§ 13F · FUND PROFILE
Ervin Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $175M (13F)Positions · 42Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 81K | $39M | 22.8% | −50% |
| 2 | SPTM | SPDR SERIES TRUST | 166K | $13M | 7.7% | −33% |
| 3 | AAPL | APPLE INC | 51K | $13M | 7.5% | −4% |
| 4 | MSFT | MICROSOFT CORP | 33K | $12M | 7.2% | −18% |
| 5 | BN | BROOKFIELD CORP | 233K | $9M | 5.5% | −5% |
| 6 | GOOGL | ALPHABET INC | 30K | $9M | 5.0% | −8% |
| 7 | L | LOEWS CORP | 79K | $8M | 4.9% | −30% |
| 8 | SGOL | ETFS GOLD TR | 144K | $6M | 3.8% | −2% |
| 9 | VBR | VANGUARD INDEX FDS | 27K | $6M | 3.5% | +5% |
| 10 | GM | GENERAL MTRS CO | 72K | $5M | 3.2% | −55% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ERVIN SIGNAL
AC read
Ervin Investment Management, LLC is a Other fund managing $175 million in assets. The fund runs a portfolio of 42 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed