Haven Capital Group, Inc.

Q3 2025 13F Holdings

  • Location
    camarillo, CA
  • Num holdings

    37

  • Value ($000)

    $112,292

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC

COM
11135F101
$26.19 M
23 %

79,373

AAPL
AAPL

APPLE INC

COM
037833100
$11.57 M
10 %

45,436

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.25 M
8 %

49,572

IDXX
IDXX

IDEXX LABS INC

COM
45168D104
$8.73 M
8 %

13,669

ROP
ROP

ROPER TECHNOLOGIES INC

COM
776696106
$6.72 M
6 %

13,470

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$4.99 M
4 %

21,561

NSY
NSY

NICE LTD

SPONSORED ADR
653656108
$4.27 M
4 %

29,475

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.24 M
4 %

8,177

EW
EW

EDWARDS LIFESCIENCES CORP

COM
28176E108
$3.82 M
3 %

49,137

HLT
HLT

HILTON WORLDWIDE HLDGS INC

COM
43300A203
$3.38 M
3 %

13,029

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