Institutional Investor · CIK 0002055804
HAVEN CAPITAL GROUP, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
48
Total Value
$159.63M
Total Shares
697.69K
Latest Filing
Jul 10, 2026
CIK
0002055804
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 71,266 | $26.92M | 0.0015% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 40,976 | $11.86M | 0.0003% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 40,976 | $11.86M | 0.0003% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 48,720 | $9.75M | 0.0002% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 48,720 | $9.75M | 0.0002% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 24,330 | $8.69M | 0.0002% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 17,246 | $6.11M | 0.0016% | SH | — | View | |
IDEXX Laboratories, Inc.(IDXX) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-10 | 11,492 | $6.05M | 0.0146% | SH | — | View |
Vistra Corp.(VST) | Utilities | Independent Power Producers | 2026-06-30 | 2026-07-10 | 17,728 | $5.94M | 0.0053% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 22,119 | $5.57M | 0.0013% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 22,119 | $5.57M | 0.0013% | SH | — | View |
| Consumer Cyclical | Travel Lodging | 2026-06-30 | 2026-07-10 | 12,661 | $4.18M | 0.0056% | SH | — | View | |
| Healthcare | Medical - Devices | 2026-06-30 | 2026-07-10 | 43,932 | $3.97M | 0.0076% | SH | — | View | |
| Technology | Software - Application | 2026-06-30 | 2026-07-10 | 11,493 | $3.89M | 0.0114% | SH | — | View | |
| Consumer Cyclical | Travel Lodging | 2026-06-30 | 2026-07-10 | 10,061 | $3.73M | 0.0039% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 9,612 | $3.59M | 0.0001% | SH | — | View |
Ecolab Inc.(ECL) | Basic Materials | Chemicals - Specialty | 2026-06-30 | 2026-07-10 | 9,302 | $2.59M | 0.0033% | SH | — | View |
NICE Ltd.(NICE) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 26,641 | $2.42M | 0.0455% | SH | — | View |
Adobe Inc.(ADBE.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 11,398 | $2.34M | 0.0029% | SH | — | View |
Incyte Corporation(INCY) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-10 | 18,501 | $2.10M | 0.0091% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 3,405 | $1.92M | 0.0001% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 3,405 | $1.92M | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 7,927 | $1.89M | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 7,927 | $1.89M | 0.0001% | SH | — | View |
Intuitive Surgical, Inc.(ISRG) | Healthcare | Medical - Instruments & Supplies | 2026-06-30 | 2026-07-10 | 4,564 | $1.82M | 0.0013% | SH | — | View |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 5,283 | $1.81M | 0.0003% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 5,283 | $1.81M | 0.0003% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,864 | $1.08M | 0.0001% | SH | — | View |
Kinross Gold Corporation(KIN2.DE) | Basic Materials | Gold | 2026-06-30 | 2026-07-10 | 42,203 | $996.84K | 0.0036% | SH | — | View |
Kinross Gold Corporation(KG.SW) | Basic Materials | Gold | 2026-06-30 | 2026-07-10 | 42,203 | $996.84K | 0.0035% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 1,410 | $705.55K | 0.0001% | SH | — | View |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 7,607 | $667.67K | 0.0004% | SH | — | View |
Equinix, Inc.(EQIX) | Real Estate | REIT - Specialty | 2026-06-30 | 2026-07-10 | 486 | $506.60K | 0.0005% | SH | — | View |
| Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 6,231 | $505.71K | 0.0013% | SH | — | View | |
Skyworks Solutions, Inc.(AWM.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 5,564 | $377.24K | 0.0037% | SH | — | View |
Skyworks Solutions, Inc.(SWKS) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 5,564 | $377.24K | 0.0037% | SH | — | View |
| Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 1,390 | $365.93K | 0.0029% | SH | — | View | |
Gilead Sciences, Inc.(GILD.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 2,730 | $344.91K | 0.0002% | SH | — | View |
Gilead Sciences, Inc.(GIS.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 2,730 | $344.91K | 0.0002% | SH | — | View |
Bristol-Myers Squibb Company(BMY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 5,958 | $343.30K | 0.0004% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 5,958 | $343.30K | 0.0003% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 248 | $297.46K | 0.0000% | SH | — | View |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-10 | 1,670 | $272.18K | 0.0013% | SH | — | View | |
Applied Materials, Inc.(4336.HK) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 360 | $260.28K | 0.0000% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 360 | $260.28K | 0.0000% | SH | — | View |
CoreWeave, Inc. Class A…(CRWV) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 2,436 | $242.48K | 0.0004% | SH | — | View |
Emerson Electric Co.(EMR) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-10 | 1,517 | $217.16K | 0.0003% | SH | — | View |
Southern Company(SOT.DE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 2,113 | $202.24K | 0.0002% | SH | — | View |
Showing 1 to 48 of 48 results
1