PH
| |
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
View Full List
| 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 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 42,000 | 8,617.2 | -0.13% | 6.770 | -0.01% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
COST | Costco Wholesale Corp | 5,406 | 5,351.6 | -1.10% | 4.200 | -0.05% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
BRK.B | Berkshire Hathaway Inc | 9,018 | 4,380.7 | -0.57% | 3.440 | -0.02% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
SBUX | Starbucks Corp | 42,646 | 3,907.7 | +1.38% | 3.070 | +0.04% | 0.000 | +15.90% | +4.08% | 106,594.3 | Restaurants | |
SCHW | Charles Schwab Corp | 41,793 | 3,813.2 | +0.26% | 3.000 | +0.01% | 0.000 | +26.21% | +30.29% | 174,065.8 | Capital Markets | |
ABBV | AbbVie Inc | 17,977 | 3,336.9 | -1.29% | 2.620 | -0.04% | 0.000 | +10.35% | +9.44% | 334,309.4 | Drug Manufacturers | |
ABT | Abbott Laboratories | 22,855 | 3,108.5 | -0.88% | 2.440 | -0.02% | 0.000 | -5.16% | +10.91% | 215,165.7 | Medical Devices & Instruments | |
ESGD | iShares MSCI EAFE ESG Select ETF | 33,556 | 2,993.9 | +1.26% | 2.350 | +0.03% | 0.030 | +10.38% | +17.79% | 9,622.4 | ||
GOOGL | Alphabet Inc | 16,114 | 2,839.8 | -2.66% | 2.230 | -0.06% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media |
Pine Haven Investment Counsel, Inc's Historical Top Holdings Breakdowns
Pine Haven Investment Counsel, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BMY | Bristol-Myers Squibb Co | 2025-06-30 | Sold Out Sold Out | -0.21% | 44.12 ($49.28) 60.99 | $47.36 | -3.90% | 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 | $88.57 | 8.40% | New holding | 2,975 | 2,975 | |
INTU | Intuit Inc | 2025-06-30 | New Buy New Buy | +0.19% | 544.07 ($675.75) 787.63 | $752.63 | 11.38% | 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 | $21.33 | 1.77% | 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 | $75.68 | -1.25% | Sold Out | 0 | -2,774 | |
CVX | Chevron Corp | 2025-06-30 | Sold Out Sold Out | -0.18% | 133.73 ($141.39) 168.51 | $150.04 | 6.12% | 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 | $192.24 | -16.53% | Sold Out | 0 | -898 | |
VZ | Verizon Communications Inc | 2025-06-30 | Sold Out Sold Out | -0.18% | 41.67 ($43.34) 45.62 | $40.84 | -5.77% | 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 | $47.02 | 0.09% | Add 10.54% | 38,648 | 3,685 | |
CVS | CVS Health Corp | 2025-06-30 | Reduce Reduce | -0.08% | 60.04 ($65.61) 70.18 | $61.96 | -5.56% | Reduce -23.46% | 4,512 | -1,383 |
Pine Haven Investment Counsel, Inc Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
Pine Haven Investment Counsel, Inc's Holdings Bubble Chart
Pine Haven Investment Counsel, Inc News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers