HAVEN CAPITAL GROUP, INC. 13F Portfolio
HAVEN CAPITAL GROUP, INC. runs HAVEN CAPITAL GROUP, INC. and currently holds 38 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $130.45M. Their top holdings are AVGO, AAPL, NVDA, GOOGL, ARM. The top five represent 50.9% of reported portfolio weight. HAVEN CAPITAL GROUP, INC. ranks #844 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HAVEN CAPITAL GROUP, INC. initiated 3 new positions. They added to 12 existing positions. They trimmed 9 positions. Their current best-performing preview position is AMD with returns of +185.56%.
Portfolio Value
$130.45M
Alpha Score
24.3
#844 of 1000
Holdings
38
HAVEN CAPITAL GROUP, INC. Current 13F Holdings
Reported holdings from HAVEN CAPITAL GROUP, INC.'s latest SEC 13F filing, ranked by portfolio weight.
38 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVGO BROADCOM INC | 21.62% | $231.84 | $361.54 | +55.94% | Trimmed -4.26% |
 AAPL APPLE INC | 9.52% | $250.29 | $336.68 | +34.52% | Added +0.30% |
 NVDA NVIDIA CORPORATION | 7.83% | $135.15 | $229.28 | +69.65% | Added +1.19% |
 GOOGL ALPHABET INC | 6.98% | $288.19 | $351.66 | +22.02% | Added +0.90% |
 ARM ARM HOLDINGS PLC | 4.91% | $123.36 | $266.28 | +115.86% | Held |
 IDXX IDEXX LABS INC | 4.86% | $413.64 | $518.00 | +25.23% | Trimmed -5.31% |
 VST VISTRA CORP | 4.77% | $158.63 | $161.45 | +1.78% | New Buy |
 ABBV ABBVIE INC | 4.47% | $179.15 | $276.45 | +54.31% | Added +1.28% |
 HLT HILTON WORLDWIDE HLDGS INC | 3.36% | $246.14 | $326.58 | +32.68% | Trimmed -0.04% |
 EW EDWARDS LIFESCIENCES CORP | 3.19% | $74.03 | $85.20 | +15.09% | Trimmed -0.28% |
Showing 1-10 of 38