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Home > Institutional Investor > Ervin Investment Management, Llc > Profile

Instuitional Investor - Ervin Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Ervin Investment Management, Llc
Portfolio Value $154,982,604
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 87,321 $39,581,002 25.53%
2.
Microsoft Corp
 MSFT 35,611 $15,009,889 9.68%
3.
Apple Inc.
 AAPL 58,141 $14,559,574 9.39%
4.
Spdr Series Trust
 162,538 $11,610,063 7.49%
5.
Brookfield Corp
 BN 161,430 $9,274,131 5.98%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)