account_balance
Investment manager · 13F filer · SEC CIK 2055804
Haven Capital Group, Inc.
Reported value$131Mas of Sep 30, 2026
Positions39 5 new, 3 sold out
Top 10 weight67.9%AVGO alone is 19%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVGOBroadcom Inc.
19.1%
AAPLApple Inc.
10.5%
NVDANVIDIA Corp
8.6%
GOOGLAlphabet Inc.
6.5%
IDXXIDEXX Laboratories Inc
4.6%
ABBVAbbVie Inc.
4.5%
MSFTMicrosoft Corp
3.8%
ARMArm Holdings PLC
3.8%
VRTVertiv Holdings Co
3.3%New
HLTHilton Worldwide Holdings Inc.
3.1%
ROPRoper Technologies Inc
3.0%−3%
EWEdwards Lifesciences Corp
2.9%
AVGOBroadcom Inc.
19.1%
AAPLApple Inc.
10.5%
NVDANVIDIA Corp
8.6%
GOOGLAlphabet Inc.
6.5%
IDXXIDEXX Laboratories Inc
4.6%
ABBVAbbVie Inc.
4.5%
MSFTMicrosoft Corp
3.8%
ARMArm Holdings PLC
3.8%
VRT3.3%HLT3.1%ROP3.0%EW2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVGO Broadcom Inc. 19.1% HeldAAPL Apple Inc. 10.5% HeldNVDA NVIDIA Corp 8.6% HeldGOOGL Alphabet Inc. 6.5% HeldIDXX IDEXX Laboratories Inc 4.6% HeldABBV AbbVie Inc. 4.5% HeldMSFT Microsoft Corp 3.8% HeldARM Arm Holdings PLC 3.8% HeldVRT Vertiv Holdings Co 3.3% NewHLT Hilton Worldwide Holdings Inc. 3.1% Added +2%ROP Roper Technologies Inc 3.0% Trimmed −3%EW Edwards Lifesciences Corp 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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