Haven Capital Group, Inc.

Q4 2024 13F Holdings

  • Location
    camarillo, CA
  • Num holdings

    36

  • Value ($000)

    $106,428

  • Date Filed
    02/10/2025
  • 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 Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC

COM
11135F101
$19.17M
18 %

82,671

AAPL
AAPL

APPLE INC

COM
037833100
$11.74M
11 %

46,867

ROP
ROP

ROPER TECHNOLOGIES INC

COM
776696106
$7.32M
7 %

14,075

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.76M
6 %

50,333

IDXX
IDXX

IDEXX LABS INC

COM
45168D104
$5.67M
5 %

13,704

NSY
NSY

NICE LTD

SPONSORED ADR
653656108
$5.58M
5 %

32,835

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$4.75M
5 %

25,093

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$4.10M
4 %

23,046

ECL
ECL

ECOLAB INC

COM
278865100
$3.97M
4 %

16,944

EW
EW

EDWARDS LIFESCIENCES CORP

COM
28176E108
$3.87M
4 %

52,279

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