Haven Capital Group, Inc. Portfolio Holdings

Haven Capital Group, Inc.

  • $112 Billion
  • Q3 2025

Haven Capital Group, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $26.2B, Apple Inc. with a value of $11.6B, Nvidia Corp with a value of $9.25B, Idexx Laboratories Inc with a value of $8.73B, and Roper Technologies Inc with a value of $6.72B.

Examining the 13F form we can see an decrease of $1.15B in the current position value, from $113B to 112B.

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 $112 Billion
Technology: $59.3 Billion
Healthcare: $23 Billion
Industrials: $10.7 Billion
Consumer Cyclical: $8.17 Billion
Basic Materials: $4.04 Billion
Financial Services: $1.55 Billion
Utilities: $1.55 Billion
Communication Services: $1.39 Billion
Other: $0

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $112 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Haven Capital Group, Inc. Portfolio

Follow Haven Capital Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Haven Capital Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Haven Capital Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email