HC

Haven Capital Group, Inc.

13F
Haven Capital Group, Inc.
Last update 2025-05-15 36 Stocks (5 new)
Value $91.00 Mil Turnover 4 %
Countries:
Top Holdings: AVGO(14.96%)AAPL(11.57%)ROP(8.95%)IDXX(6.54%)NVDA(5.99%)
Summary Stock Picks Current Portfolio
Haven Capital Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVGO
Broadcom Inc
81,097
13,578.0
-1.90%
14.960
-0.34%
0.000
+64.67%
+20.81%
1,310,340.0
Semiconductors
AAPL
Apple Inc
47,282
10,503.0
+0.89%
11.570
+0.10%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
ROP
Roper Technologies Inc
13,772
8,120.0
-2.15%
8.950
-0.15%
0.010
+2.42%
+8.95%
60,621.5
Software
IDXX
IDEXX Laboratories Inc
14,139
5,938.0
+3.17%
6.540
+0.20%
0.020
+26.19%
+28.68%
42,784.5
Medical Diagnostics & Research
NVDA
NVIDIA Corp
50,137
5,434.0
-0.39%
5.990
-0.02%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
NICE
NICE Ltd
30,737
4,739.0
-6.39%
5.220
-0.33%
0.050
+8.03%
-6.45%
9,912.7
Software
ABBV
AbbVie Inc
22,399
4,693.0
-2.81%
5.170
-0.11%
0.000
+8.60%
+8.20%
330,511.7
Drug Manufacturers
ECL
Ecolab Inc
16,380
4,153.0
-3.33%
4.580
-0.12%
0.010
+14.53%
+16.04%
76,704.3
Chemicals
EW
Edwards Lifesciences Corp
51,515
3,734.0
-1.46%
4.110
-0.05%
0.010
+8.07%
+3.07%
44,757.6
Medical Devices & Instruments
ISRG
Intuitive Surgical Inc
6,531
3,235.0
+5.83%
3.560
+0.20%
0.000
+6.74%
-2.10%
183,151.7
Medical Devices & Instruments

Haven Capital Group, Inc.'s Historical Top Holdings Breakdowns

Haven Capital Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOGL
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-4.46%
●
154.33 ($181.36) 206.38
$191.34
5.50%
Sold Out
0
-25,093
V
Visa Inc
2025-03-31
New Buy
New Buy
+1.67%
●
306.92 ($338.38) 362.71
$351.86
3.98%
New holding
4,328
4,328
VRT
Vertiv Holdings Co
2025-03-31
New Buy
New Buy
+1.22%
●
72.2 ($106.44) 153.49
$125.29
17.71%
New holding
15,377
15,377
PEG
Public Service Enterprise Group Inc
2025-03-31
Sold Out
Sold Out
-0.71%
●
78.2 ($83.43) 90.39
$85.79
2.83%
Sold Out
0
-8,975
SWKS
Skyworks Solutions Inc
2025-03-31
Reduce
Reduce
-0.58%
●
64.12 ($76.14) 93.96
$73.38
-3.62%
Reduce -42.35%
9,471
-6,958
EQIX
Equinix Inc
2025-03-31
Sold Out
Sold Out
-0.57%
●
803 ($898.89) 959.97
$800.55
-10.94%
Sold Out
0
-646
TGT
Target Corp
2025-03-31
Sold Out
Sold Out
-0.42%
●
103.65 ($124.98) 142.5
$106.54
-14.75%
Sold Out
0
-3,303
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.34%
●
167.43 ($211.65) 244.7
$278.59
31.63%
Reduce -1.9%
81,097
-1,574
NEE
NextEra Energy Inc
2025-03-31
Reduce
Reduce
-0.33%
●
66.96 ($70.58) 76.16
$77.54
9.86%
Reduce -32.89%
9,941
-4,873
NICE
NICE Ltd
2025-03-31
Reduce
Reduce
-0.33%
●
139.18 ($159.98) 178.5
$158.88
-0.69%
Reduce -6.39%
30,737
-2,098

Haven Capital Group, Inc. Total Holding History ($B)

To

Haven Capital Group, Inc.'s Asset Allocation

To

Haven Capital Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Haven Capital Group, Inc.'s Hypothetical Growth since 2025-03-31

Haven Capital Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Haven Capital Group, Inc.'s Holdings Heat Map

Size field:

Haven Capital Group, Inc.'s Holdings Bubble Chart

Haven Capital Group, Inc. News

  • 1

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