Fund HoldingsPine Haven Investment Counsel, Inc

Total Portfolio Value
$106.92M
Total Bought
$4.54M
Total Sold
$5.51M
Net Transaction
-$968.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)030,204+30,204011,35810.62%+11,358
APPLE INC(AAPL)044,404+44,40408,5498.00%+8,549
SCHWAB CHARLES CORP(SCHW)42,41242,562+1502,3282,9282.74%+600
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
056,145+56,14505590.52%+559
COSTCO WHSL CORP NEW(COST)5,7845,760-243,2683,8023.56%+534
CHIPOTLE MEXICAN GRILL INC(CMG)802785-171,4691,7951.68%+326
ABBOTT LABS23,07623,056-202,2352,5382.37%+303
BOEING CO(BA)4,0834,08307831,0641.00%+282
UNION PAC CORP(UNP)5,6975,807+1101,1601,4261.33%+266
ISHARES TR
ESG AW MSCI EAFE
28,59529,411+8161,9772,2222.08%+245
GENERAC HLDGS INC(GNRC)01,771+1,77102290.21%+229
PPG INDS INC(PPG)01,430+1,43002140.20%+214
VANGUARD INDEX FDS4,7924,79201,8822,0931.96%+211
PACCAR INC(PCAR)02,152+2,15202100.20%+210
TEXAS INSTRS INC(TXN)01,225+1,22502090.20%+209
VANGUARD INTL EQUITY INDEX F05,048+5,04802070.19%+207
UNITEDHEALTH GROUP INC(UNH)0380+38002000.19%+200
STARBUCKS CORP(SBUX)041,529+41,52903,9873.73%+3,987
NIKE INC(NKE)15,35115,344-71,4681,6661.56%+198
APPLIED MATLS INC7,1407,14009891,1571.08%+169
BLACKROCK INC(BLK)91591505927430.69%+151
SALESFORCE INC(CRM)2,1842,239+554435890.55%+146
DEERE & CO(DE)3,7053,853+1481,3981,5411.44%+143
ISHARES TR
ESG AWR US AGRGT
21,36623,011+1,6459681,0991.03%+131
AMGEN INC(AMGN)6,4526,45201,7341,8581.74%+124
VISA INC(V)3,9003,910+108971,0180.95%+121
COLGATE PALMOLIVE CO(CL)12,83112,832+19121,0230.96%+110
ALPHABET INC(GOOG)17,49017,170-3202,2892,3982.24%+110
ABBVIE INC(ABBV)18,11818,108-102,7012,8062.62%+106
ISHARES TR
ESG AWARE MSCI
20,46120,740+2796897880.74%+100
NETFLIX INC(NFLX)90290203414390.41%+99
CVS HEALTH CORP(CVS)10,73010,73007498470.79%+98
ISHARES TR11,52211,52207988960.84%+98
ADOBE INC(ADBE)1,0951,09505586530.61%+95
SPDR S&P 500 ETF TR(SPY)1,9771,97708459400.88%+95
ECOLAB INC(ECL)2,7172,796+794605550.52%+94
STRYKER CORPORATION(SYK)3,5593,55909731,0661.00%+93
IDEXX LABS INC(IDXX)76276203334230.40%+90
3M CO(MMM)5,5315,53105186050.57%+87
TJX COS INC NEW(TJX)10,07010,431+3618959790.92%+84
MERCK & CO INC(MRK)13,85213,842-101,4261,5091.41%+83
BROADCOM INC(AVGO)27927902323110.29%+80
HOME DEPOT INC(HD)1,7111,71105175930.55%+76
INTUITIVE SURGICAL INC1,6251,62504755480.51%+73
JPMORGAN CHASE & CO(JPM)4,6344,357-2776727410.69%+69
META PLATFORMS INC(META)1,8811,786-955656320.59%+67
QUALCOMM INC(QCOM)1,9941,99402212880.27%+67
ISHARES TR10,19710,19707037680.72%+66
DISNEY WALT CO(DIS)7,0867,08605746400.60%+65
CATERPILLAR INC(CAT)2,6002,615+157107730.72%+63
ALPHABET INC(GOOG)6,6206,62008739330.87%+60
SAP SE(SAP)2,3402,34003033620.34%+59
ISHARES TR4,2304,23003994580.43%+59
NVIDIA CORPORATION(NVDA)1,1241,104-204895470.51%+58
SELECT SECTOR SPDR TR
ST STR FINL ETF
12,57012,57004174730.44%+56
NORFOLK SOUTHN CORP(NSC)1,4011,40102763310.31%+55
ISHARES TR
ESG AWRE 1 5 YR
27,52528,919+1,3946547080.66%+54
SCHWAB STRATEGIC TR8,6708,67003594100.38%+50
NEXTERA ENERGY INC(NEE)5,0355,535+5002883360.31%+48
ROCKWELL AUTOMATION INC(ROK)1,8831,88305385850.55%+46
ISHARES TR3,7993,79903423820.36%+40
ROPER TECHNOLOGIES INC(ROP)65565503173570.33%+40
SCHWAB STRATEGIC TR20,23020,330+1001,0211,0610.99%+40
ISHARES TR8,5009,950+1,4502072460.23%+39
MONSTER BEVERAGE CORP NEW(MNST)8,3708,37004434820.45%+39
COCA COLA CO(KO)12,91012,91007237610.71%+38
HONEYWELL INTL INC(HON)1,4451,44502673030.28%+36
EXPEDITORS INTL WASH INC(EXPD)2,7202,72003123460.32%+34
ISHARES TR
CORE 1 5 YR USD
6,7007,200+5003113420.32%+32
CSX CORP(CSX)7,5007,50002312600.24%+29
THE CIGNA GROUP(CI)1,9841,98405685940.56%+27
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
11,29411,301+78498740.82%+26
BERKSHIRE HATHAWAY INC DEL10,0379,929-1083,5163,5413.31%+25
ISHARES INC
ESG AWR MSCI EM
10,52110,721+2003193440.32%+25
FACTSET RESH SYS INC(FDS)62562502732980.28%+25
PRICE T ROWE GROUP INC(TROW)8,5648,56408989220.86%+24
PAYPAL HLDGS INC(PYPL)4,5354,705+1702652890.27%+24
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)2,9852,98502022250.21%+23
ISHARES TR1,6651,66502042260.21%+23
VERIZON COMMUNICATIONS INC(VZ)6,3666,046-3202062280.21%+22
ISHARES TR
ULTRA SHORT DUR
10,45510,855+4005275470.51%+20
VANGUARD INTL EQUITY INDEX F7,7137,463-2504004190.39%+19
ELI LILLY & CO(LLY)40040002152330.22%+18
AFLAC INC(AFL)2,8702,87002202370.22%+17
PROCTER AND GAMBLE CO(PG)11,46211,512+501,6721,6871.58%+15
PEPSICO INC(PEP)9,1169,181+651,5451,5591.46%+15
ISHARES TR13,05013,500+4503233360.31%+14
EVERSOURCE ENERGY(ES)3,4513,45102012130.20%+12
PAYCHEX INC(PAYX)3,8453,820-254434550.43%+12
ISHARES TR10,56510,56501541640.15%+10
EMERSON ELEC CO(EMR)12,26612,246-201,1851,1921.11%+7
JOHNSON & JOHNSON(JNJ)8,8848,874-101,3841,3911.30%+7
UNILEVER PLC(UL)5,9176,133+2162922970.28%+5
SCHWAB STRATEGIC TR9,2499,050-1992212240.21%+3
GILEAD SCIENCES INC(GILD)2,7642,539-2252072060.19%-1
WALMART INC(WMT)1,6251,62502602560.24%-4
TRIMBLE INC(TRMB)6,4006,40003453400.32%-4
ORACLE CORP(ORCL)11,72511,72501,2421,2361.16%-6
AIR PRODS & CHEMS INC1,2621,26203583460.32%-12
TESLA INC(TSLA)3,0422,992-507617430.70%-18
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