Pine Haven Investment Counsel, Inc Q2 2025 Filing

Filed July 15, 2025

Portfolio Value

$127.3B

Holdings

111

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (111 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
29,828$14.8B11.66%
2
AAPLAPPLE INC
42,000$8.6B6.77%
3
COSTCOSTCO WHSL CORP NEW
5,406$5.4B4.20%
4
BRK/BBERKSHIRE HATHAWAY INC DEL
9,018$4.4B3.44%
5
SBUXSTARBUCKS CORP
42,646$3.9B3.07%
6
SCHWSCHWAB CHARLES CORP
41,793$3.8B3.00%
7
ABBVABBVIE INC
17,977$3.3B2.62%
8
ABTABBOTT LABS
22,855$3.1B2.44%
9
ESGDISHARES TR
33,556$3.0B2.35%
10
GOOGLALPHABET INC
16,114$2.8B2.23%
11
ORCLORACLE CORP
11,920$2.6B2.05%
12
VOOVANGUARD INDEX FDS
4,333$2.5B1.93%
13
XOMEXXON MOBIL CORP
20,024$2.2B1.70%
14
DEDEERE & CO
4,110$2.1B1.64%
15
CMGCHIPOTLE MEXICAN GRILL INC
37,111$2.1B1.64%
16
PGPROCTER AND GAMBLE CO
11,642$1.9B1.46%
17
EAGGISHARES TR
38,648$1.8B1.44%
18
AMGNAMGEN INC
6,564$1.8B1.44%
19
EMREMERSON ELEC CO
11,647$1.6B1.22%
20
NVDANVIDIA CORPORATION
9,643$1.5B1.20%
21
NKENIKE INC
21,305$1.5B1.19%
22
SYKSTRYKER CORPORATION
3,539$1.4B1.10%
23
JNJJOHNSON & JOHNSON
8,706$1.3B1.04%
24
VVISA INC
3,675$1.3B1.03%
25
UNPUNION PAC CORP
5,663$1.3B1.02%
26
TJXTJX COS INC NEW
10,433$1.3B1.01%
27
PEPPEPSICO INC
9,541$1.3B0.99%
28
AMATAPPLIED MATLS INC
6,500$1.2B0.93%
29
SPYSPDR S&P 500 ETF TR
1,902$1.2B0.92%
30
GOOGALPHABET INC
6,494$1.2B0.91%
31
NFLXNETFLIX INC
852$1.1B0.90%
32
JPMJPMORGAN CHASE & CO.
3,886$1.1B0.89%
33
MRKMERCK & CO INC
14,017$1.1B0.87%
34
CLCOLGATE PALMOLIVE CO
12,029$1.1B0.86%
35
SCHPSCHWAB STRATEGIC TR
40,749$1.1B0.85%
36
IWRISHARES TR
11,522$1.1B0.83%
37
BLKBLACKROCK INC
1,008$1.1B0.83%
38
METAMETA PLATFORMS INC
1,347$994.2M0.78%
39
ESMLISHARES TR
23,823$984.6M0.77%
40
CATCATERPILLAR INC
2,417$938.3M0.74%
41
EFAISHARES TR
10,197$911.5M0.72%
42
SUSBISHARES TR
35,322$889.1M0.70%
43
KOCOCA COLA CO
12,515$885.4M0.70%
44
ISRGINTUITIVE SURGICAL INC
1,619$879.8M0.69%
45
DISDISNEY WALT CO
6,579$815.9M0.64%
46
ISTBISHARES TR
16,485$802.0M0.63%
47
CRMSALESFORCE INC
2,926$797.9M0.63%
48
TSLATESLA INC
2,424$770.0M0.60%
49
AVGOBROADCOM INC
2,760$760.7M0.60%
50
TROWPRICE T ROWE GROUP INC
7,782$751.0M0.59%
51
ECLECOLAB INC
2,730$735.6M0.58%
52
BABOEING CO
3,432$719.1M0.56%
53
VGSRMANAGER DIRECTED PORTFOLIOS
68,106$712.4M0.56%
54
SAPSAP SE
2,285$694.9M0.55%
55
IDXXIDEXX LABS INC
1,205$646.3M0.51%
56
CITHE CIGNA GROUP
1,949$644.3M0.51%
57
ROKROCKWELL AUTOMATION INC
1,883$625.5M0.49%
58
HDHOME DEPOT INC
1,681$616.3M0.48%
59
MNSTMONSTER BEVERAGE CORP NEW
8,340$522.4M0.41%
60
VEUVANGUARD INTL EQUITY INDEX F
7,463$501.7M0.39%
61
TRMBTRIMBLE INC
6,400$486.3M0.38%
62
WMTWALMART INC
4,753$464.7M0.37%
63
IJRISHARES TR
4,230$462.3M0.36%
64
ESGEISHARES INC
11,678$457.4M0.36%
65
NEENEXTERA ENERGY INC
6,350$440.8M0.35%
66
SUSAISHARES TR
3,279$415.6M0.33%
67
ICSHISHARES TR
8,129$412.2M0.32%
68
SCHDSCHWAB STRATEGIC TR
15,479$410.2M0.32%
69
GNRCGENERAC HLDGS INC
2,861$409.7M0.32%
70
SCHASCHWAB STRATEGIC TR
15,920$402.8M0.32%
71
QCOMQUALCOMM INC
2,472$393.7M0.31%
72
ADBEADOBE INC
1,010$390.7M0.31%
73
AMDADVANCED MICRO DEVICES INC
2,682$380.6M0.30%
74
ULUNILEVER PLC
6,193$378.8M0.30%
75
CSCOCISCO SYS INC
5,195$360.4M0.28%
76
NSCNORFOLK SOUTHN CORP
1,376$352.3M0.28%
77
ROPROPER TECHNOLOGIES INC
615$348.6M0.27%
78
APDAIR PRODS & CHEMS INC
1,202$339.0M0.27%
79
MMM3M CO
2,225$338.7M0.27%
80
IBDQISHARES TR
13,000$327.3M0.26%
81
VCSHVANGUARD SCOTTSDALE FDS
4,014$319.1M0.25%
82
LLYELI LILLY & CO
406$316.5M0.25%
83
CVSCVS HEALTH CORP
4,512$311.2M0.24%
84
PAYXPAYCHEX INC
2,109$306.8M0.24%
85
EXPDEXPEDITORS INTL WASH INC
2,570$293.6M0.23%
86
IBDRISHARES TR
12,100$293.4M0.23%
87
XLFSELECT SECTOR SPDR TR
5,570$291.7M0.23%
88
IBDSISHARES TR
11,650$282.7M0.22%
89
DKSDICKS SPORTING GOODS INC
1,424$281.7M0.22%
90
FDSFACTSET RESH SYS INC
615$275.1M0.22%
91
AFLAFLAC INC
2,590$273.1M0.21%
92
NTESNETEASE INC
2,000$269.2M0.21%
93
TRITHOMSON REUTERS CORP
1,302$261.9M0.21%
94
TXNTEXAS INSTRS INC
1,246$258.7M0.20%
95
MDYGSPDR SERIES TRUST
2,975$258.4M0.20%
96
4I1PHILIP MORRIS INTL INC
1,400$255.0M0.20%
97
SOSOUTHERN CO
2,773$254.6M0.20%
98
SCHESCHWAB STRATEGIC TR
8,322$250.8M0.20%
99
HONHONEYWELL INTL INC
1,035$241.0M0.19%
100
INTUINTUIT
305$240.2M0.19%
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