Ervin Investment Management, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $162 Million distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $41.2M, Microsoft Corp with a value of $16.8M, Apple Inc. with a value of $13.7M, Spdr Portfolio S&P 1500 Compos with a value of $13.1M, and Alphabet Inc. with a value of $8.27M.

Examining the 13F form we can see an decrease of $84.7M in the current position value, from $247M to 162M.

Below you can find more details about Ervin Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
Financial Services: $60.7 Million
ETFs: $39.9 Million
Technology: $35.1 Million
Communication Services: $11.4 Million
Consumer Cyclical: $7.64 Million
Energy: $3.12 Million
Consumer Defensive: $2.29 Million
Industrials: $1.49 Million
Other: $364,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $162 Million
  • Prior Value $247 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR/A
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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