Pine Haven Investment Counsel, Inc
โขCIK: 1899753โขFiling: Q4 2025
**Pine Haven Investment Counsel, Inc.** manages $141M across a diversified portfolio of 116 positions. The strategy exhibits a clear tilt toward mega-cap technology and established consumer staples, evidenced by top holdings including MSFT ($14.4M) and AAPL ($11.2M). Significant allocations are also maintained in defensive sectors, notably COST ($4.7M) and BRK/B ($4.7M). This concentrated exposure suggests a focus on resilient, market-leading enterprises.
Total AUM
$140.5M
QoQ Performance
+1.5%
Positions
93
Top 10 Concentration
41.3%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AAPL
MSFT10.2%
AAPL8.0%
GOOGL3.5%
COST3.4%
BRK/B3.3%
SCHW2.9%
ABBV2.9%
SBUX2.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Technology29.6%
Other27.9%
Consumer10.6%
Healthcare10.0%
Financial9.3%
Industrial4.0%
ETF2.9%
Energy1.7%
๐ช Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW5 new positions
โ39 increased
โ37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023