Pine Haven Investment Counsel as of June 30, 2024
Portfolio Holdings for Pine Haven Investment Counsel
Pine Haven Investment Counsel holds 107 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.6 | $14M | 30k | 446.95 | |
| Apple (AAPL) | 7.9 | $9.2M | 44k | 210.62 | |
| Costco Wholesale Corporation (COST) | 4.1 | $4.8M | 5.7k | 849.99 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $4.0M | 9.9k | 406.80 | |
| Starbucks Corporation (SBUX) | 2.8 | $3.3M | 42k | 77.85 | |
| Charles Schwab Corporation (SCHW) | 2.7 | $3.1M | 43k | 73.69 | |
| Abbvie (ABBV) | 2.7 | $3.1M | 18k | 171.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $3.1M | 17k | 182.15 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 2.1 | $2.5M | 32k | 78.78 | |
| Exxon Mobil Corporation (XOM) | 2.1 | $2.4M | 21k | 115.12 | |
| Abbott Laboratories (ABT) | 2.1 | $2.4M | 23k | 103.91 | |
| Chipotle Mexican Grill (CMG) | 2.1 | $2.4M | 38k | 62.65 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $2.2M | 4.3k | 500.14 | |
| Amgen (AMGN) | 1.7 | $2.0M | 6.5k | 312.45 | |
| Procter & Gamble Company (PG) | 1.6 | $1.9M | 12k | 164.92 | |
| Merck & Co (MRK) | 1.5 | $1.7M | 14k | 123.80 | |
| Applied Materials (AMAT) | 1.4 | $1.7M | 7.1k | 235.99 | |
| Oracle Corporation (ORCL) | 1.4 | $1.7M | 12k | 141.20 | |
| Deere & Company (DE) | 1.3 | $1.5M | 4.1k | 373.63 | |
| Pepsi (PEP) | 1.3 | $1.5M | 9.2k | 164.93 | |
| Emerson Electric (EMR) | 1.2 | $1.3M | 12k | 110.16 | |
| Union Pacific Corporation (UNP) | 1.1 | $1.3M | 5.8k | 226.26 | |
| NVIDIA Corporation (NVDA) | 1.1 | $1.3M | 10k | 123.54 | |
| Johnson & Johnson (JNJ) | 1.1 | $1.3M | 8.7k | 146.17 | |
| Colgate-Palmolive Company (CL) | 1.1 | $1.3M | 13k | 97.04 | |
| Stryker Corporation (SYK) | 1.0 | $1.2M | 3.6k | 340.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.2M | 6.5k | 183.42 | |
| Nike CL B (NKE) | 1.0 | $1.2M | 16k | 75.37 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 1.0 | $1.2M | 25k | 46.61 | |
| TJX Companies (TJX) | 1.0 | $1.1M | 10k | 110.10 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.9 | $1.1M | 21k | 52.01 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.0M | 1.9k | 544.22 | |
| Visa Com Cl A (V) | 0.9 | $1.0M | 3.9k | 262.47 | |
| T. Rowe Price (TROW) | 0.8 | $985k | 8.5k | 115.31 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.8 | $934k | 12k | 81.08 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $881k | 4.4k | 202.26 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.7 | $867k | 23k | 38.50 | |
| Caterpillar (CAT) | 0.7 | $865k | 2.6k | 333.10 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $799k | 10k | 78.33 | |
| Coca-Cola Company (KO) | 0.7 | $796k | 13k | 63.65 | |
| BlackRock | 0.6 | $728k | 925.00 | 787.32 | |
| Boeing Company (BA) | 0.6 | $721k | 4.0k | 182.01 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $716k | 1.6k | 444.85 | |
| Meta Platforms Cl A (META) | 0.6 | $711k | 1.4k | 504.22 | |
| Walt Disney Company (DIS) | 0.6 | $703k | 7.1k | 99.29 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.6 | $679k | 28k | 24.49 | |
| Ecolab (ECL) | 0.6 | $676k | 2.8k | 238.00 | |
| Cigna Corp (CI) | 0.6 | $656k | 2.0k | 330.57 | |
| Netflix (NFLX) | 0.5 | $609k | 902.00 | 674.88 | |
| salesforce (CRM) | 0.5 | $606k | 2.4k | 257.10 | |
| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.5 | $605k | 63k | 9.67 | |
| CVS Caremark Corporation (CVS) | 0.5 | $598k | 10k | 59.06 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $581k | 1.0k | 555.54 | |
| Home Depot (HD) | 0.5 | $579k | 1.7k | 344.24 | |
| Tesla Motors (TSLA) | 0.5 | $559k | 2.8k | 197.88 | |
| Rockwell Automation (ROK) | 0.4 | $518k | 1.9k | 275.28 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.4 | $492k | 9.7k | 50.53 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $489k | 6.3k | 77.28 | |
| Sap Se Spon Adr (SAP) | 0.4 | $461k | 2.3k | 201.71 | |
| 3M Company (MMM) | 0.4 | $456k | 4.5k | 102.19 | |
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $455k | 11k | 41.11 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $451k | 4.2k | 106.66 | |
| Broadcom (AVGO) | 0.4 | $448k | 279.00 | 1605.53 | |
| Paychex (PAYX) | 0.4 | $444k | 3.7k | 118.56 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $442k | 3.9k | 112.37 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $438k | 7.5k | 58.64 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.4 | $436k | 9.2k | 47.37 | |
| Boston Beer Cl A (SAM) | 0.4 | $425k | 1.4k | 305.05 | |
| Monster Beverage Corp (MNST) | 0.4 | $418k | 8.4k | 49.95 | |
| IDEXX Laboratories (IDXX) | 0.4 | $416k | 854.00 | 487.20 | |
| Qualcomm (QCOM) | 0.4 | $410k | 2.1k | 199.18 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $404k | 8.5k | 47.45 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $396k | 12k | 33.53 | |
| Nextera Energy (NEE) | 0.3 | $392k | 5.5k | 70.81 | |
| Roper Industries (ROP) | 0.3 | $369k | 655.00 | 563.66 | |
| Eli Lilly & Co. (LLY) | 0.3 | $362k | 400.00 | 905.38 | |
| Trimble Navigation (TRMB) | 0.3 | $358k | 6.4k | 55.92 | |
| Unilever Spon Adr New (UL) | 0.3 | $350k | 6.4k | 54.99 | |
| Ishares Tr Ibonds Dec24 Etf | 0.3 | $348k | 14k | 25.13 | |
| Expeditors International of Washington (EXPD) | 0.3 | $339k | 2.7k | 124.79 | |
| Air Products & Chemicals (APD) | 0.3 | $326k | 1.3k | 258.05 | |
| Wal-Mart Stores (WMT) | 0.3 | $320k | 4.7k | 67.71 | |
| Honeywell International (HON) | 0.3 | $309k | 1.4k | 213.54 | |
| Norfolk Southern (NSC) | 0.3 | $296k | 1.4k | 214.76 | |
| Generac Holdings (GNRC) | 0.3 | $291k | 2.2k | 132.22 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $270k | 11k | 24.86 | |
| Advanced Micro Devices (AMD) | 0.2 | $269k | 1.7k | 162.21 | |
| AFLAC Incorporated (AFL) | 0.2 | $256k | 2.9k | 89.31 | |
| Cisco Systems (CSCO) | 0.2 | $256k | 5.4k | 47.51 | |
| FactSet Research Systems (FDS) | 0.2 | $255k | 625.00 | 408.27 | |
| CSX Corporation (CSX) | 0.2 | $251k | 7.5k | 33.45 | |
| Paypal Holdings (PYPL) | 0.2 | $240k | 4.1k | 58.03 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $238k | 1.2k | 194.53 | |
| Verizon Communications (VZ) | 0.2 | $238k | 5.8k | 41.24 | |
| Ishares Tr Ishares Biotech (IBB) | 0.2 | $229k | 1.7k | 137.26 | |
| Paccar (PCAR) | 0.2 | $222k | 2.2k | 102.94 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $221k | 5.0k | 43.76 | |
| First Solar (FSLR) | 0.2 | $220k | 974.00 | 225.46 | |
| Thomson Reuters Corp. (TRI) | 0.2 | $220k | 1.3k | 168.57 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $219k | 8.2k | 26.56 | |
| Southern Company (SO) | 0.2 | $215k | 2.8k | 77.57 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $215k | 2.8k | 77.76 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $207k | 375.00 | 553.00 | |
| Hannon Armstrong (HASI) | 0.2 | $204k | 6.9k | 29.60 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $203k | 3.0k | 68.00 | |
| Intuit (INTU) | 0.2 | $200k | 305.00 | 657.21 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $150k | 11k | 13.32 |