Ervin Investment Management, LLC holds a focused book of 47 stocks worth $184.1M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Mercadolibre Inc and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 21% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+10.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Ervin Investment Management, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +28.4%, a 12.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Ervin Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ervin Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 50 / 47 | $1.3T |
| FMR LLC | 50 / 47 | $441.1B |
| MORGAN STANLEY | 50 / 47 | $332.1B |
| JPMORGAN CHASE & CO | 50 / 47 | $301.2B |
| BANK OF AMERICA CORP /DE/ | 50 / 47 | $204.1B |
| ROYAL BANK OF CANADA | 50 / 47 | $109.4B |
| WELLS FARGO & COMPANY/MN | 50 / 47 | $100.0B |
| UBS Group AG | 50 / 47 | $82.1B |
Ranked by how many of Ervin Investment Management, LLC's top 47 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $39.4M | 78.8K | 21.4% | ▼−2.9% Reduced · −2K sh | |
| 2 | SPDR Series Trust ST STR PR SP1500 | $15.3M | 168.6K | 8.3% | ▲+1.7% Added · +3K sh | |
| 3 | Apple Inc COM | $14.1M | 48.9K | 7.7% | ▼−3.7% Reduced · −2K sh | |
| 4 | Microsoft Corp COM | $12.4M | 33.4K | 6.8% | ▲+0.7% Added · +234 sh | |
| 5 | Alphabet Inc CAP STK CL A | $9.9M | 27.8K | 5.4% | ▼−6.1% Reduced · −2K sh | |
| 6 | Brookfield Corp CL A LTD VT SH | $9.9M | 232.3K | 5.4% | ▼−0.3% Reduced · −776 sh | |
| 7 | Loews Corp COM | $8.8M | 78.0K | 4.8% | ▼−1.0% Reduced · −801 sh | |
| 8 | Vanguard Index FDS SM CP VAL ETF | $6.9M | 28.6K | 3.8% | ▲+4.3% Added · +1K sh | |
| 9 | SPDR Index SHS FDS ST STR PO EX ETF | $6.1M | 120.5K | 3.3% | ▲+5.6% Added · +6K sh | |
| 10 | Etfs Gold TR PHYSCL GOLD SHS | $5.9M | 153.1K | 3.2% | ▲+6.0% Added · +9K sh | |
| 11 | General MTRS Co COM | $5.5M | 71.3K | 3.0% | ▼−1.6% Reduced · −1K sh | |
| 12 | Markel Group Inc COM | $5.3M | 2.7K | 2.9% | ▲+2.9% Added · +76 sh | |
| 13 | ASML Hldg NV N Y REGISTRY SHS | $5.0M | 2.5K | 2.7% | ▼−2.1% Reduced · −55 sh | |
| 14 | SPDR Index SHS FDS ST PORT MARK ETF | $4.8M | 93.6K | 2.6% | ▲+5.9% Added · +5K sh | |
| 15 | Jefferies Financial Group In COM | $4.6M | 92.2K | 2.5% | ▲+2.1% Added · +2K sh | |
| 16 | Alphabet Inc CAP STK CL C | $3.5M | 9.8K | 1.9% | ▼−7.2% Reduced · −755 sh | |
| 17 | Exxon Mobil Corp COM | $2.7M | 20.1K | 1.5% | ▼−9.6% Reduced · −2K sh | |
| 18 | Mercadolibre Inc COM | $2.0M | 1.2K | 1.1% | ▲New New position | |
| 19 | Vanguard World FD ESG US STK ETF | $1.8M | 13.7K | 1.0% | ▲+6.7% Added · +860 sh | |
| 20 | Advanced Micro Devices Inc COM | $1.6M | 2.7K | 0.9% | ▼−6.8% Reduced · −201 sh | |
| 21 | Yum Brands Inc COM | $1.6M | 9.9K | 0.9% | ▼−7.7% Reduced · −825 sh | |
| 22 | Ishares TR CORE S&P500 ETF | $1.5M | 2.0K | 0.8% | ▼−6.7% Reduced · −142 sh | |
| 23 | Brookfield Asset Managmt Ltd CL A LMT VTG SHS | $1.4M | 30.9K | 0.8% | ▼−6.2% Reduced · −2K sh | |
| 24 | Ge Aerospace COM NEW | $1.4M | 3.7K | 0.7% | —Held | |
| 25 | Oracle Corp COM | $1.3M | 8.9K | 0.7% | ▼−2.2% Reduced · −197 sh | |
| 26 | Ishares TR CORE S&P TTL STK | $1.3M | 7.7K | 0.7% | ▲+2.5% Added · +188 sh | |
| 27 | American Express Co COM | $1.2M | 3.5K | 0.6% | ▼−9.9% Reduced · −383 sh | |
| 28 | Philip Morris Intl Inc COM | $1.2M | 6.5K | 0.6% | ▼−8.8% Reduced · −625 sh | |
| 29 | Vanguard Star FDS VG TL INTL STK F | $1.2M | 13.5K | 0.6% | —Held | |
| 30 | Ge Vernova Inc COM | $646K | 550 | 0.4% | —Held | |
| 31 | Amazon Com Inc COM | $581K | 2.4K | 0.3% | ▲+7.5% Added · +170 sh | |
| 32 | Vanguard Index FDS TOTAL STK MKT | $550K | 1.5K | 0.3% | —Held | |
| 33 | Teck Resources Ltd CL B | $517K | 8.7K | 0.3% | ▼−1.8% Reduced · −160 sh | |
| 34 | Boeing Co COM | $434K | 2.0K | 0.2% | —Held | |
| 35 | Vanguard Index FDS S&P 500 ETF SHS | $423K | 616 | 0.2% | ▲New New position | |
| 36 | Abrdn Silver ETF Trust PHYSCL SILVR SHS | $399K | 7.1K | 0.2% | —Held | |
| 37 | Vanguard World FD ESG INTL STK ETF | $373K | 4.5K | 0.2% | ▲+7.1% Added · +300 sh | |
| 38 | CNX Res Corp COM | $349K | 10.3K | 0.2% | —Held | |
| 39 | Altria Group Inc COM | $345K | 4.8K | 0.2% | ▼−10% Reduced · −550 sh | |
| 40 | Diageo PLC SPON ADR NEW | $338K | 4.2K | 0.2% | ▼−8.2% Reduced · −375 sh | |
| 41 | Chubb Limited COM | $298K | 875 | 0.2% | ▲+31% Added · +205 sh | |
| 42 | Yum China Hldgs Inc COM | $269K | 6.6K | 0.1% | ▼−7.1% Reduced · −500 sh | |
| 43 | Invesco QQQ TR UNIT SER 1 | $255K | 346 | 0.1% | ▲New New position | |
| 44 | Coca Cola Co COM | $251K | 3.1K | 0.1% | —Held | |
| 45 | Sprouts FMRS MKT Inc COM | $239K | 2.8K | 0.1% | —Held | |
| 46 | Ge Healthcare Technologies I COMMON STOCK | $202K | 3.2K | 0.1% | —Held | |
| 47 | Aurora Innovation Inc CLASS A COM | $68K | 10.0K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 47 | $184.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 47 | $170.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 44 | $178.5M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 42 | $174.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 40 | $159.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 38 | $148.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 37 | $155.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.