Ervin Investment Management, LLC Long-Term Concentrated

Location: Seattle, WA

CIK: 0001907802 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 8, 2026

Total Value: $171M (100.0% shares, 0.0% debt)

Holdings (47)

BRK/B BERKSHIRE HATHAWAY INC DEL 22.8%
Value $38.91M Shares 81,191 Est. Cost $286.41 Unrealized +72.3%
SPTM SPDR SERIES TRUST 7.7%
Value $13.1M Shares 165,710 Est. Cost $66.46 Unrealized
AAPL APPLE INC 7.5%
Value $12.88M Shares 50,749 Est. Cost $154.71 Unrealized +69.9%
MSFT MICROSOFT CORP 7.2%
Value $12.26M Shares 33,120 Est. Cost $313.41 Unrealized +38.7%
BN BROOKFIELD CORP 5.5%
Value $9.435M Shares 233,124 Est. Cost $29.69 Unrealized +57.2%
GOOGL ALPHABET INC 5.0%
Value $8.515M Shares 29,612 Est. Cost $114.23 Unrealized +183.0%
L LOEWS CORP 4.9%
Value $8.407M Shares 78,760 Est. Cost $55.96 Unrealized +90.2%
SGOL ETFS GOLD TR 3.8%
Value $6.444M Shares 144,420 Est. Cost $23.21 Unrealized
VBR VANGUARD INDEX FDS 3.5%
Value $5.948M Shares 27,378 Est. Cost $176.48 Unrealized
GM GENERAL MTRS CO 3.2%
Value $5.399M Shares 72,475 Est. Cost $50.24 Unrealized +63.7%
SPDW SPDR INDEX SHS FDS 3.0%
Value $5.208M Shares 114,088 Est. Cost $35.67 Unrealized
MKL MARKEL GROUP INC 3.0%
Value $5.043M Shares 2,635 Est. Cost $1316.99 Unrealized +57.8%
SPEM SPDR INDEX SHS FDS 2.4%
Value $4.149M Shares 88,449 Est. Cost $39.87 Unrealized
XOM EXXON MOBIL CORP 2.2%
Value $3.763M Shares 22,178 Est. Cost $110.09 Unrealized +26.0%
JEF JEFFERIES FINL GROUP INC 2.2%
Value $3.727M Shares 90,308 Est. Cost $52.81 Unrealized +11.4%
ASML ASML HOLDING N V 2.0%
Value $3.373M Shares 2,554 Est. Cost $804.44 Unrealized
GOOG ALPHABET INC 1.8%
Value $3.027M Shares 10,551 Est. Cost $112.49 Unrealized +187.7%
SGOV ISHARES TR 1.1%
Value $1.823M Shares 18,113 Est. Cost $100.68 Unrealized
YUM YUM BRANDS INC 1.0%
Value $1.671M Shares 10,747 Est. Cost $118.20 Unrealized +33.1%
BAM BROOKFIELD ASSET MANAGMT LTD 0.9%
Value $1.464M Shares 32,941 Est. Cost $37.97 Unrealized +35.5%
ESGV VANGUARD WORLD FD 0.8%
Value $1.44M Shares 12,828 Est. Cost $86.27 Unrealized
IVV ISHARES TR 0.8%
Value $1.385M Shares 2,120 Est. Cost $462.30 Unrealized
ORCL ORACLE CORP 0.8%
Value $1.34M Shares 9,110 Est. Cost $90.58 Unrealized +87.3%
PM PHILIP MORRIS INTL INC 0.7%
Value $1.18M Shares 7,134 Est. Cost $76.31 Unrealized +130.5%
AXP AMERICAN EXPRESS CO 0.7%
Value $1.171M Shares 3,871 Est. Cost $161.79 Unrealized +120.1%
ITOT ISHARES TR 0.6%
Value $1.066M Shares 7,483 Est. Cost $142.43 Unrealized
VXUS VANGUARD STAR FDS 0.6%
Value $1.044M Shares 13,539 Est. Cost $51.72 Unrealized
GE GE AEROSPACE 0.6%
Value $1.041M Shares 3,669 Est. Cost $75.89 Unrealized +319.3%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $598K Shares 2,941 Est. Cost $221.70 Unrealized 0.0%
SIVR ABRDN SILVER ETF TRUST 0.3%
Value $508K Shares 7,100 Est. Cost $67.64 Unrealized
GEV GE VERNOVA INC 0.3%
Value $480K Shares 550 Est. Cost $415.97 Unrealized +77.2%
VTI VANGUARD INDEX FDS 0.3%
Value $477K Shares 1,486 Est. Cost $201.07 Unrealized
AMZN AMAZON COM INC 0.3%
Value $472K Shares 2,266 Est. Cost $155.91 Unrealized +45.5%
TECK TECK RESOURCES LTD 0.3%
Value $458K Shares 8,855 Est. Cost $43.15 Unrealized +27.4%
BA BOEING CO 0.2%
Value $399K Shares 2,005 Est. Cost $191.89 Unrealized +24.3%
CNX CNX RES CORP 0.2%
Value $397K Shares 10,300 Est. Cost $23.78 Unrealized +58.9%
MO ALTRIA GROUP INC 0.2%
Value $353K Shares 5,351 Est. Cost $32.79 Unrealized +92.2%
YUMC YUM CHINA HLDGS INC 0.2%
Value $345K Shares 7,080 Est. Cost $54.25 Unrealized -5.0%
DEO DIAGEO PLC 0.2%
Value $341K Shares 4,576 Est. Cost $145.66 Unrealized
VSGX VANGUARD WORLD FD 0.2%
Value $303K Shares 4,228 Est. Cost $66.33 Unrealized
SU SUNCOR ENERGY INC NEW 0.1%
Value $249K Shares 3,759 Est. Cost $51.81 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value $235K Shares 3,087 Est. Cost $69.79 Unrealized +7.1%
GLD SPDR GOLD TR 0.1%
Value $234K Shares 543 Est. Cost $396.30 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value $225K Shares 3,162 Est. Cost $69.54 Unrealized +18.3%
CB CHUBB LIMITED 0.1%
Value $218K Shares 670 Est. Cost $316.22 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC 0.1%
Value $218K Shares 2,831 Est. Cost $72.86 Unrealized -0.7%
AUR AURORA INNOVATION INC 0.0%
Value $41,200 Shares 10,000 Est. Cost $5.87 Unrealized -23.6%