Sponsored

The Analysis of Pine Haven Investment Counsel, Inc's Holdings & P&L

Currently, Pine Haven Investment Counsel, Inc holds 114 types of securities in its portfolio with a total value $136.0M. In the most recent quarter, they have increased their positions in SPY (+812 shares, valued at $528.1K), ESGD (+2.6K shares, valued at $253.4K), CVX (+1.2K shares, valued at $241.7K); decreased their positions in AAPL (-637 shares, valued at $161.7K), N/A (-469 shares, valued at $134.9K), XOM (-546 shares, valued at $92.6K); initiated new positions in CVX (+1.2K shares, valued at $241.7K), BMY (+3.6K shares, valued at $216.0K), SCHO (+8.4K shares, valued at $203.5K).

1M P&L

+1.5M+1.22%

3M P&L

+788.8K+0.62%

HY P&L

+5.2M+4.23%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A24.2M

20.4%

2Software - Infrastructure12.9M

10.9%

3Consumer Electronics10.3M

8.7%

Top Industries by Stock Count

1N/A32 stocks

30.5%

2Drug Manufacturers - General6 stocks

5.7%

3Semiconductors4 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP30.0K shares0.84%2026-03-312026-04-16

AAPL APPLE INC40.7K shares-1.54%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION5.5K shares-0.78%2026-03-312026-04-16

ALPHABET INC ALPHABET INC15.4K shares-2.95%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.2K shares-0.75%2026-03-312026-04-16

ABBV ABBVIE INC18.0K shares-0.06%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP40.8K shares-1.30%2026-03-312026-04-16

SBUX STARBUCKS CORP41.8K shares-0.69%2026-03-312026-04-16

Sponsored

ESGD ISHARES TR38.3K shares7.44%2026-03-312026-04-16

XOM EXXON MOBIL CORP19.1K shares-2.79%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS4.4K shares0.00%2026-03-312026-04-16

ABT ABBOTT LABORATORIES22.8K shares-0.57%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON9.2K shares-1.67%2026-03-312026-04-16

AMGN AMGEN INC6.4K shares-2.15%2026-03-312026-04-16

DE DEERE & CO3.9K shares-3.57%2026-03-312026-04-16

AMAT APPLIED MATLS INC6.4K shares-1.53%2026-03-312026-04-16

Sponsored

EAGG ISHARES TR43.0K shares4.34%2026-03-312026-04-16

ALPHABET INC ALPHABET INC6.4K shares-0.31%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T2.7K shares42.69%2026-03-312026-04-16

ORCL ORACLE CORP12.0K shares-2.15%2026-03-312026-04-16

PG PROCTER & GAMBLE CO12.0K shares1.01%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC14.2K shares0.35%2026-03-312026-04-16

TJX TJX COS INC NEW10.4K shares0.63%2026-03-312026-04-16

NVDA NVIDIA CORPORATION9.2K shares-0.80%2026-03-312026-04-16

Sponsored

CAT CATERPILLAR INC2.2K shares-4.82%2026-03-312026-04-16

PEP PEPSICO INC9.8K shares-0.57%2026-03-312026-04-16

EMR EMERSON ELEC CO10.9K shares-4.44%2026-03-312026-04-16

UNP UNION PAC CORP5.5K shares0.62%2026-03-312026-04-16

ESML ISHARES TR26.3K shares6.44%2026-03-312026-04-16

SCHP SCHWAB STRATEGIC TR46.0K shares8.95%2026-03-312026-04-16

MAR MARRIOTT INTL INC NEW3.7K shares0.00%2026-03-312026-04-16

CMG CHIPOTLE MEXICAN GRILL INC36.6K shares-2.41%2026-03-312026-04-16

Sponsored

SYK STRYKER CORPORATION3.5K shares0.00%2026-03-312026-04-16

IWR ISHARES TR11.5K shares0.00%2026-03-312026-04-16

NKE NIKE INC21.1K shares-2.68%2026-03-312026-04-16

V VISA INC3.6K shares-1.61%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO3.7K shares0.00%2026-03-312026-04-16

CL COLGATE PALMOLIVE CO12.5K shares0.97%2026-03-312026-04-16

EFA ISHARES TR10.2K shares0.00%2026-03-312026-04-16

SUSB ISHARES TR39.0K shares1.02%2026-03-312026-04-16

Sponsored

BLACKROCK INC BLACKROCK INC1.0K shares-0.10%2026-03-312026-04-16

KO COCA COLA CO12.7K shares-0.51%2026-03-312026-04-16

ISTB ISHARES TR18.6K shares8.46%2026-03-312026-04-16

BROADCOM INC BROADCOM INC2.7K shares0.00%2026-03-312026-04-16

TSLA TESLA INC2.3K shares-2.59%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC1.8K shares0.28%2026-03-312026-04-16

VGSR MANAGER DIRECTED PORTFOLIOS79.8K shares13.40%2026-03-312026-04-16

NFLX NETFLIX INC.8.4K shares-0.18%2026-03-312026-04-16

Sponsored

META META PLATFORMS INC1.3K shares1.16%2026-03-312026-04-16

IDXX IDEXX LABS INC1.3K shares1.30%2026-03-312026-04-16

ECL ECOLAB INC2.7K shares0.18%2026-03-312026-04-16

IWF ISHARES TR1.7K shares0.00%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-16

WMT WALMART INC5.5K shares-0.16%2026-03-312026-04-16

ROK ROCKWELL AUTOMATION INC1.9K shares0.00%2026-03-312026-04-16

BA BOEING CO3.4K shares0.00%2026-03-312026-04-16

Sponsored

NEE NEXTERA ENERGY INC7.2K shares2.12%2026-03-312026-04-16

GNRC GENERAC HLDGS INC3.3K shares0.45%2026-03-312026-04-16

MDYG SPDR SERIES TRUST6.7K shares41.49%2026-03-312026-04-16

DIS DISNEY WALT CO6.7K shares0.00%2026-03-312026-04-16

TROW PRICE T ROWE GROUP INC7.0K shares-2.08%2026-03-312026-04-16

MNST MONSTER BEVERAGE CORP NEW8.3K shares0.00%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC2.9K shares-1.36%2026-03-312026-04-16

CRM SALESFORCE INC3.1K shares-0.95%2026-03-312026-04-16

Sponsored

IWB ISHARES TR1.6K shares0.00%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F7.5K shares0.00%2026-03-312026-04-16

ESGE ISHARES INC12.4K shares1.14%2026-03-312026-04-16

IJR ISHARES TR4.3K shares2.72%2026-03-312026-04-16

HD HOME DEPOT INC1.6K shares0.00%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR17.0K shares3.44%2026-03-312026-04-16

THE CIGNA GROUP THE CIGNA GROUP1.9K shares0.00%2026-03-312026-04-16

SCHH SCHWAB STRATEGIC TR22.6K shares40.23%2026-03-312026-04-16

Sponsored

SCHA SCHWAB STRATEGIC TR15.7K shares-0.38%2026-03-312026-04-16

TRMB TRIMBLE INC6.4K shares0.00%2026-03-312026-04-16

SUSA ISHARES TR3.1K shares-2.68%2026-03-312026-04-16

CSCO CISCO SYS INC5.1K shares0.49%2026-03-312026-04-16

NSC NORFOLK SOUTHN CORP1.4K shares0.00%2026-03-312026-04-16

AMZN AMAZON COM INC1.9K shares1.62%2026-03-312026-04-16

SAP SAP SE2.3K shares0.00%2026-03-312026-04-16

LLY ELI LILLY & CO417 shares0.00%2026-03-312026-04-16

Sponsored

QCOM QUALCOMM INC2.9K shares-2.04%2026-03-312026-04-16

IBDS ISHARES TR15.2K shares3.40%2026-03-312026-04-16

IBDR ISHARES TR15.2K shares3.40%2026-03-312026-04-16

EXPD EXPEDITORS INTL WASH INC2.6K shares0.00%2026-03-312026-04-16

HASI HA SUSTAINABLE INFRA CAP INC9.5K shares2.70%2026-03-312026-04-16

AGG ISHARES TR3.4K shares65.57%2026-03-312026-04-16

GLD SPDR GOLD TR788 shares4.51%2026-03-312026-04-16

APD AIR PRODUCTS AND CHEMICALS I1.2K shares0.00%2026-03-312026-04-16

Sponsored

UNILEVER PLC UNILEVER PLC5.7K shares-2.30%2026-03-312026-04-16

VCSH VANGUARD SCOTTSDALE FDS4.0K shares0.00%2026-03-312026-04-16

CVS CVS HEALTH CORP4.3K shares-3.94%2026-03-312026-04-16

MMM 3M CO2.1K shares-0.96%2026-03-312026-04-16

ICSH ISHARES TR5.9K shares-4.13%2026-03-312026-04-16

DKS DICKS SPORTING GOODS INC1.4K shares-2.75%2026-03-312026-04-16

SCHE SCHWAB STRATEGIC TR8.4K shares1.20%2026-03-312026-04-16

SO SOUTHERN CO2.8K shares0.00%2026-03-312026-04-16

Sponsored

AFL AFLAC INC2.4K shares-6.20%2026-03-312026-04-16

GILD GILEAD SCIENCES INC1.9K shares0.00%2026-03-312026-04-16

WY WEYERHAEUSER CO10.4K shares21.95%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F4.6K shares0.00%2026-03-312026-04-16

JLL JONES LANG LASALLE INC804 shares-9.56%2026-03-312026-04-16

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-04-16

TXN TEXAS INSTRS INC1.2K shares0.00%2026-03-312026-04-16

ES EVERSOURCE ENERGY3.5K shares0.00%2026-03-312026-04-16

Sponsored

IBDT ISHARES TR9.3K shares13.33%2026-03-312026-04-16

PCAR PACCAR INC2.0K shares0.00%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC1.4K shares0.00%2026-03-312026-04-16

CSX CSX CORP5.6K shares-6.67%2026-03-312026-04-16

NTES NETEASE COM INC2.0K shares0.00%2026-03-312026-04-16

ROP ROPER TECHNOLOGIES INC615 shares0.00%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO3.6K sharesnew addition2026-03-312026-04-16

TRV TRAVELERS COMPANIES INC700 shares0.00%2026-03-312026-04-16

Sponsored

SCHO SCHWAB STRATEGIC TR8.4K sharesnew addition2026-03-312026-04-16

ICLN ISHARES TR10.7K shares0.00%2026-03-312026-04-16

MSFT

MICROSOFT CORP

0.84%

Shares30.0K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-1.54%

Shares40.7K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

-0.78%

Shares5.5K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-2.95%

Shares15.4K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

-0.75%

Shares9.2K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

-0.06%

Shares18.0K

Event2026-03-31

Filed2026-04-16

SCHW

SCHWAB CHARLES CORP

-1.30%

Shares40.8K

Event2026-03-31

Filed2026-04-16

SBUX

STARBUCKS CORP

-0.69%

Shares41.8K

Event2026-03-31

Filed2026-04-16

ESGD

ISHARES TR

7.44%

Shares38.3K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

-2.79%

Shares19.1K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

-0.57%

Shares22.8K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

-1.67%

Shares9.2K

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC

-2.15%

Shares6.4K

Event2026-03-31

Filed2026-04-16

DEERE & CO

-3.57%

Shares3.9K

Event2026-03-31

Filed2026-04-16

AMAT

APPLIED MATLS INC

-1.53%

Shares6.4K

Event2026-03-31

Filed2026-04-16

EAGG

ISHARES TR

4.34%

Shares43.0K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-0.31%

Shares6.4K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

42.69%

Shares2.7K

Event2026-03-31

Filed2026-04-16

ORCL

ORACLE CORP

-2.15%

Shares12.0K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

1.01%

Shares12.0K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

0.35%

Shares14.2K

Event2026-03-31

Filed2026-04-16

TJX

TJX COS INC NEW

0.63%

Shares10.4K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-0.80%

Shares9.2K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

-4.82%

Shares2.2K

Event2026-03-31

Filed2026-04-16

PEP

PEPSICO INC

-0.57%

Shares9.8K

Event2026-03-31

Filed2026-04-16

EMR

EMERSON ELEC CO

-4.44%

Shares10.9K

Event2026-03-31

Filed2026-04-16

UNP

UNION PAC CORP

0.62%

Shares5.5K

Event2026-03-31

Filed2026-04-16

ESML

ISHARES TR

6.44%

Shares26.3K

Event2026-03-31

Filed2026-04-16

SCHP

SCHWAB STRATEGIC TR

8.95%

Shares46.0K

Event2026-03-31

Filed2026-04-16

MAR

MARRIOTT INTL INC NEW

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-16

CMG

CHIPOTLE MEXICAN GRILL INC

-2.41%

Shares36.6K

Event2026-03-31

Filed2026-04-16

SYK

STRYKER CORPORATION

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-16

IWR

ISHARES TR

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-16

NKE

NIKE INC

-2.68%

Shares21.1K

Event2026-03-31

Filed2026-04-16

VISA INC

-1.61%

Shares3.6K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-16

COLGATE PALMOLIVE CO

0.97%

Shares12.5K

Event2026-03-31

Filed2026-04-16

EFA

ISHARES TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-16

SUSB

ISHARES TR

1.02%

Shares39.0K

Event2026-03-31

Filed2026-04-16

BLACKROCK INC

-0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-16

COCA COLA CO

-0.51%

Shares12.7K

Event2026-03-31

Filed2026-04-16

ISTB

ISHARES TR

8.46%

Shares18.6K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

-2.59%

Shares2.3K

Event2026-03-31

Filed2026-04-16

ISRG

INTUITIVE SURGICAL INC

0.28%

Shares1.8K

Event2026-03-31

Filed2026-04-16

VGSR

MANAGER DIRECTED PORTFOLIOS

13.40%

Shares79.8K

Event2026-03-31

Filed2026-04-16

NFLX

NETFLIX INC.

-0.18%

Shares8.4K

Event2026-03-31

Filed2026-04-16