Fund HoldingsPine Haven Investment Counsel, Inc

Total Portfolio Value
$116.34M
Total Bought
$3.81M
Total Sold
$6.02M
Net Transaction
-$2.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)043,673+43,67309,1987.91%+9,198
MICROSOFT CORP(MSFT)30,15330,134-1912,68613,46811.58%+782
COSTCO WHSL CORP NEW(COST)5,7205,673-474,1914,8224.14%+631
ALPHABET INC(GOOG)17,05016,979-712,5733,0932.66%+519
NVIDIA CORPORATION(NVDA)1,07610,355+9,2799721,2791.10%+307
FIRST SOLAR INC(FSLR)0974+97402200.19%+220
SOUTHERN CO(SO)02,773+2,77302150.18%+215
APPLIED MATLS INC7,1157,11501,4671,6791.44%+212
HANNON ARMSTRONG SUST INFR C(HASI)06,893+6,89302040.18%+204
INTUIT(INTU)0305+30502000.17%+200
ALPHABET INC(GOOG)6,5706,540-301,0001,2001.03%+199
AMGEN INC(AMGN)6,4526,473+211,8342,0221.74%+188
ORACLE CORP(ORCL)11,70511,70501,4701,6531.42%+182
CHIPOTLE MEXICAN GRILL INC(CMG)77238,100+37,3282,2442,3872.05%+143
VANGUARD INDEX FDS4,3014,333+322,0682,1671.86%+100
COLGATE PALMOLIVE CO(CL)12,79212,888+961,1521,2511.07%+99
TJX COS INC NEW(TJX)10,49110,420-711,0641,1470.99%+83
BROADCOM INC(AVGO)27927903704480.39%+78
QUALCOMM INC(QCOM)2,0092,059+503404100.35%+70
ISHARES TR
ESG AW MSCI EAFE
30,23331,524+1,2912,4162,4832.13%+68
INTUITIVE SURGICAL INC1,6251,609-166497160.62%+67
SCHWAB CHARLES CORP(SCHW)42,51242,626+1143,0753,1412.70%+66
NETFLIX INC(NFLX)90290205486090.52%+61
TESLA INC(TSLA)02,827+2,82705590.48%+559
ELI LILLY & CO(LLY)40040003113620.31%+51
ISHARES INC
ESG AWR MSCI EM
10,92111,803+8823523960.34%+44
SPDR S&P 500 ETF TR(SPY)1,9021,90209951,0350.89%+40
NEXTERA ENERGY INC(NEE)5,5355,53503543920.34%+38
WALMART INC(WMT)4,7254,72502843200.28%+36
UNILEVER PLC(UL)6,2586,358+1003143500.30%+36
GENERAC HLDGS INC(GNRC)2,0462,201+1552582910.25%+33
ECOLAB INC(ECL)2,7962,840+446466760.58%+30
ADOBE INC(ADBE)1,0951,045-505535810.50%+28
ISHARES TR
ESG AWR US AGRGT
24,19624,993+7971,1391,1651.00%+26
TEXAS INSTRS INC(TXN)1,2251,22502132380.20%+25
PROCTER AND GAMBLE CO(PG)11,51211,472-401,8681,8921.63%+24
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
59,29562,544+3,2495816050.52%+23
AIR PRODS & CHEMS INC1,2621,26203063260.28%+20
THOMSON REUTERS CORP.1,3021,30202032190.19%+17
META PLATFORMS INC(META)1,4301,410-206947110.61%+17
SAP SE(SAP)2,2852,28504464610.40%+15
HONEYWELL INTL INC(HON)1,4451,44502973090.27%+12
VANGUARD INTL EQUITY INDEX F5,0485,04802112210.19%+10
AFLAC INC(AFL)2,8702,87002462560.22%+10
EXPEDITORS INTL WASH INC(EXPD)2,7202,72003313390.29%+9
JPMORGAN CHASE & CO.(JPM)4,3574,35708738810.76%+9
ISHARES TR10,55010,850+3002622700.23%+8
ISHARES TR
ESG AWARE MSCI
21,35822,519+1,1618608670.75%+7
COCA COLA CO(KO)12,91012,500-4107907960.68%+6
BOSTON BEER INC(SAM)1,3841,394+104214250.37%+4
ROPER TECHNOLOGIES INC(ROP)65565503673690.32%+2
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
06,321+6,32104880.42%+488
ISHARES TR13,85013,85003473480.30%+1
ISHARES TR1,6651,66502282290.20%0
VANGUARD INTL EQUITY INDEX F7,4637,46304384380.38%-0
SCHWAB STRATEGIC TR8,6688,237-4312192190.19%-0
ISHARES TR
CORE 1 5 YR USD
9,2009,205+54364360.37%-0
SCHWAB STRATEGIC TR2,6662,758+922152140.18%-0
SCHWAB STRATEGIC TR20,66020,674+141,0781,0750.92%-2
ADVANCED MICRO DEVICES INC(AMD)1,5201,655+1352742680.23%-6
VERIZON COMMUNICATIONS INC(VZ)5,8465,771-752452380.20%-7
ISHARES TR11,39011,290-1001591500.13%-9
ISHARES TR4,1313,931-2004514420.38%-9
THERMO FISHER SCIENTIFIC INC(TMO)37537502182070.18%-11
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,07011,07004664550.39%-11
IDEXX LABS INC(IDXX)792854+624284160.36%-12
SCHWAB STRATEGIC TR8,5208,52004204040.35%-15
ISHARES TR
ULTRA SHORT DUR
10,0459,745-3005084920.42%-15
ISHARES TR10,19710,19708147990.69%-16
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)2,9852,98502192030.17%-16
PAYCHEX INC(PAYX)3,7453,74504604440.38%-16
ISHARES TR4,2304,23004684510.39%-16
CISCO SYS INC(CSCO)5,5435,393-1502772560.22%-20
ISHARES TR
ESG AWRE 1 5 YR
28,78627,731-1,0557056790.58%-26
CSX CORP(CSX)7,5007,50002782510.22%-27
FACTSET RESH SYS INC(FDS)62562502842550.22%-29
ROCKWELL AUTOMATION INC(ROK)1,8831,88305495180.45%-30
EXXON MOBIL CORP21,06120,984-772,4482,4162.08%-32
ISHARES TR11,52211,52209699340.80%-35
PAYPAL HLDGS INC(PYPL)4,1404,14002772400.21%-37
BLACKROCK INC(BLK)920925+57677280.63%-39
EMERSON ELEC CO(EMR)12,21612,171-451,3861,3411.15%-45
PACCAR INC(PCAR)2,1522,15202672220.19%-45
PRICE T ROWE GROUP INC(TROW)8,5148,539+251,0389850.85%-53
TRIMBLE INC(TRMB)6,4006,40004123580.31%-54
NORFOLK SOUTHN CORP(NSC)1,3761,37603512960.25%-55
STRYKER CORPORATION(SYK)3,5593,55901,2741,2111.04%-63
BOEING CO(BA)03,961+3,96107210.62%+721
VISA INC(V)3,8903,89001,0861,0210.88%-65
THE CIGNA GROUP(CI)1,9841,98407216560.56%-65
HOME DEPOT INC(HD)1,7111,681-306565790.50%-78
MONSTER BEVERAGE CORP NEW(MNST)8,3708,37004964180.36%-78
SALESFORCE INC(CRM)2,2792,356+776866060.52%-81
CATERPILLAR INC(CAT)2,5902,597+79498650.74%-84
3M CO(MMM)5,1564,457-6995474550.39%-91
PEPSICO INC(PEP)9,2069,201-51,6111,5181.30%-94
UNION PAC CORP(UNP)5,7825,772-101,4221,3061.12%-116
MERCK & CO INC(MRK)13,79213,752-401,8201,7031.46%-117
DEERE & CO(DE)3,9834,062+791,6361,5181.30%-118
JOHNSON & JOHNSON(JNJ)8,7978,687-1101,3921,2701.09%-122
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