Haven Capital Group, Inc. Portfolio Holdings

Haven Capital Group, Inc.

  • $113 Billion
  • Q2 2025

Haven Capital Group, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $22.3B, Apple Inc. with a value of $9.51B, Nvidia Corp with a value of $7.86B, Roper Technologies Inc with a value of $7.75B, and Idexx Laboratories Inc with a value of $7.56B.

Examining the 13F form we can see an increase of $22.7B in the current position value, from $90.8B to 113B.

Haven Capital Group, Inc. is based out at Camarillo, CA

Below you can find more details about Haven Capital Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
Technology: $53.2 Billion
Healthcare: $21.5 Billion
Industrials: $13.4 Billion
Consumer Cyclical: $8.4 Billion
Communication Services: $5.21 Billion
Basic Materials: $4.41 Billion
Financial Services: $2.31 Billion
Utilities: $1.58 Billion
Other: $509 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $113 Billion
  • Prior Value $90.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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