§ 13F · FUND PROFILE
Haven Capital Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $112.3T (13F)Positions · 37Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 75K | $25.9T | 24.3% | −6% |
| 2 | AAPL | APPLE INC | 41K | $11.1T | 10.4% | −10% |
| 3 | NVDA | NVIDIA CORPORATION | 48K | $9.0T | 8.4% | −3% |
| 4 | IDXX | IDEXX LABS INC | 12K | $8.2T | 7.7% | −11% |
| 5 | ROP | ROPER TECHNOLOGIES INC | 12K | $5.2T | 4.9% | −13% |
| 6 | ABBV | ABBVIE INC | 22K | $4.9T | 4.6% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 8K | $3.8T | 3.6% | −3% |
| 8 | EW | EDWARDS LIFESCIENCES CORP | 44K | $3.8T | 3.5% | −10% |
| 9 | HLT | HILTON WORLDWIDE HLDGS INC | 13K | $3.6T | 3.4% | −3% |
| 10 | MAR | MARRIOTT INTL INC NEW | 10K | $3.1T | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HAVEN SIGNAL
AC read
Haven Capital Group, Inc. is a Other fund managing $112292.0 trillion in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed