StockDriftsStockDriftsTop 46 Ervin Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 21% | 78.5K | $39.1M | -0.37%(-293) | $287.86(+90.01%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 9.22% | 33.5K | $17.2M | +0.41%(+136) | $310.30(+67.93%) | 2026-09-30 | |
| AAPL | APPLE INC | 8.58% | 47.9K | $16.0M | -1.90%(-928) | $159.54(+118.27%) | 2026-09-30 | |
| SPTM | SPDR SERIES TRUST | 8.39% | 169.7K | $15.6M | +0.67%(+1.13K) | $64.28(+43.69%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.94% | 26.8K | $9.2M | -3.80%(-1.06K) | $138.85(+133.50%) | 2026-09-30 | |
| BN | BROOKFIELD CORP | 4.56% | 232.8K | $8.5M | +0.19%(+437) | $21.78(+75.77%) | 2026-09-30 | |
| L | LOEWS CORP | 4.35% | 77.6K | $8.1M | -0.47%(-367) | $55.92(+103.29%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 3.54% | 28.6K | $6.6M | +0.01%(+3) | $175.16(+37.90%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.29% | 122.2K | $6.1M | +1.36%(+1.64K) | $36.25(+35.74%) | 2026-09-30 | |
| SGOL | ETFS GOLD TR | 3.26% | 153.3K | $6.1M | +0.14%(+220) | $23.50(+63.08%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.81% | +67.69% | — | — | +63.73% |
| Top 20 Holdings Unweighted | +22.82% | +85.29% | — | — | +63.68% |
Ervin Investment Management LLC reports $186.21M in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (21.0%), MSFT (9.2%) and AAPL (8.6%). The top 20 holdings account for 90.48% of reported assets. Its disclosed equity book has returned +67.69% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ervin Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907802). View Ervin Investment Management LLC’s 13F filings on SEC