Haven Capital Group, Inc.

Q2 2026 13F Holdings

  • Location
    montecito, CA
  • Num holdings

    37

  • Value ($000)

    $124,518

  • Date Filed
    07/10/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO

BROADCOM INC

COM
$26.92M
22 %

71,266

AAPL

APPLE INC

COM
$11.86M
10 %

40,976

NVDA

NVIDIA CORPORATION

COM
$9.75M
8 %

48,720

GOOGL

ALPHABET INC

CAP STK CL A
$8.69M
7 %

24,330

ARM

ARM HOLDINGS PLC

SPONSORED ADS
$6.11M
5 %

17,246

IDXX

IDEXX LABS INC

COM
$6.05M
5 %

11,492

VST

VISTRA CORP

COM
$5.94M
5 %

17,728

ABBV

ABBVIE INC

COM
$5.57M
5 %

22,119

HLT

HILTON WORLDWIDE HLDGS INC

COM
$4.18M
3 %

12,661

EW

EDWARDS LIFESCIENCES CORP

COM
$3.97M
3 %

43,932

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