Fund HoldingsHaven Capital Group, Inc.

Total Portfolio Value
$124.52M
Total Bought
$124.52M
Total Sold
$107.75M
Net Transaction
+$16.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
BROADCOM INC(AVGO)071,266+71,266026,92121.62%+26,921
APPLE INC(AAPL)040,976+40,976011,8579.52%+11,857
NVIDIA CORPORATION(NVDA)048,720+48,72009,7487.83%+9,748
ALPHABET INC(GOOG)024,330+24,33008,6956.98%+8,695
ARM HOLDINGS PLC017,246+17,24606,1154.91%+6,115
IDEXX LABS INC(IDXX)011,492+11,49206,0504.86%+6,050
VISTRA CORP(VST)017,728+17,72805,9364.77%+5,936
ABBVIE INC(ABBV)022,119+22,11905,5664.47%+5,566
HILTON WORLDWIDE HLDGS INC(HLT)012,661+12,66104,1843.36%+4,184
EDWARDS LIFESCIENCES CORP043,932+43,93203,9743.19%+3,974
ROPER TECHNOLOGIES INC(ROP)011,493+11,49303,8893.12%+3,889
MARRIOTT INTL INC NEW(MAR)010,061+10,06103,7292.99%+3,729
MICROSOFT CORP(MSFT)09,612+9,61203,5852.88%+3,585
ECOLAB INC(ECL)09,302+9,30202,5922.08%+2,592
NICE LTD(NICE)026,641+26,64102,4201.94%+2,420
ADOBE INC(ADBE)011,398+11,39802,3371.88%+2,337
INCYTE CORP(INCY)018,501+18,50102,0971.68%+2,097
META PLATFORMS INC(META)03,405+3,40501,9181.54%+1,918
AMAZON COM INC(AMZN)07,927+7,92701,8891.52%+1,889
INTUITIVE SURGICAL INC04,564+4,56401,8151.46%+1,815
VISA INC(V)05,283+5,28301,8131.46%+1,813
ADVANCED MICRO DEVICES INC(AMD)01,864+1,86401,0830.87%+1,083
KINROSS GOLD CORP(KGC)042,203+42,20309970.80%+997
BERKSHIRE HATHAWAY INC DEL01,410+1,41007060.57%+706
NEXTERA ENERGY INC(NEE)07,607+7,60706680.54%+668
EQUINIX INC(EQIX)0486+48605070.41%+507
PUBLIC SVC ENTERPRISE GROUP(PEG)06,231+6,23105060.41%+506
SKYWORKS SOLUTIONS INC(SWKS)05,564+5,56403770.30%+377
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)01,390+1,39003660.29%+366
GILEAD SCIENCES INC(GILD)02,730+2,73003450.28%+345
BRISTOL-MYERS SQUIBB CO(BMY)05,958+5,95803430.28%+343
ELI LILLY & CO(LLY)0248+24802970.24%+297
EXPEDITORS INTL WASH INC(EXPD)01,670+1,67002720.22%+272
APPLIED MATLS INC0360+36002600.21%+260
COREWEAVE INC(CRWV)02,436+2,43602420.19%+242
EMERSON ELEC CO(EMR)01,517+1,51702170.17%+217
SOUTHERN CO(SO)02,113+2,11302020.16%+202
SOUTHERN CO(SO)2,1130-2,1132040-204
IOVANCE BIOTHERAPEUTICS(IOVA)59,1430-59,1432080-208
ELI LILLY AND CO(LLY)2480-2482280-228
VERIZON COMMUNICATIONS I(VZ)4,6530-4,6532340-234
EXPEDITORS INTL WASH INC CLASS CLASS A(EXPD)1,6700-1,6702390-239
ZEBRA TECHNOLOGIES CORP CLASS A(ZBRA)1,3900-1,3902910-291
SKYWORKS SOLUTIONS INC(SWKS)5,5830-5,5832990-299
BRISTOL MYERS SQUIBB CO(BMY)5,9580-5,9583610-361
ADVANCED MICRO DEVIC(AMD)1,8640-1,8643790-379
GILEAD SCIENCES INC(GILD)2,7300-2,7303800-380
EQUINIX INC REIT(EQIX)4860-4864760-476
PUBLIC SVC ENTERPRISE GR(PEG)6,2310-6,2315040-504
BERKSHIRE HATHAWAY CLASS B1,4350-1,4356880-688
NEXTERA ENERGY INC(NEE)7,6070-7,6077070-707
TRANSDIGM GROUP INC(TDG)7030-7038150-815
KINROSS GOLD CORP F(KGC)41,9030-41,9031,2790-1,279
META PLATFORMS INC CLASS CLASS A(META)2,5380-2,5381,4520-1,452
VISA INC CLASS CLASS A(V)4,9930-4,9931,5090-1,509
ADOBE INC(ADBE)6,4100-6,4101,5580-1,558
AMAZON.COM INC(AMZN)7,6920-7,6921,6020-1,602
INCYTE CORP(INCY)18,4900-18,4901,7400-1,740
INTUITIVE SURGICAL INC4,5640-4,5642,1040-2,104
ECOLAB INC(ECL)9,3650-9,3652,4910-2,491
ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS17,2460-17,2462,6090-2,609
NICE LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS(NICE)26,6410-26,6412,9370-2,937
MICROSOFT CORP(MSFT)7,9670-7,9672,9490-2,949
MARRIOTT INTL INC NEW CLASS CLASS A(MAR)10,0640-10,0643,2920-3,292
EDWARDS LIFESCIENCES COR44,0560-44,0563,5280-3,528
HILTON WORLDWIDE HLDGS I(HLT)12,6660-12,6663,8510-3,851
ROPER TECHNOLOGIES INC(ROP)11,6820-11,6824,1340-4,134
VERTIV HLDGS CO CLASS CLASS A(VRT)17,5540-17,5544,3990-4,399
ABBVIE INC(ABBV)21,8390-21,8394,7500-4,750
IDEXX LABS INC(IDXX)12,1370-12,1376,8200-6,820
ALPHABET INC CLASS CLASS A(GOOG)24,1120-24,1126,9340-6,934
NVIDIA CORP(NVDA)48,1470-48,1478,3970-8,397
APPLE INC(AAPL)40,8520-40,85210,3680-10,368
BROADCOM INC(AVGO)74,4380-74,43823,0390-23,039
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