Haven Capital Group, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $106 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $19.2B, Apple Inc. with a value of $11.7B, Roper Technologies Inc with a value of $7.32B, Nvidia Corp with a value of $6.76B, and Idexx Laboratories Inc with a value of $5.67B.

Examining the 13F form we can see an increase of $106B in the current position value.

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 $106 Billion
Technology: $52.9 Billion
Healthcare: $20.1 Billion
Industrials: $10 Billion
Consumer Cyclical: $8.52 Billion
Communication Services: $5.43 Billion
Basic Materials: $3.97 Billion
Utilities: $2.05 Billion
Real Estate: $609 Million
Other: $447 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $106 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 36 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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