Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ERVIN INVESTMENT MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 36 | 142,721,662 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $39,550,876 | 94,052 | 0.03 | 0.03 | -906 | -0.95 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $16,404,988 | 38,993 | 0.01 | 0.01 | -2,422 | -5.85 | 03-31-2024 |
| APPLE INC | COM | 3 | $11,157,967 | 65,069 | 0.01 | 0.01 | -1,577 | -2.37 | 03-31-2024 |
| SPDR SER TR | PORTFOLI S&P1500 | 4 | $10,653,880 | 166,078 | 0.01 | 0.01 | 374 | 0.23 | 03-31-2024 |
