StockDriftsStockDriftsTop 37 Haven Capital Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 21.62% | 71.3K | $26.9M | -4.26%(-3.17K) | $202.17(+106.67%) | 2026-06-30 | |
| AAPL | APPLE INC | 9.52% | 41.0K | $11.9M | +0.30%(+124) | $232.46(+31.32%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.83% | 48.7K | $9.7M | +1.19%(+573) | $128.63(+75.16%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.98% | 24.3K | $8.7M | +0.90%(+218) | $178.81(+93.70%) | 2026-06-30 | |
| ARM | ARM HOLDINGS PLC | 4.91% | 17.2K | $6.1M | +0.00%(+0) | $133.18(+109.22%) | 2026-06-30 | |
| IDXX | IDEXX LABS INC | 4.86% | 11.5K | $6.0M | -5.31%(-645) | $458.02(+23.78%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 4.77% | 17.7K | $5.9M | +0.99%(+174) | $100.92(+184.44%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 4.47% | 22.1K | $5.6M | +1.28%(+280) | $188.61(+32.98%) | 2026-06-30 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 3.36% | 12.7K | $4.2M | -0.04%(-5) | $238.75(+34.37%) | 2026-06-30 | |
| EW | EDWARDS LIFESCIENCES CORP | 3.19% | 43.9K | $4.0M | -0.28%(-124) | $70.01(+32.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.87% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.98% |
Haven Capital Group INC reports $124.52M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (21.6%), AAPL (9.5%) and NVDA (7.8%). The top 20 holdings account for 92.6% of reported assets. Its disclosed equity book has returned +24.87% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Haven Capital Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055804). View Haven Capital Group INC’s 13F filings on SEC