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Pine Haven Investment Counsel, Inc13F | |
| Pine Haven Investment Counsel, Inc | |
| Last update 2025-07-16 | 111 Stocks (3 new) |
| Value $127.00 Mil | Turnover 1 % |
Pine Haven Investment Counsel,... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 29,828 | 14,836.8 | +0.19% | 11.660 | +0.02% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AAPL | Apple Inc | 42,000 | 8,617.2 | -0.13% | 6.770 | -0.01% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
COST | Costco Wholesale Corp | 5,406 | 5,351.6 | -1.10% | 4.200 | -0.05% | 0.000 | -3.43% | +2.97% | 417,396.2 | Retail - Defensive | |
BRK.B | Berkshire Hathaway Inc | 9,018 | 4,380.7 | -0.57% | 3.440 | -0.02% | 0.000 | -8.39% | +6.48% | 1,040,746.7 | Insurance | |
SBUX | Starbucks Corp | 42,646 | 3,907.7 | +1.38% | 3.070 | +0.04% | 0.000 | +16.65% | +6.43% | 109,003.5 | Restaurants | |
SCHW | Charles Schwab Corp | 41,793 | 3,813.2 | +0.26% | 3.000 | +0.01% | 0.000 | +22.61% | +29.40% | 172,884.7 | Capital Markets | |
ABBV | AbbVie Inc | 17,977 | 3,336.9 | -1.29% | 2.620 | -0.04% | 0.000 | +8.55% | +10.19% | 336,588.1 | Drug Manufacturers | |
ABT | Abbott Laboratories | 22,855 | 3,108.5 | -0.88% | 2.440 | -0.02% | 0.000 | -2.65% | +12.85% | 218,923.7 | Medical Devices & Instruments | |
ESGD | iShares MSCI EAFE ESG Select ETF | 33,556 | 2,993.9 | +1.26% | 2.350 | +0.03% | 0.030 | +12.40% | +22.09% | 9,974.7 | ||
GOOGL | Alphabet Inc | 16,114 | 2,839.8 | -2.66% | 2.230 | -0.06% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media |
Pine Haven Investment Counsel, Inc's Historical Top Holdings Breakdowns
Pine Haven Investment Counsel, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BMY | Bristol-Myers Squibb Co | 2025-06-30 | Sold Out Sold Out | -0.21% | 44.12 ($49.28) 60.99 | $48.98 | -0.61% | Sold Out | 0 | -4,161 | |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 2025-06-30 | New Buy New Buy | +0.20% | 70.44 ($81.71) 86.87 | $89.67 | 9.74% | New holding | 2,975 | 2,975 | |
INTU | Intuit Inc | 2025-06-30 | New Buy New Buy | +0.19% | 544.07 ($675.75) 787.63 | $776.00 | 14.84% | New holding | 305 | 305 | |
SCHH | Schwab U.S. REIT ETF | 2025-06-30 | New Buy New Buy | +0.19% | 18.94 ($20.96) 21.67 | $21.77 | 3.86% | New holding | 11,341 | 11,341 | |
CTSH | Cognizant Technology Solutions Corp | 2025-06-30 | Sold Out Sold Out | -0.18% | 66.47 ($76.64) 81.81 | $77.19 | 0.72% | Sold Out | 0 | -2,774 | |
CVX | Chevron Corp | 2025-06-30 | Sold Out Sold Out | -0.18% | 133.73 ($141.39) 168.51 | $153.12 | 8.30% | Sold Out | 0 | -1,275 | |
SAM | Boston Beer Co Inc | 2025-06-30 | Sold Out Sold Out | -0.18% | 187.06 ($230.31) 249.73 | $207.82 | -9.77% | Sold Out | 0 | -898 | |
VZ | Verizon Communications Inc | 2025-06-30 | Sold Out Sold Out | -0.18% | 41.67 ($43.34) 45.62 | $42.84 | -1.15% | Sold Out | 0 | -4,653 | |
EAGG |
iShares ESG Aware U.S. Aggregate Bond ETF
iShares ESG Aware U.S. Aggregate Bond ETF
| 2025-06-30 | Add Add | +0.14% | 46.41 ($46.98) 47.7 | $47.16 | 0.38% | Add 10.54% | 38,648 | 3,685 | |
CVS | CVS Health Corp | 2025-06-30 | Reduce Reduce | -0.08% | 60.04 ($65.61) 70.18 | $61.85 | -5.73% | Reduce -23.46% | 4,512 | -1,383 |
Pine Haven Investment Counsel, Inc Total Holding History ($B)
Pine Haven Investment Counsel, Inc's Asset Allocation
Pine Haven Investment Counsel, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Pine Haven Investment Counsel, Inc's Hypothetical Growth since 2025-06-30
Pine Haven Investment Counsel, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pine Haven Investment Counsel, Inc's Holdings Heat Map
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Pine Haven Investment Counsel, Inc's Holdings Bubble Chart
Pine Haven Investment Counsel, Inc News
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