Fund HoldingsPine Haven Investment Counsel, Inc

Total Portfolio Value
$148.81M
Total Bought
$8.60M
Total Sold
$8.99M
Net Transaction
-$396.6K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLIED MATLS INC6,3915,761-6302,1844,1652.80%+1,981
APPLE INC(AAPL)040,589+40,589011,7457.89%+11,745
ADVANCED MICRO DEVICES INC(AMD)2,8952,912+175891,6921.14%+1,103
ALPHABET INC(GOOG)015,114+15,11405,4013.63%+5,401
SPDR SERIES TRUST
ST STR SP400GRW
07,888+7,88808840.59%+884
CATERPILLAR INC(CAT)2,2122,116-961,5672,2531.51%+686
ABBVIE INC(ABBV)017,973+17,97304,5233.04%+4,523
STARBUCKS CORP(SBUX)41,82242,247+4253,7474,3172.90%+570
ISHARES TR
ESG AW MSCI EAFE
38,28640,132+1,8463,6614,1262.77%+465
ALPHABET INC(GOOG)6,4496,434-151,8502,2731.53%+423
VANGUARD INDEX FDS4,4204,42002,6413,0362.04%+395
GENERAC HLDGS INC(GNRC)3,3363,360+246529840.66%+332
INTEL CORP(INTC)02,150+2,15003000.20%+300
DEERE & CO(DE)3,9413,972+312,2202,5201.69%+300
STATE STR SPDR S&P 500 ETF T(SPY)2,7142,729+151,7652,0381.37%+273
ROCKWELL AUTOMATION INC(ROK)1,8831,88306769320.63%+256
ISHARES TR
ESG AWARE MSCI
26,28826,669+3811,2361,4921.00%+256
FIRST SOLAR INC(FSLR)0974+97402300.15%+230
NVIDIA CORPORATION(NVDA)9,1869,108-781,6021,8221.22%+220
SELECT SECTOR SPDR TR
ST STR FINL ETF
03,870+3,87002070.14%+207
BERKSHIRE HATHAWAY INC DEL09,269+9,26904,6383.12%+4,638
CISCO SYS INC(CSCO)5,1195,11903976010.40%+204
MONSTER BEVERAGE CORP NEW(MNST)8,3408,34006048020.54%+197
EMERSON ELEC CO(EMR)10,92911,196+2671,4321,6031.08%+171
QUALCOMM INC(QCOM)2,8832,918+353715390.36%+168
BROADCOM INC(AVGO)2,7102,660-508391,0050.68%+166
PRICE T ROWE GROUP INC(TROW)7,0457,041-46358000.54%+165
MARRIOTT INTL INC NEW(MAR)3,7063,70601,2121,3730.92%+161
UNION PAC CORP(UNP)5,4875,467-201,3311,4871.00%+156
ISHARES TR11,52211,52201,1201,2710.85%+151
VISA INC(V)03,607+3,60701,2380.83%+1,238
CVS HEALTH CORP(CVS)4,2614,26103064410.30%+135
ISHARES TR
ESG AWR US AGRGT
42,98845,833+2,8452,0442,1731.46%+129
ELI LILLY & CO(LLY)417427+103845120.34%+129
TEXAS INSTRS INC(TXN)1,2321,23202393670.25%+128
MERCK & CO INC(MRK)14,18714,273+861,7071,8341.23%+128
ISHARES INC
ESG AWR MSCI EM
12,42812,573+1455656880.46%+123
JPMORGAN CHASE & CO(JPM)3,6663,66601,0781,2000.81%+122
SCHWAB STRATEGIC TR15,66115,961+3004555770.39%+121
SCHWAB STRATEGIC TR22,61425,572+2,9584866060.41%+120
TESLA INC(TSLA)02,254+2,25409480.64%+948
ISHARES TR4,3454,34505406440.43%+104
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
79,78781,487+1,7008249280.62%+104
COLGATE PALMOLIVE CO(CL)12,47112,618+1471,0631,1570.78%+94
ISHARES TR
ESG AWRE 1 5 YR
38,97742,352+3,3759771,0580.71%+81
CHIPOTLE MEXICAN GRILL INC(CMG)036,741+36,74101,2490.84%+1,249
AMAZON COM INC(AMZN)1,8871,973+863934700.32%+77
ISHARES TR10,19710,19709901,0590.71%+69
ISHARES TR3,0843,08404074760.32%+68
VANGUARD INTL EQUITY INDEX F7,5347,53405666310.42%+65
MICROSOFT CORP(MSFT)029,928+29,928011,1647.50%+11,164
COCA COLA CO(KO)12,65012,597-539621,0240.69%+62
BOEING CO(BA)3,3823,38206737320.49%+59
AMGEN INC(AMGN)6,3646,341-232,2392,2961.54%+57
SCHWAB STRATEGIC TR17,00918,219+1,2105225780.39%+56
EXPEDITORS INTL WASH INC(EXPD)2,5702,57003684190.28%+51
DICKS SPORTING GOODS INC(DKS)1,4141,431+172803250.22%+44
SCHWAB STRATEGIC TR45,96747,757+1,7901,2231,2660.85%+42
HA SUSTAINABLE INFRA CAP INC(HASI)9,5189,953+4353503890.26%+39
NORFOLK SOUTHN CORP(NSC)1,3761,37603954330.29%+38
CSX CORP(CSX)5,6005,60002302660.18%+36
ECOLAB INC(ECL)2,7452,751+67307660.52%+36
BLACKROCK INC(BLK)1,0141,048+349751,0080.68%+33
NETEASE COM INC(NTES)2,0002,00002242560.17%+32
BERKSHIRE HATHAWAY INC DEL1107187490.50%+31
PROCTER & GAMBLE CO(PG)11,96911,984+151,7291,7571.18%+29
SCHWAB STRATEGIC TR8,4228,42202783050.21%+28
TRAVELERS COMPANIES INC(TRV)70070002042310.16%+27
VANGUARD INTL EQUITY INDEX F4,6094,60902492750.18%+26
JOHNSON & JOHNSON(JNJ)9,2008,955-2452,2492,2741.53%+25
HOME DEPOT INC(HD)1,6111,571-405305540.37%+24
ISHARES TR10,68510,68501952190.15%+24
WEYERHAEUSER CO(WY)10,36711,547+1,1802532760.19%+23
PHILIP MORRIS INTL INC(PM)1,4001,40002312530.17%+22
AFLAC INC(AFL)2,4202,42002652840.19%+18
ISHARES TR
IBDS DEC28 ETF
9,35010,050+7002372540.17%+17
UNILEVER PLC(UL)5,6585,570-883223350.23%+13
EVERSOURCE ENERGY(ES)3,4513,45102392490.17%+10
PACCAR INC(PCAR)2,0222,02202342430.16%+9
SCHWAB STRATEGIC TR8,3868,566+1802042070.14%+3
AIR PRODUCTS AND CHEMICALS I1,1521,15203353380.23%+3
3M CO(MMM)2,0701,875-1953013040.20%+3
ISHARES TR
IBONDS DEC2026
15,20015,20003683680.25%-0
ISHARES TR
IBONDS 27 ETF
15,20015,20003683680.25%-0
DISNEY WALT CO(DIS)6,6646,66406426410.43%-1
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
4,0144,01403183170.21%-1
ISHARES TR
CORE 1 5 YR USD
18,59618,646+509019000.60%-1
SOUTHERN CO(SO)2,7732,77302682650.18%-2
ISHARES TR
ULTRA SHORT DUR
5,9005,800-1002992930.20%-5
ORACLE CORP(ORCL)011,983+11,98301,7561.18%+1,756
ROPER TECHNOLOGIES INC(ROP)61561502182080.14%-10
BRISTOL-MYERS SQUIBB CO(BMY)3,5613,56102162050.14%-11
JONES LANG LASALLE INC(JLL)804754-502452340.16%-11
META PLATFORMS INC(META)1,3121,31207517390.50%-12
NEXTERA ENERGY INC(NEE)7,1627,437+2756656530.44%-12
IDEXX LABS INC(IDXX)1,3251,388+637457310.49%-14
GILEAD SCIENCES INC(GILD)1,8561,851-52592340.16%-25
THE CIGNA GROUP(CI)1,9491,774-1755204890.33%-31
SAP SE(SAP)2,2852,28503913520.24%-39
STRYKER CORPORATION(SYK)3,5143,51401,1551,1060.74%-48
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