Fund HoldingsHaven Capital Group, Inc.

Total Portfolio Value
$106.61M
Total Bought
$1.85M
Total Sold
$9.01M
Net Transaction
-$7.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MARRIOTT INTL INC NEW(MAR)10,07710,034-432,6243,1132.92%+489
META PLATFORMS INC(META)1,6022,510+9081,1761,6571.55%+481
VERTIV HOLDINGS CO(VRT)16,08317,365+1,2822,4262,8132.64%+387
KINROSS GOLD CORP(KGC)33,63440,781+7,1478361,1481.08%+312
HILTON WORLDWIDE HLDGS INC(HLT)13,02912,682-3473,3803,6433.42%+263
INCYTE CORP(INCY)17,84117,985+1441,5131,7761.67%+263
VISA INC(V)4,5444,852+3081,5511,7021.60%+151
ADVANCED MICRO DEVICES INC(AMD)1,8391,864+252983990.37%+101
AMAZON COM INC(AMZN)7,4837,549+661,6431,7421.63%+99
EXPEDITORS INTL WASH INC(EXPD)1,6701,67002052490.23%+44
ELI LILLY & CO(LLY)303248-552312670.25%+36
IOVANCE BIOTHERAPEUTICS INC(IOVA)75,50459,143-16,3611641610.15%-3
NEXTERA ENERGY INC(NEE)8,2537,707-5466236190.58%-4
SOUTHERN CO(SO)2,8252,82502682460.23%-22
BRISTOL-MYERS SQUIBB CO(BMY)7,8396,023-1,8163543250.30%-29
TRANSDIGM GROUP INC(TDG)680639-418968500.80%-46
ABBVIE INC(ABBV)21,56121,591+304,9924,9334.63%-59
EDWARDS LIFESCIENCES CORP49,13744,056-5,0813,8213,7563.52%-65
EMERSON ELEC CO(EMR)2,1001,517-5832752010.19%-74
GILEAD SCIENCES INC(GILD)3,9872,730-1,2574433350.31%-108
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)1,5791,390-1894693380.32%-131
PUBLIC SVC ENTERPRISE GRP IN(PEG)7,8906,231-1,6596585000.47%-158
ADOBE INC(ADBE)6,8836,411-4722,4282,2442.10%-184
INTUITIVE SURGICAL INC6,1934,564-1,6292,7702,5852.42%-185
VERIZON COMMUNICATIONS INC(VZ)4,7860-4,7862100-210
NORFOLK SOUTHN CORP(NSC)7010-7012110-211
SKYWORKS SOLUTIONS INC(SWKS)7,9605,698-2,2626133610.34%-252
NVIDIA CORPORATION(NVDA)49,57248,037-1,5359,2498,9598.40%-290
BROADCOM INC(AVGO)79,37374,781-4,59226,18625,88224.28%-304
MICROSOFT CORP(MSFT)8,1777,911-2664,2353,8263.59%-409
APPLE INC(AAPL)45,43640,897-4,53911,56911,11810.43%-451
IDEXX LABS INC(IDXX)13,66912,137-1,5328,7338,2117.70%-522
NIKE INC(NKE)7,4800-7,4805220-522
ARM HOLDINGS PLC17,92217,246-6762,5361,8851.77%-651
ECOLAB INC(ECL)11,6839,596-2,0873,2002,5192.36%-681
NICE LTD(NICE)29,47526,641-2,8344,2673,0112.82%-1,256
ROPER TECHNOLOGIES INC(ROP)13,47011,769-1,7016,7175,2394.91%-1,478
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