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John Ervin

@Ervin Investment Management, Llc

Latest period2024 - Q4ReportedManaged Assets$154.983MTotal holdings37
Assets growth rate-0.53%Assets growth rate (2-Q avg)3.72%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ervin Investment Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Ervin Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 154.983M in assets, with a quarterly growth rate of -0.53% and a 2-quarter average growth rate of 3.72%. The portfolio is managed by John Ervin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -3.17%
25.54%
$39.581M
87,321 shares@ $453.29 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.82%
9.69%
$15.01M
35,611 shares@ $421.5 avg price
AAPLApple Inc
Recent Activity
Decreased -5.55%
9.4%
$14.56M
58,141 shares@ $250.42 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -2.48%
7.5%
$11.61M
162,538 shares@ $71.43 avg price
BNBrookfield Corp
Recent Activity
Decreased -2.15%
5.99%
$9.274M
161,430 shares@ $57.45 avg price
LLoews Corp
Recent Activity
Decreased -2.55%
4.84%
$7.499M
88,548 shares@ $84.69 avg price
JEFJefferies Finl Group Inc
Recent Activity
Decreased -62.68%
4.3%
$6.654M
35,150 shares@ $189.3 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.36%
4.3%
$6.654M
35,150 shares@ $189.3 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -2.69%
3.14%
$4.859M
24,517 shares@ $198.18 avg price
MKLMarkel Group Inc
Recent Activity
Decreased -3.12%
2.87%
$4.435M
2,569 shares@ $1726.46 avg price