Haven Capital Group, Inc.

RIA/Wealth

Haven Capital Group, Inc. is a RIA/Wealth based in Westlake Village, CA led by Kristin Wyman Horton, reporting $142.4M in AUM as of Q3 2025 with 52% Technology concentration, 78% concentrated in top 10 holdings, 25% allocation to AVGO, and 52% technology allocation.

PresidentKristin Wyman Horton

Portfolio Value: $105.5M
Positions: 35
Top Holding: AVGO at 24.82%
Last Reported: Q3 2025

Address2625 Townsgate Rd, Ste 330, Westlake Village, CA, 91361-5751, United States

Top Holdings

Largest long holdings in Haven Capital Group, Inc.'s portfolio (77.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Broadcom Inc. AVGO	Semiconductors Technology	$26.2M	24.82%	-$454.9K Sold	0.00% 79.4K shares	Q4 2024 Held for 11 months
2 Apple AAPL	Consumer Electronics Technology	$11.6M	10.97%	-$234.3K Sold	0.00% 45.4K shares	Q4 2024 Held for 11 months
3 Nvidia NVDA	Semiconductors Technology	$9.2M	8.77%	-$27.1K Sold	0.00% 49.6K shares	Q4 2024 Held for 11 months
4 Idexx Laboratories IDXX	Medical - Diagnostics & Research Healthcare	$8.7M	8.28%	-$270.3K Sold	0.02% 13.7K shares	Q4 2024 Held for 11 months
5 Roper Technologies, Inc. ROP	Industrial - Machinery Industrials	$6.7M	6.37%	-$102.7K Sold	0.01% 13.5K shares	Q4 2024 Held for 11 months
6 AbbVie ABBV	Drug Manufacturers - General Healthcare	$5.0M	4.73%	-$53.9K Sold	0.00% 21.6K shares	Q4 2024 Held for 11 months
7 Microsoft MSFT	Software - Infrastructure Technology	$4.2M	4.01%	-$109.3K Sold	0.00% 8.2K shares	Q4 2024 Held for 11 months
8 Edwards Lifesciences EW	Medical - Devices Healthcare	$3.8M	3.62%	-$84.2K Sold	0.01% 49.1K shares	Q4 2024 Held for 11 months
9 Hilton Worldwide HLT	Travel Lodging Consumer Cyclical	$3.4M	3.20%	-$39.4K Sold	0.01% 13.0K shares	Q4 2024 Held for 11 months
10 Ecolab ECL	Chemicals - Specialty Basic Materials	$3.2M	3.03%	-$1.0M Sold	0.00% 11.7K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Haven Capital Group, Inc.'s latest filing

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Market Value

$105.5M

Prior: $105.5M

Q/Q Change

+0.018%

+$19.5K

Net Flows % of MV

-9.36%

Turnover Ratio

5.77%

New Purchases

0 stocks

Added To

4 stocks

+$940.9K

Sold Out Of

6 stocks

$7.9M

Reduced Holdings

19 stocks

-$2.9M

Increased Positions

Position	Shares Δ	Change
1 Kinross Gold KGC	+106.91%	16.3K → 33.6K +$431.9K
2 Meta Platforms, Inc. META	+58.14%	1.0K → 1.6K +$432.5K
3 TransDigm Group TDG	+4.13%	653.0 → 680.0 +$35.6K
4 Marriott International MAR	+1.58%	9.9K → 10.1K +$40.9K

Decreased Positions

Position	Shares Δ	Change
1 Alphabet Inc. GOOGL	Sold	24.1K → 0 −$4.2M
2 NV5 Global, Inc. NVEE	Sold	89.8K → 0 −$2.1M
3 Berkshire Hathaway BRK.B	Sold	1.4K → 0 −$697.1K
4 Equinix, Inc. EQIX	Sold	640.0 → 0 −$509.1K
5 United Parcel Service, Inc. UPS	Sold	2.1K → 0 −$214.7K