Haverford Financial Services, Inc.

CIK: 0001347683SEC EDGAR →

Portfolio Value

$356.8M

Holdings

48

As of

Q4 2025

New Positions

2

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

50,533$24.4M
6.85%
2

APPLE INC

87,880$23.9M
6.70%
3

ALPHABET INC

59,149$18.5M
5.19%
4

JPMORGAN CHASE & CO.

56,555$18.2M
5.11%
5

RTX CORPORATION

88,257$16.2M
4.54%
6

MASTERCARD INCORPORATED

26,215$15.0M
4.19%
7

NVIDIA CORPORATION

78,893$14.7M
4.12%
8

COSTCO WHSL CORP NEW

16,805$14.5M
4.06%
9

BLACKROCK INC

13,475$14.4M
4.04%
10

ELI LILLY & CO

12,835$13.8M
3.87%

Quarterly Changes

Top Buys

AVGONEW
$3.6M
NVDA↑ Increased
$3.3M
LIN↑ Increased
$1.3M
META↑ Increased
$1.3M
SOLSNEW
$740K

Top Sells

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

New Positions (3)

$3.6M · 11K shares
$740K · 15K shares
$291K · 6K shares

Sector Breakdown

Sector# HoldingsValue%
Technology7$95.6M26.8%
Financial Services18$74.9M21.0%
Healthcare6$50.7M14.2%
Industrials4$41.8M11.7%
Consumer Defensive3$28.4M7.9%
Communication Services2$24.3M6.8%
Consumer Cyclical2$21.8M6.1%
Utilities1$8.4M2.4%
Basic Materials3$5.7M1.6%
Energy1$4.3M1.2%
Unknown1$796K0.2%