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Haven Capital Group, Inc.

Q4 2025 13F Holdings

  • Location
    camarillo, CA
  • Num holdings

    34

  • Value ($000)

    $106,613

  • Date Filed
    01/14/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVGO

BROADCOM INC

COM
11135F101
$25.88M
24 %

74,781

A
AAPL

APPLE INC

COM
037833100
$11.12M
10 %

40,897

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.96M
8 %

48,037

I
IDXX

IDEXX LABS INC

COM
45168D104
$8.21M
8 %

12,137

R
ROP

ROPER TECHNOLOGIES INC

COM
776696106
$5.24M
5 %

11,769

A
ABBV

ABBVIE INC

COM
00287Y109
$4.93M
5 %

21,591

M
MSFT

MICROSOFT CORP

COM
594918104
$3.83M
4 %

7,911

E
EW

EDWARDS LIFESCIENCES CORP

COM
28176E108
$3.76M
4 %

44,056

H
HLT

HILTON WORLDWIDE HLDGS INC

COM
43300A203
$3.64M
3 %

12,682

M
MAR

MARRIOTT INTL INC NEW

CL A
571903202
$3.11M
3 %

10,034

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