Fund HoldingsPine Haven Investment Counsel, Inc

Total Portfolio Value
$113.67M
Total Bought
$2.55M
Total Sold
$8.72M
Net Transaction
-$6.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)30,20430,153-5111,35812,68611.16%+1,328
BERKSHIRE HATHAWAY INC DEL9,9299,854-753,5414,1443.65%+603
ABBVIE INC(ABBV)18,10818,048-602,8063,2872.89%+480
CHIPOTLE MEXICAN GRILL INC(CMG)785772-131,7952,2441.97%+449
NVIDIA CORPORATION(NVDA)1,1041,076-285479720.86%+426
COSTCO WHSL CORP NEW(COST)5,7605,720-403,8024,1913.69%+389
EXXON MOBIL CORP021,061+21,06102,4482.15%+2,448
MERCK & CO INC(MRK)13,84213,792-501,5091,8201.60%+311
APPLIED MATLS INC7,1407,115-251,1571,4671.29%+310
ADVANCED MICRO DEVICES INC(AMD)01,520+1,52002740.24%+274
ORACLE CORP(ORCL)11,72511,705-201,2361,4701.29%+234
DISNEY WALT CO(DIS)7,0867,08606408670.76%+227
THERMO FISHER SCIENTIFIC INC(TMO)0375+37502180.19%+218
SCHWAB STRATEGIC TR02,666+2,66602150.19%+215
STRYKER CORPORATION(SYK)3,5593,55901,0661,2741.12%+208
NETEASE INC(NTES)02,000+2,00002070.18%+207
THOMSON REUTERS CORP.01,302+1,30202030.18%+203
ISHARES TR
ESG AW MSCI EAFE
29,41130,233+8222,2222,4162.13%+194
EMERSON ELEC CO(EMR)12,24612,216-301,1921,3861.22%+194
PROCTER AND GAMBLE CO(PG)11,51211,51201,6871,8681.64%+181
CATERPILLAR INC(CAT)2,6152,590-257739490.83%+176
ALPHABET INC(GOOG)17,17017,050-1202,3982,5732.26%+175
SCHWAB CHARLES CORP(SCHW)42,56242,512-502,9283,0752.71%+147
JPMORGAN CHASE & CO(JPM)4,3574,35707418730.77%+132
COLGATE PALMOLIVE CO(CL)12,83212,792-401,0231,1521.01%+129
THE CIGNA GROUP(CI)1,9841,98405947210.63%+126
PRICE T ROWE GROUP INC(TROW)8,5648,514-509221,0380.91%+116
NETFLIX INC(NFLX)90290204395480.48%+109
INTUITIVE SURGICAL INC1,6251,62505486490.57%+100
SALESFORCE INC(CRM)2,2392,279+405896860.60%+97
DEERE & CO(DE)3,8533,983+1301,5411,6361.44%+95
ISHARES TR
CORE 1 5 YR USD
7,2009,200+2,0003424360.38%+94
ECOLAB INC(ECL)2,7962,79605556460.57%+91
TJX COS INC NEW(TJX)10,43110,491+609791,0640.94%+85
SAP SE(SAP)2,3402,285-553624460.39%+84
ELI LILLY & CO(LLY)40040002333110.27%+78
ABBOTT LABS23,05623,011-452,5382,6152.30%+78
ISHARES TR11,52211,52208969690.85%+73
ISHARES TR
ESG AWARE MSCI
20,74021,358+6187888600.76%+72
TRIMBLE INC(TRMB)6,4006,40003404120.36%+71
ISHARES TR3,7994,131+3323824510.40%+69
VISA INC(V)3,9103,890-201,0181,0860.96%+68
ALPHABET INC(GOOG)6,6206,570-509331,0000.88%+67
HOME DEPOT INC(HD)1,7111,71105936560.58%+63
META PLATFORMS INC(META)1,7861,430-3566326940.61%+62
BROADCOM INC(AVGO)27927903113700.33%+58
PACCAR INC(PCAR)2,1522,15202102670.23%+56
SPDR S&P 500 ETF TR(SPY)1,9771,902-759409950.88%+55
PEPSICO INC(PEP)9,1819,206+251,5591,6111.42%+52
QUALCOMM INC(QCOM)1,9942,009+152883400.30%+52
ISHARES TR10,19710,19707688140.72%+46
ISHARES TR
ESG AWR US AGRGT
23,01124,196+1,1851,0991,1391.00%+40
GENERAC HLDGS INC(GNRC)1,7712,046+2752292580.23%+29
COCA COLA CO(KO)12,91012,91007617900.69%+29
WALMART INC(WMT)1,6254,725+3,1002562840.25%+28
BLACKROCK INC(BLK)915920+57437670.67%+24
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
56,14559,295+3,1505595810.51%+22
NORFOLK SOUTHN CORP(NSC)1,4011,376-253313510.31%+20
VANGUARD INTL EQUITY INDEX F7,4637,46304194380.39%+19
CSX CORP(CSX)7,5007,50002602780.24%+18
NEXTERA ENERGY INC(NEE)5,5355,53503363540.31%+18
VERIZON COMMUNICATIONS INC(VZ)6,0465,846-2002282450.22%+17
UNILEVER PLC(UL)6,1336,258+1252973140.28%+17
SCHWAB STRATEGIC TR20,33020,660+3301,0611,0780.95%+16
ISHARES TR9,95010,550+6002462620.23%+15
MONSTER BEVERAGE CORP NEW(MNST)8,3708,37004824960.44%+14
BRISTOL-MYERS SQUIBB CO(BMY)05,026+5,02602730.24%+273
ISHARES TR13,50013,850+3503363470.31%+11
ROPER TECHNOLOGIES INC(ROP)65565503573670.32%+10
SCHWAB STRATEGIC TR8,6708,520-1504104200.37%+10
AFLAC INC(AFL)2,8702,87002372460.22%+10
ISHARES TR4,2304,23004584680.41%+10
ISHARES INC
ESG AWR MSCI EM
10,72110,921+2003443520.31%+8
PAYCHEX INC(PAYX)3,8203,745-754554600.40%+5
IDEXX LABS INC(IDXX)762792+304234280.38%+5
TEXAS INSTRS INC(TXN)1,2251,22502092130.19%+5
VANGUARD INTL EQUITY INDEX F5,0485,04802072110.19%+3
ISHARES TR1,6651,66502262280.20%+2
JOHNSON & JOHNSON(JNJ)8,8748,797-771,3911,3921.22%+1
ISHARES TR
ESG AWRE 1 5 YR
28,91928,786-1337087050.62%-3
CISCO SYS INC(CSCO)05,543+5,54302770.24%+277
UNION PAC CORP(UNP)5,8075,782-251,4261,4221.25%-4
ISHARES TR10,56511,390+8251641590.14%-5
SCHWAB STRATEGIC TR9,0508,668-3822242190.19%-5
SELECT SECTOR SPDR TR
ST STR FINL ETF
12,57011,070-1,5004734660.41%-6
HONEYWELL INTL INC(HON)1,4451,44503032970.26%-6
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)2,9852,98502252190.19%-7
EVERSOURCE ENERGY(ES)3,4513,45102132060.18%-7
CVS HEALTH CORP(CVS)10,73010,480-2508478360.74%-11
PAYPAL HLDGS INC(PYPL)4,7054,140-5652892770.24%-12
FACTSET RESH SYS INC(FDS)62562502982840.25%-14
EXPEDITORS INTL WASH INC(EXPD)2,7202,72003463310.29%-15
AMGEN INC(AMGN)6,4526,45201,8581,8341.61%-24
VANGUARD INDEX FDS4,7924,301-4912,0932,0681.82%-26
ROCKWELL AUTOMATION INC(ROK)1,8831,88305855490.48%-36
ISHARES TR
ULTRA SHORT DUR
10,85510,045-8105475080.45%-39
AIR PRODS & CHEMS INC1,2621,26203463060.27%-40
3M CO(MMM)5,5315,156-3756055470.48%-58
BOSTON BEER INC(SAM)01,384+1,38404210.37%+421
ADOBE INC(ADBE)1,0951,09506535530.49%-101
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