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
+60.74%
+23.02%
1,334,327.7
Semiconductors
AAPL
Apple Inc
47,282
10,503.0
+0.89%
11.570
+0.10%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
ROP
Roper Technologies Inc
13,772
8,120.0
-2.15%
8.950
-0.15%
0.010
+1.23%
+7.63%
59,888.2
Software
IDXX
IDEXX Laboratories Inc
14,139
5,938.0
+3.17%
6.540
+0.20%
0.020
+26.73%
+30.78%
43,482.5
Medical Diagnostics & Research
NVDA
NVIDIA Corp
50,137
5,434.0
-0.39%
5.990
-0.02%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
NICE
NICE Ltd
30,737
4,739.0
-6.39%
5.220
-0.33%
0.050
+7.51%
-4.16%
10,083.2
Software
ABBV
AbbVie Inc
22,399
4,693.0
-2.81%
5.170
-0.11%
0.000
+8.55%
+10.19%
336,588.1
Drug Manufacturers
ECL
Ecolab Inc
16,380
4,153.0
-3.33%
4.580
-0.12%
0.010
+13.12%
+15.16%
76,123.1
Chemicals
EW
Edwards Lifesciences Corp
51,515
3,734.0
-1.46%
4.110
-0.05%
0.010
+9.15%
+3.89%
45,115.4
Medical Devices & Instruments
ISRG
Intuitive Surgical Inc
6,531
3,235.0
+5.83%
3.560
+0.20%
0.000
+2.87%
-3.83%
179,937.3
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
$190.23
4.89%
Sold Out
0
-25,093
V
Visa Inc
2025-03-31
New Buy
New Buy
+1.67%
●
306.92 ($338.38) 362.71
$355.29
5.00%
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
$130.19
22.31%
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
$86.67
3.88%
Sold Out
0
-8,975
SWKS
Skyworks Solutions Inc
2025-03-31
Reduce
Reduce
-0.58%
●
64.12 ($76.14) 93.96
$73.09
-4.01%
Reduce -42.35%
9,471
-6,958
EQIX
Equinix Inc
2025-03-31
Sold Out
Sold Out
-0.57%
●
803 ($898.89) 959.97
$796.21
-11.42%
Sold Out
0
-646
TGT
Target Corp
2025-03-31
Sold Out
Sold Out
-0.42%
●
103.65 ($124.98) 142.5
$107.43
-14.04%
Sold Out
0
-3,303
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.34%
●
167.43 ($211.65) 244.7
$283.69
34.04%
Reduce -1.9%
81,097
-1,574
NEE
NextEra Energy Inc
2025-03-31
Reduce
Reduce
-0.33%
●
66.96 ($70.58) 76.16
$72.82
3.17%
Reduce -32.89%
9,941
-4,873
NICE
NICE Ltd
2025-03-31
Reduce
Reduce
-0.33%
●
139.18 ($159.98) 178.5
$162.77
1.74%
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

Discussions on Haven Capital Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.