Pine Haven Investment Counsel, Inc Portfolio Holdings

Pine Haven Investment Counsel, Inc

  • $120 Million
  • Q4 2024

Pine Haven Investment Counsel, Inc has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $120 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.6M, Apple Inc. with a value of $10.7M, Costco Wholesale Corp with a value of $5.07M, Berkshire Hathaway Inc Class B with a value of $4.21M, and Starbucks Corp with a value of $3.89M.

Examining the 13F form we can see an decrease of $2.75M in the current position value, from $123M to 120M.

Pine Haven Investment Counsel, Inc is based out at Fairhaven, MA

Below you can find more details about Pine Haven Investment Counsel, Inc portfolio as well as his latest detailed transactions.

Portfolio value $120 Million
Technology: $32.3 Million
ETFs: $17.9 Million
Healthcare: $14.3 Million
Consumer Defensive: $12 Million
Financial Services: $11.4 Million
Consumer Cyclical: $11.3 Million
Industrials: $9.6 Million
Communication Services: $6.92 Million
Other: $4.1 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $120 Million
  • Prior Value $123 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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