Haverford Financial Services, Inc.

CIK: 0001347683SEC EDGAR →

Portfolio Value

$356.8B

Holdings

48

As of

Q4 2025

New Positions

2

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

50,533$24.4B
6.85%
2

APPLE INC

87,880$23.9B
6.70%
3

ALPHABET INC

59,149$18.5B
5.19%
4

JPMORGAN CHASE & CO.

56,555$18.2B
5.11%
5

RTX CORPORATION

88,257$16.2B
4.54%
6

MASTERCARD INCORPORATED

26,215$15.0B
4.19%
7

NVIDIA CORPORATION

78,893$14.7B
4.12%
8

COSTCO WHSL CORP NEW

16,805$14.5B
4.06%
9

BLACKROCK INC

13,475$14.4B
4.04%
10

ELI LILLY & CO

12,835$13.8B
3.87%

Quarterly Changes

Top Buys

AVGONEW
$3.6B
NVDA↑ Increased
$3.3B
LIN↑ Increased
$1.3B
META↑ Increased
$1.3B
SOLSNEW
$740.0M

Top Sells

ORCL↓ Decreased
$7.1B
GOOGL↓ Decreased
$4.1B
LLY↓ Decreased
$3.9B
APD↓ Decreased
$2.9B
TJX↓ Decreased
$2.7B

New Positions (3)

$3.6B · 11K shares
$740.0M · 15K shares
$291.0M · 6K shares

Sector Breakdown

Sector# HoldingsValue%
Technology7$95.6B26.8%
Financial Services18$74.9B21.0%
Healthcare6$50.7B14.2%
Industrials4$41.8B11.7%
Consumer Defensive3$28.4B7.9%
Communication Services2$24.3B6.8%
Consumer Cyclical2$21.8B6.1%
Utilities1$8.4B2.4%
Basic Materials3$5.7B1.6%
Energy1$4.3B1.2%
Unknown1$796.0M0.2%