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Home > Institutional Investor > Haven Capital Group, Inc. > Profile

Instuitional Investor - Haven Capital Group, Inc.

Fund Profile
Filing Period:
Fund Name: Haven Capital Group, Inc.
Portfolio Value $106,428,436
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 82,671 $19,166,445 18%
2.
Apple Inc.
 AAPL 46,867 $11,736,434 11.02%
3.
Roper Technologies Inc
 ROP 14,075 $7,316,889 6.87%
4.
Nvidia Corp
 NVDA 50,333 $6,759,262 6.35%
5.
Idexx Laboratories Inc
 IDXX 13,704 $5,665,782 5.32%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)