Haven Capital Group, Inc. - Portfolio Stock Holdings
Haven Capital Group, Inc. disclosed 41 stock positions in a recent SEC 13F filing. $121,394,138 of stock holdings were filed, with the largest holdings including AVGO, AAPL, and NVDA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $143,939,449 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
41Est. Stock Holding Value:
$121,394,138Top Stock Holdings By Sector
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Portfolio Stock Holdings - Haven Capital Group, Inc.
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