Holdings of Haven Capital Group, Inc.
36 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 71.6 % of the equity sleeve
Sector breakdown
- Technology 43.9 %
- Health care 17.1 %
- Consumer discretionary 8.2 %
- Communication 8.1 %
- Industrials 8.0 %
- Materials 4.2 %
- Financials 2.1 %
- Utilities 1.3 %
- Real estate 0.4 %
- Unattributed 6.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 94.8 %
- IL 2.8 %
- GB 2.5 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 34 | 100.9M $ | 94.79 % |
| 2 | IL | 1 | 2.9M $ | 2.76 % |
| 3 | GB | 1 | 2.6M $ | 2.45 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Broadcom Inc | 74,438 | 23M $ | |
| 2 | Apple Inc | 40,852 | 10.4M $ | |
| 3 | NVIDIA Corp | 48,147 | 8.4M $ | |
| 4 | Alphabet Inc | 24,112 | 6.9M $ | |
| 5 | IDEXX Laboratories Inc | 12,137 | 6.8M $ | |
| 6 | AbbVie Inc | 21,839 | 4.7M $ | |
| 7 | Vertiv Holdings Co | 17,554 | 4.4M $ | |
| 8 | Roper Technologies Inc | 11,682 | 4.1M $ | |
| 9 | Hilton Worldwide Holdings Inc | 12,666 | 3.9M $ | |
| 10 | Edwards Lifesciences Corp | 44,056 | 3.5M $ | |
| 11 | Marriott International Inc/MD | 10,064 | 3.3M $ | |
| 12 | Microsoft Corp | 7,967 | 2.9M $ | |
| 13 | Nice Ltd | 26,641 | 2.9M $ | |
| 14 | ARM Holdings PLC | 17,246 | 2.6M $ | |
| 15 | Ecolab Inc | 9,365 | 2.5M $ | |
| 16 | Intuitive Surgical Inc | 4,564 | 2.1M $ | |
| 17 | Incyte Corp | 18,490 | 1.7M $ | |
| 18 | Amazon.com Inc | 7,692 | 1.6M $ | |
| 19 | Adobe Inc | 6,410 | 1.6M $ | |
| 20 | Visa Inc | 4,993 | 1.5M $ | |
| 21 | Meta Platforms Inc | 2,538 | 1.5M $ | |
| 22 | TransDigm Group Inc | 703 | 814.7K $ | |
| 23 | NextEra Energy Inc | 7,607 | 706.5K $ | |
| 24 | Berkshire Hathaway Inc | 1,435 | 687.7K $ | |
| 25 | Public Service Enterprise Group Inc | 6,231 | 504.4K $ | |
| 26 | Equinix Inc | 486 | 476.4K $ | |
| 27 | Gilead Sciences Inc | 2,730 | 380.5K $ | |
| 28 | Advanced Micro Devices Inc | 1,864 | 379.2K $ | |
| 29 | Bristol-Myers Squibb Co | 5,958 | 361.4K $ | |
| 30 | Skyworks Solutions Inc | 5,583 | 299K $ | |
| 31 | Zebra Technologies Corp | 1,390 | 290.6K $ | |
| 32 | Expeditors International of Washington Inc | 1,670 | 239.2K $ | |
| 33 | Verizon Communications Inc | 4,653 | 233.6K $ | |
| 34 | Eli Lilly & Co | 248 | 228.1K $ | |
| 35 | Iovance Biotherapeutics Inc | 59,143 | 207.6K $ | |
| 36 | Southern Co/The | 2,113 | 203.9K $ | |