Haven Capital Group, Inc.

Q1 2025 13F Holdings

  • Location
    camarillo, CA
  • Num holdings

    36

  • Value ($000)

    $90,771

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0002055804
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC

COM
11135F101
$13.58M
15 %

81,097

AAPL
AAPL

APPLE INC

COM
037833100
$10.50M
12 %

47,282

ROP
ROP

ROPER TECHNOLOGIES INC

COM
776696106
$8.12M
9 %

13,772

IDXX
IDXX

IDEXX LABS INC

COM
45168D104
$5.94M
7 %

14,139

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.43M
6 %

50,137

NSY
NSY

NICE LTD

SPONSORED ADR
653656108
$4.74M
5 %

30,737

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$4.69M
5 %

22,399

ECL
ECL

ECOLAB INC

COM
278865100
$4.15M
5 %

16,380

EW
EW

EDWARDS LIFESCIENCES CORP

COM
28176E108
$3.73M
4 %

51,515

ISRG
ISRG

INTUITIVE SURGICAL INC

COM NEW
46120E602
$3.23M
4 %

6,531

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