Pine Haven Investment Counsel, Inc Portfolio Holdings

Pine Haven Investment Counsel, Inc

  • $125 Million
  • Q2 2025

Pine Haven Investment Counsel, Inc has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.8M, Apple Inc. with a value of $8.62M, Costco Wholesale Corp with a value of $5.35M, Berkshire Hathaway Inc Class B with a value of $4.38M, and Starbucks Corp with a value of $3.91M.

Examining the 13F form we can see an increase of $7.94M in the current position value, from $117M to 125M.

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 $125 Million
Technology: $33.5 Million
ETFs: $20.3 Million
Healthcare: $15.1 Million
Financial Services: $12.1 Million
Consumer Defensive: $12.1 Million
Consumer Cyclical: $10.5 Million
Industrials: $9.74 Million
Communication Services: $7.21 Million
Other: $4.6 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 111
  • Current Value $125 Million
  • Prior Value $117 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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