Fund HoldingsHaven Capital Group, Inc.

Total Portfolio Value
$113.44M
Total Bought
$8.69M
Total Sold
$19.48M
Net Transaction
-$10.79M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
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TRANSDIGM GROUP INC(TDG)0653+65309930.88%+993
VERTIV HOLDINGS CO(VRT)15,37716,083+7061,1102,0651.82%+955
ARM HOLDINGS PLC18,33617,944-3921,9582,9022.56%+944
BERKSHIRE HATHAWAY INC DEL01,435+1,43506970.61%+697
PUBLIC SVC ENTERPRISE GRP IN(PEG)07,890+7,89006640.59%+664
EQUINIX INC(EQIX)0640+64005090.45%+509
HILTON WORLDWIDE HLDGS INC(HLT)13,41113,181-2303,0523,5113.10%+459
NICE LTD(NICE)30,73729,988-7494,7395,0654.47%+326
INTUITIVE SURGICAL INC6,5316,53103,2353,5493.13%+314
MARRIOTT INTL INC NEW(MAR)10,1249,920-2042,4122,7102.39%+298
ADVANCED MICRO DEVICES INC(AMD)01,884+1,88402670.24%+267
KINROSS GOLD CORP(KGC)016,255+16,25502540.22%+254
EDWARDS LIFESCIENCES CORP51,51550,220-1,2953,7343,9283.46%+194
AMAZON COM INC(AMZN)7,8657,513-3521,4961,6481.45%+152
META PLATFORMS INC(META)1,0761,013-636207480.66%+128
NV5 GLOBAL INC101,46889,806-11,6621,9552,0741.83%+119
INCYTE CORP(INCY)18,27017,841-4291,1061,2151.07%+109
VISA INC(V)4,3284,544+2161,5171,6131.42%+96
EMERSON ELEC CO(EMR)2,1002,10002302800.25%+50
NIKE INC(NKE)7,6617,491-1704865320.47%+46
SKYWORKS SOLUTIONS INC(SWKS)9,4718,624-8476126430.57%+31
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)1,7431,676-674935170.46%+24
ADOBE INC(ADBE)7,0827,041-412,7162,7242.40%+8
ECOLAB INC(ECL)16,38015,428-9524,1534,1573.66%+4
SOUTHERN CO(SO)2,8252,82502602590.23%-1
VERIZON COMMUNICATIONS INC(VZ)4,7864,78602172070.18%-10
AMDOCS LTD(DOX)2,3522,237-1152152040.18%-11
ELI LILLY & CO(LLY)304303-12512360.21%-15
UNITED PARCEL SERVICE INC(UPS)2,1272,12702342150.19%-19
GILEAD SCIENCES INC(GILD)4,3103,987-3234834420.39%-41
NEXTERA ENERGY INC(NEE)9,9419,519-4227056610.58%-44
BRISTOL-MYERS SQUIBB CO(BMY)8,6647,839-8255283630.32%-165
EXPEDITORS INTL WASH INC(EXPD)1,6700-1,6702010-201
NORFOLK SOUTHN CORP(NSC)8720-8722070-207
IOVANCE BIOTHERAPEUTICS INC(IOVA)121,911106,512-15,3994061830.16%-223
ROPER TECHNOLOGIES INC(ROP)13,77213,676-968,1207,7526.83%-368
ABBVIE INC(ABBV)22,39921,794-6054,6934,0453.57%-648
APPLE INC(AAPL)47,28246,356-92610,5039,5118.38%-992
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