Fund HoldingsHaven Capital Group, Inc.

Total Portfolio Value
$90.77M
Total Bought
$4.91M
Total Sold
$21.22M
Net Transaction
-$16.32M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VISA INC(V)04,328+4,32801,5171.67%+1,517
VERTIV HOLDINGS CO(VRT)015,377+15,37701,1101.22%+1,110
ROPER TECHNOLOGIES INC(ROP)14,07513,772-3037,3178,1208.95%+803
ABBVIE INC(ABBV)23,04622,399-6474,0954,6935.17%+598
IDEXX LABS INC(IDXX)13,70414,139+4355,6665,9386.54%+272
ELI LILLY & CO(LLY)0304+30402510.28%+251
VERIZON COMMUNICATIONS INC(VZ)04,786+4,78602170.24%+217
EXPEDITORS INTL WASH INC(EXPD)01,670+1,67002010.22%+201
ECOLAB INC(ECL)16,94416,380-5643,9704,1534.58%+183
GILEAD SCIENCES INC(GILD)4,6254,310-3154274830.53%+56
SOUTHERN CO(SO)2,8252,82502332600.29%+27
AMDOCS LTD(DOX)2,3522,35202002150.24%+15
BRISTOL-MYERS SQUIBB CO(BMY)9,0768,664-4125135280.58%+15
INTUITIVE SURGICAL INC6,1716,531+3603,2213,2353.56%+14
NV5 GLOBAL INC103,144101,468-1,6761,9431,9552.15%+12
EMERSON ELEC CO(EMR)2,1002,10002602300.25%-30
UNITED PARCEL SERVICE INC(UPS)2,1272,12702682340.26%-34
NORFOLK SOUTHN CORP(NSC)1,080872-2082532070.23%-46
META PLATFORMS INC(META)1,1591,076-836796200.68%-59
HILTON WORLDWIDE HLDGS INC(HLT)12,71713,411+6943,1433,0523.36%-91
NIKE INC(NKE)7,7097,661-485834860.54%-97
EDWARDS LIFESCIENCES CORP52,27951,515-7643,8703,7344.11%-136
ADVANCED MICRO DEVICES INC(AMD)1,9410-1,9412340-234
INCYTE CORP(INCY)20,14218,270-1,8721,3911,1061.22%-285
AMAZON COM INC(AMZN)8,1587,865-2931,7901,4961.65%-294
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)2,0971,743-3548104930.54%-317
NEXTERA ENERGY INC(NEE)14,8149,941-4,8731,0627050.78%-357
ARM HOLDINGS PLC19,42718,336-1,0912,3971,9582.16%-439
TARGET CORP(TGT)3,3030-3,3034470-446
MICROSOFT CORP(MSFT)8,6588,456-2023,6493,1743.50%-475
IOVANCE BIOTHERAPEUTICS INC(IOVA)124,449121,911-2,5389214060.45%-515
ADOBE INC(ADBE)7,3487,082-2663,2682,7162.99%-552
MARRIOTT INTL INC NEW(MAR)10,76910,124-6453,0042,4122.66%-592
EQUINIX INC(EQIX)6460-6466090-609
PUBLIC SVC ENTERPRISE GRP IN(PEG)8,9750-8,9757580-758
NICE LTD(NICE)32,83530,737-2,0985,5774,7395.22%-838
SKYWORKS SOLUTIONS INC(SWKS)16,4299,471-6,9581,4576120.67%-845
APPLE INC(AAPL)46,86747,282+41511,73610,50311.57%-1,233
NVIDIA CORPORATION(NVDA)50,33350,137-1966,7595,4345.99%-1,325
ALPHABET INC(GOOG)25,0930-25,0934,7500-4,750
BROADCOM INC(AVGO)82,67181,097-1,57419,16613,57814.96%-5,588
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