABET INCGOOG11,007$3.5M1.94%
16EXXON MOBIL CORPXOM23,276$2.8M1.57%
17ASML HOLDING N VASMLF2,564$2.7M1.54%
18ISHARES TR46436E71818,113$1.8M1.02%
19ORACLE CORPORCL-PD9,110$1.8M0.99%
20BROOKFIELD ASSET MANAGMT LTD11300410533,037$1.7M0.97%