Fund HoldingsPine Haven Investment Counsel, Inc

Total Portfolio Value
$127.29M
Total Bought
$9.90M
Total Sold
$6.20M
Net Transaction
+$3.70M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)029,828+29,828014,83711.66%+14,837
ORACLE CORP(ORCL)011,920+11,92002,6062.05%+2,606
SCHWAB CHARLES CORP(SCHW)41,68341,793+1103,2633,8133.00%+550
NVIDIA CORPORATION(NVDA)09,643+9,64301,5241.20%+1,524
ISHARES TR03,279+3,27904160.33%+416
ISHARES TR
ULTRA SHORT DUR
08,129+8,12904120.32%+412
NETFLIX INC(NFLX)85285207951,1410.90%+346
BROADCOM INC(AVGO)02,760+2,76007610.60%+761
ISHARES TR
ESG AW MSCI EAFE
33,14033,556+4162,7072,9942.35%+287
ALPHABET INC(GOOG)016,114+16,11402,8402.23%+2,840
SPDR SERIES TRUST
ST STR SP400GRW
02,975+2,97502580.20%+258
EMERSON ELEC CO(EMR)011,647+11,64701,5531.22%+1,553
INTUIT(INTU)0305+30502400.19%+240
SCHWAB STRATEGIC TR011,341+11,34102400.19%+240
VANGUARD INDEX FDS4,3334,33302,2272,4611.93%+235
CHIPOTLE MEXICAN GRILL INC(CMG)037,111+37,11102,0841.64%+2,084
META PLATFORMS INC(META)1,3611,347-147849940.78%+210
APPLIED MATLS INC6,7756,500-2759831,1900.93%+207
COSTCO WHSL CORP NEW(COST)5,4665,406-605,1705,3524.20%+182
ISHARES TR
ESG AWR US AGRGT
34,96338,648+3,6851,6601,8371.44%+177
NIKE INC(NKE)021,305+21,30501,5141.19%+1,514
IDEXX LABS INC(IDXX)1,1551,205+504856460.51%+161
DISNEY WALT CO(DIS)6,6796,579-1006598160.64%+157
BLACKROCK INC(BLK)9551,008+539041,0580.83%+154
ALPHABET INC(GOOG)06,494+6,49401,1520.91%+1,152
ROCKWELL AUTOMATION INC(ROK)1,8831,88304876250.49%+139
CATERPILLAR INC(CAT)2,4262,417-98009380.74%+138
JPMORGAN CHASE & CO.(JPM)4,0323,886-1469891,1270.89%+138
BOEING CO(BA)3,4323,43205857190.56%+134
TESLA INC(TSLA)02,424+2,42407700.60%+770
ADVANCED MICRO DEVICES INC(AMD)2,5972,682+852673810.30%+114
SPDR S&P 500 ETF TR(SPY)1,9021,90201,0641,1750.92%+111
INTUITIVE SURGICAL INC1,5721,619+477798800.69%+101
DEERE & CO(DE)4,2554,110-1451,9972,0901.64%+93
STRYKER CORPORATION(SYK)3,5393,53901,3171,4001.10%+83
SAP SE(SAP)2,2852,28506136950.55%+81
ISHARES TR11,52211,52209801,0600.83%+80
ISHARES TR10,19710,19708339120.72%+78
TRIMBLE INC(TRMB)6,4006,40004204860.38%+66
ISHARES TR
ESG AWARE MSCI
23,95023,823-1279209850.77%+65
ISHARES TR
ESG AWRE 1 5 YR
33,04235,322+2,2808268890.70%+63
NETEASE INC(NTES)2,0002,00002062690.21%+63
SCHWAB STRATEGIC TR12,46415,479+3,0153484100.32%+62
GENERAC HLDGS INC(GNRC)2,7862,861+753534100.32%+57
ABBOTT LABS23,05722,855-2023,0583,1082.44%+50
WALMART INC(WMT)4,7254,753+284154650.37%+50
VANGUARD INTL EQUITY INDEX F7,4637,46304535020.39%+49
ISHARES INC
ESG AWR MSCI EM
11,80311,678-1254134570.36%+45
ECOLAB INC(ECL)2,7452,730-156967360.58%+40
TEXAS INSTRS INC(TXN)1,2321,246+142212590.20%+37
THOMSON REUTERS CORP1,3021,30202252620.21%+37
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
66,63168,106+1,4756767120.56%+37
MONSTER BEVERAGE CORP NEW(MNST)8,3008,340+404865220.41%+37
SALESFORCE INC(CRM)02,926+2,92607980.63%+798
PHILIP MORRIS INTL INC(PM)1,4001,40002222550.20%+33
CISCO SYS INC(CSCO)5,3535,195-1583303600.28%+30
NORFOLK SOUTHN CORP(NSC)1,3761,37603263520.28%+26
ISHARES TR
IBONDS 27 ETF
10,70011,650+9502592830.22%+24
DICKS SPORTING GOODS INC(DKS)1,2791,424+1452582820.22%+24
CSX CORP(CSX)7,1007,10002092320.18%+23
HONEYWELL INTL INC(HON)1,0351,03502192410.19%+22
ISHARES TR11,51511,685+1701321530.12%+22
SCHWAB STRATEGIC TR16,32015,920-4003824030.32%+20
ISHARES TR4,2304,23004424620.36%+20
ISHARES TR
CORE 1 5 YR USD
16,18516,485+3007838020.63%+19
VANGUARD INTL EQUITY INDEX F4,6094,60902092280.18%+19
QUALCOMM INC(QCOM)2,4422,472+303753940.31%+19
SELECT SECTOR SPDR TR
ST STR FINL ETF
5,5705,57002772920.23%+14
SCHWAB STRATEGIC TR8,6228,322-3002382510.20%+13
SPDR GOLD TR(GLD)77977902242370.19%+13
ISHARES TR
IBONDS DEC2026
11,60012,100+5002812930.23%+13
VISA INC(V)3,6903,675-151,2931,3051.03%+12
HA SUSTAINABLE INFRA CAP INC(HASI)7,3438,418+1,0752152260.18%+11
SCHWAB STRATEGIC TR40,05940,749+6901,0771,0870.85%+10
ISHARES TR12,70013,000+3003193270.26%+8
UNILEVER PLC(UL)6,2436,193-503723790.30%+7
ADOBE INC(ADBE)1,0051,010+53853910.31%+5
EVERSOURCE ENERGY(ES)3,4513,45102142200.17%+5
THE CIGNA GROUP(CI)1,9491,94906416440.51%+3
NEXTERA ENERGY INC(NEE)6,2106,350+1404404410.35%+1
ISHARES TR2,0652,06502042050.16%+1
HOME DEPOT INC(HD)1,6811,68106166160.48%0
SOUTHERN CO(SO)2,7732,77302552550.20%-0
JONES LANG LASALLE INC(JLL)929889-402302270.18%-3
FACTSET RESH SYS INC(FDS)61561502802750.22%-5
PAYPAL HLDGS INC(PYPL)3,5763,058-5182332270.18%-6
3M CO(MMM)2,3502,225-1253453390.27%-6
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
4,1604,014-1463283190.25%-9
COCA COLA CO(KO)12,50012,515+158958850.70%-10
PRICE T ROWE GROUP INC(TROW)07,782+7,78207510.59%+751
ELI LILLY & CO(LLY)400406+63303160.25%-14
ROPER TECHNOLOGIES INC(ROP)61561503633490.27%-14
TJX COS INC NEW(TJX)10,70310,433-2701,3041,2881.01%-15
EXPEDITORS INTL WASH INC(EXPD)2,5702,57003092940.23%-15
AIR PRODS & CHEMS INC1,2021,20203543390.27%-15
GILEAD SCIENCES INC(GILD)2,1061,856-2502362060.16%-30
AFLAC INC(AFL)2,8402,590-2503162730.21%-43
PAYCHEX INC(PAYX)2,2652,109-1563493070.24%-43
UNION PAC CORP(UNP)5,7435,663-801,3571,3031.02%-54
COLGATE PALMOLIVE CO(CL)12,31712,029-2881,1541,0930.86%-61
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