StockDriftsStockDriftsTop 47 Ervin Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 22.78% | 81.2K | $38.9M | +0.41%(+331) | $287.86(+76.40%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 7.67% | 165.7K | $13.1M | +2.51%(+4.05K) | $63.76(+42.01%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.54% | 50.7K | $12.9M | -0.98%(-501) | $159.54(+93.46%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.18% | 33.1K | $12.3M | +0.17%(+57) | $309.37(+26.22%) | 2026-03-31 | |
| BN | BROOKFIELD CORP | 5.52% | 233.1K | $9.4M | +0.01%(+19) | $21.75(+99.72%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.99% | 29.6K | $8.5M | -1.01%(-303) | $138.85(+159.21%) | 2026-03-31 | |
| L | LOEWS CORP | 4.92% | 78.8K | $8.4M | -0.53%(-420) | $55.92(+108.36%) | 2026-03-31 | |
| SGOL | ETFS GOLD TR | 3.77% | 144.4K | $6.4M | -1.67%(-2.46K) | $22.45(+74.78%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.48% | 27.4K | $5.9M | +12.30%(+3.00K) | $172.90(+40.67%) | 2026-03-31 | |
| GM | GENERAL MTRS CO | 3.16% | 72.5K | $5.4M | -2.02%(-1.49K) | $50.07(+51.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.01% | +64.33% |
| Top 20 Holdings Unweighted | +19.18% | +69.27% |
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