$110 Million is the total value of Ervin Investment Management, LLC's 35 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | BROOKFIELD CORPcl a ltd vt sh | $4,898,121 | – | 155,694 | +100.0% | 4.46% | – | |
VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $774,197 | – | 14,969 | +100.0% | 0.70% | – |
KO | New | COCA COLA CO | $215,447 | – | 3,387 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-04-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 28.0% |
MICROSOFT CORP | 8 | Q3 2023 | 13.5% |
APPLE INC | 8 | Q3 2023 | 12.2% |
SPDR SER TR | 8 | Q3 2023 | 7.1% |
LOEWS CORP | 8 | Q3 2023 | 5.3% |
ALPHABET INC | 8 | Q3 2023 | 5.1% |
MARKEL GROUP INC | 8 | Q3 2023 | 3.2% |
JEFFERIES FINL GROUP INC | 8 | Q3 2023 | 3.0% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 2.8% |
GENERAL MTRS CO | 8 | Q3 2023 | 2.4% |
View Ervin Investment Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-11 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-26 |
13F-HR/A | 2023-04-14 |
13F-HR/A | 2023-04-14 |
13F-HR/A | 2023-04-14 |
13F-HR/A | 2023-04-14 |
13F-HR | 2023-04-14 |
13F-HR | 2023-02-07 |
View Ervin Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.