Ervin Investment Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer John Ervin, lists a total of 46 distinct positions held by the firm.
The portfolio is dominated by large-cap technology and consumer staples companies. Microsoft Corporation is the largest individual holding, with 33,490 shares. Other major positions include Apple Inc. with 47,947 shares, Alphabet Inc. Class A shares with 26,752 shares, and Berkshire Hathaway Inc. Class B shares with 78,538 shares.
The filing also lists significant positions in financial services and industrial sectors. Loews Corporation holds 77,592 shares, while Jeffries Financial Group holds 92,693 shares. In the industrial space, General Motors Company is listed with 71,590 shares, and Boeing Company is listed with 2,225 shares.
Exchange-traded funds (ETFs) comprise a substantial portion of the portfolio. The filing lists holdings in the Invesco QQQ Trust, the iShares Core S&P Total Stock Market ETF, and various Vanguard Index Funds, including the Vanguard S&P 500 ETF and the Vanguard Total Stock Market ETF.
The filing indicates that all positions are held in the form of common stock and are managed solely by the firm.
