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Disclosery

13F-HR filed by Ervin Investment Management, LLC

Ervin Investment Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-09, with 38 holding rows worth $148,177,943.

Accession
0001907802-25-000003
Filer
CIK 1907802
Filed
2025-04-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 38 entries on the cover page, a total value of $148,177,943 stated on the cover page (in dollars after the unit check, H1), rows summing to $148,177,943 with VALUE read as dollars as filed, 13F file number 028-21640. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Berkshire Hathaway Inc084670702COM86,046$45,826,542dollars as filed
Microsoft Corp594918104COM35,703$13,402,418dollars as filed
Apple Inc037833100COM56,385$12,524,715dollars as filed
BROOKFIELD CORP CL A LTD VT SH11271J107Stock163,425$8,565,084dollars as filed
LOEWS CORP COM540424108Stock88,566$8,140,068dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM36,517$5,646,934dollars as filed
MARKELGROUPINC570535104STOK2,588$4,839,171dollars as filed
JEFFERIES FINANCIAL GROUP IN47233W109COM87,485$4,686,571dollars as filed
Vanguard Small-Cap Value ETF922908611SHS24,350$4,536,092dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS137,065$4,087,278dollars as filed
GENERAL MTRS CO COM37045V100Stock79,450$3,736,534dollars as filed
SPDW78463X889COM99,403$3,619,272dollars as filed
EXXON MOBIL CORP30231G102COM26,600$3,163,538dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS77,668$3,057,789dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS77,668$3,057,789dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM11,639$1,818,361dollars as filed
YUM BRANDS INC COM988498101Stock10,872$1,710,818dollars as filed
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS113004105Stock34,739$1,683,105dollars as filed
Oracle Corporation68389X105COM11,295$1,579,196dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,524$1,418,292dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS11,981$1,206,127dollars as filed
Philip Morris International Inc.718172109COM7,294$1,157,777dollars as filed
American Express Company025816109COM4,266$1,147,854dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS11,716$1,147,582dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,477$978,705dollars as filed
VANGUARD STAR FDS921909768COM13,729$852,571dollars as filed
General Electric Company369604301COM3,709$742,356dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR5,861$614,174dollars as filed
Amazon.com, Inc023135106COM2,942$559,745dollars as filed
SPROUTS FMRS MKT INC COM85208M102Stock3,150$480,816dollars as filed
VTI922908769COM1,696$466,129dollars as filed
TECK RESOURCES LTD CL B878742204Stock10,980$400,001dollars as filed
YUM CHINA HLDGS INC98850P109COM7,535$392,272dollars as filed
Altria Group Inc02209S103COM5,700$342,114dollars as filed
Boeing Company097023105COM1,430$243,887dollars as filed
CNX RES CORP COM12653C108Stock6,600$207,768dollars as filed
XPLR INFRASTRUCTURE LP65341B106COM UNIT PART IN10,749$102,116dollars as filed
BROOKFIELD RENEWABLE ENERGYG16258108PARTNERSHIP UNIT1,642$36,382dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001907802-25-000003this filing2025-04-09acceptance time not in the bulk data set