Aryn Sands

Haven Capital Group, Inc.

Assets Managed

$124.518M

Holdings

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

15.56%(2Q avg: 8.32%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Haven Capital Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Haven Capital Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 124.518M in assets, with a quarterly growth rate of 15.56% and a 2-quarter average growth rate of 8.32%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AVGO Broadcom Inc Recent Activity Decreased -4.26%	21.63%	$26.921M 71,266 shares@ $377.76 avg price	Decreased -4.26%
AAPL Apple Inc Recent Activity Increased 0.31%	9.53%	$11.857M 40,976 shares@ $289.36 avg price	Increased 0.31%
NVDA Nvidia Corp Recent Activity Increased 1.2%	7.83%	$9.748M 48,720 shares@ $200.1 avg price	Increased 1.2%
GOOGL Alphabet Inc-cl A Recent Activity Increased 0.91%	6.99%	$8.695M 24,330 shares@ $357.37 avg price	Increased 0.91%
ARM Arm Holdings Plc-adr Recent Activity	4.92%	$6.115M 17,246 shares@ $354.57 avg price
IDXX Idexx Laboratories Inc Recent Activity Decreased -5.31%	4.86%	$6.05M 11,492 shares@ $526.44 avg price	Decreased -5.31%
VST Vistra Corp Recent Activity New Position	4.77%	$5.936M 17,728 shares@ $334.83 avg price	New Position
ABBV Abbvie Inc Recent Activity Increased 1.29%	4.48%	$5.566M 22,119 shares@ $251.64 avg price	Increased 1.29%
HLT Hilton Worldwide Holdings In Recent Activity Decreased -0.03%	3.37%	$4.184M 12,661 shares@ $330.46 avg price	Decreased -0.03%
EW Edwards Lifesciences Corp Recent Activity Decreased -0.28%	3.2%	$3.974M 43,932 shares@ $90.47 avg price	Decreased -0.28%

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