Haverford Financial Services, Inc. Portfolio Holdings

Haverford Financial Services, Inc.

  • $340 Million
  • Q3 2025

Haverford Financial Services, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $340 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $26.3M, Apple Inc. with a value of $22.6M, Jpmorgan Chase & CO with a value of $18M, Raytheon Technologies Corp with a value of $17.8M, and Oracle Corp with a value of $17.7M.

Examining the 13F form we can see an increase of $28.3M in the current position value, from $312M to 340M.

Haverford Financial Services, Inc. is based out at Radnor, PA

Below you can find more details about Haverford Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $340 Million
Technology: $96.3 Million
Financial Services: $51.5 Million
Industrials: $46.8 Million
Healthcare: $44.6 Million
Consumer Defensive: $29.1 Million
Consumer Cyclical: $25.1 Million
Communication Services: $19 Million
Utilities: $8.94 Million
Other: $19.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$26.3 Million 7.73% of portfolio
50,783
Q3 2025 Reduced 7.34%
$4.3T
$22.6 Million 6.65% of portfolio
88,908
Q3 2025 Reduced 9.49%
$881B
$18 Million 5.27% of portfolio
56,922
Q3 2025 Reduced 14.09%
$258B
$17.8 Million 5.23% of portfolio
106,504
Q3 2025 Reduced 6.55%
$593B
$17.7 Million 5.21% of portfolio
63,011
Q3 2025 Reduced 29.82%
$404B
$15.6 Million 4.59% of portfolio
16,881
Q3 2025 Reduced 0.59%
$512B
$15.1 Million 4.44% of portfolio
26,561
Q3 2025 Reduced 17.13%
$1.65T
$14.5 Million 4.25% of portfolio
59,471
Q3 2025 Reduced 0.87%
$170B
$14.2 Million 4.16% of portfolio
97,901
Q3 2025 Reduced 0.59%
$132B
$12.8 Million 3.77% of portfolio
60,990
Q3 2025 Reduced 0.68%
$152B
$12.3 Million 3.6% of portfolio
49,724
Q3 2025 Added 42.85%
$140B
$11.9 Million 3.49% of portfolio
31,738
Q3 2025 Reduced 0.68%
$465B
$11.4 Million 3.35% of portfolio
61,146
Q3 2025 Reduced 1.31%
$140B
$10.9 Million 3.2% of portfolio
43,384
Q3 2025 Reduced 0.64%
$971B
$9.85 Million 2.89% of portfolio
12,916
Q3 2025 Added 249.74%
$522B
$9.36 Million 2.75% of portfolio
50,493
Q3 2025 Reduced 8.84%
$72.4B
$7.94 Million 2.33% of portfolio
22,275
Q3 2025 Reduced 3.75%
$159B
$7.52 Million 2.21% of portfolio
15,457
Q3 2025 Reduced 31.58%
$204B
$7.47 Million 2.19% of portfolio
53,170
Q3 2025 Reduced 18.9%
$121B
$7.47 Million 2.19% of portfolio
9,667
Q3 2025 Reduced 29.41%
$136B
$6.67 Million 1.96% of portfolio
18,047
Q3 2025 Reduced 0.68%
$57.5B
$6.26 Million 1.84% of portfolio
22,966
Q3 2025 Reduced 0.52%
$306B
$5.96 Million 1.75% of portfolio
89,933
Q3 2025 Reduced 10.31%
$177B
$5.94 Million 1.75% of portfolio
30,540
Q3 2025 Reduced 16.7%
$128B
$5.72 Million 1.68% of portfolio
60,092
Q3 2025 Reduced 2.45%
$222B
$5.56 Million 1.63% of portfolio
11,471
Q3 2025 Reduced 8.0%
$1.37T
$4.5 Million 1.32% of portfolio
6,133
Q3 2025 New
$303B
$4.37 Million 1.28% of portfolio
28,154
Q3 2025 Reduced 0.97%
$85.9B
$4.31 Million 1.27% of portfolio
19,509
Q3 2025 New
$533B
$2.94 Million 0.86% of portfolio
8,602
Q3 2025 New
$0
$1.7 Million 0.5% of portfolio
2,540
Q3 2025 Added 4.96%
$0
$1.66 Million 0.49% of portfolio
8,550
Q3 2025 Added 5.04%
$0
$777,000 0.23% of portfolio
8,900
Q1 2025 Reduced 16.81%
$0
$708,000 0.21% of portfolio
15,504
Q3 2025 Added 11.66%
$0
$665,000 0.2% of portfolio
8,855
Q4 2023 Added 77.1%
$0
$619,000 0.18% of portfolio
5,210
Q2 2024 Reduced 30.58%
$0
$581,000 0.17% of portfolio
10,840
Q1 2025 Reduced 20.24%
$0
$522,000 0.15% of portfolio
8,000
Q1 2024 Added 400.0%
$0
$486,000 0.14% of portfolio
9,585
Q3 2025 Added 65.26%
$0
$397,000 0.12% of portfolio
4,520
Q3 2020 Reduced 13.08%
$0
$262,000 0.08% of portfolio
3,290
Q4 2023 New
$0
$205,000 0.06% of portfolio
3,802
Q3 2025 New
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.9%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $340 Million
  • Prior Value $312 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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