Haven Capital Group, Inc.

Q2 2025 13F Holdings

  • Location
    camarillo, CA
  • Num holdings

    41

  • Value ($000)

    $113,437

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC

COM
11135F101
$22.26M
20 %

80,752

AAPL
AAPL

APPLE INC

COM
037833100
$9.51M
8 %

46,356

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.86M
7 %

49,717

ROP
ROP

ROPER TECHNOLOGIES INC

COM
776696106
$7.75M
7 %

13,676

IDXX
IDXX

IDEXX LABS INC

COM
45168D104
$7.56M
7 %

14,092

NSY
NSY

NICE LTD

SPONSORED ADR
653656108
$5.07M
5 %

29,988

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$4.25M
4 %

24,114

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.17M
4 %

8,388

ECL
ECL

ECOLAB INC

COM
278865100
$4.16M
4 %

15,428

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$4.04M
4 %

21,794

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