Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Haven Capital Group, Inc. (CIK 2055804) reported $107.8M across 37 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($23.0M, 21.38%), AAPL ($10.4M, 9.62%), NVDA ($8.4M, 7.79%), GOOGL ($6.9M, 6.43%), IDXX ($6.8M, 6.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $23.0M | 21.38% | 74,438 | Trimmed |
| 2 | AAPL | APPLE INC | $10.4M | 9.62% | 40,852 | Trimmed |
| 3 | NVDA | NVIDIA CORP | $8.4M | 7.79% | 48,147 | Added |
| 4 | GOOGL | ALPHABET INC CLASS CLASS A | $6.9M | 6.43% | 24,112 | New |
| 5 | IDXX | IDEXX LABS INC | $6.8M | 6.33% | 12,137 | Hold |
| 6 | ABBV | ABBVIE INC | $4.7M | 4.41% | 21,839 | Added |
| 7 | VRT | VERTIV HLDGS CO CLASS CLASS A | $4.4M | 4.08% | 17,554 | Added |
| 8 | ROP | ROPER TECHNOLOGIES INC | $4.1M | 3.84% | 11,682 | Trimmed |
| 9 | HLT | HILTON WORLDWIDE HLDGS I | $3.9M | 3.57% | 12,666 | Trimmed |
| 10 | EW | EDWARDS LIFESCIENCES COR | $3.5M | 3.27% | 44,056 | Hold |
| 11 | MAR | MARRIOTT INTL INC NEW CLASS CLASS A | $3.3M | 3.05% | 10,064 | Added |
| 12 | MSFT | MICROSOFT CORP | $2.9M | 2.74% | 7,967 | Added |
| 13 | NICE | NICE LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.9M | 2.73% | 26,641 | Hold |
| 14 | ARM | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.6M | 2.42% | 17,246 | Hold |
| 15 | ECL | ECOLAB INC | $2.5M | 2.31% | 9,365 | Trimmed |
| 16 | ISRG | INTUITIVE SURGICAL INC | $2.1M | 1.95% | 4,564 | Hold |
| 17 | INCY | INCYTE CORP | $1.7M | 1.62% | 18,490 | Added |
| 18 | AMZN | AMAZON.COM INC | $1.6M | 1.49% | 7,692 | Added |
| 19 | ADBE | ADOBE INC | $1.6M | 1.45% | 6,410 | Trimmed |
| 20 | V | VISA INC CLASS CLASS A | $1.5M | 1.40% | 4,993 | Added |
| 21 | META | META PLATFORMS INC CLASS CLASS A | $1.5M | 1.35% | 2,538 | Added |
| 22 | KGC | KINROSS GOLD CORP F | $1.3M | 1.19% | 41,903 | Added |
| 23 | TDG | TRANSDIGM GROUP INC | $814,748 | 0.76% | 703 | Added |
| 24 | NEE | NEXTERA ENERGY INC | $706,538 | 0.66% | 7,607 | Trimmed |
| 25 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $687,652 | 0.64% | 1,435 | New |
Source: SEC Form 13F filings · as of 2026-03-31