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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 $124,517,697
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 71,266 $26,920,732 21.62%
2.
Apple Inc.
 AAPL 40,976 $11,856,815 9.52%
3.
Nvidia Corp
 NVDA 48,720 $9,748,450 7.83%
4.
Alphabet Inc.
 GOOGL 24,330 $8,694,812 6.98%
5.
A R M Holdings Plc
 ARMH 1,724,600 $6,114,914 4.91%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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